Kainos Share Discussion Threads

[xtomo] 04/11/2021 09:26

How many boards did you post your ?pump? on?

[sunshine today] 04/11/2021 06:23

Athother in the sector, growing permanent consultants at 100% a year.

TRD, reported interim results on Tuesday.

Highlights.

Cash pile grew to £5.3M
Gross margin up to 26.8%
Notice of 2P interim dividend
Profit jumped from £1,000 to £670,000
Permanent consultant ( fee earners ),increased from 58 to 92 over the six months.

TRD is traded on London stock exchange, premium list.
Rolling PE Ratio is 14, sector average 44, ( KNOS PE 60 )
25% of the share price is represented as net cash, ( no debt ).
2/3 or TRD’S income is from the U.K. Government.

Outlook:

The second half of the year should see a continuation of high utilisation levels and increases in consultant headcount, in response to persistent demand anticipated within the groups key accounts.

“SIMPLY WALL STREET”has increased its TRD share valuation, last night, to £2.65P

[belfast_child] 03/11/2021 10:31

Mid-term report card out on Friday. GLA

[sogoesit] 02/11/2021 11:49

That's very generous of you, mate.
Almost altruistic, it could be said.
Nice play.
Cheers!

[montyhedge] 02/11/2021 11:00

It will do well. But trebled my money, leave something for the next man.

[sogoesit] 02/11/2021 09:57

Yep, I remember hence the question.
Still in here; staying longer term as not a trader.

[montyhedge] 01/11/2021 15:44

I told you about this one remember, hope you made a lot of money, but valuation like I said priced for perfection. I sold.

[sogoesit] 01/11/2021 11:59

When did you exit this one montague?

[montyhedge] 01/11/2021 09:20

It's priced to perfection, hopefully no slip ups, otherwise the very high p.e stocks get hammered quite hard.

[sogoesit] 25/10/2021 12:07

I looked at WDAY before getting into KNOS but KNOS has outperformed on all periods of over 3 months to date.
KNOS also has a Workday practice in the US and Canada (which surprised me) so, inversely, this may provide a channel for its other core business practice to get into the North America market.
[From the annual results: "We remain the leading European partner within the Workday ecosystem and continue to make significant progress in both Canada and the US."]

As your chart indicates, someuwin, WDAY looks like it has just broken out of a rising wedge on the weekly. It had its first positive earnings in 3Q21 (49usc/sh)so maybe the point of inflection has arrived. 4Q21 earnings expected on 18 November.

I'm sticking with KNOS for the time being as I think GBP is toppy so any future foreign currency earnings will improve the KNOS P&L if cable drifts lower.

[someuwin] 20/10/2021 21:38

Workday (NASDAQ:WDAY) looking very strong now after forming closer bonds with Google earlier this year. Almost hitting new highs and valued at $69bn.

Good read across for KNOS who are generating increasing revenues from their global Workday services. More so having made five acquisitions of other Workday ecosystem practices.

[actybod] 20/10/2021 12:42

Let's hope so!

[someuwin] 15/10/2021 10:15

Next breakout imminent?

[sogoesit] 29/9/2021 13:39

Working through the September/October seasonality correction:

htTps://www.lightspeed.com/wp-content/uploads/2017/04/spring1.png

Will accumulate in October.

[johnsoho] 28/9/2021 17:28

Bit of a drop today, anyone any ideas why ?

[sogoesit] 23/9/2021 11:15

Solid performance these last few days in the face of the brief sell-off.
I note that this is a low beta stock. Depending on which period it is reported over it comes in at between 0.36 and 0.57 so it's great for portfolio stability.

Doubtless (?) there will be another market correction before we set off into the winter bull market, provided the pols don't impoverish us with their management of the economy.
Nevertheless, or maybe because of all this, I have added my second tranche today at around £20.
One more tranche to go.

GLA

[someuwin] 17/9/2021 08:19

KNOS must be in a good position to win this huge project considering their ongoing work with DVLA...

"Digital driving licences to be introduced in bid to make transport 'fairer, greener and more efficient'..."

https://news.sky.com/story/digital-driving-licences-to-be-introduced-in-bid-to-make-transport-fairer-greener-and-more-efficient-12410096

[sogoesit] 16/9/2021 13:47

What now is not a specific question 'cos you don't frame it as a term view...

Easy, short term (noise):
33-1/3% chance it goes up; 33-1/3% chance it goes down; 33-1/3% chance it flat-lines.

Send me a cheque for £100 for the advice ;-)

[glavey] 16/9/2021 05:42

OK, so this one's gone up. What now?

[davr0s] 15/9/2021 17:41

It's a few % off ath in a softish market. Nothing to see as far as I'm concerned. Show me a share that doesn't go up and down

[xtomo] 15/9/2021 15:17

Why the drift down, is it due to continuing sell off by family/friends/employees or something else? I'm starting to feel a little uncomfortable.

[sogoesit] 01/9/2021 07:15

Yes, and possibly a bit more:

“As a result, for the full year ending 31 March 2022, the Board expects revenue to be ahead of current consensus forecasts and adjusted profit to be in line with consensus forecasts. Strong recruitment during the period has increased headcount to 2,409 as at 31 August 2021 (31 March 2021: 2,024).”

[someuwin] 01/9/2021 07:08

Positive update and another acquisition.