Kape Technologies Share Discussion Threads

[rivaldo] 17/3/2020 12:39

Excellent results. Above all, recurring revenues now constitute a staggering 87% of total revenues.

Arden have a 208p target and repeat their Buy recommendation. They go for 13.9c EPS this year - that's around 11.4p EPS.

N+1 Singer go for a similar 13.5c EPS, rising to 15.2c EPS next year.

[martinthebrave] 17/3/2020 11:11

Same old story with Kape. They are in the middle of a "land grab" & are not too fussed about the bottom line at this point. Once again great "top line" growth but less attractive lower down. If you buy the story (& I am warming to it), profit will come later. In the meantime it will be a hairy ride & in this market the share price could retreat further. All IMO. MTB

[tomps2] 17/3/2020 09:37

Webcast - KAPE: FY19 results

CEO Ido Erlichman & CFO Moran Laufer present the group's FY19 results.

A strong set of results. Operationally they will not be affected by COVID-19.

[robsy2] 17/3/2020 09:21

I am happy to keep buying here on the back of the results and guidance which indicate a fast growing business cutting costs and looking recession proof and virus proof.As a precaution I keep a short on to cover some of the market downside of which I expect there will be plenty more..
I just don't want to kick myself for not having added at 120p ish in 12 months time. It just looks like it can be a 200p stock again to me once all the fuss has died down.

[john09] 17/3/2020 08:53

There’s no strength in this market . Sell on any spikes imho. Great company. Great update however

[sphere25] 17/3/2020 08:50

Another stock with a decent update being sold into. The theme is the same out there, sell all the rallies regardless of fundamentals. Mass liquidations going on and no doubt there will eventually be leveraged fund blow ups. It was easy for so long and now a price has to be paid.

[tomps2] 17/3/2020 08:19

Webcast - KAPE: FY19 results

CEO Ido Erlichman & CFO Moran Laufer present the group's FY19 results.

A strong set of results. Operationally they will not be affected by COVID-19.

[qs99] 17/3/2020 08:08

So where would a fair price be? With £:$ coming down, $ earnings should be more valuable no? Cash generation should see off net debt soonish IMO and could allow further acquisitions? EV/EBITDA 10X puts it at well over £2.....is that too high? Thoughts welcome....DYOR

[qs99] 17/3/2020 08:03

Indeed. Let's hope it holds....as I said above, ex-CVID stuff this would be heading to £3 IMO given its SaaS model...etc..

[johndoe23] 17/3/2020 08:01

Nice start

[qs99] 17/3/2020 07:43

I think your guess is as good as anyone's but KAPE looks to be in good shape, in an attractive and growing market so unless we go into a 1930s style depression (which I am not sure we will given the economics / knowledge available to govts vs then), it seems a good long term bet....DYOR

[ali47fish] 17/3/2020 07:41

so does one add given the big retrace-opinions welcome

[bramcych] 17/3/2020 07:17

Brilliant update, great growth, completely undervalued.

[ayl30] 17/3/2020 07:11

How nice to read some good news, in other times share price would bump up, but we may have to wait a bit for that

[qs99] 17/3/2020 07:07

Cracking set of results.... normal markets and imo this would be heading to £3 as they ramp up saas model.... DYOR etc

[2bluelynn] 16/3/2020 20:40

My last post below ... will they hit 80 pence ? where there's a gap on the chart ? I actually think we will !! Madness at these levels . Good luck all but my buy is at slightly over this 85 pence .

[qs99] 16/3/2020 16:17

If results tomorrow are good it will be a nice litmus test for whether markets will buy 6months + in advance DYOR

[qs99] 16/3/2020 16:03

Looks like market have woken up

[mfhmfh] 16/3/2020 16:01

hxxps://www.natlawreview.com/article/coronavirus-covid-19-managing-cyber-security-risks-remote-work

'Virtual Private Networks (VPNs) ensure that internet traffic is encrypted, especially if connected to a public Wi-Fi network. If your company has one in place, make sure employees exclusively use the VPN when working and when accessing company information systems remotely.'

[qs99] 16/3/2020 15:02

1 year view this just looks a crazy price, DYOR

[qs99] 16/3/2020 11:11

too early for a special divi IMO...needs to show delivery against new big deal first....net cash would be good, but not sure that will be case given recent deal....all about message around virus impact IMO

[johndoe23] 16/3/2020 11:03

I'm hoping for good cash position, and may be a special divi?! Wishful thinking I know!

[sharking] 16/3/2020 10:56

Expect results to be good, but can't see it doing much upwards movement at the moment as overall market madness will get worse I think. Dont believe we are near the bottom yet in my opinion.

[molatovkid] 16/3/2020 10:33

1391 reported cases / 67m people in the UK. = 0.002%.
Monumental over-reaction.