Updates

Kape - Adds 117k cyber security customers in first four months

June 2019

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.

At its AGM Kape said customer acquisition has exceeded management expectations. It has added 117,000 new SaaS users since December, taking the total to 945,000. In particular, Kape said its VPN user base (Zenmate and Cyberghost) generated >65% growth as these recently acquired businesses benefit from Kape’s digital marketing machine.I like to think of Kape as a business in which customer acquisition runs in two stages - ‘farming’ and ‘harvesting.’ The farming period, during which users are rapidly added, loses money but the second stage - harvesting - begins in month 15 and carries through to month 72 and is hugely profitable as the costs of customer acquisition have already been covered. In total a ...

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

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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 - 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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