A G Barr – strong moves into Adult Soft Drinks highlights ‘cheap’ shares at 687p, TP 750p
Mark Watson-Mitchell - 04.02.2026 Yesterday’s Full Year Trading Update from A.G. Barr (LON:BAG) was really quite positive. Capitalised at £765m, the multi-beverage business boasts a broad portfolio of market-leading UK brands including IRN-BRU, Rubicon and Boost. The group has now acquired two other brands operating in the Adult Soft Drinks market – paying £38m for Fentimans, well-known for its soft drinks and mixers, and for £13m it purchased Frobishers Juices, famed for i
Filtronic - new Target Price of 232p for this unique group with its record Order Book, shares now 186p
Mark Watson-Mitchell - 04.02.2026 Following yesterday's Interim Results statement from Filtronic (LON:FTC) , the designer and manufacturer of products and sub-systems for the aerospace, defence, telecoms infrastructure, space and critical communications markets, its shares moved down to 176p on profit-taking, before hitting 188p and closing at 186p, up 3p on the day. There was quite a significant trading in the group's shares, with some 3,237,278 shares dealt compared to the
Filtronic – encouraged by record Order Book and expanded production site, broker increases Target Price to 225p (194p)
Mark Watson-Mitchell – 03.02.2026 This morning Filtronic (LON:FTC) , the £402m-capitalised Sedgefield-based designer and manufacturer of products and sub-systems for the aerospace, defence, telecoms infrastructure, space and critical communications markets, has reported its Interim Results to end-November 2025. The group’s CEO Nat Edington stated that: " The first half of the year demonstrated the strength of Filtronic's positioning in markets where performance, reliability
Watches of Switzerland Group – now could be the time to really watch this stock, Q3 Trading Update due on Wednesday, shares 518p
Mark Watson-Mitchell – 02.02.2026 This coming Wednesday, 4 th February, will see the Watches of Switzerland Group (LON:WOSG) update investors on its third-quarter trading. The £1.17bn-capitalised business, which is the UK's largest retailer for Rolex, OMEGA, Cartier, TAG Heuer and Breitling watches, is an international retailer of world leading luxury watch brands, complemented by a strong luxury jewellery offering. With over 200 showrooms globally, employing some 3,00
Costain Group – broker upped Target Price from 215p to 297p, shares now 177p, cash £190m, making £1m a week profit, market capitalisation £483m
Mark Watson-Mitchell – 02.02.2026 My favourite infrastructure group is winning even more orders and is said to be improving its margins as we proceed into its 2026 Trading Year. Last Tuesday morning, 27 th January, Costain Group (LON:COST) announced that it had been awarded a contract to design and build a new junction on the M5 motorway, junction 22A. Awarded through the Regional Delivery Partnership framework, over a five-year period the contract is worth some £100m to
Strix – ready to bubble again but conditions remain difficult, shares 47.75p, analyst ‘fair value’ 89p
Mark Watson-Mitchell – 30.01.2026 It was on Friday 19 th December last year, that the Strix Group (LON:KETL) announced the proposed disposal of its Billi business for £110.0m on a cash-free, debt-free basis, representing a significant return on its initial £38.0m investment. That strategic move is aimed at addressing the macroeconomic headwinds impacting the Controls division and strengthen the £108m-capitalised group's financial position, with an estimated net debt of £6
James Fisher & Sons – Trading Update shows market beat on improved margins, shares 388p, average TP 513p
Mark Watson-Mitchell – 29.01.2026 Engineering services group James Fisher and Sons (LON:FSJ) has this morning declared a bullish Trading Update that should help to push its shares much higher than the current 388p. The average of analyst views suggests 513p a share as the Target Price. The Business James Fisher and Sons is a leading provider of unique marine solutions in Energy, Defence and Maritime Transport. The Group pioneers safe, innovative solutions that solve compl
ASA International – profits set to double for 2025, shares ‘cheap as chips’ at 206p, TP 370p
Mark Watson-Mitchell – 29.01.2026 In todays’ Q4 2025 Trading and Business Update from ASA International (LON:ASAI) it has noted that its Management anticipates its full-year 2025 net profit will double to approximately $57m, up from $28.5m in 2024, driven by strong loan portfolio growth to $628.4m as at end-December, a 13% increase from the previous quarter and a 37% rise year-over-year, with client numbers growing by nearly 100,000 in the fourth quarter. The company also
