Kape Technologies Share Discussion Threads

[mfhmfh] 17/9/2019 14:45

Don't forget the money KAPE have for acquisitions. They are obviously being wise and patient about it and waiting for the right opportunity instead of just jumping in.

The previous acquisitions of Zenmate, Cyberghost, Intego back this up.

All IMHO.

[dround87] 17/9/2019 14:23

Didn't Milton reduce their holding recently? Pretty certain that was responsible for the drive towards 60.

[mrnumpty] 17/9/2019 14:19

LF Milton Uk Smaller Companies fund holds Kape as its second-biggest holding , at 4.01% of the fund . The fund hasn’t done at all well recently , but that’s obviously because UK smaller companies are perceived as being most vulnerable to Brexit . However , I consider it to be a very good fund , so their large investment in Kape reinforces my faith in the Compant’sp prospects .

[dround87] 17/9/2019 12:41

Call me clueless if it makes you feel better matey but I've been about the only one saying that since 7:20am this morning!

[dround87] 17/9/2019 12:40

RNS: "Kape Outlook Positive But Interim Profit Falls On Exceptional Costs"

[dozey3] 17/9/2019 11:16

Well I have a few of these and read the rns with great satisfaction looking to add a few more. Dollar earner, very low PEG, cash rich: what’s not to like? Then looked at the market reaction and MartinC’s comments and have put the rose-tinted specs away - for now at least.

[nfs] 17/9/2019 11:05

I watched the presentation. I note the £7.1m spent on customer acquisition. It's in the cash flow and is to be expensed against future revenues. Company presentation identifies 6 years ( or cohorts) of subscribers/users and the revenue magnitude achievable from sticky customers. They have slides on this in the presentation. Well worth a watch as they talk about the magnitude of future cash flows

[gswredland] 17/9/2019 10:06

Ok interesting
Simon Thompson is a big fan of these so will be interesting to see his take on things

[eentweedrie] 17/9/2019 09:27

you've had a 'brief' look and come up with that drivel?

[martinc] 17/9/2019 09:24

One difference between this and Sopheon is that Sopheon sell a sophisticated reputable bit of software. I've only had a brief look at Kape so far, but their "Driverfix" is so absurdly expensive that it's a borderline scam, and is flagged up as such by ESET antivirus. £10 to update one driver once? Really?? Reimage, several years ago, was also a borderline scam when I tried it out as a technician's tool. It seems to get very good reviews now on Trustpilot so hopefully things have changed there. It's still described as a scam in other places, but it's hard to be sure - a non-expert's lifeline could appear a rip-off to someone who knows how to do the job. I think I need to look a bit more at these.

[dround87] 17/9/2019 09:23

I sold what I bought in the 60s (about a third of my holding). Still have plenty.

[gswredland] 17/9/2019 09:21

I know what you mean Dave
I lost a lot on these last year but bought back in this morning

[dave2608] 17/9/2019 09:20

The company keeps on delivering good news and every time the share price bombs. Mind boggling. Maybe a recovery towards the end of the day?

[eentweedrie] 17/9/2019 09:16

mostly dimwits and self confessed 'experts' offloaded this amwill finish blue imo

[tim1478] 17/9/2019 09:11

Great increase in revenue and good propspects for future good but at this stage eps growth is limited. Reminds me of Sopheon which recently bombed. I will invest at these levels but will be prepared to add lower.

[eentweedrie] 17/9/2019 09:11

lol ofcourse you were. clueless

[mrnumpty] 17/9/2019 09:05

No mention of a dividend , despite having £ 30 million in cash against a market cap of about £ 100 million . Presumably Kape are hoarding this cash pile for further acquisitions . As for yesterday’s jump in the share price , followed by this morning’s drop , isn’t it just another example of the stock market adage “ buy on the rumour , sell on the news “ ? Personally , for what little it’s worth , these share price movements of the last couple of days are so predictable , so I see no reason for concern . By the way , it’s not only Simon Thomson of Investors’Chronicle who tips Kape : it’s also in the Growth Portfolio 3 , the portfolio of best share ideas , of Small Company Share Watch . Do your own research , though .

[dround87] 17/9/2019 09:01

Honestly I've worked my way out a bit since we hit +0.70pc. I wasn't expecting big profit figures but I was expecting growth. The reduced cash position wasn't expected. I think this will settle lower before full year. Hopefully they can bring down some of those new costs before then.

[rivaldo] 17/9/2019 08:43

Volumes aren't particularly high, so I assume the reversal is due to a number of traders who bought in pre-results having taken profits/losses.

Hopefully this should be over pretty soon and the share price will rise back up.

[dround87] 17/9/2019 08:38

That rather depends on the size of the loss. Just ask our pal limay where the "it's not a loss if you don't sell" mentality leads you.

[dround87] 17/9/2019 08:10

Nice while it lasted!

[robsy2] 17/9/2019 08:05

New business strain - paying up front sales fees accounts for weak cash flow. That's my reading anyway:

from the accounts

‘Cash outflow from operations was $0.3 million (H1 2018: $2.3 million cash inflow). Adjusted cash flow from operations after adding back one-off payments was $0.2 million (H1 2018: $2.9 million). The decrease in operating cash flow is due to an increase in user acquisition investment attributable to future periods to $7.1 million (H1 2018: $3.4 million). Excluding the investment, adjusted operating cash flow attributable to the current financial period increased to $7.3 million (H1 2018: $6.4 million), which represents a cash conversion of 127%.’

[cheshire man] 17/9/2019 08:03

Market likes results,,,,,as I do :-)