Kainos Share Discussion Threads

[someuwin] 18/3/2023 19:49

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...

https://www.youtube.com/watch?v=N4sDzidCudQ

[fuji99] 15/3/2023 11:56

Now it's the turn of Credit Suisse spreading toxicity into the markets. Could be another big bank going down. Market nervousness will become very jittery.
hTTps://www.cnbc.com/2023/03/15/credit-suisse-shares-slide-after-saudi-backer-rules-out-further-assistance.html

[someuwin] 23/1/2023 23:08

Kainos @KainosSoftware ·8h

We have ambitious plans to grow to 4000 people by 2025, and this week we reached an exciting milestone! We welcomed Kaylah Johnson as the 3000th person to join our team. Welcome to the team, we are delighted you chose to start your career with Kainos! http://ow.ly/j0hO50MxIU4

[ali47fish] 18/1/2023 09:26

lovely thanks a bunch

[netcurtains] 18/1/2023 09:12

ali47fish: They dont do RNS's for GOV.UK contracts. You have to find them on gov.uk
contract finder. So its not old news, its just not RNS news.

[ali47fish] 18/1/2023 09:05

net is this old no rns today!!

[netcurtains] 18/1/2023 08:42

This was quite a good win for Kainos too

HMCTS Platform Operations Services
Ministry of Justice

DTS and DLRM Platform Operations Support Services

Procurement stage Awarded contract
Contract location SW1H 9AJ
Awarded value £8,998,414.60
Awarded supplier Kainos Software Limited
Publication date 13 January 2023

[netcurtains] 18/1/2023 07:58

PS - TRIAD GROUP had great trading annoucement this morning (IT consultants same
GOV business as KAinos) so looks like the entire sector is doing well.

FTSE Small Cap (give 6% dividend and have large cash pile)

https://uk.advfn.com/stock-market/london/triad-TRD/share-news/Triad-Group-Plc-Trading-Statement/90000141

[mrbeaky] 18/1/2023 01:27

Great contract win

[someuwin] 17/1/2023 23:16

Kainos | for Workday @KainosSmart · 11h
Thrilled to announce a new project with @UkNatArchives to deploy @Workday HCM, Financials, Adaptive Planning, as well as investing and future proofing their configuration with our Smart products. Here’s what Neil Curtis, their Chief Operating Officer had to say…

[mrbeaky] 12/1/2023 20:48

I think they call that a difference of opinion ha!

[someuwin] 12/1/2023 19:46

Kainos Group Plc. (KNOS:LN) PT Raised to GBP18 at Berenberg.

[someuwin] 12/1/2023 19:44

free stock charts from uk.advfn.com

[bazzer1000] 11/1/2023 10:41

Found it. Thanks Scallywag.

[scallywag] 11/1/2023 10:14

I don't have access to the BOFA analysis, but broker notes and ratings do have an impact on day to day trading.

[scallywag] 11/1/2023 10:11

It's on Alliance News

[bazzer1000] 11/1/2023 09:29

.....and where have you seen that Scallywag?

[scallywag] 11/1/2023 09:16

BOFA CUTS KAINOS GROUP TO 'UNDERPERFORM' (NEUTRAL) - PRICE TARGET 1350 (1817) PENCE

[mrbeaky] 11/1/2023 08:45

My best guess is a read across from the Darktrace trading update today but 7% off is a big hit..go figure

[mrbeaky] 11/1/2023 08:42

I’ve been searching around for an explanation but couldn’t find anything either

[johnrxx99] 11/1/2023 08:14

Being hit today - any news?

[qvg] 29/12/2022 13:50

I don't think their recent transaction was actually an add. My reading is that they switched some derivatives into shares, total holding remained the same

[ali47fish] 29/12/2022 13:25

well is it worht adding her like thse managers- i am minded to but not sure!

[someuwin] 29/12/2022 12:44

Now Liontrust back up to 5.38% - they should make their mind up!

[someuwin] 21/12/2022 17:15

Liontrust Investment Partners have reduced from 9.87% to 4.87%. Explains much of the recent high volume. But who has bought the shares?