The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Scott - - Analyst
: On do, thank you for the presentation, very interesting indeed. And just a reminder for our viewers that if you'd like to ask a question, please do
type them into the Q&A box situated on the right hand side of your screen.
So moving on to some of the questions that we've had submitted so far. First one is, congratulations on the acquisitions EM solutions. How long
did the acquisition take and how long will it take to integrate and how will this be done?
Question: Scott - - Analyst
: Super. And how will the acquisition of EM solutions accelerate growth?
Question: Scott - - Analyst
: Super, thank you, Andy. Now over the last couple of weeks, there's been a fluctuation in share price. Does the market see the value in the acquisition
of EM solutions?
Question: Scott - - Analyst
: Thank you. So how do you maximize synergies between the seven businesses in the group?
Question: Scott - - Analyst
: Thank you, a nice answer there, Andy, thank you for that. There's been very little acquisition on the action, sorry, on the acquisition front for a long
time. Now ITS and EM solutions in 12 months. Is this due to a refocus or the right opportunities coming along?
Question: Scott - - Analyst
: So the further question that comes up there is, does that mean that you have a larger acquisition pipeline as a result of those?
Question: Scott - - Analyst
: Perfect, thank you. Next question is, what is the company's market share within the industry?
Question: Scott - - Analyst
: Next question is, it's similar in a way, but it's, how does the company's performance compare to its competitors?
Question: Scott - - Analyst
: Thank you. And What are the key drivers for growth, for the growth of the company, what are the key drivers for growth, the company in the current
market?
Question: Scott - - Analyst
: Next question, how reliable are the orders in your order book?
Question: Scott - - Analyst
: And next question, please can you tell us more about the major projects you referenced in Portugal?
Question: Scott - - Analyst
: Superb. Can you share more details about the Elu Soar facility in Germany, its operations and innovations?
Question: Scott - - Analyst
: And further there any plans to divers diversify the business model or explore new markets?
Question: Scott - - Analyst
: Andy, ESG is an important part for all PLCs. How does cohort manage this?
Question: Scott - - Analyst
: And which business within the group do you see strong organic growth coming from?
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FEBRUARY 19, 2025 / 2:00PM, CHRT.L - Cohort PLC Investor Presentation via Engage Investor
Question: Scott - - Analyst
: Thank you, in line. Now the next question is, would there be an opportunity for shareholders to participate in site visits in the near future?
Question: Scott - - Analyst
: Next question. Given the forecasts, for growth and acquisition landscape, do you think that there will be any change in the group's approach to
capital allocation, in particular dividends? Is 10% a figure you can sustain?
Question: Scott - - Analyst
: Thank you. Now there are a lot of threats in the world at the moment. Do you have the capacity to fulfil the demand that potentially creates?
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consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.
FEBRUARY 19, 2025 / 2:00PM, CHRT.L - Cohort PLC Investor Presentation via Engage Investor
Question: Scott - - Analyst
: Thank you. Next question, so Keir Starmer is talking about increasing defense spending. Will some of that come cohort's way and will this affect
forecasts?
Question: Scott - - Analyst
: Now with the market cap of around half a billion threshold might you consider moved onto the main market for liquidity stroke index inclusion
reasons?
Question: Scott - - Analyst
: Super. Well Andy, that's all the time we've got all we've got time for at the moment, so maybe if I could hand back to yourself for any closing remarks.
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