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  • 18 Jul 19

Strong position in high-growth core market

Strong secular drivers are supporting rapid growth in Kape’s core Virtual Private Network (‘VPN’) market with rising user-data awareness underpinning high market growth forecasts. Kape’s paid VPN has strong brand reputation, a features set which screens well versus competition, and is forecast to deliver 19% group sales CAGR (underlying: 15%) and EPS CAGR of 46% to FY’21E. Near-term cash is expected to be reinvested into customer acquisition to grow the SaaS user base, but cash conversion should improve rapidly by FY’20E/FY’21E as renewals begin to outpace additions. Our SOTP generates an implicit value of 115p/share, although DCF and peer-based approaches imply 130p/share is achievable.

Companies: Kape Technologies
  • 17 Jul 19

Cenkos: XLMedia Plc - Tender Offer

XLMedia has announced a Tender Offer to buy back 9.5% of the current issued share capital at 80p per share. If passed at the forthcoming EGM and fully tendered, then the earnings accretion in 2020E will amount to a 12% increase in fully diluted EPS. The company has also confirmed that current trading is in line.

Companies: XLMedia
  • 16 Jul 19

Facebook to use Libra to become utility, Slack not worried about Microsoft, Symantec ends talks with Broadcom

The Senate Banking Committee on Monday released the testimony of David Marcus, the head of Facebook's cryptocurrency projects ahead of his testimony Tuesday. In his prepared remarks, Marcus perfectly outlines the business model behind the social network’s upcoming Libra digital currency and its Calibra digital wallet. Microsoft might be the primary competitor for Slack, but the widespread adoption of Microsoft's software is not a major problem for Stewart Butterfield, co-founder and CEO of the messaging app. Last week, Microsoft said Teams had more daily active users than Slack. Cybersecurity company Symantec Corp has walked away from negotiations to sell itself to chipmaker Broadcom over price disagreements, people familiar with the matter said on Monday. Symantec's decision raises new questions over the future of the US antivirus software provider, which is looking for a new CEO and has been struggling to grow its business serving companies.

Companies: KAPE AVST CNS DFX ECSC FLX IGP NCC OSI SWG SOPH

  • 15 Jul 19

Allenby Capital TMT Update 15.07.19 (GFIN.L, MIRA.L, BOOM.L)

Gfinity plc* (GFIN.L, 5.25p/£23.6m) Proposed placing of £5.25m (15.07.19) | Mirada plc* (MIRA.L, 1.0p/£8.9m) Finals - Revenue growth & profitability; positive outlook (12.07.19) | Audioboom plc* (BOOM.L, 255p/£35.7m) New podcast studios in New York increases capacity (12.07.19)

Companies: GFIN MIRA BOOM

  • 02 Jul 19

Where’s the Value?

Warren Buffett once said that as an investor, it is wise to be ‘fearful when others are greedy and greedy when others are fearful’. Fear is not in short supply right now.

Companies: OPM ALU ANCR BLV CONN CRC FDL GATC HAT LEK MMH MCB MWE NXR NTBR NOG PAF PEG RFX SRC TEF TEG TPT VTU WYN XLM

  • 17 Jul 19

Small Cap Feast

Voyager AIR The Company will focus on the acquisition, leasing and management of primarily widebody aircraft, with asset management services to be provided by Amedeo Limited the IPO will comprise a Placing and Offer for Subscription of Shares to raise up to approximately US$200m. Roxi Music UK music streaming service plans London IPO as it goes up against Spotify. They have appointed investment bank Arden Partners for an initial public offering (IPO) on the London Stock Exchange later this year.

Companies: AOR MIRA CYAN ITX HOTC BRK RBD WINK MXCT AAOG

  • 07 Jun 19

The Mission Marketing Group - Capital markets day (CMD): Breadth of value

The recent CMD allowed themission’s newly-appointed CEO, James Clifton, to outline the direction of travel to best leverage group strengths. It also showcased Krow, bought in April 2018, and businesses being developed within the Fuse incubator, particularly Pathfindr. There was no new financial information. Increasing collaboration across group agencies gives a solid base for more cross- and up-selling to the low-churn, blue-chip client base. The valuation remains at a sizable discount to peers.

Companies: The Mission Marketing Group
  • 04 Jul 19

Australian banks to digitize bank guarantees, US Gov reviewing license requests for Huawei, Broadcom to acquire Symantec

Australia's top three banks said on Thursday they have agreed to partner with IBM and shopping mall owner Scentre Group to test blockchain technology to digitize bank guarantees. The companies are exploring how to move away from paper-based bank guarantees to cut processing time and the risk of fraud, Australia and New Zealand Banking Group, Westpac Banking Corp and Commonwealth Bank of Australia said in a statement. The US government said on Wednesday it was reviewing licence requests from US companies seeking to export products to China's Huawei "Under the highest national security scrutiny" since the company is still blacklisted. In an email to Reuters, the Commerce Department said that as it reviewed applications, it was applying the "Presumption of denial" standard associated with Entity Listed companies, meaning applications are unlikely to be approved. Symantec shares surged more than 20% in extended trading on Tuesday after Bloomberg reported that Broadcom is in advanced talks to acquire the security software vendor. The deal is reported to be worth more than $16bn, implying an EV/Sales multiple of 3.40x (Bloomberg). Agreement on a deal was close but could be delayed until after the July 4 holiday, according to people briefed on the move.

Companies: KAPE AVST CNS DFX ECSC FLX IGP NCC OSI SWG SOPH TECH AMO IQE

  • 18 Jul 19

Cenkos: Cello Group Plc - Organic momentum continues into 2019

Cello has issued a positive update on H1/19E trading, showing that Cello Health has continued its strong, organic momentum at higher margins. Meanwhile, Cello Signal's trading has been stable, as it increasingly takes on a healthcare focus. Today's update provides evidence that conditions in Cello's primary US healthcare market remain favourable. The company continues to identify accretive acquisitions in this space, which we believe could be a catalyst to the shares, currently trading on a modest valuation (12.2x ex-cash P/E) for what is a stable, highly recurring model.

Companies: Cello Health
  • 31 Jan 19

UK E&P

In this short note we update our oil price deck, reducing 2019 Brent from $72/bbl to $64/bbl but leaving our 2020+ assumption unchanged at $70/bbl. Given the minor change, our NAVs aren’t materially affected. We remain positive on most names under coverage.

Companies: RBD RRE TRIN

  • 26 Mar 19

Cenkos: XLMedia Plc - Very high FCF yield

2019E should see the beginning of a recovery phase. Development effort into existing assets and diversification away from gambling should help reduce the volatility seen of late. The free cash flow yield is pricing in no recovery whatsoever.

Companies: XLMedia
  • 20 Jun 19

ZenMate acquisition update: $1.7m synergies

Kape published an update to the market following the integration of recent acquisition, ZenMate. The group has realised US$1.7m of annualised cost savings related to ZenMate, and launched two products (see details below). We believe the synergies and management execution on deals will be very well perceived in early trade this morning, given the sheer magnitude of the savings (ie 13% of FY19E Group EBITDA – and effectively quadrupling the profits of ZenMate from acquisition in 12 months). We up our FY20E EPS (+7%) and raise our PT to 120p. We reiterate our Buy rating on Kape as one of few companies offering robust organic growth potential, a large net cash position and M&A optionality at a discount to the AIM Tech average.

Companies: Kape Technologies
  • 21 Jun 19

Hardware warnings; Buy sales visibility (CALL, KAPE, VNET)

We highlight this morning’s profit warnings from IQE (no coverage) and Nanoco (no coverage) as further support of: (1) our Year Ahead 2019 thesis to avoid hardware exposure as the most likely source of downgrades, and gain exposure to high-visibility recurring revenues and stronger balance sheets; and (2) the apparent end of the smartphone supercycle. We reiterate our Buy ratings on CloudCall* (CALL LN, PT 270p), Vianet (VNET LN, PT 142p) and Kape (KAPE LN, PT 120p) as our preferred names to exploit our key themes for 2019.

Companies: CALL VNET KAPE

  • 18 Jul 19

H1 in line; strong performance against KPIs

Positive performance against its operational and financial KPIs in H1 results from Audioboom, a leading global podcast company, as it continues to take market share in a rapidly expanding market. H1 revenue increased 171% to $9.8m and adj. EBITDA loss roughly halved to $1.4m. With a growing number of brand advertisers and eCPM and sell through rates, Audioboom is investing for growth with increased spend on acquiring established podcasts, ensuring the retention of its current roster of talent and developing owned and operated co-produced content. This is being funded by H1’s placing and subscriptions as well as the new content $4m funding facility for minimum revenue guarantees. Audioboom is a trusted partner for podcasters looking to expand their audience and drive monetisation, advertisers to reach an attractive demographic and consumers to access entertaining content. Forecasts remain unchanged and we introduce a fair value of 475p/share.

Companies: Audioboom Group
  • 18 Jul 19

At least in line

Cello’s Health division has had an “excellent” first half with strong like-for-like, constant currency revenue growth. Operating margins are ahead of last year and the group has also benefited from stronger US$ exchange rates in H1. Coupled with a good current income pipeline, these points have enabled management to state it is confident of achieving a successful result in 2019, at least in line with current market expectations. We make no changes to our forecasts at this stage, although the potential for an upgrade is clearly growing. Encouraged by today’s statement, we reiterate our view that the market backdrop for Cello’s technically based, strategic advisory services is strong and defensive, supporting good growth prospects.

Companies: Cello Health