Cohort Share Discussion Threads

[woodcutter] 15/12/2015 16:07

CHRT 5 year weekly chart and not a profit warning in sight!

You do have to wonder exactly how much research PS actually does on his small caps.

woody


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[hastings] 15/12/2015 15:40

Some additional thought that may be of interest.

[woodcutter] 15/12/2015 13:13

Paul Scott doesn't seem keen, or rather he does but wants to persuade his readers to sell so he can buy on the cheap.

- I'm impressed with these numbers, showing excellent growth. The outlook comments also sound strong. The balance sheet is sound, with net cash.

My main concern is that the shares have already re-rated to take into account the company's good performance, with the shares having almost doubled in the last year. So the big question is whether there's more to go for? Companies like this do tend to have profit warnings every few years, when gaps appear in the order book, so for that reason I wouldn't be happy paying the current price of c.400p for this one.

So we're having a profit warning then, despite winning new contracts!

Sounds a little manipulative to get the share price down maybe. I've mentioned it before, this guy is nothing but opaque.

Accumulate once it's settled

woody

[napoleon 14th] 14/12/2015 20:03

As long as it holds 400p in this dog of a market,
IMO we're safe enough...

On to the next deal & higher fundies...

[r ball] 08/12/2015 06:52

I suppose what I mean is always average up, never down and keep 15% stoploss

[r ball] 08/12/2015 06:47

hmm.. I've never become poor by paying too much for a share. £10 target and take over target on founders exit?

[mattafc] 07/12/2015 09:15

Looks fully priced at the moment to me, but still holding as regular contract wins and relating sleep making space for further price increases. Hoping regulars will bring the same

[r ball] 07/12/2015 08:02

results next week

[r ball] 25/11/2015 08:31

bought - yesterday.

[napoleon 14th] 25/11/2015 08:30

Contract win!

Timber chopper - got your timing right this time...

[r ball] 23/11/2015 20:32

Lots of job vacancies!

[woodcutter] 19/11/2015 14:02

held in the past and sold too early in the consolidation phase last year. bought in again today on the trend strength and fundamentals.


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woody

[sogoesit] 14/10/2015 13:53

Accumulated at 389.9p today.

[bluerunner] 14/10/2015 12:27

CHRT tipped again in ST column in IC today. Technical set-up supportive of further gains / potential for more positive news flow.

[sogoesit] 13/10/2015 19:12

There was general write-up in Shares Mag last week for Defence Stocks and CHRT was highlighted to the good as benefiting from the submarine expenditure announced by the Chancellor recently.
Also they were at some exhibition and the CEO interviewed.
Good luck for some more uplift!

[bluerunner] 13/10/2015 11:07

More fantastic news from Cohort.Prospects look very good here.

[hawks11] 10/9/2015 19:16

I looked as I saw that Panmure marked it as a buy today, no write up I'm afraid and no target.

[hastings] 14/8/2015 07:47

Write up may be of interest to holders or watchers.

[mattafc] 13/8/2015 21:52

From Proative Investors:-The broker Investec, which rates the stock a 'buy', increased its price target 20p a share to 420p following the contract award.It has also raised its full-year 2017 and 2018 earnings per share forecasts by 3%, as it told investors there is scope for "substantial revisions" once full details of the deal emerged.--------------Scope for 'substantial revisions' sounds promising. I'm over my initial profit target on this, but looking to run profits as the board seem to be making all the right moves.

[paleje] 13/8/2015 06:21

13 August 2015

Cohort plc

("Cohort" or "the Group")

Cohort's MCL subsidiary wins MOD hearing protection contract

Cohort, the independent technology group, is pleased to announce that its subsidiary Marlborough Communications Ltd. (MCL) has been awarded a contract by the UK Ministry of Defence to provide the armed forces with tactical hearing protection systems for the dismounted close combat user ("THPS DCCU"). The award follows a competitive tender process.

The initial order value is GBP11.2m. Further orders are expected over the duration of the contract and the delivery schedule and total contract value are still the subject of discussion with the customer. The contract has been awarded for four years, with an option to extend it for a further three years.

The solution being supplied by MCL was developed in partnership with INVISIO Communications, a leading Danish audio technology company.

This contract win follows on from MCL's previous UK MOD win earlier in the year, supplying its Tactical In-Ear Protection Plugs as part of the tactical hearing protection system for the basic user soldier.

Andrew Thomis, Chief Executive of Cohort plc, said:

"We are delighted that MCL has been awarded the THPS DCCU contract. We look forward to working with the UK MOD to deliver this important equipment to soldiers.

"The contract will add significantly to our already strong order book, which substantially underpins our revenues for Cohort's current financial year."

[paleje] 07/8/2015 08:00

ST reiterated his advice to run profits yesterday, upped his target to 375 and added Investec Securities now believe fair value around 400p a share.

[paleje] 06/8/2015 08:48

Edison raised fair value this morning to 390

Cohort has announced its first international acquisition, purchasing Empresa de Investigação e Desenvolvimento de Electrónica, SA (EID), a Portuguese supplier of advanced defence communications systems across naval and land systems, for a net consideration of €16m. EID not only brings a new home market in Portugal, but also access to a thriving export base encompassing customers in 14 countries across five continents. With the business creating a new fifth leg to the group and the deal expected to be earnings enhancing in the current year, we believe Cohort has demonstrated that it is now ready to push on in its international expansion. Our fair value rises to 390p/share.

[ftseproactive] 05/8/2015 14:00

Proactive speaks to Cohort boss Andy Thomis...

[paleje] 05/8/2015 13:28

Sorry, yes I agree with that, and the implication if that rate of growth were to continue:)