Cohort Share Discussion Threads

[bluerunner] 24/7/2015 20:25

I'd guess a bit of profit taking after some sharp increases.Take a look at the 1 and 3 year charts for perspective.This is one of only 3 stocks I hold and I'm buying on the dips. Long term hold for me.

[maramara] 24/7/2015 15:16

So why the drop today?

[bluerunner] 21/7/2015 15:12

The results were very good.IC were very bullish recently.Broker upgrades?Also the prospect of a more robust stance on the Middle East from the West?And - as you have mentioned - it's undervalued.

[njpeet] 21/7/2015 14:59

Does anybody know what's caused this rally? I've been patiently sitting on this undervalued stock for 2 years!

[bluerunner] 08/7/2015 13:13

IC issued a very bullish write-up on CHRT yesterday with ST detailing a 365p target.

[tintin82] 02/7/2015 08:05

Excellent write up in Shares magazine today, very positive.

[morkandmindy] 26/6/2015 14:33

wow, just under 11,000 gone through at 309p. A delayed trade :)

[bluerunner] 26/6/2015 13:40

Breaking out.

[mattafc] 26/6/2015 11:59

Swing out Sister ?

[mattafc] 25/6/2015 17:55

Nice summary IC! With a M/Cap of £115m and forward GP at £12.7m this still looks cheap to me. Especially when you look at the 19.7m net cash and a return this year that outperformed the forecast.

[mattafc] 25/6/2015 08:54

Using the increased Net Cash position to fund more earnings enhancing acquisitions is a strategy that works for me.

[b1ggles] 25/6/2015 08:01

They're in no hurry to pay the divi, tho, are they (not that the increased one is even that big)? I've got lots of divis due and none of them are even in August, this is due 30 September!!

[mattafc] 25/6/2015 07:09

Lovely update with results. Using the kind of language I like!"Cohort once again improved its performance in the year, achieving record revenue, adjusted operating profit and closing cash. The underlying businesses of MASS, SCS and SEA all recorded growth in revenue and adjusted operating profit, and the result also benefited from the two acquisitions made in the year."

[mattafc] 22/6/2015 20:08

Thanks blue. I need to look and see if there are any reasons not to buy, but the only negative I have seen so far is the recent Director sale, but this doesn't really present a problem. I also need to understand the story more, is there a catalyst that could help this share move higher rather than just trade sideways over the next few months? Maybe the results will bring something

[bluerunner] 22/6/2015 19:31

Mattafc - I agree with your comments. The only thing to look out for (as far as I can see) has already happened.This sector tends to experience a post election pullback.I'm long here for the reasons you highlight.But also this was one of the stocks that Giles Hargreaves (Marlborough) said last year that he'd happily hold for a decade.

[mattafc] 22/6/2015 18:30

Just come across Cohort ahead of results this week and have done an initial scan to see if it's worth going deeper.So far all looks positive. Low forward looking P/E, dividends increasing, order books look like they're also increasing, chart looks in a general upward trend with a decent support level, and a bit of net cash.Anything I should look out for or be aware of? The board here looks very quiet

[tintin82] 24/4/2015 13:50

Looks like it, textbook

[johnv] 24/4/2015 13:08

Tree shake?

[bluerunner] 24/4/2015 10:56

Pre-election jitters?

[doobz] 24/4/2015 10:20

Agreed, I couldn't see anything either. If the spread was lower I might be tempted to try a quick bounce trade.Good luck all D

[tintin82] 24/4/2015 09:52

Haven't seen anything but good news so no idea! I would buy some more but already have a significant position.

[doobz] 24/4/2015 09:46

Anyone see any reasons for this down spike?

[bluerunner] 14/4/2015 12:48

A good buy recommendation today on IC:

'Furthermore, with net funds forecast to rise from £6.7m last October to £8.5m at the end of this month, or the equivalent of 21p a share, the company is well funded to make further earnings enhancing bolt-on acquisitions as chairman Nick Prest noted at the time of the half-year results. As and when these complimentary deals are done, expect further upgrades to the aforementioned profit estimates. It's worth flagging up too that the double-digit profit growth is also being driven by major contract wins, details of which I outlined when I last updated the investment case, so there is an organic growth story here, too.'