MJ Gleeson – building growth in tricky markets, this group is transforming itself, Interims next week, shares 386p, TP 620p
Mark Watson-Mitchell - 06.02.2026 The shares of the £225m-capitalised MJ Gleeson (LON:GLE) put on a 10p gain yesterday to close at 394p, today they have slipped back to 386p. At the start of last December, they were trading at 381p, by the end of that month they had improved to 435p. Over the last five weeks, they have ranged from 430p down to 377p, before edging up again this week. Next Wednesday, 11 th February, will see the housebuilding and construction group announce
Costain Group shares hit new Five-Year High, heading through the 200p level shortly?
Mark Watson-Mitchell - 06.02.2026 This morning, the shares of my favourite infrastructure business, the Costain Group (LON:COST) , have hit a five-year High at 186p. In my view, they are heading higher and very soon. It really has a lot going for it, boasting a record Order Book, together with a strong balance sheet stuffed with some £190m of cash, as compared to its £493m market capitalisation, whilst making a very healthy £1m a week in profits. Analyst Max Hayes, at Cavend
Gulf Marine Services about the break upwards to a New High? Setting a new Target Price of 29p
Mark Watson-Mitchell - 06.02.2026 On Thursday 29th January the shares of Gulf Marine Services (LON:GMS) hit a New High at 23.50p, since when they eased back to 21.40p yesterday on the back of a very heavy dealing volume at 4,460,502 traded. However, this morning as I write, some 912,183 shares have been transacted and they currently stand at 23.47p - a fraction off the previous High. The group is a world‐leading provider of advanced self‐propelled self‐elevating support ve
Gold and Silver prices have dropped over the last week by 7% and 32%, respectively.
Mark Watson-Mitchell - 06.02.2026 This morning, I was interested to note that Rick Kanda, Managing Director at The Gold Bullion Company, shared his thoughts on why this drop has happened, if investors should be worried about price drops, and whether you should invest when prices drop. Why are gold and silver prices dropping? "In recent weeks, gold and silver have hit successive highs due to a rise in demand among investors seeking safe haven assets amid rising geopolitical t
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
