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KNOS Kainos Group Plc

950.00
21.00 (2.26%)
26 Apr 2024 - Closed
Delayed by 15 minutes
Kainos Investors - KNOS

Kainos Investors - KNOS

Share Name Share Symbol Market Stock Type
Kainos Group Plc KNOS London Ordinary Share
  Price Change Price Change % Share Price Last Trade
21.00 2.26% 950.00 16:35:14
Open Price Low Price High Price Close Price Previous Close
929.00 929.00 959.00 950.00 929.00
more quote information »
Industry Sector
SOFTWARE & COMPUTER SERVICES

Top Investor Posts

Top Posts
Posted at 13/11/2023 08:14 by sunshine today
No doubt this company has been a star within the sector for investors, however the sheer size of the company today, makes future fast growth extremely difficult.

The chart says it all , KNOS has been a fantastic stock to HOLD .

Congratulations.

/////


Those looking for the next KNOS might like to research tiny boutique IT consulting outfit Triad Group Plc.

Just last week Triad swept the board at Oscar’s of the industry’s awards.

It’s a micro cap , that I hope can do a KNOS by the decades end, not for traders.
Posted at 21/8/2023 16:06 by fuji99
IMO the negative trend for some time now looks as if a profit warning is expected.
Trading Update on 31 August.
Posted at 03/7/2023 09:02 by fuji99
They should have informed investors big or small on the amount they paid for the acquisition. They cannot just spend money at their discretion. I think this is not fair to PI's.
Posted at 18/3/2023 19:49 by someuwin
As a software developer myself, and an investor in software companies (currently TRD and KNOS) I'm trying to work out what effect Chat GPT (and similar AI tools) are going to have on these businesses.

Make no mistake, what GPT is capable of is jaw dropping. We haven't seen anything like this before. A total game changer (and not just in the software development world!)

GPT 4 can produce code that a good coder would do in a week in a matter of seconds. GPT 4 is over 4 times better than chat GPT 3 which only came out 5 months ago. GPT 5 is already in training mode. The advances in performance will accelerate exponentially.

So simplistically you might think that software companies will be able to do as much with far fewer coders. Which would massively push up margins. However the downside is that software production will become commoditized. With low barriers to entry there will be more competition which will drive down prices.

Any thoughts?

To see what I'm talking about see here...
Posted at 28/7/2022 13:18 by hedgehog 100
"Belfast IT firm Kainos to float on London Stock Exchange

By Clodagh Rice
Business Reporter, BBC News NI

Published
7 July 2015

Belfast-based IT firm Kainos is set to float on the London Stock Exchange.

The initial public offering on Friday is set to raise £52m in shares, and values the company at £161m.

Kainos is headquartered in Belfast and has approximately 730 staff across its seven offices.

It was founded in April 1986 as a joint venture between ICL and QUBIS Ltd. Kainos reported profit before tax of £11.8 million last year.

The firm's floatation is being supported by the bank Investec.

The flotation will make it one of three publicly listed companies in Northern Ireland, along with First Derivatives in Newry and UTV.

Kainos's chief executive Brendan Mooney said the company had been "delighted" by the response to the initial public offering.

"The task for us now is simple - to maintain our growth trajectory," he added.

"We have a clearly defined strategy in place to see that happen and are looking forward to life as a listed company."

Law firm Pinsent Masons aided Kainos with the process.

Paul McBride, the head of its Belfast office, said that although the number of listed companies in Northern Ireland was small, there is "potential fit for many more firms to access investment via the markets"."




Rockpool Acquisitions (ROC) is a main-listed cash shell, which may be of interest to investors seeking other Northern Ireland investments to KNOS:-

"A listed acquisition vehicle seeking opportunities in Northern Ireland.

Northern Ireland has a good availability of high quality, often internationally-focused, companies. Despite having an estimated 70,000 registered businesses, there are only two other publicly-listed companies predominantly based in Northern Ireland and Rockpool believes that more Northern Ireland businesses could benefit from the ability to tap into deeper pools of capital which access to the public markets provides.

With extensive knowledge and experience of the Northern Ireland market, the directors are seeking to identify and acquire a highly ambitious, Northern Ireland-based company that is focused on significant growth, and provide it with that access, helping that company meet its aspirations and full potential. Target companies will have a valuation of up to £20m."




Rockpool Acquisitions (ROC) 4.75p Market cap. £604K.




ROC has about £950K. cash, and extremely low cashburn.

ROC's large discount at the moment to its cash, despite this extremely low cashburn, looks like a temporary discrepancy - and one that is gradually being addressed by ROC's share price rise, as the market wakes up to the opportunity.
Posted at 29/11/2021 15:08 by davidosh
Just to let shareholders and prospective investors know that kainos will be featured on the Mello Monday webinar event tonight at 5.30pm to 9:30pm. There will be over 400 investors attending and these are very popular shows with company presentations, fund manager and investor interviews, and panel sessions.
Tickets are still available and if you would like one at half price then enter the code MMTADVFN50.



Monday 29th November 2021, 5.30pm – 9.30pm
Programme

5.30 pm Mello welcome
5.35 pm David Stredder interviews Rosemary Banyard, Fund Manager to VT Downing Unique Opportunities Fund
6.10 pm Company presentation by Headlam
6.50 pm Alan Charlton presents educational insights
7.05 pm Company presentation by K3 Capital
7.45 pm Steve Clapham is Behind the Balance Sheet and looking at The Hut Group
8.00 pm Company presentation by Kanabo
8.30 pm Mello BASH with Kevin Taylor, Damian Cannon and Chris Boxall
Posted at 16/11/2021 06:27 by sunshine today
Or TRD on a PE of 12 .!

That’s before you realise that over 25% of the market cap is cash.

So real PE is a tad under 10.

Plus it’s paying a divi.

The trick with Kainos was to buy before investors realised its growth potential, those that did, have been rewarded many times over.

I wish I had.

Well done.
Posted at 27/8/2021 10:58 by sogoesit
Indeed, price, and price action, are the signals.

"Top choppers"... love it... hahaha.
(I own CRDA and accumulated a few weeks ago and "top choppers" were described as "smart" investors when they thought a P/E of 37x was expensive! Besides, there are growth stocks in the US that trade at P/Es in the 100's times so its all relative).

It should be logically clear that if you buy a good growth stock (compounder) you are always likely to be buying at a top. This seems to elude some "growth" investors but maybe I'm missing the essence of the price action in a growth stock. Who knows!
Posted at 25/8/2021 21:40 by chuckster1
Long time from I have posted- going back to 2015/16 when the share price was just a twinkle in our eyes. How time zooms in and what a share this has been. I think I said it many years ago.
Look at the Management & Directors - still top class.
Institutions buyers as opposed to sellers.
Cash rich in a niche market with barriers to entry.
High P/E historic, results should hopefully bring that back a fair amount.
Look at the Directors sales over the years - small in relation to their total holdings.
Recent sale is by a connected party, we have no idea what it was for, could be tax, could be a string of properties- it’s none of our business all we need to concern ourselves with is the FD is still in situ with a shed load of stock. He has a fine reputation built up at Galen and now at Kainos. Galen was an interesting story and if any of you are N Ireland Investors will likely know the story. I see no reason to have any fear over this small sale.
Investor or punter- 2 different animals
I recall seeing posts not long ago saying the stock was overvalued. Sometimes the “Wee Notion” theory works. Covid has been a total catastrophe for the world however it has accelerated the business model for Kainos by a few years as many corporates and government are using them for transformation and efficiency.
I haven’t a clue if market makers still exist. They used to read these bulletin boards. They had many ways of shaking the tree and weeding out a few sellers or enticing a few buyers depending on how they were running their position and book.
Sometimes it’s fear and greed that drive the markets.
I’m a bit rusty on ‘closed periods’ when directors, senior personnel can sell or buy- maybe these recent sales had to do with entering one of these periods, who knows and who really cares.
It’s a good company, I’m not an employee or an ex -employee just someone who wants to make a few quid for retirement.
On the opening day you could have bought this stock @ 180p about 5/6 years ago.
On that note I will disappear for another 5 or 6.
As ever folk have different timescales, level of risk and patience. We all have access to charts and research so we all must make our own decision and calls.
Posted at 27/11/2020 15:05 by davidosh
Just to mention that the next MelloMonday BASH in three days time will feature kainos as they have been nominated for the 30th November show and I think shareholders and potential investors will appreciate the analysis. Rosemary Banyard who knows the company well is the fund manager on the panel that evening so you should get good insights from her.

In the MelloBASH... The analysts, fund manager and well known investors on the panel will give their honest verdicts on whether four/five companies are a Buy Avoid Sell or Hold at this current juncture in the markets.

The Mello Monday event starts at 6pm and the BASH is the grand finale to the show at about 8.30pm
The full programme is available on the website.



All investors welcome and if you use the code MMTADVFN50 you will get a half price ticket. Great investor content and entertainment. We had nearly 400 investors attend last month so these are very popular.

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