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Defence delights | Big dividends | Modest ratings

09/01/2025 · Cohort (CHRT)  · Gemfields (GEM)  · H&T Group (HAT)  · Impax Asset Management (IPX)  · Intercede Group (IGP) 
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A small company covered here supporting the defence sector continues to do nicely, securing another important contract lifting its already impressive order book. Elsewhere, we cover two high yielding stocks whose shares have been on a downward spiral, but which come with very appealing dividends. Read on here for our thoughts on this and other news.

Intercede: shares rise on positive contract news Intercede (AIM:IGP), the cybersecurity software company specialising in digital identities has kicked off 2025 in strong form, announcing a raft of new contract orders and renewals worth over US$5m from a variety of customers around the world, including several US Federal agencies. The new orders, combined with expected additional conversion of the existing pipeline in the final quarter of its financial year, means that Intercede now expects its financial performance to be ahead of market expectations for the year to March 2025 and further underpins confidence looking forward. In response, the house broker…

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