Primary Recommendations

Cohort - Exciting play on growing defence spend

September 2023

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.

Recent events, such as Russia's invasion of Ukraine - the first military conflict in Europe since World War II - are regrettably far from over. The Kremlin appears convinced that Russia possesses the staying power necessary to sustain the conflict. In the light of Russia’s ability to sustain the war at its current level and the obvious risk that if Putin finds himself genuinely threatened he might resort to the use of a nuclear weapon, there has been an increase in defence spending for the first time since the end of the Cold War and the fall of the Berlin Wall, which had led European nations to drastically reduce their defense budgets. For instance, most countries had hollowed out their defense spending as a percentage of GDP ...

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

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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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