Kainos Share Discussion Threads

[someuwin] 12/1/2023 19:44

free stock charts from uk.advfn.com

[bazzer1000] 11/1/2023 10:41

Found it. Thanks Scallywag.

[scallywag] 11/1/2023 10:14

I don't have access to the BOFA analysis, but broker notes and ratings do have an impact on day to day trading.

[scallywag] 11/1/2023 10:11

It's on Alliance News

[bazzer1000] 11/1/2023 09:29

.....and where have you seen that Scallywag?

[scallywag] 11/1/2023 09:16

BOFA CUTS KAINOS GROUP TO 'UNDERPERFORM' (NEUTRAL) - PRICE TARGET 1350 (1817) PENCE

[mrbeaky] 11/1/2023 08:45

My best guess is a read across from the Darktrace trading update today but 7% off is a big hit..go figure

[mrbeaky] 11/1/2023 08:42

I’ve been searching around for an explanation but couldn’t find anything either

[johnrxx99] 11/1/2023 08:14

Being hit today - any news?

[qvg] 29/12/2022 13:50

I don't think their recent transaction was actually an add. My reading is that they switched some derivatives into shares, total holding remained the same

[ali47fish] 29/12/2022 13:25

well is it worht adding her like thse managers- i am minded to but not sure!

[someuwin] 29/12/2022 12:44

Now Liontrust back up to 5.38% - they should make their mind up!

[someuwin] 21/12/2022 17:15

Liontrust Investment Partners have reduced from 9.87% to 4.87%. Explains much of the recent high volume. But who has bought the shares?

[someuwin] 20/12/2022 17:21

Non-Executive Director buys initial £100,000 worth of shares.

[someuwin] 16/12/2022 17:20

Huge 3,034,784 trade posted after the bell. That's £48m worth.

[the white house] 16/12/2022 14:47

Back in @ 1570 long JuneCheap as chips

[someuwin] 16/12/2022 13:08

Trading ex dividend and triple witching day! Will be moving up again next week.

[someuwin] 15/12/2022 11:16

Being a software company, KNOS can work in any industry segment. This means limitless opportunities.

Just re-reading the HY report we can see that they've moved into Defence (Defence Science & Technology Laboratory DSTL - Artificial Intelligence Delivery Partner), and Policing (Secure Policing HQ - Cloud Migration Partner).

But the news I'm particularly excited about is their concerted move into the Finacial sector...

"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."

These banking / insurance companies tend to have huge legacy IT infrastructures that need constant modernisation. Many opportunities for winning more very large, long term contracts here imo.

[volsung] 13/12/2022 17:02

I sometimes park outside the KNOS office when I go to my night class

[mrbeaky] 21/11/2022 19:59

Amazing fast recovery from lows

[volsung] 16/11/2022 13:55

Bought in again after a 10 month absence

[someuwin] 16/11/2022 08:57

...And at some point, they'll likely upgrade to 2,000p. Then 2,500p. Then 3,000 etc etc.

Point being that (assuming the world doesn't end) then big companies' reliance on complex IT systems needing more and more bespoke software development will only keep increasing. And KNOS are increasingly serving those needs.

A true Buy and hold forever stock imo.