Kainos Share Discussion Threads

[montyhedge] 14/10/2020 13:10

Looking very good, said 4 years ago Micro Focus should have bought Kainos.

[actybod] 14/10/2020 10:29

I topped up on the bell though had to wait a good 5 mins coming out of auction

[ali47fish] 14/10/2020 10:06

were none of you able to comment earlier- i always try to add to holdings at start of market- coud have traded the rise as i know this one has a high valuation and you were supposed to take some profits! but i always fope for a sensible post before market start to suss out wheter i should add! never mind that's me

[slogsweep] 14/10/2020 09:07

Another winner for SCSW

[robow] 14/10/2020 08:19

'materially ahead of current consensus of revenue and significantly ahead of adjusted profit forecasts.'
lovely

[actybod] 14/10/2020 08:18

Very pleased :-)

[ali47fish] 14/10/2020 08:11

waki waki this one is uo by a lot

[games] 16/9/2020 14:28

buyerNHS DigitalLeeds1 supplierKainos SoftwareBelfast

Description

Contract Award for the COVID-19 Testing Service Development, Delivery and Run.

Award Detail1Kainos Software (Belfast)Value: £7,000,000CPV Codes72000000 - IT services: consulting, software development, Internet and supportReferencetender_241453/887499Domainsnhs.net bravosolution.com 

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Status

This tender has been awarded.

The specified contract end date is 31 Aug 2022.

History 16 ;Sep 2020 - Contract Award NoticeCategoriesIT services

[games] 16/9/2020 14:22

Found the answer. Above.

Question.... is the reported inability for folk to book tests easily the fault of kainos.

[games] 16/9/2020 14:20

Public Health England, an executive agency of the Department of Health and Social and Social Care (DH) (hereafter referred to as "Public Health England" or "PHE" also referred to as the "Contracting Authority" or the "Authority" or the "Employer") have awarded Kainos Software Limited a two year Call-Off Contract with the option to extend a further two years year via G-Cloud 11 Framework Agreement (RM1557.11). Kainos are approved Supplier for Amazon Web Services (AWS). The Supplier will assist PHE with the Public Health England contract tracing solution (which is part of the NHS Test and Trace program) ("the Application"), hosted in AWS ("the Platform"). The Application as hosted on the Platform constitute the PHE contact tracing solution service ("the Service").

Award Detail1Kainos Software (Belfast)Value: £6,725,228CPV Codes48100000 - Industry specific software package72222000 ;- Information systems or technology strategic review and planning servicesReferencetender_242099/885807Domainsphe.gov.uk bravosolution.com 

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Status

This tender has been awarded.

The specified contract end date is 24 May 2022.

History 08 ;Sep 2020 - Contract Award Notice

[games] 16/9/2020 14:17

Anyone know if kainos is involved in track n trace?

[fuji99] 08/9/2020 09:52

The only problem is chartwise, it has no support until around £8'sh.
So if the share price does not recover it could easily go down to £7 - £8 area.

[jomool001] 08/9/2020 09:16

Expectations have been raised so saying "in line" may reflect the same performance but compared against the new expectations. First Derivatives is a quoted NI firm. There may be others.

[glenowen] 04/9/2020 18:24

Maybe the recent weakness has been caused by the company stating results "in line" with expectations, whereas earlier indications were that it would "exceed" expectations?BTW, apropos of absolutely nothing, is this the only Belfast/Norn Iron company quoted on the London market?

[actybod] 03/9/2020 17:08

It's been on a good run so needs a breather and consolidation!

[johnsoho] 03/9/2020 16:43

With the way the share price has behaved today one would have thought that this was an awful trading update......But it’s not !!!!

Trading Update

Kainos Group plc (KNOS), a leading IT provider, operating across two specialist business areas, Digital Services and its Workday Practice, today issues a trading update for the period from 1 April 2020 to date.

Further to the 27 July 2020 trading update, trading in the period continues to be resilient across both business areas, supported by long-term customer relationships and diversified revenues across customers, end markets and geographic regions. As such, the Company expect results for the full year ending 31 March 2021 to be in line with consensus forecasts.

Growth in Digital Services continues to be driven by demand within the NHS and Public Sector, where we continue to demonstrate our strength as a key supplier in the UK Government's digital transformation programme.

Within the Workday Practice, we continue to benefit from the geographic spread of the business, securing significant new consulting contracts nationally and internationally. Smart, our Workday automated testing platform, continues to win new clients and drive very strong growth.

Notwithstanding this strong performance, a robust pipeline and significant backlog, we remain mindful of the current economic disruption caused by Covid-19. We maintain a close dialogue with our customers and partners, and continue to pay careful attention to the impact that Covid-19 related disruption may have on them.

The announcement of our results for the six months ending 30 September 2020 will be made on Monday 16 November 2020.

[robow] 07/8/2020 08:25

he still has plenty- a 6.2% stake

[gaffer73] 06/8/2020 18:53

Director sales are never a good sign, especially 400k at a ATH

[rampmeister] 06/8/2020 11:59

Have to agree. Company has guided that forecasts will be substantially exceeded (I think that’s better than ‘materially217;)in latest update. Also rollout of workday across Europe is expected to contribute 40% of revenue within next few years.

RM

[longshanks] 06/8/2020 10:44

Difficult for them to stumble IMO.Locked in long term Government contracts will drive this forward. Reminds me a little of the early days with Capita.

[irishlass2] 04/8/2020 14:08

Great company but currently overvalued. After dividend is paid, can see this below £10.

[gaffer73] 04/8/2020 13:44

Agree, and falling back now.

[fuji99] 04/8/2020 09:45

There is no logic to be valued at 1.3B with sales of 0.17B. A tenth of market cap.
Regardless of what's the reason, if it stumbles for any slight reason, the market response will be ruthless. I still remember what happened to ARM Holdings a few decades ago - for almost nothing - Just a slight drop in margins.