SDI Group - latest acquisition gives entry to defence sector business, shares 81p, brokers TP 140p
Mark Watson-Mitchell - 13.02.2026 I have to say that I do like the look of this group's latest deal, taking it into a strong trend sector that gains significant investor interest. This morning SDI Group (LON:SDI) announced that it has acquired PRP Optoelectronics for a net £9.3m, marking its entry into the avionics markets with essential components for programs like the Eurofighter Typhoon, F-16, and F-22 Raptor. PRP, which is a profitable business with £5.99m in revenues
Hunting – with Finals due early next month, shares now 480p, average brokers TP 634p – going higher
Mark Watson-Mitchell – 12.02.2026 Less than a month ago, I featured the shares of the Hunting Group (LON:HTG) at 401p, they are now 480p, and I see them going even higher. It is a business that I have been following for nearly four decades, yes decades! And I have maintained my faith in its ability to deliver for its shareholders. Showing the strength of its Management, over the last seven years the corporate shape of Hunting has shifted significantly. It is now estimated
Ramsdens Holdings – Surprise Trading Update sees shares up 11% at 449p, brokers raise TP to 550p
Mark Watson-Mitchell - 10.02.2026 The older you get, and I am very old, it is always good to have a surprise in the morning. Today’s event is the surprise Trading Update from Ramsdens Holdings (LON:RFX), the financial services provider and retailer that I have followed for years. The group has stated that it now anticipates its full-year 2026 profit before tax to exceed £21m, surpassing previous market expectations of £18.6m and representing a significant increase from FY
Wynnstay Group – lower sales but higher profits, 22-years of dividend growth, shares 395p, valuation 575p
Mark Watson-Mitchell - 09.02.2026 Despite a near 5% fall in its overall sales in the year to end-October 2025, Wynnstay Group (LON:WYNN) , the undervalued £91m-capitalised agricultural supplies and services supplier has this morning declared a 21.1% rise in pre-tax profits. "FY25 has been a year of significant progress for Wynnstay, with a stronger underlying performance and clear early benefits from the operating changes delivered during the year. The business enters FY26 i
Filtronic - hitting New High of 206p, just 12% below my 232p Target Price
Mark Watson-Mitchell - 09.02.2026 Already this morning, in just four market hours, some 2,008,428 shares have been traded in Filtronic (LON:FTC) , which is far higher than the recent daily average dealing volume of 1,581,075. Based in Sedgefield, the £450m -capitalised group designs and manufactures RF-to-mmWave components and subsystems for mission-critical communication networks. It develops products for telecommunications infrastructure, aerospace and defence, space, tes
MJ Gleeson – building growth in tricky markets, this group is transforming itself, Interims next week, shares 386p, TP 620p
Mark Watson-Mitchell - 06.02.2026 The shares of the £225m-capitalised MJ Gleeson (LON:GLE) put on a 10p gain yesterday to close at 394p, today they have slipped back to 386p. At the start of last December, they were trading at 381p, by the end of that month they had improved to 435p. Over the last five weeks, they have ranged from 430p down to 377p, before edging up again this week. Next Wednesday, 11 th February, will see the housebuilding and construction group announce
Costain Group shares hit new Five-Year High, heading through the 200p level shortly?
Mark Watson-Mitchell - 06.02.2026 This morning, the shares of my favourite infrastructure business, the Costain Group (LON:COST) , have hit a five-year High at 186p. In my view, they are heading higher and very soon. It really has a lot going for it, boasting a record Order Book, together with a strong balance sheet stuffed with some £190m of cash, as compared to its £493m market capitalisation, whilst making a very healthy £1m a week in profits. Analyst Max Hayes, at Cavend
Gulf Marine Services about the break upwards to a New High? Setting a new Target Price of 29p
Mark Watson-Mitchell - 06.02.2026 On Thursday 29th January the shares of Gulf Marine Services (LON:GMS) hit a New High at 23.50p, since when they eased back to 21.40p yesterday on the back of a very heavy dealing volume at 4,460,502 traded. However, this morning as I write, some 912,183 shares have been transacted and they currently stand at 23.47p - a fraction off the previous High. The group is a world‐leading provider of advanced self‐propelled self‐elevating support ve
