Kainos Share Discussion Threads

[someuwin] 16/11/2020 13:05

Some real blue sky stuff here. Shows there's still huge upside to come.

"...We have maintained good progress on our early-stage investments, including our Artificial Intelligence and Machine Learning Practice, our Adaptive Planning acquisitions, with the Workday Extend platform (formerly Workday Cloud Platform) and the launch of our Intelligent Automation Practice. While these initiatives are at the beginning of their development journey, we believe that they have the potential to add significant growth opportunities in the future."

[actybod] 16/11/2020 09:48

Muted reaction. Will expect a delayed response past 1300.

[jsmith32] 16/11/2020 09:39

Great results for a great company but struggling to justify the £1.5bn market cap. The majority of the profit increase is from temporary cost reductions surely.

[ali47fish] 16/11/2020 09:30

except i was expecting this to shoot up given the update

[someuwin] 16/11/2020 08:10

Managed to grab a few more.

[nw99] 16/11/2020 08:05

Recent pullback indicates buy and things getting back to normal equals more biz

[nw99] 16/11/2020 07:11

Superb statement

[jsmith32] 13/11/2020 10:06

What's a good outcome for results on Monday? I expect a lot of temporary savings from travel and office cost reductions. Do you think profit will be up 50%+ outside of that?

[actybod] 12/11/2020 18:01

Thanks - been topping up here recently

[someuwin] 12/11/2020 12:14

Results next Monday.

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

[someuwin] 12/11/2020 09:49

Kainos @KainosSoftware ·43m

We are excited to announce that we have been selected as a key engineering partner by
@HMCTSgovuk to continue to drive forward their reform programme. Read the story to learn more:

#kds #microsoft

[peterlowen] 11/11/2020 10:42

same with Softcat, Computacenter all being hammered...

[montyhedge] 10/11/2020 17:31

What's up with this today?

[games] 26/10/2020 14:01

STREET MANAGER BETA TO LIVE

£9.5M To March 2022 Kainos

Buyer dft

[andygibb101] 26/10/2020 08:16

Thanks all, thought it seemed a bit strange but already had some PTEC share so wasn't caught out.

[bennodean] 25/10/2020 15:48

There's a sentence that says something like "So I'm adding these to the Growth Portoflio" that wasn't in the printed version - but don't get too excited... it's a comment in relation to Superdry.

SCSW lets itself down with its own quality control... errors like that, and wrong holding amounts in the portfolio from time to time.

[ali47fish] 25/10/2020 10:12

andy do you care to indicate what discrepancy- i am also subscribed- ptec was tipped in the august 20 issue!

[abarclay] 25/10/2020 10:08

Indeed Andy. well spotted that. Think its the end of RCH update which got put in the wrong place. Have emailed them to ask, just in case it goes into GP3 :)

[andygibb101] 25/10/2020 09:43

Totally agree abarclay I use them too and been very happy with their tips as long as you apply your own process.

I saw in interesting discrepancy between their online update of PTEC and their printed update this month, you might want to take a look.

[abarclay] 25/10/2020 08:53

I always put any purchase idea through my thorough process before buying it.
I tend to use tip sheets a lot, although I reject the great majority of their tips. My portfolio significantly beats the benchmark that I have chosen.
My favourite tip sheet is Small Company Share Watch due to the quality of their in depth research which led me to Kainos at 190p in 2015. Still holding after five years. Picked up dividend too.Cant go too wrong buying their portfolio winners

[montyhedge] 23/10/2020 11:30

What a winner.

[someuwin] 22/10/2020 15:02

'Keep Buying' says Shares mag today...

[actybod] 14/10/2020 21:12

Big sells after hours and we still did ok.