Cohort Share Discussion Threads

[sammy_smith] 16/12/2013 11:04

WATCH: Cohort Plc (CHRT) - Results for the half year ended 31 October 2013

Click the link below to watch

[b17nns] 21/11/2013 13:15

Nice bounce today.

[sammy_smith] 29/10/2013 13:42

LISTEN: Cohort Plc (CHRT) - Contract win

Click here to to listen the webcast

[and01] 29/10/2013 07:19

Excellent news

[b17nns] 21/10/2013 12:44

Coming back nicely.

[tudes100] 10/10/2013 09:39

Just in case anyone missed this from the mail online yesterday...

www.dailymail.co.uk/money/article-2449457/SMALL-CAP-SHARE-TIPS-Cohort-sees-45-share-price-rise-year-growth-expected.html

[0rb1t] 03/10/2013 14:50

Here's the article on proactive:

www.proactiveinvestors.co.uk/companies/news/61790/cohort-defies-the-aim-stereotype-as-its-entrepreneurial-approach-pays-dividends-61790.html



Seems to be repeating a video interview with the CEO on the 30th Sep:

www.proactiveinvestors.co.uk/companies/stocktube/2215/cohort-plc-strong-order-book-growth-in-profits-and-dividends--2215.html

[...]

[mortimer7] 03/10/2013 14:18

Article on proactive investors lunchtime today
Sorry I can't post a link, but it's positive
"Defence technology group Cohort defies the AIM stereotype in that it is cash generative, profitable and pays a dividend"

[0rb1t] 03/10/2013 10:30

Looks like write-up in Shares Magazine today:

Cohort is on the march
Building order book boosts visibility ahead of first-half results
A bulkier order book increases visibility and therefore quality of earnings at minnow defence firm Cohort (CHRT:AIM). This could help sustain a re-rating of the stock into its interims which are due in December. Last month's update (18 Sep) on ...

Does anyone here know the gist of the article?

[0rb1t] 01/10/2013 06:57

Story in the independent:



Detica's sales grew to £211m last year. It is thought half of those revenues came from Government cyber security contracts ...

[0rb1t] 30/9/2013 16:18

FT Article: UK becomes first state to admit to offensive cyber attack capability

[ceohunter] 30/9/2013 15:58

video interview

Cohort plc: strong order book, growth in profits and dividends

Andrew Thomis, CEO of Cohort plc (LON:CHRT) tells Proactiveinvestors that it aims to continue its strategy for growth

[pjhutchy] 18/9/2013 19:30

Robbie burns updated his website today he said the following about cohort Cohort dipped a bit today, looked like a bit of strange panic selling or profit taking but the report looked fine to me especially longer-term so sticking with it myself.

[pjhutchy] 18/9/2013 18:49

Good update in my opinion. Order book rising nicely and some nice contracts being won.Maybe the comment about profits may be more weighted to the second half scared Afew investors off or maybee they were expecting more.

[b17nns] 10/9/2013 13:28

Saw he was in too.

[arshadte] 09/9/2013 17:00

Good News Guys

Robbie aka Naked Trader has also bought.

[pjhutchy] 20/8/2013 17:09

Excellent news. Lots of trades today

[sammy_smith] 20/8/2013 11:38

LISTEN: Cohort plc - SEA awarded GBP 11m contract to supply further external communications systems

Click the link below to listen

[pjhutchy] 08/8/2013 17:42

Looks good. We should continue to rise slowly but surely 200 seems like a sensible short to medium term target

[brokertobroker] 08/8/2013 13:36

Looking good - wouldn't be surprised for it to naturally retrace, but I'm in this for the long Term - thanks to Paul for pointing it out:

• c.17m cash on balance sheet, no debt, no pension deficit.
• 2014 PE is 9.8, industry average is 14.5 so looks cheap.
• Accelerated progression of dividend, 2.2% yield, 6x covered.
• Strong operating margins at 12%.
• Good cash flows - quality earnings - ROE and ROC c.15%.
• Niche business so more immune to budget cuts;
• The outlook is strong and the business has good viability.
• Management purchased shares at 120p a while back, interests aligned.
• From meeting the management, they appear to be quality.
• Brokers consistently, albeit slowly, upgrading EPS.
• Plenty of upside here - especially with industry going gang busters!!!
• Looks like a very attractive long term value play, PT 250p in 1 year.