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Share Name Share Symbol Market Type Share ISIN Share Description
Kape Technologies Plc LSE:KAPE London Ordinary Share IM00BQ8NYV14 ORD USD0.0001
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  15.00 8.62% 189.00 185.00 190.00 189.00 173.50 174.00 896,959 16:35:12
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
49.8 2.1 1.1 179.1 394

Kape Technologies Share Discussion Threads

Showing 826 to 849 of 2250 messages
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DateSubjectAuthorDiscuss
27/9/2019
08:02
Have had a small position here for a while, but they seem to be delivering IMO and net cash will provide some comfort OR £s for deals, organic investment etc. This to me is a hot space to be in and still fairly new to many. GLA and happy to continue to hold.
qs99
27/9/2019
07:28
Great to see Naked Trader buying in here. For the record, here's what he says: Https://www.nakedtrader.co.uk/ "In these times I definitely prefer companies with a good cash bank or at least a low debt. A company with a lot of cash is Kape and I bought some. It has cash of $36m and no debt and this global cybersecurity outfit showed strong growth in revenue and profit. For me, this leaves it looking very undervalued and I am looking for a push up to at least a quid assuming the market doesn't blow a fuse over Brexit. Perhaps a catalyst for an upswing would be a move to spend some of that cash."
rivaldo
27/9/2019
06:57
New York state is suing Dunkin' Brands, parent company of the coffee chain, for allegedly failing to warn hundreds of thousands of customers affected in two separate cyber breaches in 2015 and 2018. https://www.cbsnews.com/news/dunkin-donuts-lawsuit-dunkin-donuts-sued-by-new-york-over-security-breaches-on-mobile-apps/
johnwise
27/9/2019
06:45
US "Should the National Security Council restore the cybersecurity coordinator role?" The risk of being attacked is very real, as the World Economic Forum found that cyberattacks represent the fifth most likely to occur global threat. Technology, and therefore cybersecurity risk, is at the heart of what makes the world run. For example, critical infrastructure that enable a modern way of life; financial services for everyday transactions and investments https://www.helpnetsecurity.com/2019/09/27/cybersecurity-coordinator-role/?utm_source=feedburner&;utm_medium=feed&;utm_campaign=Feed%3A+HelpNetSecurity+%28Help+Net+Security%29
johnwise
26/9/2019
18:07
I presume today’s rise in the share price is due mainly to Robbie Burns (The Naked Trader) mentioning in his blog today that he has bought some.
standish11
26/9/2019
14:29
Ok. NOW we're looking interesting. Looking like a significant break of that downtrend and the key 80p mark. Been sat watching that key mark for what feels like forever. All noise until it broke. I'd say a test of 90p initially and then possibly a £1. Look at the way the chart moved previously when it broke higher back in March 2018. UPDATE! As per Standish' post below, Naked Trader has bought in stating the stock is undervalued and that he is looking for AT LEAST A QUID. I shall stick with a steady move up to 90p initially.
sphere25
25/9/2019
06:09
Russians Hack FBI Comms System American officials discovered that the Russians had dramatically improved their ability to decrypt certain types of secure communications and had successfully tracked devices used by elite FBI surveillance teams. https://www.schneier.com/blog/archives/2019/09/russians_hack_f.html
johnwise
24/9/2019
06:40
Tuesday, September 24, Virus forces Union City to shut down computer system; online services down several days The city is working with the FBI, cybersecurity specialists, as well as state agencies involved with cybersecurity. It is unclear how residents' personal information may have been compromised. Video https://abc7news.com/virus-forces-union-city-to-shut-down-computer-system;-online-services-down-several-days/5561928/
johnwise
23/9/2019
13:04
Simon Thompsons share tip column in the Investors Chronicle.
chimers
23/9/2019
11:35
Thanks chimes Where is that from?
gswredland
23/9/2019
08:28
There is a glaring disconnect between the stock market’s miserly valuation of Kape Technologies (KAPE:70p), a provider of cyber security software and a constituent of my 2017 Bargain Shares portfolio when the shares were priced at 47.9p, and the operational performance of the company. Adjust for non-cash amortisation costs of $2m, exceptional costs of $0.5m for integrating the two acquisitions made last year, and almost $1m of share-based payments, and Kape’s underlying pre-tax profit surged by a third to $4.85m on revenue up 24 per cent to $29.9m in the first half of 2019. Key metrics are all moving in a positive direction: retention rates improved by 8 percentage points to 82 per cent, one of the highest rates in the industry, highlighting a high level of customer satisfaction; 347,000 new customers were added in the period to take the subscriber base to 1.02m of the 1.2m paying users, the vast majority of which signed up for three-year subscriptions; and forecast cash flow to be generated from the existing user base has increased to $45m over the next three years. Moreover, the integration of the October 2018 acquisition of Berlin-based ZenMate, a digital privacy company focused on encrypting and securing internet connections and protecting individuals' privacy and digital data through virtual private networks (VPNs), is working out incredibly well. That business is now operating profitably, and benefiting from Kape’s digital marketing expertise and improvements made to its product offering. These include the launch of ZenMate Pulse, a comprehensive web firewall extension that protects against pop-up ads, trackers, phishing schemes, malware and malvertising. This segment of the cyber security market is a core driver of Kape’s growth. Since acquiring CyberGhost, a leading cyber security software-as-a-service (SaaS) provider of VPNs, in March 2017, Kape has more than trebled its user base and CyberGhost is on course to account for almost $30m of Shore Capital’s full-year group revenue estimate of $72m. On this basis, expect a 43 per cent increase in Kape’s adjusted pre-tax profits to $12.6m to produce earnings per share (EPS) of 6.8¢ (5.5p), up from 5¢ in 2018. It’s hardly surprising that Kape’s product suite is in demand given the increase in cyber crime, which has made internet users far more careful about protecting their data online. Cyberhost and Zenmate accounted for three-quarters of all new users signed up in the first half, and the heady growth rate shows no sign of abating given that the global VPN market is projected to post compound annual growth of 18 per cent until 2022 when it could be worth $35.7bn, according to Statista, a leading provider of market and consumer research data. Chief executive Ido Erlichman also pointed out during our results call that last summer’s $16m acquisition of Intego, a Mac and iOS cybersecurity and malware protection software-as-a-service (SaaS) business, is performing well, too, adding further weight to Shore Capital’s full-year numbers. Operational improvements aside, Intego’s profile in the industry has benefited from positive media coverage after Kape's macOS security analyst team discovered a number of important malware security threats for Apple users: OSX/CrescentCore malware, which installs malicious Safari extension software, and OSX/Linker, which seeks to capitalise on existing macOS Gatekeeper security flaws. True, Kape invested $7.1m of cash in new customer acquisitions, but the average payback period is only 15 months and, on a three-year subscription, cumulative revenue earned is 1.9 times its marketing investment, a very healthy return. I also like the fact that Kape is primarily focused on driving organic growth and maximising returns from previous acquisitions, although with a cash pile of $36.4m (20.6p a share), the directors have ample firepower. Strip out cash from the share price and the price/earnings (PE) ratio is only 9, a ridiculously low valuation for a company that remains well on track to deliver another step change in profitability in 2020 when Shore Capital predicts Kape will report revenue of $83m, pre-tax profit of $16.3m and EPS of 9.2¢ (7.4p). On that basis, the forward cash-adjusted PE ratio is only 7. Strong buy.
chimers
23/9/2019
07:14
Building owners and facility managers MUST take cybersecurity seriously. https://www.facilitiesnet.com/buildingautomation/article/What-Is-The-Building-Owners-Role-in-Cybersecurity--18595
johnwise
20/9/2019
11:35
Hopefully these consistent rises mean the overhang is finally cleared.
rivaldo
20/9/2019
10:00
Interims announced 17/9/19. Increase in subscriptions of 23.7% and improving client retention rate from 74% to 82% shows this stock is entering a fast and increasingly profitable phase. Simon Thompson issues latest analysis 18/9/19. Says "There is a glaring disconnect between the stock market’s miserly valuation of Kape Technologies (KAPE:70p), a provider of cyber security software ...... , and the operational performance of the company. ST says cash adjusted PE for 2019 year end of 9, and falling to 7.5 for year ending 2020. Looking at Simon's analysis over the years for this stock I think he feels a PE of over 18 is more appropriate.
poggio
20/9/2019
06:35
Why it's time to embrace top-down cybersecurity practices An open culture doesn't mean being light on security practices. Having executives on board with cybersecurity, including funding it adequately, is critical for protecting and securing company data. The average cost of a data breach in 2018 was $148 for each compromised record. That equals an average cost of $3.86 million per breach. Because it takes organizations more than six months—196 days on average—to detect breaches, a lot of remediation must happen after discovery. https://opensource.com/article/19/9/cybersecurity-practices
johnwise
20/9/2019
06:32
ST full write-up. https://tinyurl.com/y4o3ek6u Strip out cash from the share price and the price/earnings (PE) ratio is only 9, a ridiculously low valuation for a company that remains well on track to deliver another step change in profitability in 2020 when Shore Capital predicts Kape will report revenue of $83m, pre-tax profit of $16.3m and EPS of 9.2¢ (7.4p). On that basis, the forward cash-adjusted PE ratio is only 7. Strong buy
igoe104
19/9/2019
13:19
It was 115p in March of this year - it looks like it is going there again.
stentorian
19/9/2019
13:03
79p now Chart looking like it is trying to break higher. Normally, I'd be quite bullish about this move, but seen as we have an absolute barrage of ST followers buying a tip, it's hard to know what the true price is here. Clearly, artificially inflated at present, and as previously suggested on this board, we're going to have to wait and see when they all try and grab the quick tip profit and stampede for the exits. Considering the illiquidity, not everyone will be able to grab the profit and price they want before the market makers slam the door shut on the bid Should be an amusing watch :-D
sphere25
19/9/2019
07:06
Windows Defender malware scans are failing after a few seconds Windows Defender "Quick" and "Full" scans stop after a few files and a few seconds. https://www.zdnet.com/article/windows-defender-malware-scans-are-failing-after-a-few-seconds/
johnwise
18/9/2019
14:06
Ha! See you there!
dround87
18/9/2019
13:52
This is interesting from ST: 'Cyberhost and Zenmate accounted for three-quarters of all new users signed up in the first half, and the heady growth rate shows no sign of abating given that the global VPN market is projected to post compound annual growth of 18 per cent until 2022 when it could be worth $35.7bn...'
mfhmfh
18/9/2019
13:45
Dont worry mate just buy at 85p
onjohn
18/9/2019
13:40
The problem with Simon Thompson tips is that they are almost always short lived. So much short term trading off the back of them. Traders will sit there at 11.59am and get ready to hammer the buy button on any tip with a buy flag and then sell within the hour. Unfortunate but true and plenty will bail at the new high. Obviously I don't agree with him on this one. Strip the cash out if you want but that pile shrunk significantly in the previous half so doing that may be foolish long term. What's it going to be in the next set of results? Bigger or smaller? Will the expanded marketing budget continue to drag on margins? Is a shrinking cash pile a sign that aquisitions are not likley in the near future? Big question marks that seriously affect the valuation. It's a hold for me too fundamentally but if he'd been honest (maybe a bit harsh!) and said that coming off a strong buy there would have been a sell off that I didn't want to get involved in so I bailed. Could have come out almost on my average today and I definitely would have in hope of buying this cheaper further down the line. But never mind. Coulda shoulda woulda. I'd be surprised to see this move even past 80 under the figures we saw yesterday until the SAAS model is proven. Didn't see that happening. Dont really see how the situation that has driven the drop over the past year has changed?
dround87
18/9/2019
13:03
so you are saying that you want a bum?!grief man, pull yourself together
eentweedrie
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