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COB Cobham Plc

164.50
0.00 (0.00%)
28 Mar 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Cobham Plc LSE:COB London Ordinary Share GB00B07KD360 ORD 2.5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.00% 164.50 164.50 164.55 - 0.00 00:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
0 0 N/A 0

Cobham Share Discussion Threads

Showing 101 to 124 of 325 messages
Chat Pages: 13  12  11  10  9  8  7  6  5  4  3  2  Older
DateSubjectAuthorDiscuss
09/12/2010
12:30
cobham reported london evening standard 275p also see link
sajjad017
09/12/2010
12:23
Bid Prospect according to Alphaville, as of today
scrapman
09/12/2010
11:55
Quote on Alpha , that potential bid for Cobham from Northrop,
scrapman
05/12/2010
18:08
I don't think anyone did
volsung
01/12/2010
10:01
Did anyone attend the Investor Presentation?
fl4nders
03/11/2010
14:05
Having read the interim management statement it actually doesn't look that bad, certainly not, in my view, enough to have caused today's fall!!! anyway here is a cut and paste of it

INTERIM MANAGEMENT STATEMENT

Current Trading and Outlook

For the first nine months of 2010, the book-to-bill ratio of the Group's
Technology Divisions - Avionics and Surveillance, Defence Systems and Mission
Systems - has improved in comparison to the equivalent period in 2009, remaining
at a similar level to the first half of 2010.

The Group's commercial markets remain stable, but fragile. However, the Group
continues to experience delays and deferrals in the award of certain US defence
and security contracts. Taken together, organic revenue in the Technology
Divisions was slightly down on the first nine months of 2009, and it is now
unlikely that a significant increase in organic revenue growth for the full year
will be achieved. The Aviation Services Division has continued to deliver good
organic growth.

Given the uncertainty over growth in the fourth quarter, the Board recognises
that the Group could make only limited underlying progress in the full year,
benefiting from cost efficiencies already made under the first phase of the
Excellence in Delivery programme.

The recently announced UK National Security Strategy and Strategic Defence and
Security Review and emphasis on countering terrorism and the critical need for
technology provides additional support to Cobham's strategy. The Group's focus
on developing and maintaining leading positions in critical, high technology
defence and security, and commercial markets, together with the delivery of the
Excellence in Delivery programme and the Group's other strategic objectives,
reinforces the Board's confidence of continuing progress over the medium term.

Operational Update

The Excellence in Delivery programme remains on track and, as previously
announced, very significant cost savings are expected over the next 3 years,
with the anticipated efficiencies of GBP10m accruing in 2010. A detailed
presentation on the programme will be made at an investor day on 30 November
2010.

Cobham has announced a number of material events and transactions since the end
of the first half of 2010, including:

� A US$26m order in July received by the Defence Systems Division for ROVIS
(AN/VIC-3) digital vehicular intercom systems for the US Army, with all
deliveries to be made by the end of 2010;

� Indefinite Delivery/Indefinite Quantity contracts for the Defence Systems
Division with the US Missile Defence Agency announced in July and October for
infrastructure and deployment, and engineering and test, with release of the
first task orders expected before the end of 2010. These contracts, which are
worth up to US$565m and US$1,619m respectively over 5 years, provide a
substantial position from which to expand the existing long-term relationship
with this customer;

� A US$18m first year award of a 5-year long term agreement received by the
Mission Systems Division in August from the US Air Force to provide
crew-breathing regulator overhaul kits;

� A product damages award against the Group, announced in September, of EUR37m
before tax, resulting in an October payment of GBP32m. A partial insurance
recovery of GBP4m was also received in October;

� The divestment of Cobham Maintenance and Overhaul (MRO) in France, part of
the Avionics and Surveillance Division, in September for a cash consideration of
EUR8m. This transaction is consistent with the strategy of actively managing the
portfolio of businesses to focus on scale positions and of reducing the number
of small operating sites;

� In September, the Group announced the closure of the Avionics and
Surveillance Division SATCOM facility in Michigan, USA with integration into an
existing facility in Florida, USA.

Cobham has also recently reached agreement to sell part of the Mission Systems
Division site in Wimborne, UK for GBP9m, ahead of the move into a more compact,
purpose built facility that is nearing completion on the site. Completion of
the sale is expected in December.

Financial Position

Net debt had decreased to GBP319m at the end of September (30 June: GBP373m) as
a result of strong operating cash conversion in the period and favourable
exchange movements, as most of Cobham's debt is US dollar denominated as a
natural hedge against assets and earnings denominated in dollars.

Cobham's preliminary results for the year ended 31 December 2010 will be
announced on 3 March 2011.

johnsoho
03/11/2010
09:13
They were made share of the week by colin stuart{Quest} on CNBC yesterday!!!
john10
03/11/2010
08:09
WTF happened to Cobham!!!!
johnsoho
14/9/2010
18:11
Broker upgrade-Outperform
nellie1973
13/7/2010
07:02
Is this anything to do with Scotty (SCO)?
plasybryn
21/5/2010
13:22
may be of interest - COB mentioned on ftalphaville today..

scroll down to approx 11.50.
rumour of potential interest from Northrop Gumman at 320p plus a decent
update from Evolution..

64bit
18/5/2010
23:28
Cobham, the defence and aerospace manufacturer, improved 1.3 per cent to 242.9p on talk it could be a takeover target for a US or European rival. Utility stocks also had a good day following news that the retail price index measure of inflation had jumped from 4.4 per cent in March to 5.3 per cent in April, and reached its highest since level 1991. Traders noted the asset base and revenues of utility companies are linked to RPI. United Utilities improved 3.2 per cent to 541p, while Severn Trent moved up 2.8 per cent to £11.68.
sajjad017
12/4/2010
13:25
Very sound IMHO, and trading and profits will be helped by the weak £. I'm still happy to hold !
bluebelle
12/4/2010
13:19
Very sound company; Been watching a while and now think I may buy a few of these
daryl123
12/4/2010
06:21
RNS out...another contract win :-)

12 April 2010

Cobham Secures Small Diameter Bomb Carriage Orders

ORCHARD PARK, NY USA: Cobham's Mission Equipment strategic business unit has
been awarded further production contracts by The Boeing Company to supply more
than 500 BRU-61/A carriage systems for the Small Diameter Bomb (SDB) program.
The BRU-61/A is a pneumatic multi-store system designed for carriage and release of Boeing's SDB weapon system which has been in service since 2006 on the Boeing F-15E Strike Eagle. To date, Cobham has supplied more than 900 carriages in support of worldwide operations. The BRU-61/A is manufactured at Cobham's facility in Orchard Park NY, USA.

The carriage system provides combat aircraft with the capacity to carry four SDB precision guided unitary munitions on each weapon station, thus significantly increasing the aircraft's weapon carriage loadout per flight. The BRU-61/A carriage is capable of carrying and pneumatically ejecting SDB munitions at sub- and supersonic speeds with the potential growth to be integrated on other fighter, bomber and unmanned aircraft.
"We are very pleased to receive further orders for SDB carriages following
continued investment in a system that is designed to carry multiple stores and
pneumatically eject munitions at supersonic speeds," said Iain Gibson, Vice
President of Cobham Mission Equipment. "We look forward to continuing the
development of our relationship with Boeing and the opportunity to bring the SDB capability to additional Navy and Air Force platforms."

johnsoho
04/3/2010
12:42
Results clearly failed to impress. Revisit of 220/200 due?
dr darkstar
07/1/2010
15:47
break out?
dalstal
12/10/2009
13:00
"A bunch of top companies jump out at me from this list at the moment, namely Serco, Capita, Cobham, BAE, and BAT (again) .

The next screen looks at one of my particular favourites - "Reliable Dividend Growers". These are classic large caps that pay a decent yield which keeps growing year on year. Topping the list is Serco (although its yield is puny), followed by WPP, Capita, Cobham, Scottish and Southern Energy with Imperial Tobacco, BAT and BAE following up the rear. I also think the FTSE 250 version of this screen is compelling - companies that jump out include Mouchel, RPS, Greene King and First Group.

Graham's also had a great amount of success from what he calls his Target Equity index, which is Morgan Stanley's version of a private equity screen, identifying the kind of companies that big private equity outfits like to buy. As a strategy, it's consistently out-performed for the last five to seven years. Alongside BAE, I particularly like the look of Morgan Sindall and Interserve, both of which are churning out dividends and free cashflow. I'd also add International Power and Game Group to the list of candidates worth exploring.

I think we can group the varying candidates from these - and my own - screens into three broad groups. The first are those premium, progressive dividend payers - outfits like SSE (already in my portfolio), the tobacco giants plus Morgan Sindall and International Power. The next group consists of solid, reliable quality companies that pay less in yield but are clearly money making machines - Serco, Capita, BAE and industrials like Cobham. Last but by no means least there's the growth stars - Domino's Pizza, Chemring, Healthcare Locums, and Meggitt plus possibly Compass."

miata
12/10/2009
12:56
Monday, 12 October 2009
UK firm Cobham has inked a new contract with Australian air Express to provide air freight services to eastern Australian ports.

Cobham Aviation Services Australia will continue to provide three BAe146QT aircraft and crews to fly high-priority overnight freight services connecting Brisbane, Sydney, Melbourne and Adelaide.


The A$100m contract builds on a long-standing relationship with AaE, Australia's leading air freight provider, owned jointly by Qantas and Australia Post.

miata
07/9/2009
10:24
john, yes although as you say its a quiet BB. The interim results on 06/08 looked encouraging.
richadvfn
05/9/2009
12:10
Anyone following this company?...Very quiet BB
johnsoho
19/5/2009
00:27
green shot here: defensive stocks not out of sight yet... missed this boat, but we will see with the expenditure cut coming
giuscouk
06/5/2009
14:25
COB CEO plans to retire


Company upbeat about prospects:_

dasv
25/3/2009
23:53
Yeah, the 2 years chart is pretty straight line to early 150s as the next bull signal.
giuscouk
Chat Pages: 13  12  11  10  9  8  7  6  5  4  3  2  Older

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