Kainos Share Discussion Threads

[sunshine today] 14/11/2022 11:44

Big V small: Both appear to be excellent value, same sector.

KNOS Dividend yield 1.5%
KNOS Growth 15%
PE 43


TRD dividend yield 5%
TRD Growth 70%
PE 18

[someuwin] 14/11/2022 11:10

Good to see the explict mention of expansion into the banking / insurance sector. These companies are increasingly reliant on huge IT infrastructures and have vast budgets to upgrade & maintain them.

"In the UK, the commercial sector expenditure on IT is over three times that of the public sector. While this represents significant opportunity, to increase our likelihood of success, we have initially chosen to focus our activity on financial services customers.

Like all large organisations post-pandemic, those within banking and insurance are increasing their levels of investment in digital transformation. This, coupled with our growing references in the sector has driven a rapid increase in activity as we have helped established customers like Concardis and New Ireland and new customers such as IMCO, Danske Bank and Federated Hermes Limited."

[someuwin] 14/11/2022 10:36

This has to be one of the best bets going for continued high growth in perpetuity.

Multi-country, multi-sector. delivering digital products and services which all companies increasingly rely on! Not cheap - but real quality rarely is.

"...Our business is becoming increasingly resilient. We work with over 750 organisations, many of whom are international in scale and who operate across a range of industries including healthcare, public sector, banking, insurance, pharmaceuticals and education. From our UK base we have expanded globally, with over one-third of our revenues now generated internationally.

Looking forward, we remain confident in our business as the demand for our services has never been higher, our reputation for delivery continues to flourish, while the scale and capability of our organisation continues to grow at pace."

[pyglet] 14/11/2022 10:07

Has £20 written all over it

[pyglet] 14/11/2022 07:45

Absolutely brilliant- fell far too far.

[someuwin] 14/11/2022 07:20

Fantastic performance!

[someuwin] 11/11/2022 08:39

Kainos @KainosSoftware

We're thrilled that the @DVSAgovuk and Kainos have won the 'Best Public Sector IT Project' for the Future Theory Test Service at this year's #UKITAwards.

💫One of the largest online testing initiatives globally

💫One of the most complex UK Gov Digital Transformations

[mrbeaky] 10/11/2022 17:17

Yes, share price is increasing for once!

[pyglet] 10/11/2022 15:55

Somethings happening

[someuwin] 07/11/2022 10:47

Half year results a week today.

[someuwin] 06/11/2022 20:07

https://www.fool.co.uk/2022/11/04/2-growth-stocks-for-the-next-10-years-and-beyond/

[someuwin] 03/10/2022 22:46

From the 01/09/22 Trading Update:

"...As a result of the continued growth of our Workday Services and Workday Products businesses the results will show both businesses as separate divisions in the accounts."

This is highly relevant imo.

As we know, KNOS have been hugely successful with their Workday (NASDAQ:WDAY) services (deployment, integrating, testing etc of customer Workday installations) these generate good revenues, but each roll out is different so probably requires a lot of resources and time.

Workday Products, however, should be much more profitable as they're standalone software products which can be sold over and over. So far, these products have been mainly admin tools such as testing, auditing, mentoring etc.

Now however, KNOS have created a new product: "Employee Document Management" which allows users to create, manage, store and access employee documents, such as contracts, policies and compensation statements, inside Workday.

This is product accessible through WDAY's Extend cloud platform - a bit like the app store where trusted developers can develop 3rd parts Workday apps.

So, this seems to me like a product which a lot of WDAY customers will want to pay for. Furthermore, it shows the direction of travel. WDAY are making a big push with their Extend platform and KNOS, as one of their most respected partners are ideally placed to roll out many more of these app products.

https://channellife.com.au/story/workday-shares-a-vision-to-transform-the-partner-ecosystem

https://www.kainos.com/workday/products/document-management

[someuwin] 02/10/2022 20:01

Kainos secures coveted space on Metropolitan Police Service Solution Provider Framework 2022

Date posted 30 September 2022

Kainos is delighted to share that we have secured 1 of 10 places on Lot 1 - Systems Integration on the Met Police multi-year Solution Provider Framework 2022 (SPF 2022). The contract enables the Met Police to work with trusted partners to deliver end-to-end Digital Policing Solutions quickly, enabling agility and flexibility in policing services, an improved user experience and greater value for money.

SPF 2022 forms part of the core elements of the Met Police Digital Policing Solution Delivery Model (which supports the Met Police Strategic Delivery Framework). It will help deliver a next generation Digital Policing model that reflects the future needs of the Met Police in seizing the opportunities of data and digital tech to become a world leader in policing.

Kainos is very pleased to be supporting the Met Police, helping to deliver their digital policing strategy and digital transformation agenda, to make the Met Police a world leader policing, and London the safest global city.

Russell Sloan, Head of Digital Services at Kainos said 'It's great to be partnering with the Met Police and to secure our place on this framework. We are excited to have the opportunity to be involved in delivering digital solutions that will help drive a next generation policing model with an improved user experience.'

[sunshine today] 01/9/2022 09:16

Umm , so the PE should reflect the growth rate, if the above poster is correct, at 17% growth the PE should be no higher.(17).

Is this company expecting 43% growth next year.?

[fuji99] 01/9/2022 08:55

Regardless of any positive from any stock, market turbulence caused by high inflation and conflicts in Ukraine and Taiwan, no stock or sector will escape. IMO the down trend will continue in the markets for at least a year until things improve. So I am mostly in cash as many sectors will suffer, taking with them everything. Bear market has already started with odd dead cat bounces along the way down for at least the next 12 months. This is my own view; DYOR of course.

[ozzietom] 01/9/2022 07:25

Positive trading statement this morning. Expect results for full year to be in line with expectations which are for revenue 336 - 373 and PBT 62.7 to 66.5. If we take the midpoint of these estimates, it would be around 355m revenue and 64.5m PBT. This would represent about 17% growth in revenues and 15% growth in profits, so a slight squeeze on margins. The commentary was positive in terms of backlog. I especially like the Workday components of this business. I think this will be a key driver for growth. Overall, not spectacular, but happy with that. Hopefully, the reaction will be positive - but in these markets, probably not. I am happy to continue to hold for long term growth.

[ali47fish] 29/7/2022 18:37

what a waste of time- i wish poster dont go back in history to make such an irrelevant point

[belfast_child] 29/7/2022 11:15

The post about floating is from back in 2015 - he's just using it as an illustration of Northern Ireland based companies in attempting to promote ROC (Rockpool Acquisitions)

[ali47fish] 29/7/2022 09:50

can someone reply to my question

[ali47fish] 28/7/2022 13:43

what is this about knos floating? alot of peoppe buying on the lse site can someone explain please

[hedgehog 100] 28/7/2022 13:18

"Belfast IT firm Kainos to float on London Stock Exchange

By Clodagh Rice
Business Reporter, BBC News NI

Published
7 July 2015

Belfast-based IT firm Kainos is set to float on the London Stock Exchange.

The initial public offering on Friday is set to raise £52m in shares, and values the company at £161m.

Kainos is headquartered in Belfast and has approximately 730 staff across its seven offices.

It was founded in April 1986 as a joint venture between ICL and QUBIS Ltd. Kainos reported profit before tax of £11.8 million last year.

The firm's floatation is being supported by the bank Investec.

The flotation will make it one of three publicly listed companies in Northern Ireland, along with First Derivatives in Newry and UTV.

Kainos's chief executive Brendan Mooney said the company had been "delighted" by the response to the initial public offering.

"The task for us now is simple - to maintain our growth trajectory," he added.

"We have a clearly defined strategy in place to see that happen and are looking forward to life as a listed company."

Law firm Pinsent Masons aided Kainos with the process.

Paul McBride, the head of its Belfast office, said that although the number of listed companies in Northern Ireland was small, there is "potential fit for many more firms to access investment via the markets"."

https://www.bbc.co.uk/news/uk-northern-ireland-33428960


Rockpool Acquisitions (ROC) is a main-listed cash shell, which may be of interest to investors seeking other Northern Ireland investments to KNOS:-

"A listed acquisition vehicle seeking opportunities in Northern Ireland.

Northern Ireland has a good availability of high quality, often internationally-focused, companies. Despite having an estimated 70,000 registered businesses, there are only two other publicly-listed companies predominantly based in Northern Ireland and Rockpool believes that more Northern Ireland businesses could benefit from the ability to tap into deeper pools of capital which access to the public markets provides.

With extensive knowledge and experience of the Northern Ireland market, the directors are seeking to identify and acquire a highly ambitious, Northern Ireland-based company that is focused on significant growth, and provide it with that access, helping that company meet its aspirations and full potential. Target companies will have a valuation of up to £20m."

HTTP://rockpoolacquisitions.plc.uk/about-rockpool/


Rockpool Acquisitions (ROC) 4.75p Market cap. £604K.
https://uk.advfn.com/p.php?pid=quote&;symbol=L%5EROC



ROC has about £950K. cash, and extremely low cashburn.

ROC's large discount at the moment to its cash, despite this extremely low cashburn, looks like a temporary discrepancy - and one that is gradually being addressed by ROC's share price rise, as the market wakes up to the opportunity.

[jomool001] 07/6/2022 14:20

Sajid Javid comments on NHS hxxps://www.huffingtonpost.co.uk/entry/we-have-a-blockbuster-health-system-in-a-netflix-age-health-secretary-says_uk_629f2d9ee4b0c184bdd525af

[sunshine today] 28/5/2022 15:05

TRD is premium listed . ( not AIM ).

[xtomo] 27/5/2022 11:34

I think we've got the Msg although I've never seen ramped stocks deliver? My experience with Aim stocks is you're as well sticking your cash on the first favourite at Cheltenham. Good luck anyway.