Updates

Cohort - Shares hit record high of 950p

November 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.

Cohort has published a strong H1 update, with the full year performance expected to be ahead of market expectations. Much of the growth will be driven by Communications & Intelligence as the UK MoD continues to supply equipment to Eastern Europe. For the full year, management anticipates a second half weighting, as is typical for the Group. In addition, since the start of the year, over £120m of contracts have been won, with the order book on 20 Sep ‘24 standing at over £575m, an 11% increase compared to the end of last year, illustrating the positive momentum across the Group. Shore Capital has upgraded current year (FY’25) revenue forecasts by 5%, EBIT by 2.5% and eps by 2.5% and on current FY25 expectations, Cohort t ...

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Volution - Fantech deal drives shares £1 higher

Cohort - Shares hit high of 1086p after acquisition (January 2025)

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 - In-year order intake 1.3x turnover (February 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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