Ashtead Technology Holdings – I see its shares climbing 25% to 525p over the next year, latest Trading Update reported its ongoing revenue growth
Mark Watson-Mitchell - 07.08.2026 On Tuesday, 1st September, Ashtead Technology Holdings plc (LON:AT.), a leading provider of subsea technology solutions to the global offshore energy sector, will issue its Interim Results for the six months to end-June 2026 and should confirm its comfort with full-year market expectations. Since the start of the year this group’s shares have risen from 300p to 536p, before easing back to trade the 400p to 460p range over the last couple of
CML Microsystems – operational recovery becoming evident, £12.8m cash, mkt cap £46m, shares 275p, offering 11p dividends – could be the right time to buy!
Mark Watson-Mitchell - 06.08.2026 “Our vision is to be the first-choice semiconductor partner to technology innovators, together transforming how the world communicates.” It will be an early visit to The Lion Inn next Tuesday morning, 11th August. Located in the Essex village of Boreham, close to Chelmsford, the venue ,which offers award-winning cuisine and wine, will host the 2026 AGM for CML Microsystems (LON:CML), due to kick off at 9.30am. It should prove to be an int
PZ Cussons – hopefully you were lathered up, caring products group reports tomorrow and the figures will be good, shares up nearly 30% in six weeks, with more to come
Mark Watson-Mitchell It could well be worth taking another look at the shares of PZ Cussons (LON:PZC) ahead of the group declaring its 2026 results tomorrow morning. On Friday, 12th June, I stated in this column that I had a good feeling that this group’s shares, then trading at around the 87.50p level, were priming themselves for an upward push over the 100p barrier, and then to trade the 110p to 125p price range. Six weeks later, on Thursday, 30th July, they hit 113.6
Zotefoams – will tomorrow’s Trading Update give its shares, now 458p, some added bounce?
Mark Watson-Mitchell - 04.08.2026 Tomorrow morning, Wednesday, 5th August, the £229m-capitalised Zotefoams (LON:ZTF) will brief investors with its Interim Trading Update covering the six months to end-June – the statement should be positive enough to see the group’s shares get some added bounce. The group, which is a world leader in supercritical foams, has seen its shares rise from a low of 330p in late March this year, to over 472p in the last week of July. They touched 5
Gattaca – already working and has good prospects, this recruitment group’s shares, which are up 58% in under five months, have a lot further to climb
Mark Watson-Mitchell - 03.08.2026 This Hampshire-based recruitment business is capitalised at £50.6m and has already shown an excellent 58% share price advance since I featured the group five months ago. This coming Wednesday, 5th August, Gattaca (LON:GATC) will issue a Trading Update for its year to end-July. Market expectations are that the strong momentum in its contract recruitment side saw the year end with group pre-tax profits up some 80%. The shares are now 164p, up
Focusrite – is it time to skip to the beat ahead of next week’s AGM, shares now 240p and heading to over 300p
Mark Watson-Mitchell - 31.07.2026 The audio products group Focusrite (LON:TUNE) is due to hold its 2026 AGM next Tuesday, 4th August, The group is well-known for supplying hardware and software used by professional and amateur musicians and the entertainment industry, It is a global leader in the growing audio technology market, uniquely positioned to drive margin-accretive growth, thanks to its differentiated portfolio of category-leading brands, its brilliant people and
Foresight Group Holdings – following recent strategic decisions the shares of this alternative asset manager are undervalued at 474p
Mark Watson-Mitchell - 30.07.2026 Invest, Build, Grow Tomorrow, Friday, 31st July, over on the sunny island of Guernsey, Foresight Group Holdings (LON:FSG), the alternative asset management group, will be holding its AGM to approve its 2026 Report & Accounts. The £540m-capitalised group’s shares, which are currently trading at 474p, have risen impressively since their 341p Low scored on Monday, 30th March this year. The investment group’s Management has made a very strate
Severfield – after 42% loss last year, now in a ‘transition year’ this group’s shares up 40% in six weeks, reporting significant UK and European data centre project wins
Mark Watson-Mitchell - 29.07.2026 This morning Severfield (LON:SFR) has issued a Trading Update ahead of its AGM later today. Six weeks ago, on Friday, 19th June, I reviewed the 2026 results and concluded that based on analyst estimates, coupled with the strength being shown by the syndicate of banks in providing strong banking facilities, together with its Order Book, I was attracted to the group and its prospects. I commented that this company will see greater recovery in
