CML Microsystems - Trading Update due could show cash-rich group's increased Order Book, shares 230p, SQC TP 275p
Mark Watson-Mitchell - 27.03.2026 We have no date yet for CML Microsystems (LON:CML) announcing its Trading Update for its year to end-March, however, it could well be within days. The Maldon-based company develops mixed-signal, RF and microwave semiconductors for global communications markets. The group's shares are currently trading at around the 230p level, which capitalises the business, with some £10m in cash, at just £38.2m, which could well prove to be a bargain buying
AG Barr – building great brands that people love, Finals next Tuesday, shares 628p, consensus average TP 764p
Mark Watson-Mitchell - 26.03.2026 Since early February, when the multi-beverage business A.G. Barr (LON:BAG) announced its Full Year Trading Update, this group’s shares have been up to 715.32p and back down to a recent low of 608p, which was scored last Monday 23 rd March. Now, ahead of the IRN-BRU brand-owning group reporting its Finals to end-January this year, due next Tuesday morning, it could well prove to be opportune to take a position, especially with the shares
SQC Research 2026 Market Recovery Portfolio – up over 5.4% in three days
Mark Watson-Mitchell - 26.03.2026 Last Monday morning, 23 rd March, I was reminded by a reader that six years ago, on Tuesday 24 th March 2020, I published a Covid-19 Market Recovery Portfolio of ten stocks – it scored well, with a 48.35% gain in less than three months, triple the performance of the FTSE100 in the same period. By 8.30am on Monday, the FTSE100 stood at 9750, within three hours it was down another 33 points to 9717. However, my choices were made within min
Volex – up nearly 35% in four months and more to go for with Main Market move planned, shares 479p, TP 580p
Mark Watson-Mitchell – 25.03.2026 This morning Nat Rothschild’s £870m-capitalised Volex Group (LON:VLX) has announced a strong trading update for its year to end-March, with full-year revenue now expected to be at least $1,220m, significantly exceeding market expectations, and underlying operating margins anticipated to be above the 9-10% target range. That outperformance was primarily driven by high demand for data centre products, with revenues in that segment expected
Gattaca – impressive Interims show 431% increase in profits, shares 105p, brokers TP 160p
Mark Watson-Mitchell – 24.03.2026 This morning’s Interim Results from Gattaca (LON:GATC) showed a massive advance. The specialist staffing business reported a strong first half for the six months to end- January, with revenue increasing by 10% to £212.4m and Net Fee Income (NFI) rising by 13% to £21.4m, driven by growth in sectors like Defence and Energy. The group’s operating profit saw a significant increase of 431% to £2.6m, while its underlying pre-tax profit grew 187
Buyers return to the market snapping up oversold stocks
Three weeks ago the UK's FTSE100 Index peaked at a new High of 10,934.90, with share prices generally reflecting firmness and hope. Then the World's Greatest Peacemaker turned War Monger decided to throw his rattle out of the cot and inflict his 'power' upon Iran and its energy interests. The devastation that has been subsequently caused by his manoeuvres has almost throttled oil and gas supplies through the Middle East regions. The squeeze for desperate tankers to get throug
Ashtead Technology - building unrivalled capability, positioned for growth, shares 393p offer big upside, brokers' average TP is 653p
Mark Watson-Mitchell - 19.03.2026 On Tuesday 26 th August last year, I featured again the shares of Ashtead Technology (LON:AT.) , then with its shares at 344p, it was capitalised at £276m. The shares went on to score Lows of 297p last November and repeated in January this year, since when they have rebounded to 445p – showing that there is quite an active market range for the company’s equity. On Tuesday of this week, the group reported an impressive set of Final Results
James Fisher - broker lifts Target Price to 790p, shares now 542p
Mark Watson-Mitchell - 19.03.2026 After the recently announced results from the marine services group James Fisher & Sons (LON:FSJ) , James Fisher - submarine rescue analyst Thomas Rands at Berenberg, has substantially raised his Target Price for the group's shares to 790p. The £271m-capitalised group's shares are currently trading at 542p. The Business This global company provides services such as engineering, inspection, installation, commissioning, operations, maintenan
