Kape Technologies Share Discussion Threads

[bostonborn] 10/7/2020 16:01

I have now bought a few on ii. It says it doesn't recognise KAPE but if you proceed to the trade button it works fine!! However on the portfolio price list, no buying or selling price is given.

[johndoe23] 10/7/2020 15:55

Can buy at 199.7p. Tempting...

[pleaty1] 10/7/2020 15:55

Are you using Interactive investor app.

There is an issue which won't let you trade them. But the website is still working. Failing that, I had to phone last week to put a limit price in for the expected spike after the NT blog

[bostonborn] 10/7/2020 15:52

Are these share suspended? As it seems impossible to buy them at the moment, ii doesn't recognise the ticker KAPE

[gleach23] 10/7/2020 10:35

2 noteworthy delayed trades just reported - 34,510 @ 203p followed by 12,500 @ 204.5p, the latter timed immediately before today's rise.

Hopefully an indication of a seller clearing.

[robsy2] 07/7/2020 09:02

sounds good . This could just keep motoring on, 300p , 400p etc .
R

[rivaldo] 07/7/2020 08:25

New 13 page note out today from Progressive Equity Research summarising the Capital Markets Day



A brief extract from the summary:

"Kape has market leading privacy and software products which provide a strong offering to consumers on a global basis. Crucially, the Group has continued to trade strongly in 2020 with increased demand for its products as remote working has become the norm.

This customer proposition and the Group’s proven user acquisition model combine to produce significant growth in customer numbers, revenue and EBITDA. The growing proportion of Software as a Service (SaaS) agreements adds to the excellent revenue visibility of the Group.

The impact of the earnings enhancing acquisition of PIA can be seen in the levels of revenue and EBITDA growth, 83% and 148% respectively, in our estimates for FY20, its first full year of ownership.

In all, we believe that Kape is in a position to grow strongly organically from the base which the management team has established following a series of complementary acquisitions. It also retains the ability to make more acquisitions through which it can further accelerate its strategic delivery."

[blackfinance] 03/7/2020 09:33

Rivaldo - Agree re the Naked Trader.....and we see the results today. Tiny volume though so would not be surprised to see it drift back a bit. Personally rather than these 6/7/8 % jumps up and down I would prefer to see smaller daily movements, but hey ho!

[tomv33] 03/7/2020 09:25

Finally after months of nothing its started up again!

[rivaldo] 03/7/2020 08:19

Cheers re the news of the Naked Trader buying back in. I was surprised he ever took profits considering the value and potential, so it's good to see him recognising that.

[johndoe23] 03/7/2020 08:08

Full 218p being paid

[pleaty1] 03/7/2020 08:05

Anyone on ii. I can't trade kape

[johndoe23] 02/7/2020 17:59

I was wondering when Mr.Burns was going to buy back in!

[epicsurf] 02/7/2020 17:52

Thanks just read that as well here is the extract.I picked up a bunch of Kape. Those of you with long memories may remember
I made a lot on this a while back and banked a fortune as it doubled and more
for me quite quickly.

This one came up at the online seminar last week when we were screening and
looking for interesting shares.

I thought when I began looking at them they might be expensive and was surprised to see despite previous rises I'd taken profits on, they weren't.

The AGM statement showed the virus INCREASED sales! It is in a sweet spot
in digital privacy and I wonder whether at some point it might get eyed up
by a larger rival and snapped up. It's also got a new debt facility to enable it
to carry on fast growth.

One, I think for me to ignore any gyrations, relax with and keep in the isa for a
good stretch.

[pleaty1] 02/7/2020 17:22

NT bought back in, so expect a spike tomorrow am.

[rivaldo] 01/7/2020 15:35

Meanwhile....KAPE is bouncing very nicely.

[shanksaj] 01/7/2020 12:16

I don't do analysis so I take advice from those who do: SCSW and Simon Cawkwell hxxps://masterinvestor.co.uk/category/evil-diaries/

SCSW has for the last two months running warned of a share-buying frenzy in the USA amongst novice investors, "the least successful cohort of investors", and saying "such situations never end well", and typically the bubbles that are created end with 70-90% falls.

If you know your usual investing behaviour when a crash happens, and know that you can hold your nerve because you know the prices of your stocks will recover because you know the real value of your companies then fine. If you tend to panic like me then having more than 50% of your portfolio in one stock is probably not the best idea, and you need to hold cash in reserve for the day of reaconing when you can buy in at much lower prices if you want to.

I think it would be naive to believe that Kape will not be hit in a market crash.

Of course, while the buying frenzy is on Kape could continue to rise... timing is everything.

There is plenty out there in unemployment numbers to precipitate a crash, including the coming Brexit on Dec 31st (though personally I think it will be good, in the longterm, for the country's economy). Wall Street has been stepping downwards since 9th June, where is the good news going to come from to reverse what looks like the new trend?

I'm in sell mode. As usual my timing might be terrible.

Other stocks I like are Argentex Group (can't see why it should do badly, or why the share price is so low)

Golden Prospect Precious Metals (a play on gold rec by Evil Knievel "if gold reaches 2000 then Golden Prospect will go through 100p without blinking".. diary date: 9th April)

SCSW readers should know Cawkwell is short on Boohoo - see his diary for why.

[shanksaj] 30/6/2020 15:18

Yes, I am selling a few because I have far too many.

[johndoe23] 30/6/2020 10:55

I would suggest simply profit taking after new highs hit last week. Hold tight!!

[lkhalifa] 30/6/2020 10:42

No news anywhere. Hold tight. Looks like morning tree shake with possible profit taking.

[iandippie] 30/6/2020 09:46

Wtf? Any sniff of news not released yet?

[blackfinance] 30/6/2020 09:41

arghhhhh !!!!!

[epicsurf] 27/6/2020 18:16

Small Cap Awards Winners Announcement 2020 from master investor
The awards shine a light on the best companies and participants in the small and micro-cap community (sub £200m market capitalisation) across twelve categories. They are a once-in-a-year opportunity to recognise outstanding achievement focused on smaller quoted companies.transaction of the Year – Kape Technologies – Acquisition of Private Internet Access
The judging panel consisted of:

(Chair) Claire Noyce

Managing Partner and Chief Executive at Hybridan

Judith Mackenzie

Partner & Head of Public Equity at Downing

Dale Bellis

Investment Director (AIM) at Maven Capital Partners UK LLP

Gervais Williams

Managing Director at Miton Group plc

Richard Gill, CFA

Head of Research at Align Research

James Faulkner

Editor in Chief at Master Investor

Connor Grimes, CFA

Investment Manager at Seneca Growth Capital VCT

Dominic Weller

Fund Manager at Octopus Investments

Guy Feld

Fund Manager at Canaccord Genuity

Ms Alexandra Lindsay

Investment Director, Calculus Capital

Anand Sambavisan

Co-founder & CEO of PrimaryBid Limited

Helen James

Partner, HW Fisher

Simone Westerhuis

Managing Director, LGB Investments

[robsy2] 26/6/2020 16:39

hxxps://webcasting.brrmedia.co.uk/broadcast/5ee0f89c5e278421d0697e32


Its about minute 55.10 when Ido himself says that they "have taken EBITDA from 16% (in 2018) to 20% in 2019, 30% in 2020 and they project between 40-45% thereafter".


I mean they have to do it but as one of the others said " All engines are go"!

[t0pgrader] 26/6/2020 15:52

Taking the mid-point and applying it to N+1's forecast T/O gives us ebitda of $51m and a P/E of less than 12