Updates & Ideas

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

September 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.

With the belated arrival of Kamala Harris to contest the US election, the race is now too close to call but it’s no exaggeration to say it could dramatically affect global security if Donald Trump wins as he’s committed to slashing support for NATO. European countries have belatedly woken up to the danger posed by years of running down budgets and many have committed to increased military spending to deal with the new axis of evil, ranging from Russia to China, Iran and North Korea. Industry data shows global military spending rose 9% in 2023 to US$2.2 trillion while the US and its allies, Australia, Japan, South Korea, Taiwan and the Philippines, together increased their budgets by 7% to over US$1.05 trillion. Interestingly, Taiwan alon ...

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Loungers - Opening 35 casual dining outlets annually there’s plenty of runway to 665 target

Volution - Overdue another eps enhancing acquisition

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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