Kainos Share Discussion Threads

[ayl30] 31/5/2016 12:26

Seems to be par for the course recently that cos reporting acceptable, or better, results have a little slump before they reflect the numbers. Keeping all my shares, price represents good opportunity for top up

[gucci] 31/5/2016 11:58

Added some

[hanzoo] 31/5/2016 11:29

The results are good even above expectations but now everyone is trying to find some excuse for no up movement.Mine is something obvious Brexit uncertainty about Polish and Amsterdam division are holding shares down I'm afraid plus possible impact on goverment sector of the group.

[imranawan] 31/5/2016 10:46

Thanks Oregano - looks priced about right for the time being, given that there's no growth in the bottom line for the coming year.

[oregano] 31/5/2016 10:43

it is probably right. no growth in the bottom line due to the SAS transition in healthcare. which is why I don't think this is going to run away fast. the UK market tends not to give credit for these things, whereas the US is more forgiving.

[imranawan] 31/5/2016 10:34

Does anyone have the forecast EPS for 2017? Stocko showing EPS of 9.9p, which looks wrong based on EPS achieved for 2016.

[hydrus] 31/5/2016 10:12

Interesting thoughts about the outlook - I quickly read it earlier and got a favourable impression but I can see that using terms like 'stabilise' does not necessarily generate confidence. The key is of course the growth rate, if it is maintained then it's good value but if it dips then there is an issue. Keeping it on my watch list APAD!

[apad] 31/5/2016 10:00

I agree dacian, and rocketing staff costs take off the gloss and add to the risk.
Nevertheless, I am surprised that the headlines didn't generate a bit of strength.
I'm taking this off my watch list.
GLA,
apad

[mammyoko] 31/5/2016 09:06

Some muppet dumping from the bell. 3% yield. Historic ex-cash P/E of just over 17. Excluding pre-IPO dividend, £11.6m cash generated. Beat consensus EPS forecasts by just under 10%. Growth in Evolve and WorkSmart offset by an unexplained contract cost issue in Digital Services.
If selling abates could see this rebound today.
Solid prospects and outlook.
Unloved for the moment. Should look moderately cheap if analysts raise forecast earnings.

[hydrus] 31/5/2016 09:05

I don't think this is overpriced now. They just beat broker target by more than 10%. Prior year PE at around 18.5 now and looking at this year with continued growth of around 20% then this looks very reasonably priced to me. Of course all dependent on them continuing to grow at a clip but signs are good.

[tintin82] 31/5/2016 08:58

Hardly need to be doing somersaults, just have to be valued right which is the problem here. Great numbers, but not great enough to justify the premium that it was trading at, hence the weak reaction this morning and general performance.

[gswredland] 31/5/2016 08:36

Yes great stuff. However companies need to be doing somersaults to move share price at the moment. Sadly can see this dropping further but we will have our day!

[someuwin] 31/5/2016 08:03

Excellent numbers.

[nw99] 31/5/2016 08:01

Adding more here

[nw99] 31/5/2016 07:59

AmazingSaaS sales orders GBP8.6m GBP2.3m +274%

[lauders] 31/5/2016 07:49

"We are seeing continued stability and improvement in core markets and we are encouraged by the emerging opportunities in the US. Our investment in new products is being validated by an increasing rate of customer uptake, and the feedback on the quality of our products and services remains very high. We remain focused on providing exceptional careers for our staff and exceptional digital products and services for our customers. The Group's pipeline of prospects continues to strengthen across all divisions and the Board believes that the Group is well-positioned for growth in the coming years."

That has to be viewed as a bullish forward looking statement?

[ayl30] 31/5/2016 07:24

In March with two weeks to go before year end they reported to be expecting mkt expectations. Reading today's rns would seem to confirm results at least in line but probably ahead

[albanyvillas] 31/5/2016 07:21

Up 20-30p today OUTSTANDING

[dahhad] 31/5/2016 07:12

Good statement but share price reaction depends on market expectations.

[nw99] 31/5/2016 07:09

I am delighted to report another year of strong performance, with increasing levels of client demand across each of our operating divisions. Our sales orders this year increased to a record £87.2 million and included a multi-year development framework in UK government; an accelerating rate of orders for Smart, our market-leading Software as a Service (SaaS) product for automated testing of the Workday suite; and two significant contract wins in the last quarter of the financial year for our new Evolve SaaS solution. This year also included a highly significant event in the history of Kainos: the successful completion of an initial public offering (IPO) of the Company's shares. We are very pleased with progress to date and excited by the opportunities ahead. We are seeing continued stability and improvement in core markets and we are encouraged by the emerging opportunities in the US. Our investment in new products is being validated by an increasing rate of customer uptake, and the feedback on the quality of our products and services remains very high. We remain focused on providing exceptional careers for our staff and exceptional digital products and services for our customers. The Group's pipeline of prospects continues to strengthen across all divisions and the Board believes that the Group is well-positioned for growth in the coming years."

[brucie5] 28/5/2016 16:11

Early days, and of course a lot depends on the results next week, but chart pov, this looks like the first in a series of rising lows.

[hanzoo] 28/5/2016 11:57

Personally I'm holding big chunk of my portfolio in knos as long term investment.
At the moment at loss but confident in their performance now and the future.
Work my self in NHS and aware of lack of proper digitisation of it.
If knos manage to lead the herd and succeed in implementing it's solution here in UK( NHS and gov) other countries will follow.

[hazl] 28/5/2016 11:34

While results are important this is surely one to be regarded as a good staple in your portfolio for the future?
It covers a lot of bases for me anyway and I can imagine it being a well-known name eventually.
IMO

[cyman] 28/5/2016 10:18

I noticed the mm's yesterday ran the price up 5p in early trade on absolutely zero transactions and they held that for much of the day hoping to mop up last minute buyers, I was one of the buyers but didn't bite the bait as it was blatant market manipulation. If I had witnessed the late fall I would have bought though Tend to agree that there may not be a big jump unless the results are bumper