Kainos Share Discussion Threads

[tomps2] 26/11/2021 09:09

Alexandra Jackson Interview with PIWORLD

Alexandra Jackson mentions Kainos #KNOS at 17m32s in the latest PIWORLD interview

Watch the video here:

Or listen to the podcast here:

[michael mouse esq] 25/11/2021 22:28

28+K of knos shares = >£500k smidgen??? really???

[sunshine today] 23/11/2021 09:11

By comparison, tiny TRD has just seen it’s finance Director buy stock, (0.17%), that equals around 0.5% of the free float.

[ali47fish] 18/11/2021 17:07

that's smidgen for a director/chair

[johnsoho] 18/11/2021 16:53

Good news, and with a closing share price price of £18.30 he’s already in profit!!!.


18 November 2021

Kainos Group plc

("Kainos" or the "Company")

Director / PDMR shareholdings

The Company was notified on 18 November 2021 that Tom Burnet, Chairperson and Director of the Company, purchased 13,865 ordinary shares in the Company at an aggregated average price of GBP18.04 per ordinary share.

Following this notification, Tom Burnet has a reportable shareholding of 28,253 ordinary shares in the issued share capital of the Company, constituting 0.023% of the issued share capital of the Company.

[johnsoho] 17/11/2021 08:53

According to ADVFN share trades at the moment today their are far more Buys than Sells and a lot of the sells appear to be automatic trades!! I suspect we maybe in for a bounce in the share price later today……….certainly hope so as I think the half year report was actually pretty damn good!!! As always, time will tell.

[jomool001] 16/11/2021 08:42

article in the times online might dampen sentiment

[mrbeaky] 16/11/2021 08:26

I was expecting a bounce today but another 4% down so far

[sunshine today] 16/11/2021 06:27

Or TRD on a PE of 12 .!

That’s before you realise that over 25% of the market cap is cash.

So real PE is a tad under 10.

Plus it’s paying a divi.

The trick with Kainos was to buy before investors realised its growth potential, those that did, have been rewarded many times over.

I wish I had.

Well done.

[agedman] 16/11/2021 01:35

similar space albeit a minnow - IDE group on an EV/Ebit of x6 compared to KNOS at x40. Do the math - as they say! (Hi Ali!)

[ali47fish] 15/11/2021 17:38

cannacord says hold- make of it what you will!

Analysts at Canaccord Genuity raised their target price on software firm Kainos from 1,765.0p to 1,880.0p on Monday, pointing to continued growth momentum and normalising margins.

Canaccord said Kainos, which raised full-year revenue expectations in September, had shown that its "impressive run" of sector-leading double-digit growth had continued in its interim results, with organic sales up 32% year-on-year

Furthermore, the Canadian bank highlighted that backlog growth had accelerated to 38%, of which digital services was up 29% year-on-year, while workday services grew 39% and smart services shot up 67%

"This provides very good visibility on our raised 2H22 estimates, which now imply potentially conservative +21% yoy growth and 26% for the full year," said Canaccord, which reiterated its 'hold' rating on the stock.

[pyglet] 15/11/2021 13:59

As if by magic

[johnsoho] 15/11/2021 13:30

Reckon there will be a bit of a bounce up towards close of play today, perhaps close at about £19.25per share but time will tell; I think their has been a fairly major overreaction to today’s news which was actually, in my view, pretty good news for a very very rapidly growing company.

[pyglet] 15/11/2021 13:10

Sell on news.

[volsung] 15/11/2021 10:49

Well I've just bought more at 1863p
Good Belfast company this so I'm a bit biased :)

[ali47fish] 15/11/2021 09:45

well that' s a ridiculous retrace?

[davr0s] 15/11/2021 09:10

Yeah it's not a prediction - just that data shows applying valuation arguments to growth shares will scare you out of the biggest winners. Many years a well known Twitter investor talked me out of a share on similar grounds and it went up 10 fold - and he argued it was overvalued all the way up.I will exit if share price trend breaks down but other than that I leave alone and add on strength if it shows any

[ali47fish] 15/11/2021 09:03

davros I also have seen comments about valuations being high -knos has been doing well and I will keep holding- other examples that have gone tough bumps like these and have regained ground is kws

[xtomo] 15/11/2021 09:01

Bought more at 1906 just now. Hoping it's a bargain, but mad world atm.

[davr0s] 15/11/2021 08:57

Using PEs as a guide for shares with growing earnings is a rookies game. If you go and back test you can show that many of the big winners had PEs beyond what many were comfortable with. It's been known for many years this is the case so I don't look at PEs. Don't need to believe me - well go read the works of ONeil, Weinstein, Minervini

[johnrxx99] 15/11/2021 08:50

Sorry, I sold so shouldn't deramp.

[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