Galliford Try - nearly 50% higher and still they look undervalued
Mark Watson-Mitchell - 04.03.2026 A year ago, I commented that the investors in the shares of construction group Galliford Try (LON:GFRD) could gain confidence from this group’s continued strong performance, while analyst estimates underlined the overall attractions of the group and the prospects for its rising share price from the then 384p. At that time, 6th March 2025, I suggested that investors should hold tightly to the group’s shares as they progress higher in sales,
SRT Marine Systems – signs $261m largest contract to date, record Order Book, shares 77p, brokers TP 122p
Mark Watson-Mitchell – 04.03.2026 This morning SRT Marine Systems (LON:SRT) has announced the signing of a new maritime surveillance contract with a sovereign customer valued at $261m, an increase from the previously anticipated $200m. The commencement of this project is contingent on the completion of a UKEF-supported finance package. The company also noted ongoing progress with existing projects in Asia and the Middle East, highlighting the increasing demand for independ
Kier Group - strong first half points to share rise, now 233p, TP 277p
Mark Watson-Mitchell - 03.03.2026 This morning's Interim results from the Kier Group (LON:KIE) reported a strong first half to end-December 2025, achieving an average net cash position of £16.8m, a significant improvement from the prior period's net debt of £(37.6) million. The group also announced a new £25m share buyback programme. Revenue grew by 2.6% to £2,029m, with adjusted operating profit increasing by 6.6% to £71.0m, and the adjusted operating margin improved by 10
Metro Bank – 2025 Finals due Wednesday will show massive uplift, shares 122p, analyst TP 170p
Mark Watson-Mitchell - 03.02.2026 This coming Wednesday, 4th March, will see the £824m-capitalised Metro Bank (LON:MTRO) declare its Final Results for the year to end-December 2025. They should reveal an impressive leap from £14.0m of losses in 2024 to over £98.0m of pre-tax profits last year. And that is just the start of a major recovery. After some hassles three years ago, the group has undergone a significant period of change. 2024 proved to be a year of successful tr
Costain Group – SQC has set a new Target Price of 210p for the shares now at 182p.
Mark Watson-Mitchell – 02.03.2026 This morning the £489m-capitalised Costain Group (LON:COST) confirmed that it has today returned to the FTSE 250 index for the first time in more than 20 years. The re-entry comes after years of consistent strong financial performance, building strong positions in growing markets and delivering increasing shareholder returns. As I reported this Index entry on Thursday of last week, the news was followed by a staggering 14,934,642 shares w
DotDigital Group – Interims next week could push the shares up a whole level from the current 57.80p, brokers average TP 128p
Mark Watson-Mitchell – 02.03.2026 In just eight days, on Tuesday, 10th March, DotDigital Group (LON:DOTD) , the leading SaaS provider of an AI-powered customer experience and data platform for intelligent, personalised marketing engagement at scale, will present its Interim Results to the end-of December last year. The company has already given the market guidance that the current year has shown some strength in its operations. The last year, to end-June 2025, was declared
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
