Gooch & Housego - strong AGM Update sees broker up TP to 890p (680p), shares now 756p
Mark Watson-Mitchell - 27.02.2026 This morning, ahead of its AGM later today, Gooch & Housego (LON:GHH) , the photonics technology business, has issued a strong Trading Update, with its order book growing to £168.3m as of today, up from £142.3m at end-September last year, driven by increased demand from Aerospace & Defence customers. The company also noted an improvement in Industrial markets, with signs of recovery in semiconductor manufacturing expected to continue into th
SRT Marine Systems - another $20m contract will boost shares now 83p, brokers TP 122p
Mark Watson-Mitchell - 27.02.2026 This morning, SRT Marine Systems (LON:SRT) , the global provider of intelligent maritime surveillance systems for sovereigns and maritime navigation safety systems, has announced that it has signed a new contract worth $20.5m with an existing sovereign customer. The new contract is a follow-on contract to expand the scope of the system. The Business The group is a global provider of civil defence maritime intelligence and surveillance syste
Costain Group - now in FTSE250 Index, shares up again at 191.40p, SQC TP 199.50p
Mark Watson-Mitchell - 26.02.2026 This morning, FTSE Russell has announced changes to the FTSE UK Index Series effective next Tuesday, 2nd March, following Ashtead Group's transfer of listing category. Ashtead Group will be removed from the FTSE 100 index. Tritax Big Box REIT will be added to the FTSE 100 and removed from the FTSE 250, while Costain Group (LON:COST) will be added to the FTSE 250 and removed from the FTSE SmallCap index. Inflection Point? The group's shares,
Made Tech Group - market-beating Interims on strong organic growth, shares 35p, TP 60p
Mark Watson-Mitchell - 26.02.2026 This morning, Made Tech Group (LON:MTEC) , a leading provider of digital, data, and technology services to the UK public sector, announced its unaudited half-year results for the six months to end-November 2025. The results were strong and market-beating, making the group's shares look appealing at 35p. Made Tech at The Home Office The Business Made Tech is a provider of digital, data and technology services, which enable central government,
Avingtrans - Interims see broker up its TP to 681p (575p), reflecting the acceleration of its nuclear prospects, shares 565p
Mark Watson-Mitchell - 25.02.2026 This morning's Interim Results announcement from Avingtrans (LON:AVG) should be well received by the market. In reaction, the group's broker has increased its Buy note Target Price to 681p from 575p previously. Operating on a global basis, the £187m-capitalised group designs, manufactures and supplies original equipment, systems and associated aftermarket services to the energy, medical and industrial markets. Interim Results The reported
Chemring Group - still offering strong upside, now 522p, TP 620p
Mark Watson-Mitchell - 24.02.2026 Last Friday, following the publication of its AGM Trading Update, the shares of the Chemring Group (LON:CHG) were driven down by traders taking them from the 536p level achieved on Thursday, to a low of 493p the next day. I could not see the reason why the market had taken them down, so I shouted that at 496p they offered a cheap buying opportunity and that investors should take advantage of the bargain on offer. There was a massive 2.6m sha
Northern Bear - cheap buyers moving in, now 123p
Mark Watson-Mitchell - 24.02.2026 I cannot find any reasons for the recent drift-off in the shares of Northern Bear (LON:NTBR). Is it just the general lack of interest in the construction sector? They fell to as low as 107p last Friday, after having been treading water in the 125p to 140p price range for some months. I like the make-up of this little Gateshead-based building services group. This morning, the shares have picked back up to trade around 123p, at which point, a
Currys - yet another five-year High at 159.90p, SQC Target Price of 190p
Mark Watson-Mitchell - 24.02.2026 In the first couple of hours of trading this morning, some 1,600,734 shares have changed hands in the UK's favourite electrical retail group Currys (LON:CURY) against the daily average of 3,843,619 dealing volume. They have touched 159.90p and continue to hold massive investor appeal, especially as the £1. 67bn-capitalised group holds a Capital Market Event tomorrow, taking investors for a tour of its Supply Chain and Service Operations i
