The SQC Research 2026 Market Recovery Portfolio (23.03.2026) up 8.71% in eight days!
Mark Watson-Mitchell - 01.04.2026 The ten companies selected were as follows: AO World (LON:AO.) @ 85p - now 86.50p +1.76% Ashtead Technology Holdings (LON:AT.) @ 390p now 428.50p +9.87% Chemring Group (LON:CHG) @ 485p now 546p +12.58% Costain Group (LON:COST) @ 177p now 189.80p +7.23% Currys (LON:CURY) @ 128p now 127.70p -0.23% Filtronic (LON:FTC) @ 145p now 201p +38.62% James Fisher & Sons (LON:FSJ) @ 470p now 462p -1.70% Ramsdens Holdings (LON:RFX) @ 340p now 3
AG Barr – excellent Final result sees shares increase 10% to 681p, with more to come
Mark Watson-Mitchell - 01.04.2026 Last Thursday we highlighted the shares of AG Barr (LON:BAG) , the Scots-based soft drinks maker famous for its IRN-BRU brand. That was ahead of yesterday’s Finals for the year to end-January. The then £697m-capitalised group’s shares were trading at a lowly 628p. They had previously been up to 715.32p in the last month or so, before falling back to a recent Low of 608p, scored early in March. After some profit-taking the shares closed the
Filtronic – yet another contract proves customer confidence, shares up to 194p, SQC TP 232p
Mark Watson-Mitchell – 01.04.2026 Following on from the announcement last Thursday, 26 th March, when Filtronic (LON:FTC) reported that it had secured an $8.0m (£6.0m) contract with a US company, the group has announced further contract news. Last week’s contract is to develop, manufacture, and qualify high-performance system-level products, specifically amplifiers utilising proprietary GaN and MMIC technology for satellite communications. That contract, which started in
Currys – take advantage of the price pull-back on CEO stepping down news, shares 119p, on just 8.9 times earnings, SQC TP 190p
Mark Watson-Mitchell – 31.03.2026 Last Thursday 26 th March, there was something of a shock announcement from Currys (LON:CURY). The £1.2bn capitalised electricals retailer declared that Group Chief Executive Alex Baldock will step down after eight years to pursue a new external opportunity, with the board initiating a search for his successor. The company confirmed that trading remains in line with expectations, and it continues to anticipate Group adjusted profit befor
BRCK (Brickability) receives bid approach at 65p a share, closed at 41p, SQC looks for 80p
Mark Watson-Mitchell - 31.03.2026 This morning BRCK Group (LON:BRCK) announced that it has received an unsolicited, non-binding approach from Atlas Holdings LLC to acquire the entire issued share capital of BRCK. Atlas initially proposed an indicative offer price of 65p per share in cash, which the BRCK board unanimously rejected on 23rd March, as it fundamentally undervalued the company. BRCK has agreed to provide limited further information to Atlas to explore a potenti
CML Microsystems - Trading Update due could show cash-rich group's increased Order Book, shares 230p, SQC TP 275p
Mark Watson-Mitchell - 27.03.2026 We have no date yet for CML Microsystems (LON:CML) announcing its Trading Update for its year to end-March, however, it could well be within days. The Maldon-based company develops mixed-signal, RF and microwave semiconductors for global communications markets. The group's shares are currently trading at around the 230p level, which capitalises the business, with some £10m in cash, at just £38.2m, which could well prove to be a bargain buying
AG Barr – building great brands that people love, Finals next Tuesday, shares 628p, consensus average TP 764p
Mark Watson-Mitchell - 26.03.2026 Since early February, when the multi-beverage business A.G. Barr (LON:BAG) announced its Full Year Trading Update, this group’s shares have been up to 715.32p and back down to a recent low of 608p, which was scored last Monday 23 rd March. Now, ahead of the IRN-BRU brand-owning group reporting its Finals to end-January this year, due next Tuesday morning, it could well prove to be opportune to take a position, especially with the shares
SQC Research 2026 Market Recovery Portfolio – up over 5.4% in three days
Mark Watson-Mitchell - 26.03.2026 Last Monday morning, 23 rd March, I was reminded by a reader that six years ago, on Tuesday 24 th March 2020, I published a Covid-19 Market Recovery Portfolio of ten stocks – it scored well, with a 48.35% gain in less than three months, triple the performance of the FTSE100 in the same period. By 8.30am on Monday, the FTSE100 stood at 9750, within three hours it was down another 33 points to 9717. However, my choices were made within min
