Kainos Share Discussion Threads

[oregano] 21/9/2016 15:49

Quite interesting comment from Larry Ellison. shows the strength of Kainos' key suppliers.

"Our major competitors today - our number-one and number-two competitors today - are Amazon for infrastructure, and Workday for applications. On a daily basis, those are the two companies we see, as opposed to IBM for infrastructure and SAP for applications. This is a breathtaking change, and it really shows that people are moving from buying on-premise to buying in the cloud. [We have] a whole new set of competitors,"

[nw99] 13/9/2016 10:37

Yes , Kainos winning mkt share keep buying

[someuwin] 13/9/2016 09:25

After EKH, Its now CNS turn to drop 35% partly on moving to SaaS model (same as KNOS is doing)..


"...Secondly, the Company expects an increase in Service Providers and Hosting Providers seeking to utilize Corero's products and technology via an "as-a-service" subscription-based offering. This sales model reduces recognised revenue at the time of the customer order, but increases the contract value and revenues over the life of the deal."

[dahhad] 12/9/2016 17:08

You need to hibernate and come back next spring or even summer IMO

[velod] 09/9/2016 12:45

Does this mean it's safe for me surface from under the duvet now ?

[hazl] 09/9/2016 10:44

That's MORE like it!

[hanzoo] 08/9/2016 14:04

In regards to rerating maybe those agencies are still waiting for official confirmation of government investment in NHS and gov IT structures.Autumn statement might give some clues.

[hanzoo] 08/9/2016 13:57

Lack of more often RNS's especially when positive can have negative impact on investors sentiment.Twitter is fine but doesn't always get to the right audience.

[dahhad] 08/9/2016 13:35

Does anyone want a lot of stock right now? Maybe 1 or 2 significant buyers would lift the share price out of its current range! Certainly the results were reassuring IMO.

[nw99] 08/9/2016 12:59

Vol is thin tricky for the buyer to pick up a lot of stock right now

[dibbs] 08/9/2016 12:50

Hazl, I think the statement was pretty solid but lacked real excitment. It's interesting how different people read the same text and take different points from it!Dibbs

[hazl] 08/9/2016 11:11

I would have thought we would be re rated now for the better after that announcement.

[wet your knot] 07/9/2016 20:38

I did ask them about the use (or lack of) of RNS's. I think I copied it onto here somewhere. They dropped me a line back advising they only use it for regulatory news and contract wins etc (or whatever they are not required to RNS) they use Twitter.

[hanzoo] 07/9/2016 18:50

To be honest what matters is that monies will pour in to NHS and gov digital services and Knos is main uk company taking part.Because of the scare of b-xit undervalued by investors.That want last long me thinks as company is almost faultless maybe apart from not sending announcements by RNS ;)

[wet your knot] 07/9/2016 18:19

Wonder if KNOS are working on this?

[tintin82] 06/9/2016 16:52

Impressive, especially those big trades. This really needs to break out of range. A move above 200 would be v encouraging. Watching closely.

[nw99] 06/9/2016 16:41

Closed at the highs v bullish

[mfhmfh] 06/9/2016 10:07

All seems positive to me apart from the Evolve/NHS division:

'Market conditions in the NHS remain challenging, with limited additional funding to drive demand.'

Rest of the company doing well and in line with market expectations. Investec has a target price of 250.

IMHO.

[nw99] 06/9/2016 09:29

Me too looks good for the next leg up

[hanzoo] 06/9/2016 08:42

Brexit not being a problem as it seems that all downturn was caused by brexit worries.I'm feeling very reassured now.

[hazl] 06/9/2016 08:28

IMMEDIATE opportunities for growth....... 8-)

[nw99] 06/9/2016 08:17

Managed to buy a few not many on offer shame

[nw99] 06/9/2016 07:29

Wow great must be due a big rise now

[someuwin] 06/9/2016 07:24

6 September 2016

Kainos Group plc

("Kainos" or "the Group")

Trading Update

- Group maintains guidance for current year -

Kainos Group plc (KNOS), a leading UK-based provider of IT, consulting and software solutions, today issues a trading update for the period from 1 April 2016 to 31 August 2016.

In the Digital Services division, the Group is experiencing good growth in the public sector. Demand from central and regional government clients continues to strengthen, with notable new contract wins at the National Offender Management Service and the Home Office.

Demand for WorkSmart services is strong in the UK and mainland Europe, where the Group has added a number of new enterprise clients, including Tullett Prebon Group Limited. Take-up of the Group's SaaS-based automated testing product, Smart, is solid and the Group continues to invest in both product development and sales and marketing for Smart.

The Evolve division continues to make progress with its Integrated Care SaaS platform and has signed a five-year subscription agreement with Hygieia to use Evolve to power its insulin therapy navigation application which aims to help diabetics systematically manage their changing insulin requirements. In the UK, the Evolve for iPad(TM) offering, which allows clinicians to access electronic patient records on the move, is now in live operation at the South East Coast Ambulance Service. Market conditions in the NHS remain challenging, with limited additional funding to drive demand.

Although the outcome of the UK's referendum on Europe ('Brexit') brings with it some uncertainties, the Group continues to see immediate opportunities for growth.

Kainos has a robust balance sheet with strong reserves, no debt and strong cash generation, as well as a growing level of recurring revenue. The Group expects results for the full year to be in line with market expectations.

-ENDS-

[dibbs] 05/9/2016 22:52

I sold out on Friday after re evaluating my holdings. The price action here did not inspire confidence then and even less so today! I fears that delays in government decision making might have a negative impact here. I do also think the risks are real that any increased move to a SAAS model could negative impact revenues in the short term.

I still like KNOS but feel that the risks of a warning here have increased. The problem is you only need a small negative blip in earnings and the the share price will lose 30% in one day. I'm probably wrong and will be happy for that to be proved to be the case in coming weeks and months. In the meantime I'm hoping that I can get better returns elsewhere. Good luck to those with more faith than me.

Dibbs