DF Capital – Q1 Update shows even greater strength, shares moving forward, now 59p, TP 90p
Mark Watson-Mitchell - 08.04.2026 Following on from my article yesterday on DF Capital (LON:DFCH) , the finance group has today issued a Trading Update for its First Quarter to end-March this year. The £96m-capitalised group is based upon a specialist bank that provides financial solutions that support manufacturers, dealers and distributors across the UK. Its Update described that its momentum in lending continued with strong portfolio quality. The news created a forward
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
