SDI Group - latest acquisition gives entry to defence sector business, shares 81p, brokers TP 140p
Mark Watson-Mitchell - 13.02.2026 I have to say that I do like the look of this group's latest deal, taking it into a strong trend sector that gains significant investor interest. This morning SDI Group (LON:SDI) announced that it has acquired PRP Optoelectronics for a net £9.3m, marking its entry into the avionics markets with essential components for programs like the Eurofighter Typhoon, F-16, and F-22 Raptor. PRP, which is a profitable business with £5.99m in revenues
Hunting – with Finals due early next month, shares now 480p, average brokers TP 634p – going higher
Mark Watson-Mitchell – 12.02.2026 Less than a month ago, I featured the shares of the Hunting Group (LON:HTG) at 401p, they are now 480p, and I see them going even higher. It is a business that I have been following for nearly four decades, yes decades! And I have maintained my faith in its ability to deliver for its shareholders. Showing the strength of its Management, over the last seven years the corporate shape of Hunting has shifted significantly. It is now estimated
Ramsdens Holdings – Surprise Trading Update sees shares up 11% at 449p, brokers raise TP to 550p
Mark Watson-Mitchell - 10.02.2026 The older you get, and I am very old, it is always good to have a surprise in the morning. Today’s event is the surprise Trading Update from Ramsdens Holdings (LON:RFX), the financial services provider and retailer that I have followed for years. The group has stated that it now anticipates its full-year 2026 profit before tax to exceed £21m, surpassing previous market expectations of £18.6m and representing a significant increase from FY
Wynnstay Group – lower sales but higher profits, 22-years of dividend growth, shares 395p, valuation 575p
Mark Watson-Mitchell - 09.02.2026 Despite a near 5% fall in its overall sales in the year to end-October 2025, Wynnstay Group (LON:WYNN) , the undervalued £91m-capitalised agricultural supplies and services supplier has this morning declared a 21.1% rise in pre-tax profits. "FY25 has been a year of significant progress for Wynnstay, with a stronger underlying performance and clear early benefits from the operating changes delivered during the year. The business enters FY26 i
Filtronic - hitting New High of 206p, just 12% below my 232p Target Price
Mark Watson-Mitchell - 09.02.2026 Already this morning, in just four market hours, some 2,008,428 shares have been traded in Filtronic (LON:FTC) , which is far higher than the recent daily average dealing volume of 1,581,075. Based in Sedgefield, the £450m -capitalised group designs and manufactures RF-to-mmWave components and subsystems for mission-critical communication networks. It develops products for telecommunications infrastructure, aerospace and defence, space, tes
