Updates

Cohort

August 2026

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 announced a strong trading update for the financial year ended 30 April, with revenue of £303m and operating profit of approximately £36m, both exceeding market expectations. The company achieved a robust order intake of around £313m (FY25: £284m), surpassing in-year revenue and resulting in a record closing order book of £620m, providing strong cover (c 80% revenue forecasts) for the upcoming financial year. EPS are forecast to increase from 53.5p to 59.6p in FY26 and 70.9p in the year just started. A main write-up at 516p in September ‘23, the shares hit close to £16 last year before the slight pull-back. I am running profits. ...

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Informa

Amaroq - Next year’s prospective PE just 8.9

Cohort (February 2026)

Cohort - Shares soar towards £16 (August 2025)

Cohort - Remarkable spike to over £14 (June 2025)

Cohort (February 2025)

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

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 - 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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