Kape Technologies Share Discussion Threads

[boystown] 21/5/2020 13:01

He has a price target of 257p.

[kemche] 21/5/2020 12:50

So that was the drop that was.

[rivaldo] 21/5/2020 12:35

Cheers - looks like Arden and Simon thompson are in agreement at between 260p-275p....

Here's ST's intro:



"Simon Thompson 35 minutes ago

Profit from Kape’s chart break-out

Aim-traded shares in Kape Technologies (KAPE:208.5p), a provider of cyber security software, have smashed through my 200p target price after doubling in value since I last suggested buying, at 100p, two months ago (‘Three buying opportunities’, 18 March 2020). I first recommended buying, at 47.9p, in my 2017 Bargain Shares portfolio, so long-term holders have more than quadrupled their money. The re-rating is fully justified as this morning's trading update highlights."

[fozzie] 21/5/2020 12:18

Ha well done Arden and MrThompson that should point us in the right direction. If this stock was listed on the Nasdaq eh!

[pastybap] 21/5/2020 12:10

Well there's Simon Thompson with his update. Raised his TP to 275p :)

[tomv33] 21/5/2020 12:06

Just wait for the next results to come and they are up 300% in profit lol

[mobtheplod] 21/5/2020 11:31

Thanks for that Rivaldo, that’s good to hear, I thought Ardens tp was very conservative.

[rivaldo] 21/5/2020 11:24

Arden have now increased their target price to 260p (from 208p), and say Buy :o))

Enough said.

[malcolmmm] 21/5/2020 09:28

Holding up well imo as profit taking in most shares after a good run lately

[blackfinance] 21/5/2020 08:49

Well the update turned out to be pretty "bland" but by no means bad, how could it be anything else really as we only had the real thing a few months ago! It would certainly be nice to hold the £2 but more likely to bump around here for the next few months and wait for a proper numbers update. Plenty time to jump on this train.....now to find the next Kape.

[rivaldo] 21/5/2020 08:41

QS99, that's three posts already this morning all saying the same thing. Enough already.....

Nice bounce.

[qs99] 21/5/2020 08:26

IMO, this may test £1.80 in which case I am probably in for some more....IMO it hasn't added anything other than reassurance and not sure that is enough to hold the £2, indeed the broker TP was only 8p above that wasn't it?

A cracking share, plenty of prospects, M&A IMO will be likely again this year and new products and a SaaS model developing nicely....DYOR but will buy lower if I can!

[qs99] 21/5/2020 08:15

Morning Mrnumpty, yes you expressed it more eloquently than me! Buy on the rumour sell on the news is definitely a decent adage, depending on the news!! I am a fan and would buy if a decent dip.....DYOR

[mrnumpty] 21/5/2020 08:14

qs99 expresses concern that the share price might recede after this morning's AGM RNS . To me , too , this seems plausible , as it would follow the old stock market dictum of " buy on the rumour , sell on the news " . If that should happen , given that I have great faith in this Company , I would buy the dip and increase my holding . Something which reinforces my confidence in Kape is that it is tipped as a " buy " by both Simon Thompson ( the small cap share tipster of the Investors' Chronicle ) and Small Company Share watch ( SCSW ) , even though their approaches seem quite different : Simon Thompson always seems dispassionate and mathematical in his incremental approach , whereas SCSW often gets more excited about the potential of the companies which it tips . The December 2019 edition of SCSW , which reached subscribers early in the month , stated in its update on Kape " It has the look of a business set to massively surprise on the upside in 2020 . Even at 200p the PE would be only be 16 . Grab it with both hands " . That of course was before Covid unleashed itself on the world but , regardless of the tragic and devastating effect of this plague on our world , Covid has increased the need for Kape's products . Incidentally , another company which is liked by both Investors' Chronicle and SCSW is Kromek , whose shares remain fairly static . All the best , do your own research .

[adamb1978] 21/5/2020 08:03

Excellent update. Difficult to expect more than that at this stage of the year. Delivering on the revenue, EBITDA and synergy guidance is the main aim for the year and they're on course to do that.

I dont think Kape will be immune from any overall market pullback however the nature of what they do and the strong current trading should mean that if they are dragged lower by the market, the falls should be less significant.

[3rd eye] 21/5/2020 07:58

Got to remember working from home will certainly become the norm going forward and after the Virus problems. lots of orders coming KAPES way in the future. And employers will find these hits on homeworkers increasing as the scumster underworld catch on.

= lots of business for KAPE

[3rd eye] 21/5/2020 07:33

new monthly sign-ups in April 2020 increased by 19% to the comparable period in 2019

KAPE..."I'm pleased to report that Kape has made a strong start to 2020, As announced
on 31 March 2020, Kape has experienced increased demand for its products as
working remotely has become commonplace across the globe.

[johnwise] 21/5/2020 07:28

21/05/2020 7:00am

Kape Technologies PLC AGM Statement

RNS Number : 5401N

[qs99] 21/5/2020 07:24

Don't disagree Riv, just unsure whether market wanted more hence the spike? I was up nearly 15% prior to the AGM, which is similar statement to RNS before IMO, lots of great progress but will it be enough to maintain £2 or move higher? Happy to be proved wrong!

have a good day Riv

[rivaldo] 21/5/2020 07:23

An excellent update. COVID-19 has provided a jump-start to this already thriving business.

The clues are there if people choose to see them, in the rate of new sign-ups, the delivery of synergies, the confidence in meeting expectations only four months into the year, the "uplift in the growth of new users" at PIA, the new privacy products....

No-one could expect more at this stage from an AGM statement.

[qs99] 21/5/2020 07:13

Great, not sure the share price will however. Not sure it is as upbeat as I was expecting, let's see where the market takes it. IMO this is not a lot different from its last update is it?....Am a genuine supporter of share and have been in and out of it lots in last 12 months before big deal.....just not sure whether it will hold £2 with that update, I hope it will, let's see.....GLA and lovely sunny day to enjoy come what may!! DYOR

[buying] 21/5/2020 07:10

That update has put a huge smile on my face

[tole] 20/5/2020 17:48

One of the best and solid performers in my portfolio and a staple hold for me.Just can't believe (as I suppose we all do with hindsight) that I didn't pick up more than what I did when these were trading back down at near a quid in the sell off.

[malcolmmm] 20/5/2020 16:36

Yes could well be right. AGM is at 12pm so may add in the morning.