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Even when the markets are soft, this one pretty much holds firm.
I wish i kept all my investment here at 150p, but i am happy with what i have got left for free.
The price has been creeping up slowly but surely
Maybe more New Year tips yet
Motley a keen supporter for some time
Good to see KAPE heading into the New Year at the highs - buying coming in at almost the full new offer price of 445p now.
And KAPE have been tipped here for next year as "dirt cheap":
https://www.fool.co.uk/2021/12/28/3-dirt-cheap-uk-shares-to-buy-in-2022/
"Head to the Kape!
I’d also buy Kape Technologies (LSE: KAPE) to try and make a stack of cash as the cybercrime problems grow. This UK share creates products that keep users’ data secure and private such as VPN software and antivirus programmes. This is a highly competitive environment and success is by no means guaranteed. However, I’m impressed by the breakneck progress Kape’s making in an industry dominated by big hitters like Avast and McAfee.
In its latest financial update, Kape said it expects full-year revenues for 2021 to hit “the upper end” of a forecasted range of $197m-$202m. By comparison, the tech titan punched sales of $122.2m in 2020 and $66.1m the year before that.
Kape’s progress is probably no surprise given the rate at which the cybersecurity market is growing. Researchers at Mordor Intelligence think the industry will be worth $352.5bn by 2026. That compares with the $156.2bn it was valued at last year. I don’t think Kape Technologies’ low PEG ratio of 0.2 reflects its exceptional growth opportunities this decade."
A second RNS today just out from Slater - he's bought around another 160,000 shares and increased his holding again to 5%, or 17.458m shares:
Https://www.investegate.co.uk/kape-technologies/rns/holding-s--in-company/202112201300012291W/
Yes, Slater seem to be hoovering up all the sells, hence £4 price maintained for a few weeks.
Two holding RNS's today.
Slater Investments have bought around another 2.3m shares since their last RNS on 12th November. They now own 17.3m shares, or 4.96%.
Unikmind have the same holding at 187.44m shares as before, but of course their percentage holding has decreased, as has Slater's, due to the shares issued for the ExpressVPN completion.
It's noteworthy that Slater has continued to buy heavily in the market even after increasing in the ExpressVPN placing.
Last 2 weeks, people selling into any strength it seems
The respected Techmarketview web site is bullish re KAPE today:
Https://www.techmarketview.com/ukhotviews/archive/2021/12/16/kape-completes-expressvpn-acquisition
"Thursday 16 December 2021
Kape completes ExpressVPN acquisition
Kape completes ExpressVPN acquisitionKape Technologies will significantly expand its revenue after completing the acquisition of ExpressVPN. The US$936m deal doubles Kape’s customer base to over 6m and creates a global workforce of 720 people.
ExpressVPN has seen a compound annual growth rate (CAGR) of 35.1% over the past four years, we think boosted by particularly strongly demand since the onset of the coronavirus pandemic as more people found themselves needing a virtual private network (VPN) when working from home.
London-headquartered Kape (formerly Crossrider) has rapidly extended its VPN portfolio in recent years. The US$96m acquisition of Private Internet Access (PIA) in 2019 helped to push its FY20 revenue up 85% year on year to US$122m. The company’s final FY21 results are yet to be published but Kape forecast turnover would be in the region of US$197m-US$202m after the further US$149m cash addition of Webselenese announced last March.
ExpressVPN will add another hefty chunk to that total in FY22 after it grew its own FY20 revenue 37% yoy to US$279m. The company is reported to have over 3m customers, 40% of which come from North America. Kape also expects synergies to shave US$19m off its opex in 2022 and a further US$30m a year from 2023 onwards on an annualised cost basis.
Kape was already well on the way to becoming a leading provider of secure, remote access solutions for consumers and small businesses before the pandemic, but now looks even better placed to capitalise on continued demand for its enlarged portfolio of software and SaaS-based VPNs. The company will no doubt be keen to maintain ExpressVPN’s OEM agreements with laptop manufacturers including HP, HMD Global, Acer, Dynabook and Philips, but it looks to us very much like a case of being in the right place at the right time for Kape."
Not bad for the bosses, why not I guess
Bonus Award
In connection with completion of the transformational acquisitions during 2021 of ExpressVPN and Webselenese, the Kape Remuneration Committee has approved an exceptional bonus award of US$1.4 million to Ido Erlichman (CEO) and US$1.0 million to Moran Laufer (CFO) (the "Acquisitions Bonus"). Each Acquisitions Bonus is subject to clawback of up to 20% of the award, if certain integration targets, scheduled to be completed during 2022, are not met.
Indeed, all looking good.
Great to see that completion of the mega ExpressVPN acquisition will complete tomorrow.
Also confirmation that current trading is in line with upgraded expectations - in fact very much at the top end of those expectations.
And the acquisition is "highly earnings enhancing" - transformational for KAPE, who will have over 6.5 million paying subscribers:
Https://www.investegate.co.uk/kape-technologies--kape-/rns/completion-of-acquisition---business-update/202112151521007861V/
Might see this sooner rather than later.
"Appears" to be a sea of sells for 3 days....price hardly moved, so maybe a buyer in background...Slater Investments possibly, let's see.
What price is podpoint, is it on the stock market, what is there business
Right, I'm maxed out here now...hope for a break up in price soon.....
Looks very good, again, to me! Thinking of moving most of my other shares cash into this one. Gold companies looking soft again
https://www.thetimes.co.uk/article/pod-point-fails-to-electrify-market-with-flotation-plan-zfft9lhqr
Just sold about a third of my holding here and invested it in Podpoint
Https://www.investorschronicle.co.uk/alpha/2021/11/18/two-momentum-shares-that-could-still-go-up-a-gear/
Good to see the IC Alpha write-up is free to read as it's extensive and informative.
It concludes that the shares "could comfortably support a share price above 500p", and could "be taken up to another level entirely" alongside the likes of Symantec, McAfee etc "if viewed as a Tier 1 cybersecurity company".
https://www.fool.co.uk/2021/11/16/2-dirt-cheap-uk-shares-including-a-5-9-dividend-yield-id-buy/
Kape Technologies (LSE: KAPE) is another dirt-cheap UK share I’m thinking of snapping up. Sure, it doesn’t offer a dividend. But I think forward price-to-earnings growth (PEG) ratio of 0.4 could be too good to miss. Like iEnergizer, its rating below 1 suggests it could be undervalued by the market.
Kape Technologies is a tech company I think will thrive as the problem of cybercrime grows. Businesses are investing vast sums in software to protect their operations, a phenomenon which blew underlying organic revenues at Kape 27% higher in the six months to June.
I also like this UK share because its excellent cash generation is allowing it to execute shrewd sales-boosting acquisitions. In September, for example, the firm splashed out a cool $936m on the purchase of ExpressVPN.
An appetite for acquisitions can create huge risks to a company. These can include unexpected costs, overestimating synergies and disappointing revenues. However, its my opinion that this risk is more than offset by the possible rewards Kape Technologies could reap as the cybersecurity market swells.
One Killer Stock For The Cybersecurity Surge
Cybersecurity is surging, with experts predicting that the cybersecurity market will reach US$366 billion by 2028 — more than double what it is today!
And with that kind of growth, this North American company stands to be the biggest winner.
Because their patented “self-repairing” technology is changing the cybersecurity landscape as we know it…
We think it has the potential to become the next famous tech success story.
In fact, we think it could become as big… or even BIGGER than Shopify.
Mind, I think today's small rise is in sympathy with AVST, up 7% after their Norton deal was approved
Good to know you bought some time back when cheaper, I joined last of course. Yes, I'd wait until it hits £5 min, but depends how much you're up I guess.
I originally planned to sell here when it hit 400, but will sit this out a while longer
Yes indeed, that is excellent news!