blow out
26 Jan 2018
Good tip!!
blow out
26 Jan 2018
Good tip!!
II Editor
05 Jan 2018
NEW ARTICLE: Complicated Cohort is one to trust "On a superficial level LSE:CHRT:Cohort should be a good long-term investment. It has very experienced managers, and some of them own substantial holdings in the company. It has a profitable track record.For a relatively small group of businesses, ..."[link]
II Editor
31 Dec 2017
NEW ARTICLE: Six share tips for value investors in 2018 "This year, like last year and the year before, I am using my 'decision engine' to select six shares for the annual Wealth Creation Guide. The decision engine allows me to compare corporate apples and oranges: small companies and large companies, ..."[link]
Rock Solid Star
15 Dec 2017
Recovery in 2nd half see Company Announcement at [link]
Malcy99
27 Nov 2017
Re: Weird is it not?? Info on this website out of date, trades today in the 3.10 to 3.20 range. Still quie a drop from year highs, I bought a few more as I think it's a well run co with good prospects. Just my opinion...
caesat
27 Nov 2017
Re: Weird is it not?? Thinly traded. A lot of noise about cyber budgets being cut.
tejo
27 Nov 2017
Weird is it not?? Not so long ago the sp was 460p and it has fallen, almost in a vertical linr, down to 280 this morning and this is despite to-day's trading update saying that the results will be in line with the Board's expectations. Weird is it not? Either a very large position has been liquidated over the past few weeks or there has been heavy insider trading or the Board's expectations are very different from the market's.imho.
SundayTrader
20 Nov 2017
Re: Any reason for collapse I think the answer is read through from the recent profits warning from Ultra Electronics - MOD deferring contracts to save cash. I have no idea whether this will also impact Cohort, but I suspect some holders were playing safe.
tejo
17 Nov 2017
Any reason for collapse Does anyone know why the share price has collapsed, please?
II Editor
22 Sep 2017
NEW ARTICLE: Cohort is a 'good investment' "The closure of SCS last November, the business upon which LSE:CHRT:Cohort was built, must have been a symbolic moment for the defence technology group. To understand where it's going, we must first look back, at where it came from.Outlasting the ..."[link]
r21442
12 Jul 2017
IC update I sold my holding but noted IC stuck with another BUY on 29-Jun...In a year of mixed determinants, defence company Cohort (CHRT) managed to drive the gross margin by around 480 basis points despite flatlining revenue. Excluding amortisations and one-offs, the defence group delivered record adjusted operating profit of £14.5m (£12m in FY2016), and the period under review saw the expansion of the product offering, improved geographic spread and enhanced opportunities for cross-selling.The group's MASS business, which specialises in electronic warfare and communications, saw a slight increase in the top line, although its contribution to net earnings was constrained by increased overheads and one-off costs. However, management was pleasantly surprised by the early impact of naval and tactical communications specialist EID, in which Cohort secured a controlling interest this time last year. This maiden contribution included £4.2m in adjusted operating profit on £16m in revenue; a pointer to the higher-margin business mix of the acquired subsidiary. The MCL division's business mix also improved, aided by supply contracts for the delivery of tactical hearing protection systems for the British Army. The work is ongoing and MCL has been able to garner further domestic military orders for the technology.Investec forecasts adjusted pre-tax profit of £15.5m for the April 2018 year-end, giving to EPS of 29.1p, against £14.5m and 27.6p in FY2017.As expected, Cohort's cash flow and resultant net cash position suffered due to the deal to acquire EID, and the group is set to acquire a further 23 per cent to bring its holding to 80 per cent. However, the balance sheet remain in good nick and we still think there's upside in a relatively modest rating of 15 times forecast earnings. Buy
piw
02 Jun 2017
Vid: Technical Hearing Protection System 'Two contracts by the MOD to supply and support hearing protection systems and communication ancillaries for land, maritime and air applications, worth a combined GBP5.5 million.'Here, Cohort plc FD Simon R Walther explains the technical hearing protection system.[link]
piw
17 Mar 2017
Video: CHRT investor presentation Feb 17 Investor presentation by FD, Simon Walthers, February 2017[link] overview of Cohort plc and its four companies, mass, sea, MCL & EID which are primarily in the defence sector, by FD Simon R Walther.Introduction – 00:18About Cohort – 00:45Business model - 01:26Operating strategy - 03:14The Cohort companies - 04:48sea overview - 06
7sea, maritime defence – 06:52sea, soldier systems – 08:27sea, training and simulation systems - 09:47sea, transport systems – 10:16sea, subsea engineering - 11:54sea, military air safety - 12:17mass, overview - 12:35mass, electronic warfare operational support – 13:13mass, cyber defence - 140mass, military exercise design & management - 150MCL, overview - 13:34MCL, unmanned aerial vehicles – 16:55MCL, tactical hearing protection - 17:13EID, overview - 18:55Cohort main markets & opportunities - 21:28Financial highlights (results HY December 2016) - 23:28Outlook 2nd half – 24:24Order book - 25:26Outlook & summary - 267Investment summary - 27:24Q&A – 28:18
r21442
10 Jan 2017
Re: SIMON THOMPSON Agreed. I sold half my holdings after I'd doubled my money in no time so the remainder is just speculative growth and the divi kind of covers inflation. Think it will rise in time but also thinking there may be better homes for it.
