Kainos Share Discussion Threads

[someuwin] 11/8/2021 22:20

Surprised they haven't RNS'd this deal...

HM Passport Office picks £50m data transformation partner

Written by Sam Trendall on 10 August 2021 in News

Kainos awarded potential five-year deal to work on organisation’s data products...

[jomool001] 11/8/2021 16:04

moving with the market

[someuwin] 11/8/2021 15:56

Wonder if there's some kind of corporate action imminent?

[belfast_child] 21/7/2021 19:46

Couldn't agree more Dav. See you at £20 for another chat.

[davr0s] 21/7/2021 19:21

Yes 100% - if growth can be maintained it will go much further than any valuation analysis would say. I trade this scenario all the time and spend a lot of effort swotting off those claiming these shares are overvalued

[davr0s] 21/7/2021 19:18

In your opinion, and I beg to differ

[youluckyfellow] 21/7/2021 17:11

When you think FD Technologies PLC is double the price of Kainos, with a similar offering.

[belfast_child] 21/7/2021 16:06

I’d agree that 1450p is actually a fair price looking at the basics, but people are investing because of the potential growth, not just in the UK but around the world. When you consider the number of offices in various countries that are continuously hiring you might consider 1450p very cheap today (if you ever see that price again). Look to the future Monty – it’s green (or a big green dot anyway).

[montyhedge] 20/7/2021 16:15

1450p about fair, but even that price way to high.

[davr0s] 19/7/2021 19:38

Haven't looked at valuations at all for years and I do just fine. People tend to wheel the argument out when a share price goes higher than they were expecting or they sold out only to see it go higher. Like on Dechra (lol) where the same argument has been made

[montyhedge] 19/7/2021 19:32

Nose bleed high, this shareprice.

[ali47fish] 17/7/2021 12:04

Dav thanks for answering please expand as this shas beena conumbrum for me

[ali47fish] 17/7/2021 08:51

valuation here is very high- is that a concern

[tole] 17/7/2021 05:59

https://citywire.co.uk/funds-insider/news/the-expert-view-dunelm-kainos-burberry-barratt-and-provident-financial/a1530905Kainos has large-cap potential, says SVMMid-cap software company Kainos (KNOS) has the potential to become much bigger, according to SVM's Margaret Lawson and Colin McLean.The Citywire A-rated managers of SVM UK Growth have invested 2.8% of the £190m portfolio into Kainos, which has benefited from the pandemic push into cloud computing.'The group was heavily involved in supporting the NHS response,' they said in their latest factsheet.'It is well-positioned in the public sector, and healthcare in particular, supporting digital transformation with innovative solutions.'Kainos should also continue to benefit as the UK government spends more on digital transformation and corporates move to cloud-based solutions. Moreover, the company has 'strong potential' in the US where it has a small presence.'Kainos has a strong balance sheet, good cash conversion, robust pipeline and significant backlog of contracted revenues,' said the managers.'It is currently mid-cap, dominant in some of the segments it services, but has potential to grow to be a large-cap business.'Shares in Kainos closed up 0.3%, or 5p, at £15.75 on Wednesday.

[davr0s] 24/6/2021 19:20

Why does there have to be a reason?!

[johnrxx99] 18/6/2021 06:58

Nice recovery yesterday.

[belfast_child] 17/6/2021 11:32

Added again too. Not sure why the trend on this share isn't up. Valuation is about right for the company assuming a little growth, but based on RNS info the growth potential is fantastic.

Will continue to buy at these levels when I have funds available.

This is a 5 - 10 year bottom drawer share.

[ali47fish] 17/6/2021 10:01

volsung please expand on your reason- isnt the valuation high here

[volsung] 17/6/2021 08:45

Bought a few more at 1347.9p

[johnrxx99] 01/6/2021 08:20

The acquisition, if that is what it was, seems a good fit. Robust location to expand in.