Jacob1234
30 Aug 2019
Question on Kainos Annual Report Any accountants or Kainos specialists out there, can you shed any light on the note to the aged debtors on page 74 of Kainos’ 2019 annual report: “The aged 90+ days receivable balance includes £2.0 million of overdue amounts for services invoiced and not yet performed.†Looking at the RDEC it is around this amount, and looking at the 2018 accounts there was a similar amount in the 60 day range. Is it just this payment being recognised at a different time? investor-prod-assets.s3.amazonaws.com 2019-Annual-Report.pdf 2.75 MB
II Editor
29 May 2018
NEW ARTICLE: Superstar stock Kainos keep rising "The small-cap success story LSE:KNOS:Kainos has continued to impress after shares in the Belfast-based IT company climbed to a record high today on the back of an eighth consecutive year of revenues and profits growth.Kainos, which was set up in ..."[link]
pearlsasinger
23 Jan 2018
Re: NHS / Cloud Thank you BB.May I presume that the dynamic sp riseis at least partly based on the belief that medical recordkeeping will gravitate towards one system-- Evolve -and therefore the growth opportunities are almost endless??Is there a competing system out there?Does anyone out there know?
BurglarBill
23 Jan 2018
NHS / Cloud Great news. Hopefully other NHS hospitals will follow. Last year's cyber attack that crippled so many hospitals should encourage the uptake of more secure IT solutions, such as those provided by Kainos. I'd guess NHS finances are the sticking point...[link]
pearlsasinger
20 Dec 2017
Recent sp rise Shares are now on a p/e ratio of 37!It seems too high. In the absence of a bid i.e.??Or perhaps simply caused by market-makers shortage of stock.(holder)
pearlsasinger
27 Nov 2017
Interim results All very positive. Today's forward looking statement is encouraging-"Looking forward, the future is exciting. The Group's pipeline of prospects continues to strengthen across all divisions and the Board believes that Kainos is well-positioned for growth in the coming years." (holder)
pearlsasinger
24 Oct 2017
today's RNS Quietly,-gradually -expanding its reach andcompetence in Europe.Kainos should not be adversely affected byfallout from Brexit?.
andunabu
02 Aug 2017
Research Grant [link]
pearlsasinger
25 Jul 2017
Re: today' price surge I note from FT site that Kainos has 118m shares in issuebut only 51.52 m. in Free Float.That aspect certainly supports your 'liquidity'observations.At some stage though -after the strong recent gains-I imagine one or more of the institutional holderswill take some profit?I also imagine that some consolidation will take place (eg. in healthcare systems) but I do not have sufficient insight to know who will 'marry' who.
Prezza
24 Jul 2017
Re: today' price surge Today's 4% rise though the 300p barrier was on 63K volume , nothing for a company with a capex of 346million. The lack of MM liquidity is having a disproportionate effect on the price changeor a high price elasticity of demand in economist jargon. Having to hike the price to fill the orders. Interesting that the purchases take place on a bad day for the markets which lessens the effects of PE of D on the sp. This is a stake builder for investment nothing more , couple of 10k purchases during the day supports that idea. This is a magic combination for me , excellent company with short stock liquidity
pearlsasinger
21 Jun 2017
Re: today' price surge Claude-- I would say Prezza's theory is more rational.BUT - that does not mean you are going mad.Everything is possible in the quest for politicalpower!!
claude reins
20 Jun 2017
Re: today' price surge Vey annoyed with myself because sold on poor results - at least they were poor in my mind! Conspiracy theory (mine). They are a N Ireland company are they not? TM, the PM, needs the DUP for support for the Queen's Speech (tomorrow) and other votes later. Money changing hands? Thoughts by those in the know that a lot more money in the form of extra / extnded contracts could be coming their way? Or am I going mad?
Prezza
20 Jun 2017
Re: today' price surge Steady pi purchases on low volume , MM short stock liquidity causes this steady rise on low volume , symptomatic of a background stake build, someone may want the intellectual property rights mentioned on here by an observant poster.
pearlsasinger
19 Jun 2017
today' price surge Any apparent reason ?Entirely different market reaction now-compared to announcement 3 weeks ago.
pearlsasinger
30 May 2017
Re: Results/Restez optimistique! I am still quite optimistic here.Slow steady growth withinnovative digital services.Lots of embedded intellectual propertyrights trapped in the company- I imagine..And not obvious in the market cap value.Could be of interest to larger fish.Added today at 223p.(holder)
