Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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Still looking strong. KAPE has been trading in a rising range since the first week of June and it now looks as if it is trying to break out of that on the upside. If it does my 380p target is not far away. Speaks volumes for sitting on a share - I have been here for 3.5 years at an average of 89p.
GLA
GS
KAPE is looking very strong today as well, nice
Good to see Simon Thompson tipping KAPE overnight:
Https://www.investorschronicle.co.uk/ideas/2021/07/26/bargain-shares-building-momentum/
Apparently he reaffirms his 375p price target, and he also talks about M&A activity in the sector, in which Kape could be a potential bid target.
From my own perspective, there's plenty of headrooom for another sizeable acquisition, and this isn't a management who are likely to stand still for long.
KAPE's current multiple is ridiculously cheap for its sector, particularly when taking into account the impact of the Webselenese acquisition, which can only be judged in full next year.
The forecast for 2022 is 32.4c EPS, i.e 23.7p EPS. A P/E of 20-25 for the sector would still be relatively good value, but would see a share price between 474p-593p.
Another earnings-enhancing acquisition would raise these targets even further.
https://twitter.com/surprised_trade/status/1419910642954391598
IC highlighting KAPE today ...
Kape’s buying opportunity ahead of results
Trading in line with guidance that indicates doubling of full-year operating and pre-tax profit to US$70.8m and US$64.3m, respectively.
Integration of Webselenese ‘progressing well’ and average customer acquisition costs reduced.
Core privacy division recorded 17 per cent revenue growth in first half.
Cyber security software provider Kape Technologies (KAPE: 303p) continues to increase its customer base, cross-sell products, integrate acquisitions and enter into new lucrative revenue generating agreements.
Kape is being valued on 10.5 times 2022 operating profit estimates to enterprise valuation, or almost half the forward rating of Avast. Kape also offers an attractive 9 per cent free cash flow yield for 2022.
I remain a buyer ahead of September’s interim results. Buy.