tejo
30 May 2017
Results For me the full year results were uninspiring. The company may be top for employee satisfaction etc. but despite very substantial R and D grants, research costs are one of the reasons attributed for the eps fall and lower statutory profit. No doubt a good solid company doing useful work but with the dividend only just covered, it seems there is only modest scope for much growth.
BurglarBill
31 Mar 2017
Re: Anybody there? Good news More good news:[link]
pearlsasinger
19 Mar 2017
Re: Anybody there? Good news Claude1. S.L. hold just over 8% of Kainos;2. I attended an investment conference - hosted by S.L.where I first heard Kainos mentioned in a very positivemanner.
claude reins
07 Mar 2017
Re: Anybody there? Good news So am I - optimistic. Wish there qwere more of us!Where did you get the Standard Life view? Their stockholding?
pearlsasinger
06 Mar 2017
Re: Anybody there? Good news Recently added to my Portfolio.Relatively small volumes move s p upwards.Standard Life are a big fan of Kainos.I am optimistic.
claude reins
06 Mar 2017
Anybody there? Good news Expansion into S Germany and adjacent countries, with good man at the helm, already experienced in the product, the area and running his own ship. No movement in SP, presumably because punters have generally lost interest in Kainos?
claude reins
13 Jun 2016
Re: Results I am not an expert on shorts but would be interested ti know if anyone is picking up shorts on this, or large stock sales. Performance of the company is very good and it has strong government orders both current and longer term expectations, plus they are working hard to excel in the commercial sector too. Hopefully just a blip. Probably a good long term buy if it goes down much further. Debt free - in fact lot of cash - and very good prospects. Not dependent on exports at this stage so not so vulnerable to EU issues. Strong hold. Would say strong buy but is anything at the moment. Time to hold nerve.
eamann555
13 Jun 2016
Results I read the recent results statement and thought they seemed good, alrite at least.But the market didn't think so and the price is down considerably from about 200p to 160p.Obviously Brexit worries and general uncertainty have been a factor.But did I miss something in the results. It is a growth company on a modest P/EWhy has this fallen so much since the recent results statement? not as good as expected?
claude reins
24 Nov 2015
Anyone interprert what this means? Taken from the BB at 6.42 pm Tuesday. What does anyone read into the Last Trade data - 159.30 a rise oif 13.49% on the day? Kainos Group (LSE:KNOS) Share PriceAlert202.00Today's low: 200.00Sell KNOS221.50Today's high: 236.00Buy KNOSLast trade:259.30Change: 30.80 (13.49%)Volume:992,832
LuckyHooker
24 Nov 2015
Re: Thanks Claude I'd echo the thanks to Claude or doing that research.This is part of my portfolio as I'm basically just following SCSW model portfolio III as part of my SIPP pension pot. So that's all the gains I had made wiped out in a single day! C'est la vie.But I couldn't resist an additional punt in my ISA at these prices and got 1,456 @ £2.3343. Time will tell if that was wise!LH
glasgowboy
23 Nov 2015
Thanks Claude Managed to get small amount today at 233p ( £1000) here hoping although the fall seemed very steep on the basis of one broker saying hold god forbid he says sell !!! Thanks Claude
claude reins
23 Nov 2015
Re: 300p by results on 23 November i say... And this explains some more....though the fall-off is very sharp indee.Kainos downgraded by InvestecStockMarketWire | Mon, 23rd November 2015 - 14:45Investec has downgraded its recommendation on IT services, consulting and software solutions provider Kainos Group (LON:KNOS) to hold from buy on the back of the company's maiden first half results, stating that it expects the shares to pause for breath.Despite reporting good sales progress in Digital Services and Healthcare, the broker said it is conscious of the Digital Services gross margin mix and the upcoming Government Spending Review and reckons it is prudent not to upgrade its forecasts now, but wait until the impact of the review is clear.Investec has left its target unchanged at 250 pence a share, which at current levels implies a negative level of forecast total return to the tune of 8.7 per cent.At 2:45pm: (LON:KNOS) Kainos Group Plc Ord 0.5p share price was -46.5p at 233.25p
claude reins
23 Nov 2015
Re: 300p by results on 23 November i say... This explains some of it.......Kainos pauses after stunning runLee Wild | Mon, 23rd November 2015 - 14:30Share thisKainos pauses after stunning runKainos (KNOS) made millionaires of staff when it floated the tech business in July at 139p. They'd have doubled their money again if they'd held on a little longer, with the shares topping out at almost 300p earlier this month.However, with the chancellor's Spending Review due on Wednesday, and with government decisions having already hit gross margin at the core digital services division during the first-half, investors are trousering profits.Set up in 1986 as a joint venture between ICL (now Fujitsu (FUJ)) and Queen's University of Belfast, Kainos makes its money as a specialist in digital technology, software design, third-party software integration and implementation, and tech support. It's been hugely successful in winning government contracts, and pre-tax profit excluding IPO costs jumped by a fifth in the six months ended 30 September to £6.8 million.Revenue grew by 29% to £37.2 million, and sales bookings (the value of contracts signed excluding taxes) leapt by 55% to £34.8 million. And Kainos, which typically wins 25-30 new contracts every year, added 30 new customers in just the first six months of this year. Admittedly, some of that is due to sales of cheaper services, particularly the Smart automated testing tool, but this is a clear boost nonetheless.Being picked by Apple (AAPL) as a partner is a significant boost, too - the American colossus clearly wants to sell more iPads to businesses, and Kainos is one of a dozen new partners chosen to help target the medical industry. The firm's Evolve software is already used by the NHS to digitise patient records.graph 1(click to enlarge)However, despite an 18% increase in revenue at the digital services unit to £24.4 million, gross margin for the division dropped 9% to 46%. That meant profit fell by £0.3 million to £11.1 million, due to changes in some government contracts, including cuts on a big deal with rural agency Defra. Kainos chief executive Brendan Mooney tells Interactive Investor that most of this has now washed through and margin should improve in the second half.The government's Spending Review midweek is also likely keeping investors on the sidelines. It's expected to make grim reading for government departments, with massive cuts across the board. Still, Kainos is embedded in nine different departments, and cost cuts will mean they'll have to digitise more work."It's good for us," says Mooney, "but it will take time to get there for Kainos". It will be mid-February before we see clear plans from departments about which projects will get priority, he thinks. Clearly, there is great potential here, but Investec Securities also believes Kainos shares will "pause for breath as it consolidates post its exceptional run". It's why the broker cuts its rating from 'buy' to 'hold' and repeats its 250p price target.Even at that level, Kainos would trade on 27 times earnings per share (EPS) estimates for March 2016 of 9.4p. Investec adds: "It is prudent not to upgrade our forecasts now, but wait until the impact of the CSR [comprehensive spending review] is clear."
claude reins
23 Nov 2015
Re: 300p by results on 23 November i says I thought the results were good, taking account of the cost of any IPO these days. However, there seems to be some reason for the huge drop today and I cant find it. Maybe someone else on the BB - very quiet at the moment! - can point to some report or similar? On the basis there has been this fall for no apparent reason, (other than it has risen well since SCSW brought out a special early edition to recommend it and also buy it for their portfolio) I will recommend a strong Hold, though tempted to add at this price.
wokwok wokwok
02 Nov 2015
Re: 330p by results on 23 November i says Upgrading target as 300p looks very easily possible n
