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Opinions Mike S. Newton, CIM FCSI
Kinaxis IncKXS.TOCOMMENTOct 11, 2017
Stock price when the opinion was issued
As of Jun 19, 2026. Market Open.
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In the recent quarter, revenue grew 25%, annual recurring revenue was up 22% and adjusted EBITDA margin improved to 14% from 13% last year. The company continues to show solid execution with strong organic growth, and the Saas business model is starting to generate meaningful cash flow and profitability, and strong switching costs for customers. We still like the name, and we think the recent drop may provide investors opportunity to average into the position. Since KXS never issues new shares (it has lots of cash) it does not get much broker attention and thus can sometimes 'drift' lower.
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Will continue to do well. Growing really fast. Hit an EPS growth target of 15% every year for the last decade. Really likes the story.
Andrew Pink
Sold this in late June. The issue is that they did an earnings report in August, and everybody was disappointed and they lowered their guidance. The main culprit is the loss of a very good Asian client. It wasn’t anything the company was doing, but that the Asian client wasn’t paying their bills. They have more and more partners penetrating more and more markets and, as a result had to pay out more in commissions. It will end up shooting out a better share price. However, the negative is that expectations are extremely high. He would like to get back into this at some time.