Kape Technologies Share Discussion Threads

[12strings] 18/3/2020 12:45

Hi mrnumpty,

Thanks for the Telegraph piece. It follows my thinking. I subscribe to SCSW, perhaps you do too? Clearly everything has been and continues to be sold off in panic and to generate cash to meet margin calls. I suspect that may continue for a while and my tactics are to drip feed buys of selected companies from here.

The Coronavirus is going to be with us for 12 months, maybe more, with perhaps a reprieve during the summer before a vaccine is proven. The other shock has been the oil price collapse. Central banks are printing currency like confetti to keep their countries functioning. So it's bad.

Best keep a good amount of powder dry. My favoured stocks are the essential internet service providers and gold bullion. Plus a lot of cash too.

Hoping for the best!

[qs99] 18/3/2020 12:39

soz, not a subscriber, target price?

[rivaldo] 18/3/2020 12:35

Link to the tip - subscriber-only of course:



"Profiting from coronavirus
Simon Thompson 49 minutes ago

Kape Technologies (KAPE:100p), a provider of cyber security software and a constituent of my 2017 Bargain Shares portfolio, rallied 64 per cent after my last article (‘Kape’s transformational acquisition’, 25 November 2020) to hit my 200p target price last month. The subsequent sharp retracement presents a new buying opportunity for several reasons..."

[johndoe23] 18/3/2020 11:51

Tipped by Simon Thompson this morning...

[mrnumpty] 18/3/2020 10:53

12 strings : another string to your bow , or something to support your rationale . There is an article on page 4 of today’s Telegraph Business titled “ Why this is a once-in-a-generation buying opportunity “ ( but DO YOUR OWN RESEARCH - the article DOES NOT say “ buy now “ , nor does it suggest when markets will bottom out , and it certainly doesn’t mention Kape . Anyway , one of the arguments listed is “ I expect the coronavirus , the highly emotive response to it and the extreme measures taken to contain and delay it will have a significant structural impact on the way we live our lives . Working from home will be more normalised and our lives will move ever more online , from shopping to entertainment and communication . There will be some big winners and successful investing will in large part be about spotting them “ . Let’s hope that Kape is one of them . For the moment , MrNumpty is watching and waiting on the sidelines . Good luck all .

[mrnumpty] 18/3/2020 10:42

Rosby : a company which MIGHT ( DO YOUR OWN RESEARCH ) is Plus 500 , as one imagines that current misery is encouraging more punters to play the markets .

[mrnumpty] 18/3/2020 10:42

Rosby : a company which MIGHT ( DO YOUR OWN RESEARCH ) is Plus 500 , as one imagines that current misery is encouraging more punters to play the markets .

[malcolmmm] 18/3/2020 08:54

This is a buy for me, just watching and waiting. It will double in short order in a few months imo.

[robsy2] 18/3/2020 08:34

Looks positive. On a broader note anyone got any ideas of businesses that could benefit from recession?

[mrnumpty] 18/3/2020 08:05

The share price is only just above £ 1.00 . I suspect that market makers might like this to go to £ 1.00 in order to activate automatic stop-losses ( obviously many holders will have stop-losses at £ 1.00 rather than £ 1.03 or £ 0.97 , for example ) . As a result , as someone who sold out nearly three weeks ago , but who liked yesterday's RNS and who is closely watching the price , I shall continue to watch and wait . Incidentally , in spite of writing that , I am NOT a ramper - I detest them as much as any other decent person . Kape is one of those many babies which were thrown out with the bathwater , caught up in the maelstrom of world events . On that score , I note that yesterday's rally in the USA did not carry over to the Nikkei or Hang Seng , both of which fell last night / this morning . All the best and do your own research .

[12strings] 17/3/2020 21:50

Don't usually post but one statement in today's news strikes me as crucial for all shareholders to take on board ...

" As per Covid-19; we do not see an effect on demand for our products, and on the operational level Kape is a digital company which is well structured to operate a remote workforce while providing full service to our customers "

I'm sure that there aren't many companies that are in a position to say that. If anything, I would have thought that with more clients likely to promote working from home, this would be a tailwind for Kape.

I'm starting to buy back in based on this and of course the previous EPS projections for FY 2020.

[malcolmmm] 17/3/2020 16:25

Good company they will recover

[ted73] 17/3/2020 16:09

Welcome to hell

[tomv33] 17/3/2020 16:09

Once the coronavirus is over this will definitely go back up

[malcolmmm] 17/3/2020 14:54

UK to unveil more economic measures: The government is set to unveil more financial plans to help the economy through the turmoil as the new strategy to slow the virus takes its toll. This will add to the plans set out in the budget last week in which Rishi Sunak included £12bn to be specifically targeted at dealing with Covid-19. The prime minister said last night that the economy was facing “a severe blow” from the virus but could bounce back, stressing the economic trouble is “a very, very different category of difficulty from 2008.”

Bank of England to take further action: Following the tightening of restrictions, sterling dropped to its lowest level against the dollar since early September 2019. Analysts expect the Bank of England to take further action including another cut in interest rates. This comes after the Federal Reserve cut rates to zero in the United States. Analysts at ING said “We could potentially see more BoE stimulus coming through soon - for example a 15 basis point rate cut and potentially £100bn+ Gilt buying QE (quantitative easing) scheme.”

[malcolmmm] 17/3/2020 14:47

These are in SCSW portfolio I think, haven't checked . I am wondering if as they sometimes do in SCSW , sell on a 10% fall in the share price of a company .The editor usually advises investors to have a stoploss so I suppose they would get away with it.