CML Microsystems – very positive AGM Statement, Order intake drives faster return to profit, shares 275p are a bargain for patient investors
Mark Watson-Mitchell – 11.08.2026 Ahead of this morning’s 9.30am AGM, CML Microsystems (LON:CML) has issued a very positive Trading Update. It has stated that the business entered FY27 with strong momentum, continuing a positive trend from the prior year's final quarter with both revenue growth and an improving order intake. Trading in the opening months of the current financial year has been robust, with revenue in line with and order intake ahead of expectations, driven b
Costain Group – expecting positive Interims on Thursday, mkt cap just £570m, with £171m net cash, making over £1m a week profit – shares are cheap!
Mark Watson-Mitchell - 10.08.2026 Ahead of the Costain Group (LON:COST), announcing its Interim Results this coming Thursday, 13th August, some five brokers are calling its shares as a Buy, with one rating them as a Hold. The analyst Target Prices range from 200p to 297p, with the average centred on 240.3p. One of the broking firms has clearly stated that it expects that the group, which delivers predictable, best-in-class infrastructure solutions across the transport, wat
The market-beating SQC Research Market Recovery Portfolio up 30.03% in 93 days
The US-bid for Ramsdens still shows through as the star performer, while Filtronic is looking to build up its price recovery after recent results. This week we have the Interims from Costain Group, aiming to beat the excellent showing of the Chemring Group, while Currys is continuing to improve, with Sigmaroc coming up close behind. Overall, the portfolio is up a market-beating 30.03% over the last 93 market days. The ten companies selected on Monday, 23rd March, were as fo
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
