Kape Technologies Share Discussion Threads

[rivaldo] 03/5/2020 07:28

Very positive review in this month's SCSW out this weekend.

It's one of only two companies covered in the entire issue which conclude with the instruction to "Buy" (and the main tips and ideas are rubbish this month imo!).

[johndoe23] 01/5/2020 11:24

Nice bounce off of 160p again!

[adamb1978] 01/5/2020 10:43

Had another little nibble during the dip this morning for my pension

[mdchand] 01/5/2020 09:01

Next RNS likely to be a trading update at the AGM on the 21st May.

[gswredland] 30/4/2020 18:16

Yes related to general fall and definitely Robbie burns selling out

[patient fox] 30/4/2020 18:09

probably because Robbie burns updated he sold out late this afternoon.

[johndoe23] 30/4/2020 16:56

Odd drop in that KAPE is one of few stocks that will benefit/is benefitting from the lock down. Still only on 16 x earnings, hardly expensive for a growth stock.

[basem1] 30/4/2020 16:49

Dow related drop Folk thinking the markets have come far enough for now Then of course there is the old saying Sell up in May and return on St Ledger day

[rivaldo] 29/4/2020 23:14

MtNumpty, glad I'm "decent"! I can do no more than refer you to the actual article, which specifically covers the Miton UK Microcap fund (MINI) and states that KAPE is the largest holding.

And to that particular fund's RNS's, which appear to show that it does actually exist....

[mrnumpty] 29/4/2020 16:01

rivaldo . Sorry to be a pedantic pain , especially as you always seem a decent poster but , having checked on Hargreaves Lansdown , I don't think there is a Miton Microcap fund . I suggest it is Miton UK Smaller Companies which , according to Hargreaves Lansdown , has Kape as its biggest holding , at 5.09% of the total fund value of £ 35 million . However , HL's website might not be fully up-to-date , which would suggest therefore that Mr Williams has increased his stake . However , posters on Aim company websites seem to often complain that Miton can be inclined to sell promptly . Good luck all .

[rivaldo] 29/4/2020 11:25

This article from Monday about Gervais Williams notes that KAPE are the largest holding in his Miton Microcap fund at 6.5% of the total:

[mrnumpty] 27/4/2020 14:06

Another newspaper article about the positive general environment for Kape . This relates to Germany , which is one of Kape’s markets . There is a small addendum to a larger article on page 13 of today’s Telegraph . The main article is titled “ Privacy fears lead Germany to switch to safer virus tracking app “ , but the smaller article of interest to Kape is called ” Legal reform : Germany to offer right to home working “ . It states “ Germany could introduce a new law to protect the right to work from home after the lockdown has ended , the labour minister said yesterday . It would allow workers to decide whether they would like to work from home for part of all of the week . “ We want to enable more working from home but not to force them to do so , “ Hubertus Heil told Bild am Sonntag [ a newspaper - the title means “ Sunday Picture “ ] . He pledged to introduce the law by autumn .

[johndoe23] 26/4/2020 11:53

Billion pound company in the making

[bbluesky] 26/4/2020 08:58

rjhar "Top5VPN.Com".

[rivaldo] 26/4/2020 00:00

Nfs, I'd assume he's saying that for the last six weeks, sales each week have been more than 10% above pre-COVID levels. Which is good enough for me!

[nfs] 25/4/2020 14:41

RivaldoI too watched that interview and the 10% daily increase for 6 weeksAlways we have to watch the wordsDoes it mean-A) each day, thus 100,110,121,132 etc each day going up 10% OrB) Monday week 2 was 10% higher than week 1 and Monday of week 3 was 20% higher than week 2?I can't imagine it's A as it's too good surely? but some would interpret his words as thatWhat do you think?

[rjhar] 25/4/2020 11:36

@bbluesky link to ranking?

[bbluesky] 25/4/2020 08:42

VPNs recommended to improve Zoom security

And Top 5 VPN.com:
1. Private Internet Access
2. Cyberghost
3. Nordvpn
4. Zenmate

A strong tide.

[rivaldo] 24/4/2020 11:43

Excellent interview in post 1506, cheers mfhmfh. Highlights:

- the COVID-19 period has seen daily volumes up more than 10% for 6 weeks in a row, as people look for more and better privacy solutions
- KAPE's main cost lines are reducing as they've been able to negotiate better rates for digital advertising and marketing for customers (since ad industry spend has dropped off markedly)
- KAPE now have 2.5m customers, all on SaaS. I note this is up nicely from 2.35m at the year end
- average user lifetimes are increasing
- very confident re meeting forecasts
- "keen to execute on further acquisitions"

[mrnumpty] 24/4/2020 11:38

Something in today's Daily Telegraph " Business " section ( page 6 ) talks about the general trend in favour of companies such as Kape , which we already knew , but it's nonetheless nice to see confirmed . The Questor column , whilst talking about down-size risk for property Investment Trusts which have an exposure to offices , writes " A prolonged recession , which many regard as inevitable , would in any circumstances affect demand for offices . But the effect is likely to be exacerbated this time by a reluctance on the part of some people to return to traditional ways of working , either because of lingering worries about crowded places while memories of the virus are strong or because they've decided they are happy to work from home . Employers may make the choice for them by asking them to work remotely . Some could even shut their offices entirely " . Unless someone with greater knowledge than I have can dispute this here , I would imagine that air conditioning in offices must constitute a highly effective means of spreading things such as viruses around an office , thus acting as a disincentive , at least among those who have worked this out , to returning to an office environment .

[tygarreg] 21/4/2020 12:48

It seems people keep cashing in at around 1.80 and it drops back but climbs back up time after time.

[suetballs] 21/4/2020 10:14

I have the etf ISPY which are doing rather well. Got these after ditching soph which didn't go well for me.
Suet

[johndoe23] 20/4/2020 19:27

SYS sound an interesting proposition...