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Summary
Our Wednesday Tip on the 17th March was a £500m cyber security company, Kape at 272p. Its latest acquisition should continue its strong track record in buying synergistic cyber security software companies at attractive prices. Then bundling the new software into services for its existing international distribution channels… which is a highly cash generative and lucrative strategy.
Result Previews ;
Loop 76p are reporting finals on Tuesday 23rd. There is uncertainty about the speed of the roll-out of its new strategy. It is developing its corporate communications platform to embed Microsoft Teams software. This will imply changes to its distribution channels as direct routing requires new telecom carrier partnerships which will perhaps lead to lower margins. Profit expectations were downgraded at the recent trading update which added Covid as a reason for the uncertainty. We like the Business communications sector but given the dual uncertainties have decided there is no need to be brave.
Dbox 6.4p needs to stand-and-deliver organic growth from its buy-and-build business development strategy. Its mobile media publications reach 12m users a month. Its finals are on Monday 29th March and include a recent lossmaking acquisition so little growth is expected this year. Considering Digital mobile advertising revenues are growing ahead of other sectors there should be jam next year.
Finally – its seems that stock markets are trying to see through to post Covid Inflation hedging investments. Most of us, however, remain more concerned about unlocking delays, new Covid variants and the wisdom of booking summer holidays.
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