Kainos Share Discussion Threads

[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"."




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."




Rockpool Acquisitions (ROC) 4.75p Market cap. £604K.




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.

[sunshine today] 27/5/2022 09:03

TRD, same sector, tiny market cap, reported yesterday.

Profit growth 69%

Dividend doubled.

Not in the same league as KAINOS, but PE a third of sector.

Good luck here.

[roguetraderuk] 27/5/2022 08:41

profits down margins down, expected due to pull fwd and inflation, but the reaction to the results pointed to fact that st mkt was oversold and due a bounce. can they follow the mkt lower one more time after a bounce. sure, but for now mkt seems done with tech selling which includes saas and crm in particular. if they can hold the gains for the week then mkt might drag these a bit higher next week too.

[franco321] 27/5/2022 08:24

Yes Monty, you got it wrong. The dividend for 22 is planned at 22.2p. The dividend for 21 was 28.2p, BUT the 21 dividend includes special bonus one time dividend of 6.7p. This was granted because the 2020 dividend was cancelled due to fears of covid. However after good performance though the covid times, the board decided to give a special dividend in 21 in lieu of the cancelled 2020 one.
Obviously there is no special bonus dividend this year so this might appear as a cut, but in fact if you substract that 6.7 special dividend last year the figures are: last year dividend - 21.5p, this year dividend 22.2, which is 3.3% UP.

It's all explained in the results. You guys need to understand the data in the context not just look at the raw figures.

[montyhedge] 24/5/2022 18:49

Looking at figures, have I got this wrong dividend cut 21%.

[mrbeaky] 24/5/2022 08:43

Bit of a rollercoaster ride this!

[xtomo] 23/5/2022 13:03

Everyone is entitled to their view on the figures, personally speaking I'm very happy the way things are going and my recent purchase is looking good. However, tech is generally on a downward spiral so I've sold half of my holding just now and will reconsider other options in the next few days. Good luck to all whatever your opinions.

[por997] 23/5/2022 11:50

Sorry good call ?

[por997] 23/5/2022 11:50

Could call my friend!

[mrbeaky] 23/5/2022 10:44

Well said and interpreted

[ali47fish] 23/5/2022 09:52

franko next update get up earlier and post

[franco321] 23/5/2022 09:20

What do you mean figures were not brilliant?! They are brilliant! Revenue 29% up! Profit not so much, but you do realise, that profit calculations include mupltiple aquisitions that costed money right? Was a once time investment that will only bring more revenue in the future. Also the outlook looks great. You guys need to learn to understand data more if you are surprised by the marked reaction. Also, the number of emplooyes?! over 30% up?! That only means rapid growth. Maybe even too rapid.

[montyhedge] 23/5/2022 08:20

I'm amazed shareprice reaction figures we're not brilliant. Must be bear closing.