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Not very chatty this board is it! Only been in this share for 2 months. Wish it was 2 years!
Arti
https://bidstats.uk/tenders/?q=kainos
Looking forward to nice strong rise up to results on 24th May
Considering just how far its share price has risen since it was listed in 2015, it's quite amazing that Kainos gets virtually no coverage on this bulletin board. Its price is now up over 480% (Excluding dividends). Although I sold my shareholding in the company a long time ago, it has never quite moved off my radar. One of my prime reasons for selling was its over-dependence on the UK market and UK public sector contracts (For 2020, this was some 52% of turnover). What has changed my mind is its international development and the prospect of growth in overseas earnings. It appears to be a more diversified company. Importantly, it has an exceptional ROCE record, good margins and benefits from operational gearing. Debt-free and paying a small dividend, it has much going for it.
What puts me off the stock and what encouraged me to sell has more to do with its valuation. It sits on a prospective Price/Earnings to Growth ratio of 4. Basically, it seems to be fully valued. However, that thinking led me to sell the stock several years ago at a fraction of what it is today. It’s also easy to forget that this is a company with a global market. As such, it appears to have much mileage and may need to be valued against international technology companies. I am still interested.
I wonder if scsw would do coverage on kmk its the sort of company they are looking for
So the director sold two months ago? That's old news, I thought it was something new. Moneybox sells two months after the fact.
He isn't the CEO and the sale was 2 months ago.
You obviously didn't look very hard;
https://www.lse.co.uk/rns/KNOS/directorpdmr-shareholding-h3a8st9xf39ngtu.html
Where does it show that the CEO sold 4 million shares? I can't find any proof of it.
Time to say goodbye. Big sale from the CEO and so time to bank a 34% profit.
There is no logic to be valued at 1.3B with sales of 0.17B. A tenth of market cap. Regardless of what's the reason, if it stumbles for any slight reason, the market response will be ruthless. I still remember what happened to ARM Holdings a few decades ago - for almost nothing - Just a slight drop in margins.
I bought in May 2017 and am looking at a c. 380% total return at today's closing price. It's quite nice when that happens.
They do have a history of being mizers hence the attraction of the share
Was this update scheduled? There is something about the way these updates come out which is unethical and wrong.
anon3
got the same problem selling 2 soon. I will adopt a new tactic selling Alf
So I thought I was being clever and sold at 940, thinking that it wouldn't go much higher and would fall back.
And then watched it rise by a quid.
It annoys me that I never seem to be able to get my buy/sell calls right, but at least I made £2 a share this time, as opposed to letting a share run only to see it fall back majorly and putting me back in the red.
The bigger concern though, is that this is going to run away from me and I'll struggle to get back in.
Great RNS - happy holder
The repayment of furlough is great to see. I guarantee there will be many companies who don't repay, continue to try and extract value and will (hopefully) get slaughtered by the press
As far as I'm aware, the RNS on the 9th wasn't available until the 30th, which was why I questioned it.
Anyway, excellent update!
Read the RNS announcements. Particularly the one for 9th of June and the one headed "correction" on 30th June.
So a director sells some shares on the 8th June, yet we're only told on the 30th?
How does that work then?
New Kainos HQ: Probably a pragmatic decision to re-assess given the current situation.
https://www.bbc.co.uk/news/uk-northern-ireland-52813604
Revenue up, profit up, dividend scrapped.
That's really disappointing.
Anon3 - No, I'm not a nurse, just a character from One Flew Over The Cuckoo's Nest.. But yes, Bravo for all the health care professionals, from the cleaners to the clinicians, superb effort.
Oh, and if you are a nurse, Bravo. Thanks for your excellent efforts!
I've always been a massive supprter of the NHS and hope that some good comes out of this virus, in that it gets proper investment.
" I also wonder whether COVID-19 will hasten or hinder NHS digitisation. "
Good question.
It's difficult to see the government wanting to spend anything, with the economy, the way it is.
But may be that Boris really wants to sort the NHS.
Certainly it seems he's taking a very cautionary approach to undoing the lockdown and is apparently arguing hard against Rishi Sunak.
I guess being in intensive care gives you a certain perspective.
It'd be good if he retains the NHS digitisation investment.
Personally, I'm staying put. Kainos put out a fair bit of news that is additional to the RNS's and its all good and worthy staff. They are well run, and they have good values & I'll bet they retain their staff who are high value and high skilled. Here's a recent announcement re Amazon Web Services.
https://www.kainos.com/kainos-achieves-aws-saas-competency-status
In terms of Government & digitisation, I suspect Brexit will require significant digital re-configuration for Government & Kainos are well placed to pick up contracts. I also wonder whether COVID-19 will hasten or hinder NHS digitisation.