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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
  1.50 0.49% 307.50 305.00 310.00 307.50 307.50 307.50 427,618 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
89.4 5.4 11.0 28.9 688

Kape Technologies Share Discussion Threads

Showing 876 to 899 of 2575 messages
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DateSubjectAuthorDiscuss
19/11/2019
07:46
Surely now, we will see some positive movement in the share price now.
igoe104
19/11/2019
07:44
Agreed Robsy, I used stockopedia 2020 estimates uplifted by 90%. Very useful piece of info they provided there
nfs
19/11/2019
07:38
There is it , the big one. Back of the envelope calcs using their estimates gives me EBITDA eps of 18 cents for year end 31.12.20. Anywhere near that and this is worth 200p a share. Of course they have to do it but they have the cash to invest and the debt equity cash consideration with lock-ins , staggered payments and ongoing involvement by key staff post acquisition, all looks sensible and well pitched to me.
robsy2
19/11/2019
07:28
Booooooom 💰
john09
19/11/2019
07:13
Wow! As the CEO says, "a game changing moment in Kape's development". With "90% earnings accretion anticipated in the year ending 31 December 2020". That's some acquisition: "This transaction makes our vision a reality by creating one of the most prominent privacy companies globally. In one acquisition, I believe we have positioned Kape to fast become one of the leading digital privacy service providers in the world, empowering consumers to manage their own data and digital security."
rivaldo
19/11/2019
07:11
Financial and Operational Highlights of the Acquisition The Acquisition, which is expected to be immediately earnings enhancing, represents a significant step-change in the Group's development, delivering substantial operational and financial benefits, namely:
cheshire man
18/11/2019
10:33
I thought the Mello presentation was fine. As did Glasshalfull per the above. Hopefully just a matter of time and clearing out any sellers.
rivaldo
14/11/2019
22:54
No serious buying as a result of the presentation at Mello. Are potential buyers not impressed ?
outsizeclothes.com
13/11/2019
11:45
They’re Both a takeover target and themselves on the acquisition hunt 👌
john09
13/11/2019
11:38
Glasshalfull @Glasshalfull1 ยท 2h Day 2 at #MelloLondon kicked off already. Ido, CEO of @Kape_com #KAPE first on. M/cap £110m with £35m net cash. Over 1m SaaS customers with company benefitting from growth of digital security. I hold & have tweeted consistently on opportunity here IMHO @MelloEventsUK
cheshire man
13/11/2019
11:24
Things could be turning
john09
12/11/2019
16:42
Looks good for a rise to me 👍
john09
11/11/2019
08:44
Looking forward to it. Since the new SCSW is just out, it should be OK to copy the very nice write-up in last month's issue FYI: Https://www.scsw.co.uk/article-8226.html "Kape - 1.02m SaaS users (+83%) 82p Epic code: KAPE (Sharewatch) I really like Kape’s investment model. It spends £100 on attracting a subscriber to its digital privacy software and although in the first year it might only recover £80 (payback is 15 months), on average users stay with it for six years, by which time it has had >3x its money back, so lifetime value (LTV) is the gravy. Since December Kape added 197,000 subscribers to take it to 1.02m, +24% over six months and +83% year-on-year. Total sales were US$72.3m (up from US$52.1m) and of that US$54.2m comes from software sold on a continuing basis to these 1.02m users - causing LTV to jump to US$38m from US$30m last December. The other US$18.1m was one off sales to a further 0.2m users. Of course upfront marketing can have a depressing effect on profitability during a period of high customer expansion. Overall in H1 it has invested US$11.1m in direct marketing (up from US$9.8m) so the benefits will come in future periods. Of that, US$7.1m was capitalised, up from US$3.4m. Adjusted ebitda went up 21% to US$5.8m. Eps grew 15% to 2.5 cents. Yet despite adding so many new subscribers, the retention rate has advanced to 82%, from 74% a year ago. The two acquisitions of the past 18 months continue to do well. Intego strengthened its presence in the North American cybersecurity market whilst Zenmate has been assimilated into the group where it now forms a flanking brand to CyberGhost VPN and US$1.7m cost savings will flow through into H2. Net cash is US$36.4m or 20p a share. Shore Cap forecasts eps of 6.8 cents for the current year and 9.2 cents next, to drop the soon to be prospective PE to 8.9. An acquisition will electrify things before long. Keep buying."
rivaldo
08/11/2019
12:53
Just a reminder Kape management team will be presenting on both days of the two day Mello London investor conference in Chiswick London W4 on Tuesday 12th and Wednesday 13th November and there will be an opportunity to take part in a Q&A at the end of each presentation. These are just a few of the companies taking part... Https://melloevents.com/event-mlexhib/ There will also be lots of quality keynote speakers, panel sessions and round table discussions looking at investment strategies & portfolio diversification plus sessions on.... How does a market maker work your share trades? What is undertaken in a company audit? What is hidden on the dark web? & how can retail investors get access to placings? Https://melloevents.com/event/ If you would like to join the thousand investors at the event you can gain 40% discount on your ticket by entering the code ADVFN40 when you purchase your ticket.
davidosh
08/11/2019
11:51
Just a reminder that Kape are presenting at Mello London next week on Tuesday and Wednesday (timetable below). This should give the company some useful publicity. https://drive.google.com/file/d/1Vzcx-g0oV8PUUo_7AxBcDomAgUmuZJtE/view
sev22
07/11/2019
11:54
Bought some yesterday, no doubt fellow SCSW folk are getting in the party at XLM and GAN
john09
05/11/2019
17:20
Tried to buy at 76.5p most of the afternoon. Not filled
john09
05/11/2019
09:41
Quite the weirdest share to trade. Says 78p on screen, but you could buy at 78p, so that wasn't mid. Then, not poss to sell, quoted 75.2p online but directed to phone call for execution. Did so on a quote of 75.2p. Said I'd accept 75p to get rid of... Dealer called back - sold for 77p ea! Mysterious....
napoleon 14th
01/11/2019
16:40
I’ll have a tickle here a few pence lower I think
john09
31/10/2019
23:03
KAPE have been tipped tonight here: Https://masterinvestor.co.uk/equities/what-a-result-great-numbers-from-three-top-performing-small-caps/?utm_source=Daily+Bulletin&utm_campaign=246fbf5634-Daily_Bulletin_20191031&utm_medium=email&utm_term=0_25eff0bb7f-246fbf5634-34898813 "KAPE TECHNOLOGIES I first covered this next company in the April 2018 edition of this magazine. AIM-listed Kape Technologies (LON:KAPE) is a consumer security software as a service (SaaS) business which changed its name from Crossrider last year to reflect a shift in strategic focus. While the shares are down from 86.5p to the current 78.5p since my initial report, they have surpassed 135p during that time and investors have also enjoyed a special dividend of 3.55p per share. But with two acquisitions recently completed and the business making strong operational progress, I believe the story is worth revisiting. Kape currently develops and distributes a variety of digital products in the online-security space, offering products which provide online security and privacy. Since my last report, Kape has disposed of its non-core media division, leaving app distribution as the core operating segment. Key subscription-based products include; CyberGhost, an online privacy application; Reimage PC/Mac, which can fix a PC or Mac and restore peak performance via the internet with 24/7 support; and DriveFix, which scans computers for outdated drivers. Expanding its suite of products, Kape made two complementary acquisitions in 2018, putting to use some of the £45.9 million it raised at IPO in 2014 but hadn’t really touched since. July last year saw the $16 million purchase of Intego, a leading Mac and iOS cybersecurity and malware protection SaaS business, headquartered in Seattle.. Then in October, the company bought ZenMate for €4.8 million. This is a digital privacy company, headquartered in Berlin, focused on encrypting and securing internet connections and protecting individuals’ privacy and digital data. While Kape announced in July that its interim results would be in line with expectations, the shares oddly fell by around 20% over the next two weeks. Investors had nothing to fear, however, as the final numbers showed revenues up by 24% to $29.9 million for the six months to June. Kape now has over one million subscribers across its product base, up 24% over the previous year, with the customer-retention ratio improving from 74% at the end of 2018 to 82% − one of the highest in the consumer SaaS space. Notably, recurring revenues more than quadrupled to $21.2 million, providing strong visibility of earnings. Elsewhere, both of the acquired businesses were said to be performing in line with expectations, with $1.7 million in annualised cost savings identified in ZenMate. At the adjusted EBITDA level (relevant for Kape given high non-cash charges) profits grew by 21% to $5.8 million. The balance sheet remained strong with cash of $36.4 million as at 30 June and no debt. The outlook for the second half was positive, with management saying it remains confident in delivering year-on-year growth for the current financial year, in line with market expectations. Hack into growth The interim results showed how ambitious Kape is. Comments from chief executive Ido Erlichman, included: “We have significant ambitions for Kape…”and …”we firmly believe much more is possible.” With profitable operations and a large cash backing, I believe that the company looks very well placed for further growth in the personal digital-safety market, which was estimated to be worth $10 billion in 2018. Kape is currently being valued by the markets at £116 million. For the 2020 financial year, broker Shore Capital is looking for revenues of $83 million, pre-tax profit of $16.3 million and earnings of 9.2 cents (7.33p) per share. It’s worth noting that further earnings visibility comes from the sale of the media division, with Kape receiving a 50% share of EBITDA from the business for the next five years as consideration for the deal. Assuming targets are met then the forward price earnings multiple is just 10.7 times for 2020. Strip out the cash balances and that falls to a very low eight times, at the bottom end of the wider software and computer-services sector."
rivaldo
27/10/2019
21:39
Just to let shareholders and potential investors in Kape know that the management team will be presenting on both days of the two day Mello London investor conference in Chiswick London W4 on Tuesday 12th and Wednesday 13th November and there will be an opportunity to take part in a Q&A at the end of each presentation. These are just a few of the companies taking part... Https://melloevents.com/event-mlexhib/ There will also be lots of quality keynote speakers, panel sessions and round table discussions looking at investment strategies & portfolio diversification plus sessions on.... How does a market maker work your share trades? What is undertaken in a company audit? What is hidden on the dark web? & how can retail investors get access to placings? Https://melloevents.com/event/ If you would like to join the thousand investors at the event you can gain 30% discount on your ticket by entering the code ADVFN30 when you purchase your ticket.
davidosh
15/10/2019
15:28
I agree. I would not be surprised if a trade sale is the end game that Ido Erlichman/Teddy Sagi are looking at. The valuations that AVG and now SOPHOS have achieved are far in excess of what this market seems to want to offer
mike1010
15/10/2019
08:17
Apple macOS Under Malware Attack From N.Korean Hackers Posing As Fake Cryptocurrency Companies https://www.ibtimes.com/apple-macos-under-malware-attack-nkorean-hackers-posing-fake-cryptocurrency-companies-2845887
johnwise
14/10/2019
21:04
think 140p
onjohn
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