Kainos Share Discussion Threads

[montyhedge] 13/11/2023 16:53

Must admit I did not like it, when CEO of 22 years left last year, he was good.

[sunshine today] 13/11/2023 16:50

In my opinion it’s all about growth.

In the early days of any company it’s far easier to grow profits from say £1M to £5M in 3 -5 years.

A huge %

It’s a great deal more difficult to get good growth when your the size of KNOS, more so, when your dependent on your clients also growing at pace.

[johnsoho] 13/11/2023 16:40

Wow, I’m NOT an expert on these things but having read the results they don’t seem bad at all so why the vast, in my view idiotic, share price movement downwards? I’ve read the forum comments etc but they don’t really explain this truly vast drop; I reckon in a few months or so these will be back to the £12 to £13 level but, as always, time will tell.

[slogsweep] 13/11/2023 15:00

certainly at £5 but I don't think it will come to that. 8 or 9 maybe would tempt me to get in again

[volsung] 13/11/2023 14:36

Might be worth a look at a fiver

[fuji99] 13/11/2023 14:14

Broke £10 support. May continue its fall down towards £5 - £6 if it closes below the support.
Nowadays every excuse is used to punish any negative.
Geopolitic uncertainties are causing a lot of volatility in various sectors.
I will not buy at the moment until £10 level is cleared.

[wjccghcc] 13/11/2023 14:11

Well 45% of revenues is Workday related and those are growing at over 20%. Seems a bit short sighted to focus on the digital services part only.

[essentialinvestor] 13/11/2023 13:58

Where's the growth ?.

[montyhedge] 13/11/2023 12:23

Any company with a very high p.e, as soon as bump in the road they get hit hard.

[eagle eye] 13/11/2023 12:13

As you've just bought shares, I hope you know the answer to that!

[por997] 13/11/2023 10:24

I have just topped up a few quid. Where do we think the share price it's going to go?

[slogsweep] 13/11/2023 09:09

Sold out of these some months ago after holding for 8 years the PE of 37 was far too high. looking to get back in sub £10.

[sunshine today] 13/11/2023 08:14

No doubt this company has been a star within the sector for investors, however the sheer size of the company today, makes future fast growth extremely difficult.

The chart says it all , KNOS has been a fantastic stock to HOLD .

Congratulations.

/////


Those looking for the next KNOS might like to research tiny boutique IT consulting outfit Triad Group Plc.

Just last week Triad swept the board at Oscar’s of the industry’s awards.

It’s a micro cap , that I hope can do a KNOS by the decades end, not for traders.

[samenic] 13/11/2023 07:59

Guess a positive outlook,be thankful for small mercies

[johnrxx99] 06/11/2023 08:28

Buys show as sells.

[zeroid] 31/8/2023 22:19

May be of interest:hTTps://knowledge.sharescope.co.uk/2023/08/30/a-pandemic-winner-still-winning/

[digitaria] 31/8/2023 12:00

Trading update today.

All appears to be on course, but share price barely budges.

"Despite the uncertain trading environment, our customers continue to maintain their investment in digital projects and trading in the first half has been good. As a result, the Board expects our results for the full year ending 31 March 2024 will be in line with current consensus forecasts*."

* Note: Company compiled range is based on known sell side analyst estimates. The ranges are: Revenue £418.2m - £434.2m and Adjusted PBT £72.6m - £78.1m.

[fuji99] 23/8/2023 12:46

johnr:
This is without taking into account where the escalation of Russia/Ukraine conflict will take us.

[fuji99] 22/8/2023 11:40

Agree Johnrxx.
I think there will be turbulence in the markets for the next 12 months if China continues to stagnate. This is reflected in BHP results today. At the same time as part of the BRICS China may reduce exposure to the West. So I believe the global economy is shifting towards blocks.
When the bellwether of the world economy flags up difficulties, everything becomes clearer.

"BHP Annual Profit Falls by 58% on Weaker Commodity Prices

Mining giant BHP said its annual profit fell by more than half compared with a year earlier, reflecting a pullback in commodity prices that has squeezed profits across the industry as China's economy stumbles and big markets like the U.S. grapple with sharply higher interest rates.

BHP, the world's biggest miner by market value, reported a net profit of $12.92 billion for the 12 months through June. That is down from a profit of $30.90 billion a year earlier when it had benefited from the sale of its oil-and-gas business and when commodity prices were at or near record highs. BHP said it also continued to grapple with cost inflation, especially in labor, diesel and electricity prices."

[johnrxx99] 22/8/2023 07:12

Mind you a market failure isn't off the cards the way the last few weeks have gone.

[fuji99] 21/8/2023 16:06

IMO the negative trend for some time now looks as if a profit warning is expected.
Trading Update on 31 August.

[johnrxx99] 10/8/2023 07:27

bby88c, 1000p support fails. We'll need a market failure to get near thet chum.

[bby88c] 09/8/2023 12:46

I will buy these on this pull back but will sell if the 1000p support fails.