Updates

Kape

July 2022

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

Kape’s AGM reiterated that the integration of ExpressVPN, acquired in December, is well advanced and it has already begun to realise significant operational benefits to date, including cost-savings on back-office consolidation and leveraging economies of scale. Kape said it is well placed to deliver on its guidance of revenues of between US$610-US$624m and adjusted EBITDA of between US$166-172m (a 117% expected increase) for 2022. Market conditions are pretty treacherous and I would have expected some give-back on its customer attrition rate but the statement suggests not so. Some profit should have been taken. Hold the rest. ...

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Boohoo Group

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Kape - Sagi raises original bid price (May 2023)

Kape - Unikmind makes 285p cash offer (March 2023)

Kape - To unveil Websitebuilder at forthcoming capital markets day (October 2022)

Kape (May 2022)

Kape - Sales substantially over forecasts (February 2022)

Kape (October 2021)

Kape (August 2021)

Kape - +68% upgrade to eps forecasts (April 2021)

Kape (February 2021)

Kape - Another PIA sized VPN lump likely to be acquired in H1 (December 2020)

Kape (October 2020)

Kape (May 2020)

Kape (April 2020)

Kape - LTV balloons 260% to US$99m (February 2020)

Kape - 70% eps accretive deal (December 2019)

Kape - 1.02m SaaS users (+83%) (October 2019)

Kape - H1 Ebitda +40% (September 2019)

Kape (July 2019)

Kape - Adds 117k cyber security customers in first four months (June 2019)

Kape - Technologies Sales to grow 48% this year (April 2019)

Kape (February 2019)

Kape - Acquisitions bed in well (January 2019)

Kape - Another acquisition (November 2018)

Kape - Existing users to deliver US$18m of revenue (October 2018)

Kape - Buys Integro for US$16m (August 2018)

Kape Technologies - Strong FY17 begets strong FY18 (April 2018)

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