Kape Technologies Share Discussion Threads

[john09] 23/12/2020 08:51

It wont just be Britain locking down...itll be most of the northern hemisphere

[mrnumpty] 23/12/2020 08:43

Maybe another reason ( apart from what I posted here yesterday ) for yesterday’s share price jump of 12p was the realisation that , in England , it’s almost certain that , in the next few days , the country will once again be put in to full lockdown , thereby encouraging take-up of Kape’s products . Although only about 10% of Kape’s revenues come from Britain , the shares are only traded on the LSE , so shareholders’ perceptions will be disproportionately Britain-centric .

[metis20] 22/12/2020 19:37

post 2259

"our previous tests have shown it to expose your VPN use to your internet service provider, "

this info is now out of date - see

for -

"When you use a CyberGhost VPN, your traffic goes through an encrypted tunnel. Your data can no longer be intercepted. Your ISP only knows you’re connecting to a VPN server but can’t see anything else anymore. And because your IP is hidden by the VPN, websites can no longer keep track of you either.

So, there you have it. A VPN encrypts your data and adds a layer of privacy to protect your identity."

[mrnumpty] 22/12/2020 19:19

epic surf . Many thanks for the trouble you took ( 18.43 pm 21st December ) , in posting the lengthy research note by master investor - it was much appreciated . Also perhaps I am allowed to boast - I commented here on 16th December , at 17.15 pm , that the reason for the recent decline in the share price was that the market makers knew that , on that day , 2,294,077 shares were to be issued to senior executives of LTMI Holdings . This had been agreed a year before , so obviously the market makers had long known that there would be a slight dilution of the existing shares . And , lo and behold - a few days later , the share price has bounced 12p today . Good luck all .

[nw99] 22/12/2020 17:49

Progressive Equity Research estimates that for the year to end-December the group will score almost doubled revenue of $120.8m ($66.1m), upon which it will have made almost tripled adjusted pre-tax profits of $30.9m ($10.6m). That should see its earnings rise significantly from 6.4c to 14.2c per share.The research house expects next year's sales to rise to $135.9m, then up to $146.8m in 2022. Profits should increase to $36.4m next year and then $40.2m in 2022, worth 15.8c and then 17.5c per share respectively.

[nw99] 22/12/2020 17:16

Good day for us here

[john09] 22/12/2020 16:37

UT AT 180P

[john09] 22/12/2020 13:00

Imagine when they announce the Nasdaq listing ...

[nw99] 22/12/2020 12:57

Looking good

[john09] 22/12/2020 12:00

Chart looks a beaut

I bought 50,000 at 169p

[gucci] 22/12/2020 10:31

bounced off the double bottom

[mfhmfh] 22/12/2020 10:22

nice start this morning.

ST's last target price was 275p.

[epicsurf] 21/12/2020 18:43

Article from master investor today
hxxps://masterinvestor.co.uk/equities/kape-technologies-is-highly-cash-generative-with-2-4m-users/
Kape Technologies is highly cash generative with 2.4m users

By Mark Watson-Mitchell ;21 December 2020

 4 mins. to read

Today’s profile operates in a fast-growing multi-billion-dollar sector and is backed by an Israeli billionaire, writes Mark Watson-Mitchell.

Readers will know by now just how much I appreciate companies with growing ARR (annual recurring revenues) – the forward strength that renewed subscription income gives any finance director is a very appealing investment merit for any such company.

And today’s profiled company has an ARR of a massive 86% – I just love it!

Before I start though

First of all – let me ask you just three questions:

Do you understand what is done with your data? 

Do you have any control of the data collected from you? 

Are you at all concerned over the use of your data? 

Your own answers indicate the potential of this company’s business.

Private sphere for each person

This group considers its mission is to ensure that every individual has a private sphere, a digital room of one’s own, bringing control back to individuals in an age where privacy is controlled by a privileged few. 

Based in the Isle of Man, Kape Technologies (LON:KAPE) is a cybersecurity company that is focused upon helping consumers around the world to have a better digital experience with greater protection. 

Data protection and security

The group is a leading ‘privacy-first’ digital security software provider focussed upon protecting consumers and their personal data as they go about their daily digital lives.

The group, which develops and distributes a suite of digital security and privacy software products in the online security space, has over 2.4m paying subscribers, supported by a team of over 350 people across its eight operating locations worldwide. 

Very fast-growing ‘privacy market’

Through its subscription-based platform, the company has established a highly scalable SaaS-based (software-as-a-service) operating model, geared towards capitalising on the vast and fast growing multi-billion-dollar global consumer digital privacy market.

Just last week the group launched its first unified privacy and security suite to its customers. The all-in-one digital freedom, data privacy and system security suite is aimed at providing its consumers with a comprehensive protection solution required to safely navigate their life online. 

The CyberGhost – Security Updater, will enable Windows users, initially, to open their devices knowing that the software installed on it is fully updated to their latest version, thereby preventing attacks on their devices due to software vulnerabilities. 

Security Updater provides additional information about known vulnerabilities and their impact on the user’s security and privacy found in installed software components.

The company claims that its powerful antivirus real-time protection will actively guard against any malicious attacks and viruses, as they describe it ‘a digital vaccine with a 99% efficacy’.

Global operations and earnings

The group’s revenue is generated largely in the US, thereafter in Europe – France, Germany and the UK – while it also derives significant income from the Netherlands, Japan, Australia and Switzerland. 

Kape Technologies is viewed as having shown a track record of revenue and EBITDA growth, which is underpinned by a strong business model that leverages its digital marketing expertise.

Recent $100m plus funding

In late October this year the group was pleased with the very strong response to its $100m fund raising from existing institutional shareholders, a number of new blue-chip institutional investors from the UK, USA, Israel and Asia and through PrimaryBid. 

That fundraise at 150p a share was significantly oversubscribed, greatly exceeding the initial target raise of $100m. The net proceeds will further strengthen the company’s balance sheet ahead of any potential acquisitions that may be contemplated. 

But just who owns a 65% share?

Initially there are 210,596,993 shares in issue, in addition, the group holds 10,500,726 shares in Treasury and another 1,200,000 in an Employee Benefit Trust – taking the overall total up to 222,297,719 shares issued, of which Unikmind Holdings holds 65% of the total equity.

As a matter of interest Unikmind Holdings is owned by the Israeli-born billionaire Teddy Sagi. 

Aged 49 this entrepreneur created, built up and AIM-floated Playtech, the world’s leading online gaming software company. Having sold down his holding he no longer holds any shares in that company. 

Subsequently he built up SafeCharge, the AIM-listed online payment service provider, he sold that off in August last year. 

Amongst many other investments Sagi also owns a significant global property portfolio that includes the majority of London’s Camden Market.

Analysts looking for doubled revenue and tripled profit

Progressive Equity Research estimates that for the year to end-December the group will score almost doubled revenue of $120.8m ($66.1m), upon which it will have made almost tripled adjusted pre-tax profits of $30.9m ($10.6m). That should see its earnings rise significantly from 6.4c to 14.2c per share.

The research house expects next year’s sales to rise to $135.9m, then up to $146.8m in 2022. Profits should increase to $36.4m next year and then $40.2m in 2022, worth 15.8c and then 17.5c per share respectively.

Just like me – they love the ARR

It is impressed by Kape’s latest product launch, suggesting that, by combining its products in this way, the company will continue to offer a compelling end-user proposition, which in turn reduces customer churn and increases the average duration of its customer relationships. That will then drive both revenue and profit in due course.

You see those Progressive Equity Research boys understand about ARR as well.

Trading update in January

We should see a trading update for this year in the next month. 

The shares peaked in late June this year at 229p. They are now trading at around the 172p level, which is about 16 times current year and 14.5 times prospective earnings. Certainly not expensive for such envisaged profits growth.

I now set an early target price of 215p.

[john09] 21/12/2020 18:19

This will benefit from lockdown

Jan and Feb will be lockdown . This one is a little slow on the uptake

[nw99] 21/12/2020 17:45

Kape Technologies is highly cash generative with 2.4m users

[simmsc] 18/12/2020 21:31

I'm not "getting in" then, if that wording is more to your liking. My comment was in reference to dragons den, where they often say "I'm out" once they have made the decision not to invest. Good luck to you all with your investment in Kape. "I'm out" of here now!

[busterdog2] 18/12/2020 07:54

And yet in post 2249 you said you were never in?

[simmsc] 17/12/2020 21:46

And for that reason: I'm out

[simmsc] 17/12/2020 21:43

In CNET's previous coverage of virtual private networks, we've praised CyberGhost for its roster of competitive features. Our in-depth review of CyberGhost last year included speed testing, security verification and an analysis of its full suite of privacy tools. Since then, CyberGhost has increased its number of servers and is prepared to roll out new privacy tools, all while remaining one of the cheapest VPNs we've reviewed -- at $2.75 per month for a three-year plan. As we've bolstered our approach to VPN reviews in recent months, however, CyberGhost has raised some red flags. Its parent company's history warrants skepticism; our previous tests have shown it to expose your VPN use to your ISP; its website and app trackers are more numerous than warranted; and its ad-blocker uses an untrustworthy method of traffic manipulation no VPN should even think about. Its low price previously made it worth considering if you needed to change the appearance of your location online, but not if you wanted best-in-class security. 

[mrnumpty] 17/12/2020 09:11

tygarreg and andygibb101 . Thanks for your very informative comments . I have tended to see Kape as the acquisitor , and that was evidently the reason for Kape gaining access this autumn to funds from a consortium of banks and the more recent floatation of shares but , as you point out , there are far bigger fish in this sea : whereas the market cap of Kape is £ 358 Million , the mkt cap of Asos is over 20 times greater , at 8.33 Billion Euros ( £ 7.5 Billion ) . Asos is also a CAC 40 ( French stock market ) company , with 12 Billion Euros revenues and 110,000 employees . Yahoo reported yesterday that " Asos to acquire leading cybersecurity company Motiv " . Tedi Sagi , the 65% owner of Kape , talked maybe a year or so ago of wanting Kape to become a $ 1 Billion ( £ £ 752 million ) mkt cap company , but that is only twice the current market cap so , as andygibb writes , he ( and we ) might be amenable if the price were right .

[andygibb101] 17/12/2020 08:30

mrnumpty, the high stake in one of his other companies, safecharge, did not stop it getting bought out so if the price is right I am sure he will be amenable.

[mrnumpty] 17/12/2020 07:37

Tygarreg . Nice to see an adult posting here . It seems to me that Kape is very cheap . However , far more important than my opinion , both Small Company Share Watch ( monthly tipster magazine ) and Simon Thompson ( the small cap tipster of Investors’ Chronicle ) are keen . I shan’t reveal comments by SCSW magazine , as it is a subscription-only publication . However , in mid-September this year , when Kape was at £ 1.90 , Simon Thompson wrote “ A rating
of 10 times 2020 cash profit to enterprise value , a third below the rating of market leader Avast and a 2020 forward PE of 15 is hardly exciting . Buy “ . However , given that Tedi Sagi owns 65% of Kape , it would surely be extremely difficult for a buy-out by a predator ?