AIM Investor Focus: October 2014

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AIM Investor Focus, the access event for AIM-quoted companies, their investors and the media, ran for the fifth time on October 23rd, 2014.

Four companies participated.

Cohort

In the last five years, defence supplier Cohort plc has grown net profits from £3.8m to £5.9m. In that time, the dividend per share has been increased five years running: from 1.2p for 2009 to 4.2p for 2014.

Cohort is a group of four companies, typically providing electronic hardware/software or consultancy services to the armed forces or MoD.

The company has a strong balance sheet, with a net cash position of £16m, equal to around one fifth of the current market capitalisation.

SCISYS

SCISYS is a computer software supplier to specialist industry (media broadcast, defence etc.)

The company has been increasing its dividend to shareholders every year for the last four years. In that time, net profits have increased almost fourfold.

The company is expected to deliver a double-digit increase in earnings per share for 2014. SCISYS' recent half-year results showed a 19% increase in adjusted earnings per share and a 10% dividend hike.

Sprue Aegis

After many years listed on PLUS/ISDX, fire safety products firm Sprue Aegis is one of the most successful companies quoted on AIM today.

In 2008, the company reported revenues of £9.4m and a net profit of £1.1m.

For 2013, Sprue Aegis reported revenues of £48.4m and net profits of £4.2m for 2013.

The company initiated dividend payments in 2009. The payout has been increased every year since, from 0.5p for 2009 to 6p for 2013.

Results for the first six months of 2014 showed an 11% increase in sales, leading to a 34% increase in earnings per share. The company reported no debt and a net cash position if £11m.

Trakm8

Executive Chairman, John Watkins will be presenting at the event.

Trakm8 is an automotive telematics business. The company has grown fast in recent years, through both acquisition and organic growth.

Revenues at the company have more than doubled in the last five years and the company has reported net profits in each of the last four years.

The company has recently completed a transformational acquisition and is successfully adding blue-chip customers.