Kainos Share Discussion Threads

[rjetrades] 26/5/2017 16:36

GLA for Tuesday guys

[montyhedge] 26/5/2017 14:13

If they surprise on the upside I see 275p Tuesday.

[battyliveson] 26/5/2017 13:28

Got out of spreadbet longs earlier this week as it did not seem to be rising into results day. Still gave sipp holding which is a long term hold unless some fundamental issue changes my view on company.

Hopefully not a leaky company.

B

[montyhedge] 26/5/2017 12:21

Interesting looking at trades, small sellers, probable nervous about Tuesday, big when there are buys they are bigger, 25,000 at 241p,

[montyhedge] 26/5/2017 09:40

SharkingWonder if news leaked, does not bode well for Tuesday, normally this share falls on the figures, not before.Let's hope those analyst's are wrong.I think we will beat forecasts.

[montyhedge] 25/5/2017 14:49

Lets hope they are wrong, these guys earning £150,000 to forecast.

[sharking] 25/5/2017 14:47

I agree i think they are out on their forecasts, which doesn't back up the strong buy consensus. Unfortunately if you look at recent history share price always dips after results so i wouldnt be expecting a push to 300 any time soon. Hopefully wrong though.

[montyhedge] 25/5/2017 11:07

sharking
It was on here, look down at forecasts.


Personally I can't believe the forecasts, but thats their job, lol

[sharking] 25/5/2017 10:57

Monty which analyst is reporting those figures?

[montyhedge] 25/5/2017 10:12

Oh well perhaps I got it wrong if that analyst is right, seems everything down. He gets paid for being a analyst.

[montyhedge] 25/5/2017 08:29

I may be asking to much, Tuesday reveals all.

One analyst expects Year ending March 17, Profit £11.01m EPS 9.30 PE 27.2 EPS Growth -12%. But as a strong buy, seems strange everything reduced but a strong BUY.

[montyhedge] 25/5/2017 08:16

On Tuesday I'm looking for record revenue, record profit, dividend up 3%. A positive looking forward statement as well. It's a growth stock so not really an income stock, but nice to receive a dividend.

[rjetrades] 24/5/2017 19:00

Some big buys today

[rjetrades] 23/5/2017 19:05

https://investor.kainos.com/shareholder-information/financial-calendar-2/Results due 30th

[montyhedge] 22/5/2017 12:00

Walbrock
Kainos flying under the radar on investor lists, hopefully after 30th May and if finals are good, should bring Kainos in the spotlight.

[montyhedge] 22/5/2017 09:26

All being well after the figures confirm growth, higher dividend, I think we push on towards 325p. 30th May reveals all.

[montyhedge] 22/5/2017 08:35

Walbrock5% hike will do me, it's a bonus a software company that pays a dividend. Hopefully the holy grail of investing, growing dividend and shareprice growth.

[walbrock82] 19/5/2017 16:35

Montyhedge,

On dividends, I don't know, but wouldn't be surprised if it were maintained or give shareholders a 10% hike from last year.

[montyhedge] 19/5/2017 14:16

Walbrock
Any thoughts on the dividend?

[montyhedge] 19/5/2017 12:57

Walbrock
Good research.

[walbrock82] 19/5/2017 12:32

In their latest trading update, they mentioned that growth is in-line with market expectation without giving too much away. But they did let slip one thing.

That is the recruitment of 216 addition staff since last year, which is an equivalent of a 25% increase.

From my research, I have evaluated the revenue per staff growing from £81k to £104k in three years. Similarly, profit per staff rose from £10k to £19k.

So, using conservative estimates of £105,000 sales per staff and £20k profit per staff, then my forecast for Kainos Group’s 2017 is:
A. An approximate revenue of £102m from £76.6m;
B. And operating profit close to £20m from £14.2m.

These are impressive estimates and we will see by the end of this month.

For more evaluation of Kainos Group business, please click the link here:

[battyliveson] 19/5/2017 09:47

Just purchased equal amounts of Kainos, Pershing and Fundsmith.

Be interesting to see how a single growth company performs compared to high profile hedge fund and a buffett style defensive. Hope to hold for 5 years unless stop loss kicks in at 20% down.

B

[montyhedge] 19/5/2017 09:25

Good point, gets even better, 30th May will reveal all. Hopefully hike in the dividend, not many software companies pay a half decent dividend.

[walbrock82] 19/5/2017 08:50

Did some research and found Kainos (unlike other techies) doesn't capitalise expenses.
You can check it by assessing its asset turnover (minus the cash) ratio.
A growing ratio means the assets generate more sales "per capita"