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Cohort plc Results Webinar 13 December 2024
CEO Andrew Thomis and FD Simon Walther take viewers through Cohort plc's strong interim results, confident outlook, and exciting acquisition of EM Solutions in Australia. Audience questions are then addressed.
The video lasts 52 mins, with content divided up as follows:
00:00 Introduction and Investment Case
03:51 First Half Highlights
07:32 Financial Review
10:39 Group Outlook & Summary
27:10 Questions & Answers
There is also an Equity Development analysis of the H1 results avaliable here: www.equitydevelopment.co.uk/research/h125-results-records-continue-to-tumble
Переглядів: 93

Відео

Benchmark Holdings - Investor Presentation (FY Results) - 12 December 2024
Переглядів 54День тому
Trond Williksen, CEO, and Septima Maguire, CFO of Benchmark Holdings, the aquaculture biotechnology company, hosted an Investor Presentation covering their Full Year results for the year ended 30th September. Management highlighted the resilient performance in a year of change and market headwinds, and the completion of the strategic review resulting in disposal of Genetics business. The team p...
Diales - Investor Presentation (Preliminary Results) - December 2024
Переглядів 16414 днів тому
Mark Wheeler (CEO) and Charlotte Parsons (CFO) of Diales discussed the increase in revenue from continuing operations and profit, and stable overall utilisation rates at 72.6%. Cash returned to shareholders during the year was £1 million, via dividends and share buyback, and the company has entered FY25 with a strong pipeline of leads. With office rationalisation now largely completed, the team...
ECO Animal Health - Investor Presentation (Interim Results) - December 2024
Переглядів 10814 днів тому
David Hallas (CEO) and Chris Wilks (CFO) of ECO Animal Health conducted an Investor Presentation covering their Interim Results for the period to 30th September 2024. Management discussed the measures to protect profitability despite the fall in Aivlosin® revenues, while also exploring the factors behind good growth in the Americas and new Aivlosin® claims approved in the period. The team discu...
Speedy Hire - Investor Presentation (Interim Results) - November 2024
Переглядів 24814 днів тому
Dan Evans (CEO) and Paul Rayner (CFO) of Speedy Hire plc hosted an Investor Presentation covering highlights of the company's Half Year results for the six months to 30th September. The company posted resilient 1H results against a challenging but manageable market backdrop, with a modest decline in revenues but an increase in gross profit margins from 54% to 56%. Management discussed their con...
‬Impax Asset Management - Investor Presentation (FY Results) - November 2024
Переглядів 17314 днів тому
Ian Simm (CEO) and Karen Cockburn (CFO) of Impax Asset Management plc hosted a live Investor Presentation reviewing their results for the 12 month period ended 30 September 2024. The company reported broadly flat Assets under Management at £37.2 billion, with resilient financial and operational performance for the period. Management highlighted the expansion of distribution and listed equities ...
Vp plc - Investor Presentation (Interim Results) - November 2024
Переглядів 17114 днів тому
Anna Bielby (Chief Executive) and Keith Winstanley (CFO) of Vp plc hosted an Investor Presentation covering highlights of the company's Interim Results for the six month period ended 30th September 2024. The company reported robust performance despite challenges in some end markets, and highlighted their solid balance sheet and an interim dividend of 11.5 pence per share (continuing 30 years of...
Norcros - Investor Presentation (Interim Results) - November 2024
Переглядів 7814 днів тому
Thomas Willcocks (CEO) and James Eyre (CFO) of Norcros plc hosted an Investor Presentation covering highlights of their Interim Results for the six months to 29th September 2024. The company posted resilient trading and market share gains in what was a challenging demand environment. The team discussed the strong momentum on their strategic initiatives across Portfolio Development, organic grow...
Supreme plc - Investor Presentation (Interim Results) - November 2024
Переглядів 42021 день тому
Sandy Chadha (CEO) and Suzanne Smith (CFO) of Supreme discuss the factors behind the 8% increase in revenue and 22% rise in adjusted EBITDA. The interim dividend was increased by 20% to 1.8p, and Supreme raised guidance for FY2025 results, now expecting an adjusted EBITDA of "at least £40 million." Management provided a detailed run through of Vaping and the evolving landscape in the UK, and ke...
Understanding FY24 results from Impax Asset Management (audio summary)
Переглядів 7221 день тому
"Solid FY24 results, triggers to reignite growth visible" - link to research report here: www.equitydevelopment.co.uk/research/fy-results-.....tbc AUM was down a touch by 0.5% in FY24 (1 Oct 23 - 30 Sep 24) to £37.2bn. Net outflows totalled £5.8bn, largely offset by a positive investment performance of £5.3bn and a contribution of £0.3bn from the acquisition of fixed-income specialist Absalon C...
Supreme - Interim Results: "margin improvement & FY25 outlook raised" (new research - 26th Nov 2024)
Переглядів 4521 день тому
For the six months to 30 September 2024, Supreme reported healthy revenue growth of 8%YoY (£113m) based on both ongoing business and the acquisition of Clearly Drinks Ltd., with (adj.) EBITDA 22%YoY at £18.5m, underpinned by gross margin improvement 299bp to 29.6%. The (adj.) EBITDA margin was 16.3%, compared to 14.5% a year earlier. The improvement in profitability underlines Supreme’s breadth...
Vp plc - Robust results confirm quality and growth ambitions (new research - 26th November 2024)
Переглядів 3521 день тому
Vp has delivered another robust H1 performance, with revenue and profits essentially in line with the prior year. This achievement should not be underestimated in the context of significant end market headwinds. Good progress has been made with the refreshed operating model, with the overarching aim of increasing collaboration across the Group and improving customer engagement. Full-year guidan...
Polar Capital - Investor Presentation (Interim Results) - November 2024
Переглядів 21521 день тому
Gavin Rochussen (Chief Executive Officer) and Samir Ayub (Finance Director) of Polar Capital Holdings plc hosted an Investor Presentation covering their Interim Results for the six months ended 30 September 2024. Management discussed highlights of the period, including an increase in Assets Under Management and operating profit, improved fund performance and net inflows in the six months of £47...
Tatton Asset Management - Investor Presentation (Interim Results) - November 2024
Переглядів 17928 днів тому
Paul Hogarth (Chief Executive Officer), Paul Edwards (Chief Financial Officer), and Lothar Mentel (Chief Investment Officer) of Tatton Asset Management hosted an Investor Presentation covering Interim Results for the six months ended 30 September 2024. The team covered highlights of the period, which included strong growth in revenues, adjusted operating profit and EPS, an increased dividend an...
Ultimate Products - Investor Presentation (October 2024) - FY Results
Переглядів 252Місяць тому
Ultimate Products - Investor Presentation (October 2024) - FY Results
Gattaca - Investor Presentation (FY Results) - October 2024
Переглядів 150Місяць тому
Gattaca - Investor Presentation (FY Results) - October 2024
Strix Group - Investor Presentation (September 2024) - Interim Results
Переглядів 2652 місяці тому
Strix Group - Investor Presentation (September 2024) - Interim Results
Springfield Properties - Investor Presentation (Full Year results) - September 2024
Переглядів 2363 місяці тому
Springfield Properties - Investor Presentation (Full Year results) - September 2024
Mpac Group - Investor Presentation (Half Year Results) - September 2024
Переглядів 2363 місяці тому
Mpac Group - Investor Presentation (Half Year Results) - September 2024
eEnergy H124 Trading Update - Investor Presentation - Aug 2024
Переглядів 1353 місяці тому
eEnergy H124 Trading Update - Investor Presentation - Aug 2024
Benchmark Holdings - Investor Presentation (Q3 Results) - August 2024
Переглядів 783 місяці тому
Benchmark Holdings - Investor Presentation (Q3 Results) - August 2024
Restore plc - Investor Presentation (Half year results) - August 2024
Переглядів 2824 місяці тому
Restore plc - Investor Presentation (Half year results) - August 2024
Cohort plc - Investor Presentation (July 2024) - FY Results
Переглядів 2254 місяці тому
Cohort plc - Investor Presentation (July 2024) - FY Results
ECO Animal Health - Investor Presentation (FY Results) - July 2024
Переглядів 1635 місяців тому
ECO Animal Health - Investor Presentation (FY Results) - July 2024
Loungers plc - Investor Presentation (FY Results) - July 2024
Переглядів 1385 місяців тому
Loungers plc - Investor Presentation (FY Results) - July 2024
Begbies Traynor Group - Investor Presentation (FY Results) - July 2024
Переглядів 2405 місяців тому
Begbies Traynor Group - Investor Presentation (FY Results) - July 2024
Supreme plc - Investor Presentation (FY Results) - July 2024
Переглядів 7725 місяців тому
Supreme plc - Investor Presentation (FY Results) - July 2024
Polar Capital Holdings - Investor Presentation (FY Results) - June 2024
Переглядів 3945 місяців тому
Polar Capital Holdings - Investor Presentation (FY Results) - June 2024
AO World - Investor Presentation (FY Results) - 26 June 2024
Переглядів 1725 місяців тому
AO World - Investor Presentation (FY Results) - 26 June 2024
Speedy Hire - Investor Presentation (FY Results) - June 2024
Переглядів 3465 місяців тому
Speedy Hire - Investor Presentation (FY Results) - June 2024