Shearwater Group - Central Government Cyber Security Contract Win opens up bigger markets - Finals next week
Mark Watson-Mitchell - 20.10.2026 This morning the £16.5m-capitalised Shearwater Group (LON:SWG) has announced that its subsidiary, Brookcourt Solutions, has secured a new £1.7m two-year contract with a Central Government customer for advanced threat intelligence capabilities. This contract replaces a previous agreement and expands services to include additional platform features and more users, supporting the protection of GOV.UK services and UK citizens. The win, achieved t
James Cropper - Strong first half performance; full-year expected to be ahead of current market expectations
Mark Watson-Mitchell - 20.10.2026 This morning, the £67m-capitalised James Cropper (LON:CRPR) has announced a strong first-half performance for FY27, with trading exceeding expectations primarily due to the Paper & Packaging business's revenue growth and cost management. Consequently, the company now anticipates full-year Adjusted EBITDA to be between 10% and 20% above current market expectations of £9.4m, projecting a range of £10.3m to £11.3m. This positive outlook reflects
Angling Direct – resilient first-half, cash-rich group’s shares now 56p, SQC Research TP 65p plus
Mark Watson-Mitchell – 13.10.2026 This morning fishing tackle and equipment retail group Angling Direct (LON:ANG) reported a resilient first half performance for the six months to end-July, with revenue increasing by 5.1% to £56.4m, driven by a 6.9% rise in total UK sales to £54.6m, while European sales declined by 30.4% to £1.8m. Adjusted EBITDA grew by 11.9% to £4.3m, and adjusted profit before tax increased by 11.2% to £3.3m. Earnings were up 10% to 3.20p (2.91p) per sha
Greencore Group – upped Guidance shows market outperformance continues to underline attractions, shares now 260p with 300p early Target Price
Mark Watson-Mitchell – 13.10.2026 This morning’s announcement from the £2.1bn-capitalised Greencore Group (LON:GNC) was a Q4 Trading Update covering the foods group’s year to Friday 25th September. It showed Greencore ended FY26 strongly, with volume growth ahead of the market, and an excellent profit momentum and positive cashflow generation, while it has further upgraded its FY26 Adjusted Operating Profit guidance. The shares, which are now trading at 260p, have 300p writ
Gattaca – improved profits for FY26 give confidence for a strong FY27 performance, 10 times earnings dropping to 8 times.
Mark Watson-Mitchell – 12.10.2026 The £45m-capitalised Gattaca (LON:GATC), the specialist staffing solutions business, will declare its Final Results for the year to end-July on Tuesday, 3rd November. They will be impressive and are expected to point toward a very positive 2027 trading year. The Group’s shares, now 145p, have risen nearly 62% since the beginning of the year, after having peaked at 175p in August. I now expect that the shares will edge better, especially ahe
YouGov – a continued dislocation of intrinsic value against market value, Finals will help to correct and offer upside
Mark Watson-Mitchell - 08.10.2026 “Our vision is for YouGov to be the world’s leading provider of marketing and opinion data” Next Tuesday, 13th October, the international research and data analytics group YouGov (LON:YOU), will release its Final Results for the year to end-July 2026. The group’s shares have ranged from 291p a year ago, down to 150p in late March this year, then a summer climb in price to 288p by early last month. Now at 263p, the £308m-capitalised busine
Avon Technologies - SQC Research Target Price scored within 24 hours
Mark Watson-Mitchell - 09.10.2026 Yesterday morning, Wednesday, 7th October, SQC Research posted a new note on Avon Technologies (LON:AVON), publishing a new Target Price of 2100p, for the protection products group's shares, then 1905p. Last night they closed at 2190p, up 14.95% in the day. "This £576m-capitalised group's shares at 1905p continue to hold strong investor attractions. My new Target Price is set at 2100p." That rapid price ascent was very impressive; however, I
Angling Direct – next week’s Interims will show this under-appreciated cash-rich group has strength in its sales and profits, look for a 20% plus uplift
Mark Watson-Mitchell - 08.10.2026 Look out next Tuesday morning, 13th October, for the Interim Results statement from the £36.5m-capitalised leading omni-channel specialist fishing tackle and equipment retailer Angling Direct (LON:ANG). For the first half year, it should be reporting continued sales growth while delivering operational efficiencies from prior-year investments. It is expected to comment upon the Group’s sustained progress against its updated medium-term objecti
