Monday

Cohort (LON:CHRT) announced an £8m electronic-warfare contract to two different UK
customers. Boss says:

"... underpins MASS's reputation as the UK's leading provider of independent EW Operational Support services and will contribute to the Group's revenue in the current year and beyond."

http://www.investegate.co.uk/cohort-plc--chrt-/rns...

Cohort (LON:CHRT) is one of just 47 AIM companies to have managed five or more years of successive dividend growth. The shares today trade at 14.2 times forecast earnings for 2015, with the expectation of a 2% dividend yield.

Tuesday

Story of the week

iomart (LON:IOM)
This is one of the more successful companies on AIM. The company is a datahost and cloud computing provider. Only in July, management rejected a 285p bid from Cinven. Naturally the shares fell when Cinven walked away. However, that fall was exacerbated further by recent H1 results:
http://www.investegate.co.uk/iomart-group-plc--iom...

· Revenue growth of 28% to £31.5m (H1 2014: £24.6m)
· Adjusted EBITDA1 growth of 44% to £14.0m (H1 2014: £9.8m)
· Adjusted profit before tax2 growth of 27% to £8.0m (H1 2014: £6.3m)
· Adjusted basic earnings per share3 from operations increased by 26% to 6.15p (H1 2014: 4.89p)
· Cashflow from operations increased by 49% to £13.5m (H1 2014: £9.1m)
· Cashflow from operations 96% of adjusted EBITDA1 (H1 2014: 93%)
· Adjusted EBITDA1 margins increased to 44% (H1 2014: 40%)

that all looks great but apparently the market was spooked by the revelation that organic revenue in the hosting part of the business rose just 8%. Shares closed the week at 176.5p.

Wednesday

Final results from Alternative Networks (LON:AN.) Paul Scott covered the company here:
http://www.stockopedia.com/content/small-cap-value...

I hold this company in high regard. The company provides a range of telecom services to mid-sized and up business customers. The shares are up 250% in the last five years. Dividends have year-on-year from 4.6p in 2008 to 14.5p for 2014. Acquisitions have helped growth.

According to Stockopedia, the shares trade on 13.9 times forecasts for 2015.

I'm seriously interested in President Energy (LON:PPC) for only one good reason, Peter Levine. This is the guy who grew Imperial Energy from a £2.5m company to a £1.4bn company in just four years.

The company is having some joy prospecting in Paraguay, with hydrocarbon shows…

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