Buy
Sell
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
  -4.50 -2.59% 169.00 167.00 171.00 173.50 168.00 173.50 165,884 16:09:54
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
49.8 2.1 1.1 150.3 261

Kape Technologies Share Discussion Threads

Showing 1276 to 1299 of 1525 messages
Chat Pages: 61  60  59  58  57  56  55  54  53  52  51  50  Older
DateSubjectAuthorDiscuss
10/2/2020
18:35
Yes continue to sell
nw99
10/2/2020
15:28
Anyone know how many they have ?
wildchild
10/2/2020
15:20
I to think this could be Miton as forced sellers due to redemptions.
portugull
10/2/2020
14:49
Watch out for Minton who hold these. Sharephrophets suggesting they are suffering redemption's aka Woodford.
waterloo01
10/2/2020
14:47
2:45pm. Now hit about bottom of the trading range IMO.
shanksaj
10/2/2020
14:41
This is a tree shake, next leg up soon
bramcych
06/2/2020
17:35
Thanks Nobilis, forgot to go for MPAC. Your reminder has prompted me to buy.
shanksaj
06/2/2020
08:27
switched a bit of KAPE to MPAC MPAC has a relatively strong balance sheet with cash forecast at £16m - 80 pence a share. In view of that both the company’s arms are gaining traction we are reiterating our Buy recommendation on the stock, which still looks undervalued. Results on 4 March should trigger another upgrade. Current share price 350 Take cash off of 80p leaves 270 Earnings 37p Cash adjusted pe is 7.3 A pe of 13 plus 80p cash leaves target of 561p 60.2% upside
nobilis
05/2/2020
15:04
My ECSC waking up. another internet security biz
biteherbutt
05/2/2020
13:57
There she blows!
tygarreg
05/2/2020
13:49
It's going to blast through 2 soon!
tygarreg
05/2/2020
12:47
Looks like £2 coming sooner rather than later then....DYOR
qs99
05/2/2020
11:36
Looking very good, still over a month to the results.....nicely building to £2++ GLA
qs99
05/2/2020
11:17
John, that sounds about right to me. I've never had so much invested in one share before as with Kape. In addition, if it gets to fair value quickly then there is the overshoot to add in on top.
shanksaj
04/2/2020
16:12
On fy results what are people's target prices ?
investorsiba
04/2/2020
14:43
A small top up for me. Suet
suetballs
04/2/2020
12:22
0 0 0 Notice of Results Mpac Group plc, a global leader in 'Make, Pack, Monitor and Service' high speed packaging solutions, will be announcing its preliminary results for the year ended 31 December 2019, on Wednesday 4 March 2020. For further information, please contact:
nobilis
04/2/2020
12:09
By my rough calculations, based on next year's EPS, any bid would have to be north of 250p, more likely 300p. This would imply a PE of 18 times forward earnings...
johndoe23
04/2/2020
12:00
Will it be taken out before it has time to reach it's full potential?.
essentialinvestor
04/2/2020
11:12
This has started to move on the next leg up - it remains hugely undervalued.
bramcych
03/2/2020
17:13
Considering you joined last week and the CEO of dev sold 50million shares recently I wouldn't recommend it...
tomv33
03/2/2020
16:04
Guys huge TIP get into #DEV is at 2.2p and only listed last year and got to 18p highs Massive massive buy as will do the same as BIDS and flyGet on board now!!!!
jayminpatel1
03/2/2020
15:50
Thanks for posting that. Hoping for further weakness to add
gswredland
03/2/2020
11:30
Now that the new issue of SCSW is out, it's probably OK to repeat what SCSW had to say about KAPE in their previous issue in their tip update. They noted that at the then 148p KAPE were "D-I-R-T cheap" given the new 15.6c EPS forecast for this year. The closing summary of the strategy re the PIA acquisition is important: Https://www.scsw.co.uk/article.php?id=8307 "Kape - 70% eps accretive deal American company Private Internet Access literally invented the business of digital privacy, says Kape’s chief executive, Ido Erlichman. When it launched in 2009 nobody had really heard of VPNs (or Virtual Private Networks, when it goes by its full name) but nowadays VPNs are getting more mentions as online security and privacy come under scrutiny. The VPN market is already worth c.US$24bn but is expected to grow 50% by 2022 and Private Internet Access is a top three player. Having seen the news release flash up on my screen at 7am that Kape (KAPE; 148p) was buying Private Internet Access, it took me just three minutes to contact the company’s advisors and ask whether it was possible to meet Erlichman and finance director Moran Lauder. Less than four hours later I was sitting in an office in Piccadilly with them. In the light of the deal brokers have already lifted their FY20 forecast earnings by 70% from 9.2 cents to 15.6 cents. Now on a prospective PE of 12.2 the shares are D-I-R-T cheap. Kape is, of course, an old friend to SCSW, a main recommendation in April ‘18 and also a constituent of Growth Portfolio 3. Since Erlichman joined four years ago he has moved Kape squarely into the market for VPN privacy software. A young guy with 2m shares issued at 27p when he joined, he is clearly hungry to make his first fortune. Cyberghost was bought in March 2017 and was mostly a free VPN service at the time but was rapidly transformed into a paid for service using savvy online marketing. This was followed by Zenmate, which was lossmaking but rapidly assimilated into the existing structure to leave a very profitable business. But these were just a dress rehearsal for the acquisition of PIA, which now makes digital privacy overwhelmingly the largest part of its operations. As I have explained in the past, corporates and individuals might typically use a VPN service when they wish to anonymise their Internet activity and keep a computer secure whenever it’s connected to public networks such as at Wi-Fi hotspots (eg. coffee shops) where there is a risk of hackers infiltrating the unsecured network and using it to collect personal details or sensitive login information. A VPN product will replace a user’s original IP address with another IP address from the network making it impossible to track online activity. Because VPNs use a combination of dedicated connections and encryption to generate virtual peer-to-peer connections, even if snoopers do manage to siphon some of the transmitted data, they’d be unable to access it on account of the encryption. Private Internet Access (PIA) was one of the really early companies in the VPN area. Kape has paid US$127.6m for it, to be satisfied by US$52.9m in cash, 42.7m new shares and the repayment of US$32.1m debt. Kape’s largest shareholder, UniqMind (a vehicle for Teddy Sagi), has provided a US$40m short-term loan to ensure the deal gets completed and post the deal its interest falls from 73% to 55.9%. In M&A circles they sometimes talk of the “winners curse,” where the benefits mostly flow to the shareholders of the acquired company and the buyer is left with an overpriced turkey, and many deals then fail in the post-acquisition phase due to poor pre-planning and integration. Not a bit of it here. PIA’s co-founders and shareholders, Andrew Lee and Steve DeProspero, are taking less than US$5m cash upfront but are rolling up most of their consideration into Kape, and each ends up with a 10.4% stake. They also commit to staying for three years to grow the business. Erlichman has also already completed two VPN deals so knows exactly what is involved integration-wise. PIA generated revenues of US$47.4m and had an adjusted EBITDA of US$14.7m in FY18. This compares to Kape’s revenue and EBITDA of US$52.1m and US$10.4m, respectively, in the same period. PIA comes with 1.2m SaaS users (half in the US; 80% of customers with it over two years), so you could say Kape is valuing each user at, say, US$100. But this is the wrong way to look at it, says Erlichman, as there is deeper strategy. First, Erlichman says there is now a fairly straightforward process of removing geographical overlap in the global network of servers as well as duplicated costs in the first year. PIA owns a network of 3,335 servers distributed across 30 countries globally and CyberGhost has 5,700 across 89 countries. Overall he expects to save up to US$4.5m within a year. Consequently, the enlarged group is expected to generate consolidated proforma 2020 revenues of between US$120-123m and adjusted EBITDA of between US$35-38m - an outstanding deal that has clearly galvanised Kape’s prospects. The PIA brand is so strong that it will now be adopted as the name for the enlarged business (Zenmate will probably be dropped). Second, the strength of the brand is exemplified by the fact that, to date, PIA grew by word of mouth by relying on its high profile amongst online security bloggers and vloggers as well as free google search results. This compares to the affiliate model Kape uses where it might spend US$100 to get a new customer but only recoups US$85 in the first year, which depresses year one profit. Kape capitalises part of the cost and writes it off over 22 months so cash lags profits a little. With PIA there is no such associated cost of acquisition as there is no advertising spend, so everything drops to the bottom line quickly. It has 90% gross margin and 30% ebitda margin. Third, applying Kape’s high quality digital marketing channels is expected to place PIA on a stronger revenue trajectory. PIA grew sales by 18% last year versus Kape’s c.40% reported VPN growth. Finally, PIA also comes with additional privacy products to add to the technology stack. These include 1) Plus Ultra – software that speeds up internet connections; 2) LibreBrowser - a completely private browser; and 3) Private.sh – a private and encrypted search engine based on proprietary blockchain technology. It has the look of a business set to massively surprise on the upside in 2020. Even at 200p the PE would only be 16. Grab it with both hands."
rivaldo
Chat Pages: 61  60  59  58  57  56  55  54  53  52  51  50  Older
ADVFN Advertorial
Your Recent History
LSE
KAPE
Kape Techn..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20200410 10:31:45