Kape Technologies Share Discussion Threads

[johndoe23] 14/5/2020 12:06

Down to worldwide economy fears

[qs99] 14/5/2020 11:58

bit of a drop?

[johndoe23] 13/5/2020 15:06

That's what I'm hoping to read from any AGM statement next week. We already know they have had an up tick on demand since lock down

[qs99] 13/5/2020 14:19

Indeed....wonder if they will get to be ahead of forecasts with all the home working etc etc?

[xtrmntr] 13/5/2020 14:19

This share doesn't get out of bed until lunchtime most days ?

[rivaldo] 13/5/2020 12:33

Nice bounce.....

[qs99] 13/5/2020 12:28

bought the dip, recovered strongly....let#s see! GLA

[pleaty1] 11/5/2020 17:36

If it passes the last high just over 180p, I'm hoping for a nice break out spike. Although not a true cup and handle due to the nature of the drop and quick return, I think a lot of traders will see it as a positive sign. Similar to what's happened at boohoo today. Nice little consolidation seems to have stablised

[mrnumpty] 11/5/2020 11:26

With regard to the favourable general situation for Kape , there was an article on page 5 of yesterday's Sunday Telegraph titled " Train capacity will be sliced by 90 per cent " . Grant Shapps , the Transport Secretary , has said that trains will be 90 per cent empty AFTER [ my capitals ] lockdown ... as he hailed a £ 2 bn package to create an era for cycling and walking " . That's fine for those who live near enough to their work to walk or cycle . However , for London and other big cities , there are evidently millions of people who , prior to this pandemic , commuted by train . I was told some months ago , before this crisis , that at Paddock Wood train station ( a few miles north-east of Tunbridge Wells , in Kent ) , it is impossible to get a train place after 7.00 am as the commuter trains are ( were ! ) so packed . To some extent this might be mitigated by encouraging people to arrive at and leave their work at different times in order to reduce the traditional rush hour crowding . Nonetheless , the benefits to companies like Kape are evident . Kape does not operate solely in the UK , of course , but similar trends no doubt apply in its other markets .

[qs99] 11/5/2020 10:36

thanks bluesky

[bbluesky] 11/5/2020 10:19

QS99. If you want to get excited, take a look at Fortinet (FTNT) in the US that is also a cybersecurity solutions company, that moved from $101 to $136 on their earnings update last week. Similar arguments about working from home etc. GLA

[qs99] 11/5/2020 10:03

Indeed. can't wait for the next trading update DYOR

[johndoe23] 11/5/2020 10:00

Looks like a few investors have read the SCSW article!!

[rivaldo] 11/5/2020 09:03

For the record, here's what SCSW said in their most recent issue:

"Kape
171.5p Epic code: KAPE

Kape, the cloud protection stock, has reported that as a result of an increase in both remote and home working due to the COVID-19 pandemic, it has seen increased demand for its VPN products, most notably from North America and Europe. It remains well set to deliver sales of US$120-123m and EBITDA of US$35-38m. Even though shares in Kape dropped at the start of the COVID-19 pandemic, they have bounced back and look well set to exceed their 2020 peak. Buy."

[johndoe23] 10/5/2020 10:53

Agreed!!My price target was merely short term. Expect a positive update at the AGM on 21st May...

[adamb1978] 10/5/2020 09:53

On a 3-4 year basis, I'm looking for something closer to 600p share price!!

20% CAGR EPS growth gets you to somewhere around 20p EPS at that time, and consistent long-term growth could push the multiple considerably north of 20x in my view. And if not, they'd get taken out.

[johndoe23] 10/5/2020 09:23

The share price here really ought to be in the 200-220p area, based on the growth potential on offer plus being one of only a handful of companies to benefit from the lockdown. At 220p only 20 x earnings, not demanding for a high growth stock...

[gerihatrick] 09/5/2020 10:33

Do any other IT companies warrant a mention?

[rivaldo] 09/5/2020 09:50

The IC have this week carried out their annual review of the top 100 companies on AIM. This what they said about KAPE:



"Kape Technologies

Cybersecurity software provider Kape Technologies (KAPE) is more defensively positioned than many other Aim constituents in the wake of the disruption caused by the Covid-19 outbreak. The group has already reported increased demand for its products following the global switch to home-working, particularly within its digital privacy division.

Demand for digital privacy products was already indicated by last year’s 40 per cent organic growth in subscriber numbers to 2.35m, alongside an 81 per cent retention rate. In December, the group completed the acquisition of Colorado-based Private Internet Access for $127m, which expanded its presence in North America and should result in up to $4.5m in savings this year. After taking into account that boost, management is guiding towards revenues of between $120m and $123m and adjusted cash profits of $35m-$38m in 2020. Hitting the lower end of that second forecast would amount to a 140 per cent increase, year on year. Buy."

[johndoe23] 03/5/2020 11:38

That's fair enough! Hope for a nice tick up here tomorrow then...unless sentiment dictates otherwise!!

[rivaldo] 03/5/2020 11:01

Hi JohnDoe, sorry, better not give too much away - I've probably said too much already! Perhaps I'll say more on Tuesday/Wednesday.

[mdchand] 03/5/2020 09:29

For the sake of my sanity, here is the link to the Miton UK Microcap Fund. Its an investment trust which may explain why HL didnt list it amongst their unit trust funds. hxxps://www.mitongroup.com/private/fund/miton-uk-microcap-trust-plc/

[johndoe23] 03/5/2020 09:19

Which is the other company please rivaldo?!

[mrnumpty] 03/5/2020 08:30

Today’s Sunday Telegraph Business section has an article on the front page titled “ Employers may ditch fifth of office space to slash spending “ . It states “ Businesses will abandon up to a fifth of their office space as part of a permanent shift towards working from home , experts are predicting , amid claims there will never be a ‘ back-to-normal ‘ . Andy Pyle , head of U.K. real estate at KPMG , said ... “ my guess is that the fall would be somewhere between 10 to 20 % , on an individual company level on average “ . A string of major employers have learnt mass remote working is easier than feared and are already preparing to cut costs by reducing their office estates “ . There is a full-page article on page 5 called “ Workers eye a permanent flight from the office : the painless switch to home working means that an end to lockdown may herald a jobs revolution “ . Obviously these newspaper articles only apply to the U.K. , whereas Kape also operates in the USA and elsewhere in Europe , but one can presume that this applies to those markets , too . Reply to ‘ rivaldo ‘ : the answer to the name of the Miton fund is no doubt that you are right , and that the name on the Hargreaves Lansdown site is wrong or out-of-date - given that Hargreaves is a FTSE 100 company , I don’t find their share price graphs and information very exiting . Also , I haven’t yet received my SCSW - as we subscribe to the same mag , that’s probably why I see a lot of your posts . Best of luck all .