Cobham Share Discussion Threads

[lurki0] 17/10/2011 19:49

As of today Blackrock now own 5.05%. They know a bargain when they see one.

[bigbertie] 17/10/2011 09:10

JRR - I've followed these for years, and just bought back in last week because I also thought the shares undervalued. They are in both civil and defence aero and have some specialist niches. They have about 60% biz in US which means possible bid interest from there. Recent sales flat but this does not seem to have given them a problem with cash flow or profits, and todays contract extension in Oz shows what scope there is. Good luck if you treble up!

[jrr774] 15/10/2011 14:49

Very quiet board. Any holders here? I'm thinking of trebling my holding as I don't think the concerns over defence spending will last into the medium term and Cobham's recent decline looks overdone. Surprised not a murmur in the share price whilst BAE went up on vague rumours of a bid from EADS this week. Any thoughts?

[nellie1973] 09/5/2011 14:19

Cobham upgraded to buy from neutral at UBS, target price 270p up from 225p.

[raggedglory] 08/3/2011 19:13

Appears to be on a roll. If it carries on at this rate it'll be back in the FTSE100. And yet another contract announced today!

[raggedglory] 03/3/2011 20:59

I've been a holder for a while, but after reading today's results I must say I was unaware of quite how many niche markets they seem to have a pretty firm grip on. The market seems to like the story going forward, what with the recent plethora of new contracts.Interesting.

[sjgadvfn] 03/3/2011 11:42

Strong performance today, on the back of preliminary results.

[johnsoho] 02/3/2011 15:41

And yet another nice RNS followed by an share price drop!!!!!

CONCORD, California - Cobham has been selected by Inmarsat to be the maritime terminal launch partner for Inmarsat's new Global Xpress(TM) global broadband service, with a distribution opportunity valued at $40 million over the next five years, and potential for more depending on market success.

Cobham has been awarded contracts to develop, manufacture, test and distribute Global Xpress maritime satellite terminals, through their Sea Tel product line. As initial launch partner, Cobham will ensure availability of Global Xpress maritime satellite terminals at service introduction planned for 2013.

"Cobham ranks number one in its Sea Tel VSAT (Very Small Aperture Terminal) range. We're known for creating innovative products that helped fuel the growth of C and Ku band maritime VSAT services", said Fred Cahill, vice president of Cobham Antenna Systems. "We are thrilled to partner with Inmarsat to help create the next generation of rugged and reliable maritime terminals for use on military ships, recreational boats, offshore platforms and more."

Global Xpress(TM) will begin operations in 2013 with services tailored initially for the government, energy and maritime markets. Global Xpress(TM) takes advantage of the additional bandwidth available in the Ka-band to offer download rates of 50 megabits per second (Mbps) and upload speeds of 5Mbps from mobile user terminals as small as 60 centimeters.

About Cobham Antenna Systems

Cobham Antenna Systems is a world leader in the design and manufacture of communication systems and antennas for aircraft, ships and vehicles. Cobham's innovative communication, navigation, jamming, electronic warfare, telemetry and radar antennas serve all major commercial aviation manufacturers and operators, major defence contractors, emergency response organisations and law enforcement agencies with high speed data, voice and video.

Cobham's stabilised marine antennas are acknowledged as the best in their field for commercial shipping, oil and gas platforms, cruise ships and super yachts, with more than 20,000 in service.

About Cobham

Cobham's products and services have been at the heart of sophisticated military and civil systems for more than 75 years, keeping people safe, improving communications, and enhancing the capability of land, sea, air and space platforms. The Company has three divisions employing more than 11,000 people on five continents, with customers and partners in over 100 countries and annual revenue of some GBP1.9bn / $3 billion.

[johnsoho] 01/3/2011 23:00

And another nice RNS followed by an share price drop!!!!

Cobham Wins US Army Missile Simulation System Order Worth up to $56M

HUNTSVILLE, ALABAMA - Cobham has been awarded a $4.7 million delivery order for the initial design and development of a mobile Infrared/Ultraviolet (IR/UV) threat simulator for the U.S. Army.

As prime system integrator for the Army's Multi-spectral Sea and Land Target Simulator (MSALTS), Cobham's Analytic Solutions strategic business unit could see the contract's total value grow to $56 million if all options are exercised and funded during the next five years.

"The MSALTS award is another demonstration of the program positions we can win by bringing together key technologies from different strategic business units across Cobham," said Randy Morgan, president of Cobham Analytic Solutions. "Looking forward, we see great opportunities to market Cobham's capabilities as a whole to deliver technically superior and cost effective solutions to the war fighter."

According to the US Army, the MSALTS project will provide the Office of the Director, Operational Test and Evaluation (DOT&E) Center for Countermeasures (CCM) and its customers with a portable Infrared/Ultraviolet open-air missile simulator to support multiple simultaneous missile engagement tests and/or missile warning systems.

The contract was awarded 7 December 2010 with work in design and development being performed in Alabama, Florida and New Jersey. Options are available for additional systems, and will be exercised by the Government as required. Contract period of performance is 60 months.

[raggedglory] 28/2/2011 19:14

Agreed, Jeff. Looks like a well-deserved return to form for a unique business.

[jeffian] 28/2/2011 14:11

Interesting outcome to the US Air Force air tanker replacement programme. The tender was originally won by EADS - a consortium of which Cobham was part - but US politicians kicked up about US company Boeing losing the contract and forced it to be re-tendered, this time producing the 'right' (political!) result and Boeing winning.......but Cobham still get contract for the re-fuelling kit. A case of you win/you win; you lose/you still win! Well done Cobham!

[pmeldrum] 20/12/2010 07:36

Nice RNS today

Cobham to supply antennas and avionics for South Korea's utility helicopter

MARLOW, United Kingdom: Cobham will provide antennas and avionics for the indigenous Korean Utility Helicopter (KUH), under a multi-million pound long term agreement with the manufacturer, Korean Aerospace Industries Ltd.

Cobham Antenna Systems, part of the Cobham Defence Systems Division, will supply a suite of communications and navigation antennas manufactured in the UK alongside a navigation transceiver manufactured in the US by sister Division Cobham Avionics and Surveillance.

Developed in conjunction with Eurocopter, the twin engined KUH "Surion" will be manufactured in Sacheon, South Korea. It will carry two pilots and up to 16 troops, with a maximum takeoff weight of 8700kg. South Korea plans to produce 245 over the next decade to replace aging UH-1H and MD 500 helicopters.

KAI's selection of Cobham follows a successful multi-year trials programme and further enhances a long standing relationship which has already seen the Company's equipment selected for KAI's KT-1 turboprop trainer and T-50 supersonic advanced jet trainer/fighter.

"We are delighted that KAI has again selected Cobham for a major new programme," said Cobham Antenna Systems Vice President Fred Cahill. "This agreement demonstrates Cobham's strong presence in international markets and our reputation as a low risk provider of the best equipment available."

[arja] 18/12/2010 15:19

sadly just a dead cat bounce it seems !

[arja] 16/12/2010 09:26

with shares there is very often smoke without fire ! great start today but now retreating and it is becoming a trading stock !

[binladin] 16/12/2010 08:34

DOUBT OF ANY BID::

[scrapman] 16/12/2010 08:09

Just to show some stories never go away , friend of mine in states , last night said that it is being looked at by GE !

great to know COB is so popular ,,,

[arja] 14/12/2010 08:28

so the 2 day rally was all it was and now drifting south again - what a pain !!

[scrapman] 13/12/2010 11:51

Apparently , approach has been made , mangement are " no comment " seems a similar position to DLAR last week

[arja] 10/12/2010 15:50

2 day rally solely on t/o rumour it seems. might run a bit more before resuming downtrend IF no concrete news emerges .

[scrapman] 10/12/2010 12:41

any one got any views on this , seems a possible runner ? or just a P & D

[scrapman] 10/12/2010 11:22

looking at the trades , could be a buy programme running