Updates & Ideas

Cohort - In-year order intake 1.3x turnover

February 2024

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

To paraphrase an old saying “there are decades in which nothing happens and weeks in which decades happen” and 2023 was very much an example of the latter. It began with tentative hopes that Ukraine’s long-planned counter offensive might force a quick end to Russian hostilities but not only did those hopes evaporate but a new crisis erupted in Gaza and is now preventing commercial shipping from using the Red Sea (for fear of attack from Iranian backed Houthi rebels in Yemen) in spite of the US Navy intercepting cheap drones with US$1m missiles. Meanwhile, there’s been an up-tick in Communist Chinese warships and aircraft encroaching into the Taiwanese Strait weeks ahead of the latter’s democratic elections. As the odds on a catas ...

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Topps Tiles - Missed out on rally; ex-cash PE 8.6 and 7.3

Cohort - Shares hit record high of 950p (November 2024)

Cohort - Path to mid teens EBT margins (from 10.4%) not in forecasts (September 2024)

Cohort - Shares hit 853p (July 2024)

Cohort - Shares up 170p in ‘24 after huge contract win (May 2024)

Cohort - Exciting play on growing defence spend (September 2023)

Cohort - Leader in defence technical services with eye on acquisitions (June 2006)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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