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With a number of offices outside the UK, does this make Kainos less sensitive to the value of the GBP?
July 2015 IPO The Offer comprises the sale by the Selling Shareholders of 37,691,763 Ordinary Shares at the Offer Price of 139 pence per Offer Share. Many of those in at the IPO have presumably sold it down from almost 300p!
How far more has this got to fall, a complete overreaction in my opinion to the referendum result, fundamentals are exactly the same as they where this time last week and the week before that.
Thanks for that Brus. I sold half my holding prior to the result. But not sure what to do now. İ usually try to be lethal and sell if a share drops by 10%; unless I think it is the market that has caused the drop rather than there being something inherently wrong with the share.
It's moving up quite fast now. Only two days left before the referendum.
I would imagine its due to the fact that a large proportion of their revenue is generated from contracts within the public sector, particularly government. Talk of spending/ budget cuts in the event of a BREXIT may have the potential to affect KNOS's contracts. I imagine technology/ systems budgets for different government departments will be some of the first to be cut. There is also the potential that BREXIT will have a negative effect on the NHS, another source of a lot of KNOS's revenue. There of course may be another reason for the sensitivity but that's how I'd rationalise it.
Interesting. Why would KNOS be more referendum sensitive than many other shares though ?
KNOS is clearly referendum sensitive. If the polls swing towards REMAIN this week, then the share price may well recover. I've noticed that the bookies are lowering their odds for REMAIN.
again its down , after what looked like a solid day for knos . still believe its worth an investment after the recent update
KNOS seems dead in the water for some unexplained reason. My other shares have shown some green on odd days, including today, but KNOS is has been red all week. Would like a bit of news. Hoping it's just the Brexit debate, but still puzzled as it shown affect KNOS more than any other. Holding for the long term, but getting a little frustrated with it's poor performance on the back of a good report. Would like to see a directors buy.
I think it's a panic selling. The share price is unpredictable until the referendum. Could go up as well as down but I strongly believe in Kainos and gonna hold for long time.
What is going on here! everyday its in the red
Just picked some up for 1.56, average holding at 1.82. Confident it will recover.....and as Sheepy67 said, 'almost 4% yield'.
I jumped in at 158.56 that's a bargain. Almost 4% yield at current price.Never mind tomorrow price just keep it for years.It will recover anyway.
yes, have resigned myself at aiming to pick up more on the eventual rise, nothing worse than selling at the bottom. If there is a placing to fund an acquisition after this I could see me writing a letter to the FCA to investigate
Looks like another bad day for Kainos. Difficult to know whether to sell and buy in later....but clueless as to where the bottom is. Will probably hold....my hope is that the recovery will one day be sharp. Still a little puzzled about this one. If it was on AIM I'd understand.
looks like i will be able to pick up some cheep stock, but will wait till the 23rd. GLA
"Time is the friend of the wonderful company, the enemy of the mediocre". Warren Buffett
You're right.There's nothing wrong with the company. The thing is that in case of brexit service sector is thought to be hit hard by slowing British economy.At least for some time. Lack of big institutions among shareholders also doesn't help. Don't remember the ipo price,was it 164p? It's not far off that level so it's very tempting to buy in. I don't think that people will vote to leave EU and even if they do Kainos is present in other European countries and US which should help to mitigate the hit. I sold KNOS some time ago but only because I saw better opportunity somewhere else and now having some spare cash (wish I had more really) gonna buy some here in the coming days. Hopefully it won't rise much by then.
I'm completely puzzled as to why this sound and profitable company is taking such a hit? On the back of positive news flow, the share price sinks lower and lower. I'm aware that the market is choppy waters at the moment, but can't see anything to justify why people should sell Kainos. Feeling a little frustrated, I have to admit....but all will come good.
After posting what i thought was an impressive set of results, im confused as to why this has dropped?? nonetheless its still in my opinion a quality company with alot of growth opportunities . GLA DYOR
well couldn't see what was wrong with there results so i bought back my holding 20p cheaper . thanks MM
Sold now for a small profit , not that i dont like this company just worried about Britex. GLA
steady build to results normally spells goon news. GLA
results next week , 31st after the BH . looks like some want in GLA