Volex – data centre supplier’s shares on the move, up 10p today to 490p, with so much more to come
Mark Watson-Mitchell – 07.04.2026 This morning Volex (LON:VLX) confirmed that it is going to move its listing from AIM to the Main Market of the London Stock Exchange, targeting admission before Tuesday, 4 th August, which could make it eligible for the FTSE 250 Index. Concurrently, the near £900m-capitalised company has launched a share buyback program to return up to £40m to shareholders. The group will also host a Capital Markets Event on Wednesday, 22 nd April to pre
DF Capital – 2025 Finals point to greater profits, whilst showing shares are cheap at 55p, brokers TP 90p
Mark Watson-Mitchell - 07.04.2026 A fortnight ago, the £91.1m-capitalised DF Capital (LON:DFCH) declared a very good set of Final figures for the finance group’s 2025 trading year. At the end of January this year, this group’s shares were trading at a High of 68p, more than double the Low of 32p scored towards the end of April a year ago. After the results, which were a very good read, the shares have traded within the 60p to 52.50p range. Now at 55.50p, trading on just 6
The SQC Research 2026 Market Recovery Portfolio (23.03.2026) up 8.71% in eight days!
Mark Watson-Mitchell - 01.04.2026 The ten companies selected were as follows: AO World (LON:AO.) @ 85p - now 86.50p +1.76% Ashtead Technology Holdings (LON:AT.) @ 390p now 428.50p +9.87% Chemring Group (LON:CHG) @ 485p now 546p +12.58% Costain Group (LON:COST) @ 177p now 189.80p +7.23% Currys (LON:CURY) @ 128p now 127.70p -0.23% Filtronic (LON:FTC) @ 145p now 201p +38.62% James Fisher & Sons (LON:FSJ) @ 470p now 462p -1.70% Ramsdens Holdings (LON:RFX) @ 340p now 3
AG Barr – excellent Final result sees shares increase 10% to 681p, with more to come
Mark Watson-Mitchell - 01.04.2026 Last Thursday we highlighted the shares of AG Barr (LON:BAG) , the Scots-based soft drinks maker famous for its IRN-BRU brand. That was ahead of yesterday’s Finals for the year to end-January. The then £697m-capitalised group’s shares were trading at a lowly 628p. They had previously been up to 715.32p in the last month or so, before falling back to a recent Low of 608p, scored early in March. After some profit-taking the shares closed the
Filtronic – yet another contract proves customer confidence, shares up to 194p, SQC TP 232p
Mark Watson-Mitchell – 01.04.2026 Following on from the announcement last Thursday, 26 th March, when Filtronic (LON:FTC) reported that it had secured an $8.0m (£6.0m) contract with a US company, the group has announced further contract news. Last week’s contract is to develop, manufacture, and qualify high-performance system-level products, specifically amplifiers utilising proprietary GaN and MMIC technology for satellite communications. That contract, which started in
Currys – take advantage of the price pull-back on CEO stepping down news, shares 119p, on just 8.9 times earnings, SQC TP 190p
Mark Watson-Mitchell – 31.03.2026 Last Thursday 26 th March, there was something of a shock announcement from Currys (LON:CURY). The £1.2bn capitalised electricals retailer declared that Group Chief Executive Alex Baldock will step down after eight years to pursue a new external opportunity, with the board initiating a search for his successor. The company confirmed that trading remains in line with expectations, and it continues to anticipate Group adjusted profit befor
BRCK (Brickability) receives bid approach at 65p a share, closed at 41p, SQC looks for 80p
Mark Watson-Mitchell - 31.03.2026 This morning BRCK Group (LON:BRCK) announced that it has received an unsolicited, non-binding approach from Atlas Holdings LLC to acquire the entire issued share capital of BRCK. Atlas initially proposed an indicative offer price of 65p per share in cash, which the BRCK board unanimously rejected on 23rd March, as it fundamentally undervalued the company. BRCK has agreed to provide limited further information to Atlas to explore a potenti
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
