View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsCognition Holdings 将来の成長Future 基準チェック /06現在、 Cognition Holdingsの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Telecom 収益成長43.0%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報お知らせ • Feb 13Cognition Holdings Limited Provides Earnings Guidance for the Six Months Ended 31 December 2023Cognition Holdings Limited provided earnings guidance for the six months ended 31 December 2023. For the period, the company expects Headline earnings per share are expected to be between 2.41 and 2.55 cents per share, representing an increase of between 260% and 280% as compared to the headline earnings of 0.67 cents per share reported for the six months ended 31 December 2022. Earnings per share are expected to be between a loss of 1.18 cents per share and a profit of 4.4 cents per share, as compared to the earnings of 27.87 cents per share reported for the six months ended 31 December 2022.お知らせ • Aug 29Cognition Holdings Limited Provides Earnings Guidance for the Year Ended 30 June 2023Cognition Holdings Limited provided earnings guidance for the year ended 30 June 2023. For the period, Headline earnings per share is expected to be between 2.68 and 2.78 cents per share, as compared to the headline earnings of 0.46 cents per share reported for the year ended 30 June 2022. The improvement in headline earnings per share is the result of cost rationalisation in the operations of the company. Earnings per share is expected to be between 28.10 and 32.53 cents per share, compared to the loss of 22.15 cents per share reported for the year ended 30 June 2022.お知らせ • Feb 26+ 1 more updateCognition Holdings Limited Provides Earnings Guidance for the Six Months Ended 31 December 2021Cognition Holdings Limited provided earnings guidance for the six months ended 31 December 2021. For the period, the headline loss per share is expected to be between 0.41 cents and 0.99 cents, reflecting a decrease, compared to the headline earnings per share of 2.93 cents reported for the six months ended 31 December 2020, and the loss per share is expected to be between 23.52 cents and 24.10 cents, reflecting a decrease, compared to the earnings per share of 2.93 cents reported for the six months ended 31 December 2020.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • May 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R1.01, the stock trades at a trailing P/E ratio of 22.5x. Average trailing P/E is 8x in the Telecom industry in Africa. Total returns to shareholders of 44% over the past three years.お知らせ • Mar 16Caxton and CTP Publishers and Printers Limited (JSE:CAT) made an offer to acquire remaining stake in Cognition Holdings Limited (JSE:CGN) for ZAR 60 million.Caxton and CTP Publishers and Printers Limited (JSE:CAT) made an offer to acquire remaining stake in Cognition Holdings Limited (JSE:CGN) for ZAR 60 million on March 14, 2024. The consideration in terms of the offer is ZAR 1.07 per offer share payable in cash. The maximum scheme consideration will be ZAR 60.05 million. The offeror has confirmed to the company that sufficient cash resources are available for the payment of the scheme consideration in terms of the scheme. The scheme will be subject to the fulfilment of the following conditions precedent by June 30, 2024, or such later date as the offeror and the company may agree to in writing, approval of the scheme by the requisite majority of Cognition shareholders, the approval and the implementation of such resolution by the court as contemplated in section 115(3)(a) of the Act, expert having prepared and submitted a fair and reasonable opinion to the independent board and independent board having resolved to recommend acceptance of the scheme to the Cognition shareholders. The offeror confirms that it presently owns or controls 173.14 million ordinary shares in the Cognition , constituting 75.52% of its issued share capital. Fluxmans Attorneys acted as legal advisor and Bdo South Africa Incorporated acted as accountant to Cognition holdings Limited.Reported Earnings • Feb 19First half 2024 earnings released: EPS: R0.016 (vs R0.024 in 1H 2023)First half 2024 results: EPS: R0.016 (down from R0.024 in 1H 2023). Revenue: R37.4m (down 8.6% from 1H 2023). Net income: R3.95m (down 29% from 1H 2023). Profit margin: 11% (down from 14% in 1H 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 13Cognition Holdings Limited Provides Earnings Guidance for the Six Months Ended 31 December 2023Cognition Holdings Limited provided earnings guidance for the six months ended 31 December 2023. For the period, the company expects Headline earnings per share are expected to be between 2.41 and 2.55 cents per share, representing an increase of between 260% and 280% as compared to the headline earnings of 0.67 cents per share reported for the six months ended 31 December 2022. Earnings per share are expected to be between a loss of 1.18 cents per share and a profit of 4.4 cents per share, as compared to the earnings of 27.87 cents per share reported for the six months ended 31 December 2022.Reported Earnings • Oct 18Full year 2023 earnings released: EPS: R0.045 (vs R0.067 loss in FY 2022)Full year 2023 results: EPS: R0.045 (up from R0.067 loss in FY 2022). Revenue: R79.2m (down 14% from FY 2022). Net income: R10.4m (up R25.9m from FY 2022). Profit margin: 13% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 18% per year.お知らせ • Oct 13Cognition Holdings Limited, Annual General Meeting, Nov 17, 2023Cognition Holdings Limited, Annual General Meeting, Nov 17, 2023, at 10:00 South Africa Standard Time. Location: Caxton House, 368 Jan Smuts Avenue, Craighall Park, Johannesburg Joannesburg South AfricaNew Risk • Oct 10New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 56% per year over the past 5 years. Market cap is less than US$10m (R185.7m market cap, or US$9.61m). Minor Risk Revenue is less than US$5m (R79m revenue, or US$4.1m).お知らせ • Aug 29Cognition Holdings Limited Provides Earnings Guidance for the Year Ended 30 June 2023Cognition Holdings Limited provided earnings guidance for the year ended 30 June 2023. For the period, Headline earnings per share is expected to be between 2.68 and 2.78 cents per share, as compared to the headline earnings of 0.46 cents per share reported for the year ended 30 June 2022. The improvement in headline earnings per share is the result of cost rationalisation in the operations of the company. Earnings per share is expected to be between 28.10 and 32.53 cents per share, compared to the loss of 22.15 cents per share reported for the year ended 30 June 2022.New Risk • Aug 02New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 68% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Share price has been volatile over the past 3 months (8.4% average weekly change). Significant insider selling over the past 3 months (R1.4m sold). Market cap is less than US$100m (R240.7m market cap, or US$13.0m).お知らせ • Jun 30Cognition Holdings Limited Announces Retirement of Graham Groenewaldt, Executive DirectorCognition Holdings Limited announced that Mr. Graham Groenewaldt, an executive director of the Company, has reached retirement age and, as a result, will resign as a director. His resignation will take effect from 30 June 2023. though Graham will no longer serve as a director of the Company, he will remain in his role as a director of the Company's subsidiaries, FoneWorx Proprietary Limited and BMI Research Proprietary Limited, where he will still be operationally active and will focus on grooming a successor to transition seamlessly into his role.Reported Earnings • Mar 09First half 2023 earnings releasedFirst half 2023 results: Revenue: R40.9m (down 66% from 1H 2022). Net income: R4.45m (up R59.0m from 1H 2022). Profit margin: 11% (up from net loss in 1H 2022). Revenue is expected to decline by 35% p.a. on average during the next 2 years, while revenues in the Telecom industry in Africa are expected to grow by 4.0%.Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Steven Naude was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Oct 01Cognition Holdings Limited, Annual General Meeting, Nov 04, 2022Cognition Holdings Limited, Annual General Meeting, Nov 04, 2022, at 10:00 South Africa Standard Time. Location: at Cognition House, 84 Bram Fischer Drive Randburg South Africa分析記事 • Sep 14Cognition Holdings (JSE:CGN) May Have Issues Allocating Its CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...Reported Earnings • Sep 04Full year 2022 earnings released: R0.22 loss per share (vs R0.009 profit in FY 2021)Full year 2022 results: R0.22 loss per share (down from R0.009 profit in FY 2021). Revenue: R240.9m (up 4.5% from FY 2021). Net loss: R50.8m (down R52.9m from profit in FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 104 percentage points per year, which is a significant difference in performance.Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Steven Naude was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Mar 09First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: R0.24 loss per share (down from R0.029 profit in 1H 2021). Revenue: R120.6m (down 1.6% from 1H 2021). Net loss: R52.4m (down R59.1m from profit in 1H 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.お知らせ • Feb 26+ 1 more updateCognition Holdings Limited Provides Earnings Guidance for the Six Months Ended 31 December 2021Cognition Holdings Limited provided earnings guidance for the six months ended 31 December 2021. For the period, the headline loss per share is expected to be between 0.41 cents and 0.99 cents, reflecting a decrease, compared to the headline earnings per share of 2.93 cents reported for the six months ended 31 December 2020, and the loss per share is expected to be between 23.52 cents and 24.10 cents, reflecting a decrease, compared to the earnings per share of 2.93 cents reported for the six months ended 31 December 2020.Board Change • Feb 18Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Steven Naude was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Board Change • Feb 18Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Steven Naude was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Board Change • Feb 18Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Steven Naude was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Feb 03Cognition Holdings Limited Announces Resignation of Stefan Kleynhans as Company Secretary, Effective March 31, 2022Cognition Holdings Limited announced that Stefan Kleynhans has resigned as company secretary of the company with effect from March 31, 2022, to pursue other interests. The company has commenced the process of identifying Stefan's successor and shareholders will be advised of the appointment of a new company secretary in due course.Executive Departure • Dec 01Independent Non-Executive Director Roger Matthew Pitt has left the companyOn the 26th of November, Roger Matthew Pitt's tenure as Independent Non-Executive Director ended after 8.2 years in the role. We don't have any record of a personal shareholding under Roger Matthew's name. A total of 5 executives have left over the last 12 months.Executive Departure • Dec 01Independent Non-Executive Director Gaurang Mooney has left the companyOn the 26th of November, Gaurang Mooney's tenure as Independent Non-Executive Director ended. We don't have any record of a personal shareholding under Gaurang's name. A total of 5 executives have left over the last 12 months.Executive Departure • Dec 01Deputy Chairman & Lead Independent Director Ashvin Mancha has left the companyOn the 26th of November, Ashvin Mancha's tenure as Deputy Chairman & Lead Independent Director ended. We don't have any record of a personal shareholding under Ashvin's name. A total of 5 executives have left over the last 12 months.分析記事 • Nov 20We Discuss Why Cognition Holdings Limited's (JSE:CGN) CEO Compensation May Be Closely ReviewedShareholders will probably not be too impressed with the underwhelming results at Cognition Holdings Limited ( JSE:CGN...Reported Earnings • Sep 02Full year 2021 earnings released: EPS R0.009 (vs R0.079 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: R230.6m (down 12% from FY 2020). Net income: R2.06m (up R20.4m from FY 2020). Profit margin: 0.9% (up from net loss in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.分析記事 • Aug 25The Returns On Capital At Cognition Holdings (JSE:CGN) Don't Inspire ConfidenceIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Executive Departure • Aug 12Independent Non-Executive Director Trevor Cabot Ahier has left the companyOn the 5th of August, Trevor Cabot Ahier's tenure as Independent Non-Executive Director ended after 3.3 years in the role. As of March 2021, Trevor still personally held 3.91m shares (R2.9m worth at the time). Trevor is the only executive to leave the company over the last 12 months.分析記事 • May 06Here's What's Concerning About Cognition Holdings' (JSE:CGN) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...お知らせ • Mar 14Cognition Holdings Limited Announces Board ChangesThe board of directors of Cognition hereby notifies its shareholders that the independent non-executive Chairman of the company, Mr. Ashvin Mancha will step down as Chairman of the company with effect from 12 March 2021, and will be succeeded by Mr. Paul Jenkins, who is currently a non-executive director of the company. Mr. Jenkins also serves as the independent non-executive Chairman of Caxton and CTP Publishers and Printers Limited, the controlling shareholder of Cognition. Mr. Mancha will assume the position as Deputy Chairman and Lead Independent Director of the Company and will continue to be Chairman of the Remuneration Committee.Is New 90 Day High Low • Feb 01New 90-day high: R0.75The company is up 32% from its price of R0.57 on 03 November 2020. The South African market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is up 4.0% over the same period.分析記事 • Jan 21What Did Cognition Holdings' (JSE:CGN) CEO Take Home Last Year?The CEO of Cognition Holdings Limited ( JSE:CGN ) is Mark Smith, and this article examines the executive's compensation...Is New 90 Day High Low • Oct 08New 90-day low: R0.51The company is down 40% from its price of R0.85 on 10 July 2020. The South African market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is down 3.0% over the same period.Reported Earnings • Oct 06Full year earnings released - R0.079 loss per shareOver the last 12 months the company has reported total losses of R18.4m, with earnings decreasing by R31.3m from the prior year. Total revenue was R263.2m over the last 12 months, up 22% from the prior year.Reported Earnings • Sep 23Full year earnings released - R0.079 loss per shareOver the last 12 months the company has reported total losses of R18.4m, with earnings decreasing by R33.0m from the prior year. Total revenue was R263.2m over the last 12 months, up 22% from the prior year.お知らせ • Sep 19Cognition Holdings Limited Resolves Not to Declare A Dividend for the Financial Year Ended 30 June 2020Cognition Holdings Limited's Board has resolved not to declare a dividend for the financial year ended 30 June 2020 (2019: 10 cents per share).お知らせ • Sep 09Cognition Holdings Limited to Report Fiscal Year 2020 Results on Sep 17, 2020Cognition Holdings Limited announced that they will report fiscal year 2020 results on Sep 17, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Cognition Holdings は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測JSE:CGN - アナリストの将来予測と過去の財務データ ( )ZAR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20237610-17-15N/A9/30/20237710-6-4N/A6/30/2023791047N/A3/31/2023826913N/A12/31/20228641418N/A9/30/202289-61216N/A6/30/202292-151014N/A3/31/2022123-181420N/A12/31/2021155-201825N/A9/30/2021193-92431N/A6/30/202123122938N/A3/31/2021235-82836N/A12/31/2020240-182735N/A9/30/2020252-182027N/A6/30/2020263-181419N/A3/31/2020270-41420N/A12/31/2019278101321N/A9/30/201924611714N/A6/30/20192151307N/A3/31/201918717510N/A12/31/2018158211112N/A9/30/2018158212931N/A6/30/2018158214851N/A3/31/2018159193943N/A12/31/2017160173036N/A9/30/201715518N/A32N/A6/30/201715119N/A27N/A3/31/201713819N/A28N/A12/31/201612620N/A29N/A9/30/201613019N/A25N/A6/30/201613518N/A21N/A3/31/201613520N/A9N/A12/31/201513421N/A-4N/A9/30/201511823N/A7N/A6/30/201510326N/A17N/A3/31/201510426N/A33N/A12/31/201410527N/A48N/A9/30/201411227N/A42N/A6/30/201411827N/A36N/A3/31/201412027N/A34N/A12/31/201312326N/A31N/A9/30/201311526N/A29N/A6/30/201310725N/A28N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: CGNの予測収益成長が 貯蓄率 ( 9.6% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: CGNの収益がZA市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: CGNの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: CGNの収益がZA市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: CGNの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: CGNの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YTelecom 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2024/06/12 15:38終値2024/06/12 00:00収益2023/12/31年間収益2023/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Cognition Holdings Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関null nullMerchantec (Proprietary) Limited
お知らせ • Feb 13Cognition Holdings Limited Provides Earnings Guidance for the Six Months Ended 31 December 2023Cognition Holdings Limited provided earnings guidance for the six months ended 31 December 2023. For the period, the company expects Headline earnings per share are expected to be between 2.41 and 2.55 cents per share, representing an increase of between 260% and 280% as compared to the headline earnings of 0.67 cents per share reported for the six months ended 31 December 2022. Earnings per share are expected to be between a loss of 1.18 cents per share and a profit of 4.4 cents per share, as compared to the earnings of 27.87 cents per share reported for the six months ended 31 December 2022.
お知らせ • Aug 29Cognition Holdings Limited Provides Earnings Guidance for the Year Ended 30 June 2023Cognition Holdings Limited provided earnings guidance for the year ended 30 June 2023. For the period, Headline earnings per share is expected to be between 2.68 and 2.78 cents per share, as compared to the headline earnings of 0.46 cents per share reported for the year ended 30 June 2022. The improvement in headline earnings per share is the result of cost rationalisation in the operations of the company. Earnings per share is expected to be between 28.10 and 32.53 cents per share, compared to the loss of 22.15 cents per share reported for the year ended 30 June 2022.
お知らせ • Feb 26+ 1 more updateCognition Holdings Limited Provides Earnings Guidance for the Six Months Ended 31 December 2021Cognition Holdings Limited provided earnings guidance for the six months ended 31 December 2021. For the period, the headline loss per share is expected to be between 0.41 cents and 0.99 cents, reflecting a decrease, compared to the headline earnings per share of 2.93 cents reported for the six months ended 31 December 2020, and the loss per share is expected to be between 23.52 cents and 24.10 cents, reflecting a decrease, compared to the earnings per share of 2.93 cents reported for the six months ended 31 December 2020.
Valuation Update With 7 Day Price Move • May 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R1.01, the stock trades at a trailing P/E ratio of 22.5x. Average trailing P/E is 8x in the Telecom industry in Africa. Total returns to shareholders of 44% over the past three years.
お知らせ • Mar 16Caxton and CTP Publishers and Printers Limited (JSE:CAT) made an offer to acquire remaining stake in Cognition Holdings Limited (JSE:CGN) for ZAR 60 million.Caxton and CTP Publishers and Printers Limited (JSE:CAT) made an offer to acquire remaining stake in Cognition Holdings Limited (JSE:CGN) for ZAR 60 million on March 14, 2024. The consideration in terms of the offer is ZAR 1.07 per offer share payable in cash. The maximum scheme consideration will be ZAR 60.05 million. The offeror has confirmed to the company that sufficient cash resources are available for the payment of the scheme consideration in terms of the scheme. The scheme will be subject to the fulfilment of the following conditions precedent by June 30, 2024, or such later date as the offeror and the company may agree to in writing, approval of the scheme by the requisite majority of Cognition shareholders, the approval and the implementation of such resolution by the court as contemplated in section 115(3)(a) of the Act, expert having prepared and submitted a fair and reasonable opinion to the independent board and independent board having resolved to recommend acceptance of the scheme to the Cognition shareholders. The offeror confirms that it presently owns or controls 173.14 million ordinary shares in the Cognition , constituting 75.52% of its issued share capital. Fluxmans Attorneys acted as legal advisor and Bdo South Africa Incorporated acted as accountant to Cognition holdings Limited.
Reported Earnings • Feb 19First half 2024 earnings released: EPS: R0.016 (vs R0.024 in 1H 2023)First half 2024 results: EPS: R0.016 (down from R0.024 in 1H 2023). Revenue: R37.4m (down 8.6% from 1H 2023). Net income: R3.95m (down 29% from 1H 2023). Profit margin: 11% (down from 14% in 1H 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 13Cognition Holdings Limited Provides Earnings Guidance for the Six Months Ended 31 December 2023Cognition Holdings Limited provided earnings guidance for the six months ended 31 December 2023. For the period, the company expects Headline earnings per share are expected to be between 2.41 and 2.55 cents per share, representing an increase of between 260% and 280% as compared to the headline earnings of 0.67 cents per share reported for the six months ended 31 December 2022. Earnings per share are expected to be between a loss of 1.18 cents per share and a profit of 4.4 cents per share, as compared to the earnings of 27.87 cents per share reported for the six months ended 31 December 2022.
Reported Earnings • Oct 18Full year 2023 earnings released: EPS: R0.045 (vs R0.067 loss in FY 2022)Full year 2023 results: EPS: R0.045 (up from R0.067 loss in FY 2022). Revenue: R79.2m (down 14% from FY 2022). Net income: R10.4m (up R25.9m from FY 2022). Profit margin: 13% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 18% per year.
お知らせ • Oct 13Cognition Holdings Limited, Annual General Meeting, Nov 17, 2023Cognition Holdings Limited, Annual General Meeting, Nov 17, 2023, at 10:00 South Africa Standard Time. Location: Caxton House, 368 Jan Smuts Avenue, Craighall Park, Johannesburg Joannesburg South Africa
New Risk • Oct 10New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 56% per year over the past 5 years. Market cap is less than US$10m (R185.7m market cap, or US$9.61m). Minor Risk Revenue is less than US$5m (R79m revenue, or US$4.1m).
お知らせ • Aug 29Cognition Holdings Limited Provides Earnings Guidance for the Year Ended 30 June 2023Cognition Holdings Limited provided earnings guidance for the year ended 30 June 2023. For the period, Headline earnings per share is expected to be between 2.68 and 2.78 cents per share, as compared to the headline earnings of 0.46 cents per share reported for the year ended 30 June 2022. The improvement in headline earnings per share is the result of cost rationalisation in the operations of the company. Earnings per share is expected to be between 28.10 and 32.53 cents per share, compared to the loss of 22.15 cents per share reported for the year ended 30 June 2022.
New Risk • Aug 02New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 68% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Share price has been volatile over the past 3 months (8.4% average weekly change). Significant insider selling over the past 3 months (R1.4m sold). Market cap is less than US$100m (R240.7m market cap, or US$13.0m).
お知らせ • Jun 30Cognition Holdings Limited Announces Retirement of Graham Groenewaldt, Executive DirectorCognition Holdings Limited announced that Mr. Graham Groenewaldt, an executive director of the Company, has reached retirement age and, as a result, will resign as a director. His resignation will take effect from 30 June 2023. though Graham will no longer serve as a director of the Company, he will remain in his role as a director of the Company's subsidiaries, FoneWorx Proprietary Limited and BMI Research Proprietary Limited, where he will still be operationally active and will focus on grooming a successor to transition seamlessly into his role.
Reported Earnings • Mar 09First half 2023 earnings releasedFirst half 2023 results: Revenue: R40.9m (down 66% from 1H 2022). Net income: R4.45m (up R59.0m from 1H 2022). Profit margin: 11% (up from net loss in 1H 2022). Revenue is expected to decline by 35% p.a. on average during the next 2 years, while revenues in the Telecom industry in Africa are expected to grow by 4.0%.
Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Steven Naude was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Oct 01Cognition Holdings Limited, Annual General Meeting, Nov 04, 2022Cognition Holdings Limited, Annual General Meeting, Nov 04, 2022, at 10:00 South Africa Standard Time. Location: at Cognition House, 84 Bram Fischer Drive Randburg South Africa
分析記事 • Sep 14Cognition Holdings (JSE:CGN) May Have Issues Allocating Its CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Reported Earnings • Sep 04Full year 2022 earnings released: R0.22 loss per share (vs R0.009 profit in FY 2021)Full year 2022 results: R0.22 loss per share (down from R0.009 profit in FY 2021). Revenue: R240.9m (up 4.5% from FY 2021). Net loss: R50.8m (down R52.9m from profit in FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 104 percentage points per year, which is a significant difference in performance.
Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Steven Naude was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Mar 09First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: R0.24 loss per share (down from R0.029 profit in 1H 2021). Revenue: R120.6m (down 1.6% from 1H 2021). Net loss: R52.4m (down R59.1m from profit in 1H 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 26+ 1 more updateCognition Holdings Limited Provides Earnings Guidance for the Six Months Ended 31 December 2021Cognition Holdings Limited provided earnings guidance for the six months ended 31 December 2021. For the period, the headline loss per share is expected to be between 0.41 cents and 0.99 cents, reflecting a decrease, compared to the headline earnings per share of 2.93 cents reported for the six months ended 31 December 2020, and the loss per share is expected to be between 23.52 cents and 24.10 cents, reflecting a decrease, compared to the earnings per share of 2.93 cents reported for the six months ended 31 December 2020.
Board Change • Feb 18Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Steven Naude was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Board Change • Feb 18Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Steven Naude was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Board Change • Feb 18Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Steven Naude was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Feb 03Cognition Holdings Limited Announces Resignation of Stefan Kleynhans as Company Secretary, Effective March 31, 2022Cognition Holdings Limited announced that Stefan Kleynhans has resigned as company secretary of the company with effect from March 31, 2022, to pursue other interests. The company has commenced the process of identifying Stefan's successor and shareholders will be advised of the appointment of a new company secretary in due course.
Executive Departure • Dec 01Independent Non-Executive Director Roger Matthew Pitt has left the companyOn the 26th of November, Roger Matthew Pitt's tenure as Independent Non-Executive Director ended after 8.2 years in the role. We don't have any record of a personal shareholding under Roger Matthew's name. A total of 5 executives have left over the last 12 months.
Executive Departure • Dec 01Independent Non-Executive Director Gaurang Mooney has left the companyOn the 26th of November, Gaurang Mooney's tenure as Independent Non-Executive Director ended. We don't have any record of a personal shareholding under Gaurang's name. A total of 5 executives have left over the last 12 months.
Executive Departure • Dec 01Deputy Chairman & Lead Independent Director Ashvin Mancha has left the companyOn the 26th of November, Ashvin Mancha's tenure as Deputy Chairman & Lead Independent Director ended. We don't have any record of a personal shareholding under Ashvin's name. A total of 5 executives have left over the last 12 months.
分析記事 • Nov 20We Discuss Why Cognition Holdings Limited's (JSE:CGN) CEO Compensation May Be Closely ReviewedShareholders will probably not be too impressed with the underwhelming results at Cognition Holdings Limited ( JSE:CGN...
Reported Earnings • Sep 02Full year 2021 earnings released: EPS R0.009 (vs R0.079 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: R230.6m (down 12% from FY 2020). Net income: R2.06m (up R20.4m from FY 2020). Profit margin: 0.9% (up from net loss in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
分析記事 • Aug 25The Returns On Capital At Cognition Holdings (JSE:CGN) Don't Inspire ConfidenceIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Executive Departure • Aug 12Independent Non-Executive Director Trevor Cabot Ahier has left the companyOn the 5th of August, Trevor Cabot Ahier's tenure as Independent Non-Executive Director ended after 3.3 years in the role. As of March 2021, Trevor still personally held 3.91m shares (R2.9m worth at the time). Trevor is the only executive to leave the company over the last 12 months.
分析記事 • May 06Here's What's Concerning About Cognition Holdings' (JSE:CGN) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
お知らせ • Mar 14Cognition Holdings Limited Announces Board ChangesThe board of directors of Cognition hereby notifies its shareholders that the independent non-executive Chairman of the company, Mr. Ashvin Mancha will step down as Chairman of the company with effect from 12 March 2021, and will be succeeded by Mr. Paul Jenkins, who is currently a non-executive director of the company. Mr. Jenkins also serves as the independent non-executive Chairman of Caxton and CTP Publishers and Printers Limited, the controlling shareholder of Cognition. Mr. Mancha will assume the position as Deputy Chairman and Lead Independent Director of the Company and will continue to be Chairman of the Remuneration Committee.
Is New 90 Day High Low • Feb 01New 90-day high: R0.75The company is up 32% from its price of R0.57 on 03 November 2020. The South African market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is up 4.0% over the same period.
分析記事 • Jan 21What Did Cognition Holdings' (JSE:CGN) CEO Take Home Last Year?The CEO of Cognition Holdings Limited ( JSE:CGN ) is Mark Smith, and this article examines the executive's compensation...
Is New 90 Day High Low • Oct 08New 90-day low: R0.51The company is down 40% from its price of R0.85 on 10 July 2020. The South African market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is down 3.0% over the same period.
Reported Earnings • Oct 06Full year earnings released - R0.079 loss per shareOver the last 12 months the company has reported total losses of R18.4m, with earnings decreasing by R31.3m from the prior year. Total revenue was R263.2m over the last 12 months, up 22% from the prior year.
Reported Earnings • Sep 23Full year earnings released - R0.079 loss per shareOver the last 12 months the company has reported total losses of R18.4m, with earnings decreasing by R33.0m from the prior year. Total revenue was R263.2m over the last 12 months, up 22% from the prior year.
お知らせ • Sep 19Cognition Holdings Limited Resolves Not to Declare A Dividend for the Financial Year Ended 30 June 2020Cognition Holdings Limited's Board has resolved not to declare a dividend for the financial year ended 30 June 2020 (2019: 10 cents per share).
お知らせ • Sep 09Cognition Holdings Limited to Report Fiscal Year 2020 Results on Sep 17, 2020Cognition Holdings Limited announced that they will report fiscal year 2020 results on Sep 17, 2020