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  • 12 May 22
SHORE CAPITAL - Kape Technologies (KAPE, House Stock at 343p)


Companies: Kape Technologies Plc
  • 24 Mar 22
VSA Capital Tech & Trans 240322

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  • 24 Mar 22
Delivery, transformation and opportunity

Kape announced strong results for the year to 31 December 2021, having already updated the market on the better-than-anticipated FY21 performance in January. Revenue of $230.7m was in line with the revised guidance, up 89% on FY20, and Adjusted EBITDA of $86.0m was significantly ahead of the revised guidance of £77.0m, up over 100%. With one significant (Webselenese) and one game-changing (ExpressVPN) acquisition in 2021, it is also important to recognise the strong operational performance that

Companies: Kape Technologies Plc
  • 22 Mar 22
SHORE CAPITAL - Kape Technologies (KAPE) - House Stock at 430p - Express routes to growth


Companies: Kape Technologies Plc
  • 22 Mar 22
FY'21: Top-line growth; FCF doubles

Kape’s FY’21 finals confirm the strong underlying operational momentum flagged in the January trading update. Revenues grew +89% y/y to $231m (Proforma: +21%), with underlying adj EBITDA increasing +100% y/y to $78m (reported: $86m). Margins expanded 190bps y/y to 33.8% as operational scalability offset the near-term margin dilutive impact of the ExpressVPN acquisition. FCF grew >2x y/y to $34m – we see scope for this to ~4x in FY’22e, boosted by the inclusion of ExpressVPN renewals in that peri

Companies: Kape Technologies Plc
  • 18 Jan 22
SHORE CAPITAL - KAPE TECHNOLOGIES+ (KAPE) - House stock, 408p


Companies: Kape Technologies Plc
  • 18 Jan 22
Strong end to year leads to a 6% revenue beat

Kape has published a short trading update for the year to December 2021; 12 months dominated by M&A, but showing strong organic performance nonetheless. We make no changes to estimates pending the full-year announcement due in March, but take comfort from the positive commentary and the impressive metrics detailed in today’s release.

Companies: Kape Technologies Plc
  • 18 Jan 22
Further upgrades for FY'21

Kape has provided a post-close trading update, highlighting revenues significantly ahead of consensus at $230m (cons: $201m), up +89% y/y. Part of this beat is attributable to ExpressVPN (not included in our forecasts) which contributed $18m from 16th December. Underlying revenues were still 5% ahead of consensus at $212.5m driven by the continuation of high renewal rates (82%) and strong organic adds which contributed to a 0.5m organic net increase in subscribers (+18% y/y). Management have uti

Companies: Kape Technologies Plc
  • 27 Oct 21
Peer company valuation read-across

We note that one of Kape’s peers, a US-based cyber security player named Aura, has raised a significant sum ($200m) from a group of well-known investors, at a valuation that appears to be c.10-11x revenue. We continue to believe that Kape is well-positioned within the sector, and look forward to further news as the group integrates the ExpressVPN acquisition.

Companies: Kape Technologies Plc
  • 21 Sep 21
Shore Capital - Kape - House Test


Companies: Kape Technologies Plc
  • 21 Sep 21
Trading in line; strong H1 performance as ExpressVPN nears completion


Companies: Kape Technologies Plc
  • 21 Sep 21
Taking the Express path to global leadership

Kape recently announced the transformational acquisition of ExpressVPN and its interim results today show that the Group has been performing well even as it was concluding that deal. The transaction will roughly treble Kape’s revenues and significantly increase EBITDA. The combination will create a powerful force in the global market for security with a focus on digital privacy, with around 6 million subscribers and a true international footprint. This note provides a summary of the proposed tra

Companies: Kape Technologies Plc
  • 14 Sep 21
Proposed acquisition of ExpressVPN


Companies: Kape Technologies Plc
  • 18 Aug 21
Small Cap Feast: 20/05/21

What’s cooking in the IPO kitchen? Oxford Cannabinoid Technologies Holdings Plc to IPO onto the Standard List. They are a pre-revenue pharmaceutical company with an objective to develop cannabinoid-based prescription medicines approved by regulatory agencies including the US Food and Drug Administration, the European Medicines Agency, and the Medicines and Products Healthcare Regulatory Authority. Their drug development strategy includes the development of proprietary cannabinoid derivatives, n

Companies: ADME CCS EUA ITX KAPE NSCI N4P PURP SBI

  • 20 Jul 21
Strong H1 as Kape gathers further momentum

Kape’s trading update for the first half of its current financial year confirms that the Group continues to show strong growth in line with management’s expectations for the full year. Consequently, we leave our estimates – which sit in the existing guidance range for revenue and Adj EBITDA – unchanged. The integration of Webselenese is ‘progressing well’ and has already realised a reduction in average customer acquisition costs for the Group. We also note the recent content provision agreement

Companies: Kape Technologies Plc

Kape Technologies Plc

Company Profile

  • Personnel
  • Ido Erlichman, CEO
  • Moran Laufer, CFO

Research, Charts & Company Announcements

Research Tree provides access to ongoing research coverage, media content and regulatory news on Kape Technologies Plc. We currently have 267 research reports from 12 professional analysts.

Latest News/RNS

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Date Source Announcement
12May22 07:00 RNS Kape Technologies - Kape expands service offerings across key brands
05May22 07:00 RNS Kape Technologies - Total Voting Rights
03May22 15:47 RNS Kape Technologies - Director Disclosure
01Apr22 17:19 RNS Kape Technologies - Total Voting Rights
25Mar22 07:00 RNS Kape Technologies - Issue of Share Awards
23Mar22 07:00 RNS Kape Technologies - PDMR Dealings
22Mar22 07:01 RNS Kape Technologies - Directorate Appointment
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  • 06 May 22
FY21 results update

S4 Capital has released very strong 2021 results and a robust start to 2022, and we raise our 2022 Gross Profit and EBITDA forecasts by +5% and +3%, respectively.

Companies: S4 Capital plc
  • 17 May 22
Tremor - Record Q1 with 13% growth, 47% EBITDA margin, $371m cash

Tremor has reported record Q1 22 net revenue of $71.0m from +13% organic growth, record Q1 22 adjusted EBITDA of $33.6m at a margin of 47%, and continued to build its net cash to $371m including $13m of buyback. Its adjusted EBITDA for Q1 and its guidance for Q2 of c$40m are in line with consensus, while its Q1 22 net revenue and Q2 22 guidance of $75-80m are c3-10% light, as Tremor is focusing on scaling its higher-margin self-serve and PMP revenue, and has seen some advertisers postpone spend

Companies: Tremor International Ltd.
  • 17 May 22
Morning Note – 17 May 2022


Companies: Tremor International Ltd.
  • 11 May 22
Strong advertising and activities in studios

Q1 22 was strong in each division. Total advertising revenue increased by +16% as expected and digital advertising surged by +27%. ITV Studios revenue grew by +24% at constant currency thanks to strong deliveries of programmes. Total advertising revenue growth is expected to be +5% in H1 22 due to a tough comparative in Q2 22. ITV Studios benefits from the high demand for content and is confident on its performance in 2022. The launch of ITVX is confirmed for Q4 22.

Companies: ITV PLC
  • 20 May 22
Hybridan Small Cap Feast 20/05/22

Dish of the day Joiners: No Joiners Today. Leavers: No Leavers Today. What’s cooking in the IPO kitchen? Psych Capital PLC, intends to list on the AQSE Growth Market. Psych operates the Psych Platform (a business-to-business networking platform), that is developing the Blossom Database pursuant to a third party licensing arrangement. The Company also has an investment of 426,000 common shares in Awakn, a Canadian NEO Exchange listed psychedelics research and clinical group, with operations in th

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  • 20 May 22
SHORE CAPITAL - Eagle Eye+ (EYE, House Stock at 420p)


Companies: Eagle Eye Solutions Group PLC
  • 16 Mar 22
SHORE CAPITAL - Eagle Eye+ (EYE) - House Stock, 402p


Companies: Eagle Eye Solutions Group PLC
  • 21 Mar 22
Wilmington PLC - H1 results & Rise National – 11% PBT upgrade

Following on from an improving H2 for FY21, Wilmington has delivered a strong set of H1 results. Organic growth has strengthened to +12%. Although this has been partly buoyed by the welcome return of face to face event formats, critically the underlying organic growth pre face to face was a healthy +6%. Perhaps the most impressive detail in the results related to the commentary around the face to face recovery, where the demand for virtual formats has remained strong and where face to face has n

Companies: Wilmington plc
  • 31 Mar 22
LIBERUM: Time Out* - Clouds lifting, recovery underway


Companies: Time Out Group PLC
  • 27 Apr 22
Q1 22 revenue numbers in line. Patience still required.

Q1 22 revenues were in line with expectations, i.e. a tick lower yoy, while the FY guidance was maintained. The churn rate looks under control. The reorganization of the salesforce is making progress It will take more time for growth to resume. Expect no big changes to our numbers after this release.

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  • 29 Apr 22
Hybridan Small Cap Feast 29/04/22

Joiners: Lift Global Ventures plc (AQSE:LFT) has joined AQSE Growth Market. The Company's investment strategy is to operate as an enterprise company seeking acquisition or investment opportunities within the financial media and technology industries. Within these broad industries, areas of focus may include: Financial news websites and other forms of “new media”, Investment research providers, Financial PR, IR, design and marketing agencies, Production studios and visual content providers and Te

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  • 13 May 22
Catch my Driift


Companies: All Things Considered Group PLC
  • 19 May 22
Hybridan Small Cap Feast 19/05/22

Joiners: No Joiners Today. Leavers: No Leavers Today. What’s cooking in the IPO kitchen? Psych Capital PLC, intends to list on the AQSE Growth Market. Psych operates the Psych Platform (a business-to-business networking platform), that is developing the Blossom Database pursuant to a third party licensing arrangement. The Company also has an investment of 426,000 common shares in Awakn, a Canadian NEO Exchange listed psychedelics research and clinical group, with operations in the UK and Europe.

Companies: TMO ROL KGH GWMO JAY