Kape Technologies Share Discussion Threads

[rivaldo] 26/6/2020 15:38

N+1 Singer do say that they "see room for outperformance in customer additions" and have been conservative in "forecast growth in direct marketing cost with lower gross additions". So higher FCF than in their forecasts is achievable.

I'd assume a happy medium between research note forecasts and CEO expectations is realistic.

[t0pgrader] 26/6/2020 15:16

> Robsy2 - a 50% improvement in ebitda margin% over 2 financial years? The N+1 Singer note today forecasts unchanged margin @30%

[johndoe23] 26/6/2020 10:50

Thanks for that most informative piece! Onwards and upwards here

[death by donut] 26/6/2020 09:56

Thanks Robsy

[nfs] 26/6/2020 08:54

Thanks Robsy

[rivaldo] 26/6/2020 08:32

Excellent summary Robsy2, cheers.

And new highs now.

[robsy2] 26/6/2020 08:18

Likewise . I tuned in and thought it was very encouraging.some of the things that struck me were;
Personnel give a good first impression.
Presentatin was clear , confident detailed and relevent . Good stuff.
They are in the right place at the right time and appear to have the right team in place.
They are very ambitious and have already displayed great executions skills . There will be more deals to build up their suite of products.
They are having a great Covid.This is a tailwind to what is already a very big and growing opportunity. VPN useage up 33% since the covid crisis started.
Intergration has gone well. big cost savings are being made.
The marraige of Kapes very refined user acquisition platform and PIA's US presence,brands and products is the key .
The two companies are coming together and the engineering teams are busy developing new products. They see a lot of growth opportunities without making acquisitions.
They say they are just getting going now. They have the vision , the engineering know-how and marketing capability (in-house) and the corporate infrastructure to move forwards.
Margins are improving and are expected to continue to improve from EBITDA 30% now to EBITDA 45% in 2021. They finished by saying " It's only just begun" .
I have a lot of these already but would add on any weakness.





V

[deltaham] 25/6/2020 17:21

Impressive and inspiring presentation from a great team. I'm pleased to be a long term holder

[wilmot666] 25/6/2020 14:57

A top class presentation. Fantastic company and management team.

[rivaldo] 25/6/2020 08:11

I suspect the CMD presentation this afternoon will further increase demand for the shares.

Lots going on, which in these working-from-home times are going to be more and more in demand.

[fozzie] 25/6/2020 07:23

Perhaps not the best day for Mr Kim to have sold shares.

[epicsurf] 25/6/2020 07:22

Capital Markets Event

&

Product Development Update

 

Kape (AIM: KAPE), the digital security and privacy software business, provides a product development update ahead of its Capital Markets presentation webcast today at 2.00 p.m. BST. The webcast will be available to view via a link in the Investors section of the Company's website: www.kape.com.

 

Kape's digital privacy business segment has undergone significant upgrades, transforming from a VPN provider into a fully-fledged privacy suite. A dashboard has been created to deliver optimal interactions and to manage new and existing features. Recently added options include Privacy Guard and Security Updater. Privacy Guard is a feature which gives users full control over their operating system's settings, increasing their privacy, while Security Updater protects devices from threats caused by vulnerable versions of installed apps. The WireGuard® encryption protocol has also been added to enhance the security and performance of the VPN service.

 

Another significant development is the launch of Kape's new privacy browser extension for Chrome, Firefox, and Edge, with Safari to be added shortly, which features cutting-edge technology enabling the service to be available globally, expanding its addressable market.

 

In addition, Kape has launched Intego's endpoint security solution for Windows by partnering with Microsoft. This replicates the Company's award-winning solution for macOS. Engineers from Intego and CyberGhost have worked closely to combine user experience excellence with high-security software development standards. In order to offer a privacy and security suite, Intego will provide its subscribers with a VPN solution and it is anticipated that Intego's endpoint solution will be incorporated into CyberGhost's privacy suite to increase retention and the average order value.

 

Kape is also currently deploying colocation, adding a private server network, owned and controlled by Kape in certain locations. This is expected to provide an even greater level of security and privacy offered to its customers, together with exceptional performance obtained by utilising the latest generation blade technology with dedicated high-speed connectivity. This is market-leading progress, unique in the privacy space, and already live in Frankfurt, with additional locations expected to be added by year-end.

 

Several additional solutions are also expected to launch in due course, which will further broaden the scope of the Company's offering including products dedicated to private browsing, password management, and digital identity protection.

 

Ido Erlichman, Chief Executive Officer of Kape, commented:

 

"I am delighted to announce further product development progress, which continues to underpin both our market position and customer traction. As the Company's core development teams expand, the increasing levels of collaboration are evident across our product stack, creating more opportunities for innovation and cross-selling than ever before. We look forward to providing further updates as we launch exciting new products, which we believe will broaden our market reach."

 

[dicktrade] 24/6/2020 08:53

Blackfinance

you echoed my thoughts there :-))

[blackfinance] 24/6/2020 08:49

Well thats a very pleasant start!!

[gleach23] 23/6/2020 21:16

Nice 50k buy reported after the close @ 198.96p. Roll on Thursday.

[rimau1] 23/6/2020 14:03

Brief plug in the observer in an article on the winners from covid “Meanwhile, in the UK market, Gervais Williams, manager of Diverse Income investment trust, notes that two firms whose share prices have been boosted by the working-from-home trend under lockdown are LoopUp, a remote meetings business that offers video conference calls, and Kape Technologies, a provider of cyber security software”

[rivaldo] 23/6/2020 08:33

Arden have issued a new note this morning.

They've retained their Buy and 260p target price, but the point of the note is that Thursday's Capital Markets Day should prove a catalyst for the share price.

Interesting stuff in particular about PIA's secure web browser being commercialised and becoming a central hub for the VPN brands and malware detection as easy plug-ins.

[rivaldo] 18/6/2020 08:26

Missed this tip from a few days ago from the editor of Growth Company Investor as a "Growth Stock to Watch in a post-covid-19 world":



"Kape Technologies

Kape Technologies (AIM: KAPE) should be immune from covid-19: as a supplier of computer security and internet privacy software its apps will likely be regarded as a necessary utility by their 2.3 million users.

Trading momentum is strong with a 42% increase in paying subscribers over the course of 2019, excluding the acquisition of Private Internet (PI) which came in at the end of the year.

Cost savings of around $4m are expected from this deal and CEO Ido Erlichman told us the integration was on track. The PI deal has taken Kape into a $32m net debt position but this is supported by recurring subscription revenues.

The debt facility has headroom to fund further acquisitions and Erlichman says he has a ‘significant pipeline of targets’ but that the priority is to focus on integrating PI. The current year p/e is 15x looks very reasonable."

[blackfinance] 16/6/2020 11:36

Back indeed....very nice to see it in the £1.90's again. I think the thing to remember here is you either believe the story or not as in it is clearly a well run company with an ambitious CEO. It is also very much in the right sector. It was inevitable that traders would play around with it post the "ordinary" AGM update. However like all my holdings I will not be falling in love with it. It represents about 5% of my portfolio and I might get that up to 10% if it does really well in the next couple of years. Risking the house on any single or even couple of shares is simply gambling rather than investing. It's worth bearing in mind that retail investors are only ever party to some of a co's goings on, it is always the investors responsibility to have a proper trading system in place that prevents a wipe out of your funds should a co go belly up. That might sound boring but while a good trading system might not necessarily make you money it should prevent you from getting wiped out. Apologies if all this sounds a bit "lecturish" but I do feel sometimes that lots of folk on here (and other small caps) have overly large positions and are hoping for huge price increases every day.

Good luck all!

[rivaldo] 16/6/2020 09:22

And we're back...:o))

[shaker44] 12/6/2020 00:26

Seems that despite his billions Teddi elected not to mop up Kim's placing of 400k@175. But whoever did,sees value at that price.
Who knows what today will bring, after wall st plunge.

[basem1] 11/6/2020 16:22

Nice day well done Mr Market It has gone from scaredy cat I do not want too much stock to we will take em and sell em on dearer. Good day........here anyway

[shaker44] 11/6/2020 07:43

Known by some beforehand then

[epicsurf] 11/6/2020 07:18

Might explain the recent weakness Kape (AIM: KAPE), the digital security and privacy software business, was notified on 10 June 2020 that Theodore Kim, Head of North America and Non-Executive Director of Kape, sold 400,000 ordinary shares of $0.0001 each in the Company ("Ordinary Shares") at a price of 175p per share, to settle certain personal tax liabilities in relation to the PIA acquisition.