Kainos Share Discussion Threads

[johnrxx99] 15/11/2021 08:49

PE +50 is a start ali47fish and EV/EBITDA of 44

[davr0s] 15/11/2021 08:41

Crikey where to start.... Just say that I don't tend to pay too much attention to price on a news day unless there is significant unexpected development which IMO there isn't. I'll take a look at the price in a few days time once all the noise has died down

[ali47fish] 15/11/2021 08:33

in view of the good numbers the share price reaction is surprisingly down why

[sogoesit] 15/11/2021 08:32

Worth keeping an eye on wage/recruitment inflation here.
I'm long but inflation is a general threat in the economy and this is affecting margins.
As a service company it, luckily, escapes supply chain disruption 'tho.

(Revenue increase: +33% ; PBT: +3%, or +12%)

[davr0s] 15/11/2021 08:09

Yes of course it can

[johnrxx99] 15/11/2021 08:08

Can it support a PE of 50+ ?

[someuwin] 15/11/2021 07:14

More great numbers.

Operational highlights

We continue to deliver a strong business performance, reflecting robust market demand, the ongoing trust and support of our customers and the commitment of our colleagues.

-- Revenue growth of 33% (32% organic) to GBP142.3 million (H1 21: GBP107.2 million).
-- Adjusted pre-tax profit increased 12% to GBP29.2 million (H1 21: GBP26.1 million).
-- Bookings up 81% to GBP187.4 million (H1 21: GBP103.6 million).
-- Contracted backlog growth of 38% to GBP250.0 million (H1 21: GBP180.9 million).
-- Period-end cash of GBP80.4 million (H1 21: GBP62.5 million); with cash conversion at 38% (H1 21: 123%)...

[someuwin] 12/11/2021 12:12

Kainos @KainosSoftware ·4h

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[soundman2] 12/11/2021 12:09

Mid term update Monday, Hope something bad has not leaked

[someuwin] 11/11/2021 11:02

Saw an advert om ITV last night for Workday. Never seen that before. Becoming a household name. Got to be positive for them - and thus for KNOS.

[montyhedge] 05/11/2021 11:02

All going to end in tears, get out while you can and invest in Kainos.

[belfast_child] 04/11/2021 14:03

Selling the last of the £20 Kainos tickets now, last chance folks. All aboard.

[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 11:07

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 20:38

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.