Cozart Share Discussion Threads

[wengerb] 25/8/2007 08:14

Cr4zyness. Isn't that old news that first appeared at the end of July?

[etarip] 22/8/2007 08:24

Company says, "Preliminary results for the year ended 31 May 2007 on 6 September 2007."

[cr4zyness] 21/8/2007 12:52

Results soon,

[jimmyloser] 17/8/2007 07:46

The interims are planned for 31st of August according to Forbes/Thomson

[figure6] 31/7/2007 09:07

There was also a rep from Cozart on one of the news channels and Cozart were mentioned as the supplier of the drug testing gear.(I do not hold these).

[etarip] 31/7/2007 08:56

On BBC News 24 there was a feature on driving and drugs. It included a shot of a policeman with road-side equipment that was described as being tested for the future. It was clearly marked as Cozart.

[etarip] 30/7/2007 10:23

"Medical diagnostics company Cozart PLC said the UK Home Office has released guidelines to let police forces in England and Wales expand the drug interventions programme using the company's RapiScan system"

Can anyone quantify the significance of this announcement to the company?

[jimmyloser] 19/7/2007 08:12

The Times, Thursday 19th

Of relevance, perhaps


Gary Player the golfer, indicates that he knows for certain that some players are taking performance enhancing drugs, he claims to know of ten players but is said to believe that the figure is much higher it adds that Golf has currently no drugs testing



Sport has to be a huge target market for CZT and Philips for worldwide trackside testing

[cr4zyness] 09/7/2007 07:30

Indeed fantastic ;)

[jimmyloser] 09/7/2007 07:12

There seems to be no stopping this management team...well done

[jimmyloser] 03/7/2007 21:26

Distributorship.....apologies.

[wengerb] 03/7/2007 12:38

Or not. I think that, for the time being, the company is pretty fully valued on a forward p/e ratio of over 60 and the revenue impact of the Cozart-Philips collaboration a few years away. It's jam tomorrow time.

[ntv] 02/7/2007 20:54

50p here we come

[cr4zyness] 02/7/2007 10:23

WengerB,

Ok yeah results around 31st August or they were last year, which is around 8 weeks off (coincidence I wonder). Anyway we will see I have a long position and bought more this morning so good luck ;)

[wengerb] 02/7/2007 10:09

Cr4zyness. It's not that I don't want to carry on a debate. It's just that I don't think there's anything much more to debate at the moment. Let's see what Cozart's final results tell us (or don't)? But they aren't due until the end of next month

[cr4zyness] 30/6/2007 11:03

Wenger,

Good post I will carry on the debate over the new thread if you are interested:

[wengerb] 30/6/2007 07:09

Cr4zyness. Don't let your enthusiasm for Cozart cloud your judgement. I have a fairly large stake in the company and all I'm saying is that there are good reasons not to expect an imminent re-rating. Is an 80% rise from Jan 2006 stagnation? Is an 8% fall from the highs of Feb 2005 growth? I first bought into Cozart in Feb 2005 and I've added several times since.

You point to many areas of potential growth and you're correct but, bear in mind:

1. Cozart currenty has zero presence in the US and many UK companies have lost their shirts attempting to take on the US. A licensing deal with a US company might be a way in to that market.

2. Cozart's product is not rapidly being taken up by more and more police forces. Many police forces see other priorities for their stretched resources.

3. Drug testing laws might well change but as yet there's no sign of any particular governmental enthusiasm for such a change.

4. The Emirates contract was a good win but it's peanuts spread over 3 years.

5. The Home Office contract represents maybe a 5% growth in Cozart's annual revenues.


My message is that one day Cozart may become a far more valuable company and will probably be bought by Philips but be moderate in your hopes and expectations for an imminent further rise in the share price.