Cohort Share Discussion Threads

[wad collector] 14/12/2021 09:19

Ouch. Everything up in results, except ,um , profit.

[robertball] 30/9/2021 07:56

Has somebody woken up?

[shaker44] 22/9/2021 14:22

No bid premium in the price-yet. Happy to tuck away patiently. Not much downside risk

[tole] 22/9/2021 13:28

https://masterinvestor.co.uk/equities/small-cap-round-up-featuring-cohort-kape-technologies-and-strix/Cohort (LON:CHRT) – strong order book and still going for growth this year, with bid possibilitiesMonday's AGM Update from this defence and related markets technology group declared that the group's long-term order book was now up to £242.4m.Of that figure some £100m is for the current year, which already underpins 64% of market expectations for the year to end April 2022.Like so many other businesses across industry generally, there are supply chain and staff hassles, however the company expects the current year to show a trading advance while also leaving itself with zero net debt.I still reckon that the group is on the shopping list of a potential bidder or two.It really does have such a good spread of businesses that are essential to several of the sectors in which it operates.Its various subsidiary companies cover: surveillance, tracking, fire-control systems for the defence and security markets; communications systems for naval and military customers; sonar and underwater communication systems for the naval markets; electronic warfare specialist data technology, digital services and training support for defence and security markets; electronic and surveillance technology for the UK MOD and government agencies; and technology-based products, research and training services for the defence and transport markets.The group would fit into any of the private equity vehicles that are popping up in the UK, the US and in Europe.Current year estimates to end April 2022 suggest that the group could have revenues of £156m and make around £18m pre-tax profits, worth 34.5p in earnings and able to pay just over 12p per share in dividends.Then going into the next year, the order book helps to kick in an extra £12m of estimated sales at £168m, producing profits of nearly £20m, pushing earnings up to 37.5p and paying a 13.5p dividend per share.At just 550p the group's shares, which were up to 722p some 21 months ago, today offer both growth and possible bid upside.

[wad collector] 22/9/2021 09:13

An update acknowledging current poor performance but cautious optimism about the future; as you say , not bad.
I suspect the share price is going to meander for a long time now.

[napoleon 14th] 21/9/2021 00:26

TU not bad under the circumstances.
I used to hold and watching.

[robertball] 17/9/2021 12:08

Trading update Monday

[wad collector] 09/9/2021 09:08

Certainly could do with a bounce. One of my few tech holdings that pay a dividend but priced more on expectation than yield.

[robertball] 09/9/2021 06:41

Splendid. This share price should be north of £7. Reluctant to sell Incase IMiss a bounce

[wad collector] 09/9/2021 06:28

Contract win

Mass awarded GBP11m contract extension

Cohort, the AIM listed independent technology group, announces that its wholly owned subsidiary MASS Consultants Ltd ("MASS") has been awarded a further two-year extension to the Joint Command and Staff Training (JCAST) contract for the UK armed forces' Strategic Command. The contract extension has a value of over GBP11m and is deliverable evenly over two years, commencing in July 2022

[tole] 31/7/2021 12:48

https://masterinvestor.co.uk/equities/getbusy-and-more/Cohort (LON:CHRT) – This undervalued defence and security group declared a 9% increase in its revenues to end-April at £143.3m and an adjusted pre-tax profit of £17.9m against £17.5m. Earnings in the Covid-19 impacted year were 33.6p (37.1p), while the dividend was increased from 10.1p to 11.1p per share. There is a strong order book for this year and ahead. The shares have enjoyed a quick reactionary run upwards since this week's results. Now at 579p they do have the look of wanting to grab at much higher price levels again. Hold very tight – they will be back up in the 650p price range fairly soon, methinks.

[robertball] 27/7/2021 06:28

Uninspiring

[robertball] 07/7/2021 11:59

Company is completely under the radar...oh the irony...

[robertball] 07/7/2021 11:09

Yup. £8 on the cards

[shaker44] 07/7/2021 08:27

Certainly looking cheap now. Far more upside than downside imo.

[robertball] 07/7/2021 08:15

Yes. After 2 years of treading water

[petomi] 07/7/2021 08:09

Thanks Rb - looks a bit more than possible with order received and work starting now. Anyway did nothing for the price but good validation of our technology and the ELAC acquisition.

GLA Hopefully we can resume our upward march soon!

[robertball] 07/7/2021 06:25

News today. 75m contract possible...

[robertball] 26/5/2021 07:51

Harsh but fair

[robertball] 21/5/2021 06:14

Pre close due soon?

[sphere25] 06/5/2021 15:11

Naked Trader website updated.

Buys: CHRT, GATC, UPGS, LUCE, SPI,
Shorts: ROO (TRN also mentioned as a possible good short)

[robertball] 30/4/2021 06:54

Press release yesterday but no RNS?

[robertball] 14/4/2021 09:26

I live in hope of QQ. Buying cohort