Cohort Share Discussion Threads

[chrisdgb] 11/6/2024 12:39

Come a long way.......

[phg87] 11/6/2024 08:56

Would assume some profit taking after a long run up. Or could be MMs looking to get some shares trying to scare people to sell.

Thats my best guess as could now find any news but could be wrong also

[robe7] 11/6/2024 07:39

Anybody know the reason for the dip ? on no news ?

[wad collector] 29/5/2024 10:44

SP is not pausing for breath yet despite wider market fall. Ride on....

[petomi] 23/5/2024 11:34

Thanks Edmonda

Note that ED maintain the 'fair value' at 725p so at 800+ the price may be getting ahead of events.

GLA - this has been a pretty good LT investment.

[edmonda] 23/5/2024 07:00

Confident update out after a cracking year: performance slightly ahead of expectations

New research note from ED. Momentum seen continuing, their outlook and Fair Value retained, as you can hear / read here :

[wad collector] 16/5/2024 16:09

Looks like another leg up might be imminent; decided not to take profits earlier this month but like my QQ and BAe holdings , this seems a sector to ride not sell.

[gswredland] 05/5/2024 06:33

Tipped by Midas today

[robertball] 03/5/2024 05:21

Not sure. Wait a year and see what export sales are? Or buy it now cheaply?

[gswredland] 02/5/2024 07:18

P/e a bit stretched wad?
Wouldn't be surprised if these got taken out

[robertball] 01/5/2024 20:57

15% stop loss. So sell if price falls to 680p

[blender] 01/5/2024 19:54

I'm thinking the rise is linked to the recent site visit from institutional investors. I guess that was a signal things were getting bigger. I've never really seen such a visit from institutional investors posted as an RNS but maybe they wanted to be clear about what it was intended to be. Could be just the start.

[wad collector] 01/5/2024 19:35

Wow £8 breached today ; is this time to take some profits with P/e looking a bit stretched, or ride the winner?

[edmonda] 24/4/2024 07:00

All the papers cover Rishi boosting UK defence spend to 2.5% GDP by 2030 - great news for sector and CHRT - but its not just the UK. Europe has a war on its doorstep and has mostly neglected self defence for decades.

Its catch-up time...

[chrisdgb] 04/4/2024 09:19

great looking chart now.....

[petomi] 02/4/2024 10:32

Had a belated look at the CEO/FD presentation referenced in the 26 March 'Contract Win' RNS.
hxxps://brrmedia.news/CHRT_MA.

Typically low key presentation style and understandably coy about margins etc but:
- the technology as described seems impressive, as validated by the competition win (apparently on quality of product)
- they are already in talks for additional export orders with indications some could be relatively soon.

Clearly execution will now be key but this could be transformational.

GLA

[robertball] 29/3/2024 14:04

See post 412. 3 years ago...Take out price north of £9

[dozey4] 29/3/2024 10:16

What are the prospects of one of the big four mentioned above (post 542) coming in with a bid? I’m LTBH CHRT as part of IHT relief portfolio (rag-bag) but over £7 offer would raise interest.

[gswredland] 27/3/2024 16:10

Wow beating that lot is some going

[pdt] 26/3/2024 08:12

As well as being a material contract win it is a big vote of confidence. Hopefully, leading to similar wins internationally.

[robertball] 26/3/2024 07:48

30% sales uplift for SEA. Of course there will be contract extensions. £6.60 on open?

[chrisdgb] 26/3/2024 07:45

Wow.......

[edmonda] 26/3/2024 07:26

"Major £135m contract award"

Cohort announces that its subsidiary SEA (Systems Engineering and Assessment Ltd.) has been awarded a major contract by the UK’s Ministry of Defence to provide Electronic Warfare Counter Measures (Increment 1a) (EWCM 1a) to the Royal Navy with a total value of at least £135m. This includes provision and support of SEA’s Trainable Decoy Launcher System, Ancilia.

At the FY 24 interim results Cohort had commented on an overall “increased tempo” of order intake. The Group reported a closing order book of £354m: we note that this latest contract takes the closing order book above the £0.5bn mark at £513.6m.

We have raised our FY25 revenue outlook by 2.5% (£5.0m). Thereafter we estimate a contribution from the SEA EWCM contract of c.£15.0m annually. Our FY25 E (adj.) EBITDA estimate is raised by £2.0m, +10%, with an estimated subsequent incremental annual c.£5.0m contribution. Our FY25 EPS outlook is raised from 36.7p to 41.8p. Accordingly, and in the light of additional recent contract wins (e.g. the 19 March Chess Australian Navy contract) our Fair Value is raised to 725p.

New research report: