Kainos Share Discussion Threads

[montyhedge] 31/1/2020 13:16

Tech is the sector to be, with this Coronavirus but traders sell their winners to pay for their losers, Kainos and Micro Focus my favourite.

[johndoe23] 31/1/2020 10:56

Only one way from 900p...

[montyhedge] 30/1/2020 12:25

Tech companies, Kainos and Micro Focus, ok everything down today, but the place to be, oil, travel, airlines, I'm shorting.

[montyhedge] 24/1/2020 11:59

Well done boys for holding took my profit to quick and moved into Micro Focus doing ok.

[hahmedk] 24/1/2020 11:04

Hi AllHow far do you see current rise in share price. I brought some @ 800p after new year tip.

[wton1] 20/1/2020 08:28

EMIS on fire

[montyhedge] 18/1/2020 15:19

Tipped in the IC for this spike up on Friday.

[undervaluedassets] 17/1/2020 09:51

wton.. yup I am in both KNOS and EMIS...Emis for 5 years now.. EMIS is a solid business.

[wton1] 17/1/2020 08:20

EMIS trade 40p over last nights close, less than half PE of KNOS, maybe will catch up

[the white house] 16/1/2020 20:57

Im a looking and Im a liking

[montyhedge] 16/1/2020 16:34

bullishbear1
Certainly are one a p.e of 58 the other p.e 7.

[bullishbear1] 16/1/2020 16:31

Investors are seeing the potential for growth as different for the two companies.

[montyhedge] 15/1/2020 13:22

Its funny all perception of a share, Kainos p.e 50+ Micrco Focus same kind of business, larger company p.e 7.8 strange,

[montyhedge] 14/1/2020 14:03

Wait and see, thats their forecast.

[valhamos] 14/1/2020 13:35

No. Recent forecasts for GHT (revised after recent trading update) are 2.24p for 2019 and 2.26p for 2020. Don't just take my word for it, see jprich post 7546 " 2020 N1SINGER Forecasts are revenue £27m, eps 2.3p and PE 55"

[montyhedge] 14/1/2020 12:33

Your looking at historical p.e for Gresham Tech, strong trading announcement, I expect p.e 23. That's reasonable. Not 50 plus like some tech stocks.That's fine high p.e has long has no hiccups.

[valhamos] 13/1/2020 19:17

Yet you are over on the GHT board ramping that yet GHT has a P/E of 65! I hold both KNOS and GHT and I think brokers forecasts for both companies maybe understated but that is my point - you need to understand the detail not quoting superficial P/E numbers.

[montyhedge] 13/1/2020 12:25

Wow, nose bleed highs, p.e 55 I think investors lost their marbles.

[someuwin] 13/1/2020 10:19

The restoration of devolution in NI can only be a good thing for KNOS.

[someuwin] 09/1/2020 10:25

Forget Bitcoin! I’d buy these cyber stocks in 2020

Rupert Hargreaves

Fool.co.uk 9 January 2020


The rising price of Bitcoin over the past few weeks has likely caused some investors to contemplate buying the cryptocurrency. However, while the price of Bitcoin might have rallied recently, its value has been volatile over the longer term.

With that in mind, here are two cyber stocks that appear to offer better long-term outlooks and have the potential to deliver rising share prices as their growth plans come to fruition.

Kainos

Digital services company Kainos (LSE: KNOS) stormed onto the stock market in 2015, and the enterprise hasn’t looked back since. Recent updates from the firm show its growth isn’t going to slow down any time soon.

Since its IPO, the company’s earnings per share have grown at an annual rate of around 25%. Analysts are forecasting growth of 23% for 2020.

The firm is complementing organic growth with acquisitions. For example, in November of last year, Kainos acquired Adaptive Insights, a financial and business planning software business which is part of Workday Inc, and Formulate, which supports customers in implementing Adaptive Insight’s software.

These deals should help the company meet its growth targets. With nearly £40m of cash on the balance sheet, the firm has plenty of resources to complete other deals as well.

The stock trades on a price-to-earnings (P/E) ratio of 43, which isn’t cheap. Still, the company’s historical earnings growth rate and City projections for next year suggest a similar rate of growth may be achievable over the long term, as the group’s bottom line benefits from its growing stable of businesses.

[montyhedge] 07/1/2020 18:08

Yes but 52 p.e, there is no room for slip ups.

[someuwin] 07/1/2020 11:29

KNOS might seem expensive on fundamentals, but there really is no limit to how high this can go - over time.

As I've said before, globally there will always be an ever increasing need for software and digital services. Especially as more and more tasks are being automated and humans are assisted / augmented / replaced with computers.

KNOS are one of the best (if not the best) in the business and have the skill sets to adapt to any sector.

imo they have barely scratched the surface of what they can achieve yet!

[jomool001] 07/1/2020 10:03

More relevant news:

[someuwin] 02/1/2020 13:33

Lots of talk in the news today about the benefits of Artificial Intelligence (AI) especially within the health sector.

Worth remembering that Kainos have deep expertise and experience in delivering AI powered solutions...