James Fisher - shares up 28% in one month, Finals due in three weeks, now 498p, new SQC Target Price 580p
James Fisher - submarine rescue In just under three weeks, we will see James Fisher & Sons (LON:FSJ) announce its Final results for the year to end-December 2025. I have followed this group for over thirty years, it has had its ups and downs in share price terms, but now I do feel that it is definitely on the up again. Less than a month ago, on Thursday 29th January, I featured the group once more, noting that the group's Latest Trading Update was bullish enough to help to p
Avingtrans – ahead of Interim Results, shares ‘top-sliced’ after strong price run, now 570p, new SQC Target Price 680p
Mark Watson-Mitchell – 23.02.2026 This coming Wednesday morning, 25 th February, will see Avingtrans (LON:AVG) , the specialist precision engineering group of companies, announce its Interim Results for the half-year to end-November 2025 – they should be good and help investors to realise its potential going forward. It has built up over the last three decades through making acquisitions of companies that need tighter management, that can be built up and able to be sold of
Gooch & Housego – up 60% in two months, now lasering to doubled profits in two years, AGM Update next week, shares 740p, TP 790p
Mark Watson-Mitchell - 20.02.2026 Two and half months ago, on Tuesday 2 nd December 2025, I featured the shares of Gooch & Housego (LON:GHH) , the photonics technology group. It was then capitalised at £134m, with its shares standing at 512p. Two months later, they peaked at 818p, a near 60% gain, since when they have eased back to 708p on the back of profit-taking. However, by the middle of this week, they were back up to 780p, before closing at 740p yesterday. Not only d
Chemring Group - AGM Trading Update sees shares fall 5% to 496p - a Buyers opportunity, TP 620p
Mark Watson-Mitchell - 20.02.2026 This morning's AGM Trading Update from the Chemring Group (LON:CHG) saw traders knock the share price down to 496p - which is the wrong price. Wrong price in AGM Trading Update reaction In its update ahead of its AGM later today, the group confirmed that its FY26 outlook remains in line with expectations, with revenue 85% covered by current revenues and an Order Book of £1,364m as of 30th January, 2026, an increase from £1,351m in the prio
Costain Group – almost at a Five-Year High and just 9p short of the SQC Target Price of 199.50p – still very undervalued – Finals due soon
Mark Watson-Mitchell – 19.02.2026 Yesterday almost 1.3m shares in the Costain Group (LON:COST) changed hands in the market, closing 3p higher at 190.60p. Those trades were far busier than the recent average daily volumes. The infrastructure group’s shares are just 9p lower than my late January set Target Price of 199.50p, they are just 2.40p lower than their recent High. At the current price they are trading over 73% higher over the last year, and over 225% higher over th
Currys – new five-year High at 155.90p, ahead of planned news upload, investor interest is building up again, TP 200p
Mark Watson-Mitchell – 19.02.2026 I was interested to see that JP Morgan Asset Management has built up a 5.05% holding in the equity of electricals retailer Currys (LON:CURY) . Yesterday, the £1.6bn-capitalised group’s shares closed at 155.90p hitting a new five-year High. The group’s Management is next week hosting an Investor Event at its Newark-based Supply Chain and Service Operation, that is on Wednesday 25 th February. Then two weeks later another event will be a S
McBride Group – up 680%, Interims next Tuesday, shares 165p, on 7.6 x earnings, TP 235p
Mark Watson-Mitchell - 18.02.2026 The shares of the McBride Group (LON:MCB) put on 6p yesterday, to close nearly 4% higher at 165p, the highest level since 2018 – so what is going on? Could it be anticipation of a good set of Interim Results to be announced next Tuesday morning, 24 th February? I featured this group at the end of February 2023, when its shares were just 24p, so the subsequent increase in price, up 680% in those three years, has been more than pleasing. An
Macfarlane Group - ahead of next week's Finals, shares 73.80p, SQC sets a TP @ 90p
Mark Watson-Mitchell - 18.02.2026 The announcement this morning that Aberforth Partners has increased its stake to 12.0%, some 18.84m shares, in the Macfarlane Group (LON:MACF) reminded me that we should be looking out for the Final Results from the UK and Ireland's largest packaging supplier, due next week. This time last year, the group was bedding down the mid-January 2025 £18m acquisition of Pitreavie packaging group. Unfortunately, a fatal incident at that company's pl
