AO World – good sales growth and even better profits heighten the investor appeal at just 90.80p
Mark Watson-Mitchell - 19.06.2026 A couple of days ago the UK’s most trusted electrical retailer AO World (LON:AO.) reported its Final results for the year to end-March. It showed revenue growth of 11.4%, while its adjusted pre-tax profits were up 16.1% to a record £50.5m. The £504.5m-capitalised group’s shares were up to 116.80p in mid-January this year, since when they have been down to 82.70p, that was at the end of March. They are now looking steadier at 90.80p, at whic
Severfield – after its recent hassles this group now appears to be back on the recovery track, shares at 26.80p
Mark Watson-Mitchell - 19.06.2026 Next Tuesday, 23rd June, will see Severfield (LON:SFR) declare its 2026 Final Results, which on the face of it, will not look too good. Expectations are that the £79m-capitalised group, which is a market-leading UK structural steel fabricator, will show a substantial drop in its pre-tax profits, from £18.1m to just £10.2m or thereabouts. However, I understand that a profits recovery is now underway, anticipation of which has yet to show u
Seraphim Space Investment Trust – joining a higher band of angels, this space sector investor obviously does not see the sky as its limit!
Mark Watson-Mitchell - 18.06.2026 From tomorrow morning, Friday 19th June, the world's first listed SpaceTech investment company will be included in the FTSE 250 Index. That means that Index-tracking funds not already in the stock will be paying attention to expanding their portfolios by adding the shares of the £483m-capitalised Seraphim Space Investment Trust (LON:SSIT) onto their holdings. The inclusion of the group’s equity is said to reflect the growing Trust’s valu
Costain - even more contract winning adds to record Order Book, shares hit 211.50p, SQC TP 245p
Mark Watson-Mitchell - 18.06.2026 This morning, Costain Group (LON:COST) has confirmed the news that was declared within the construction sector yesterday, that it has been awarded a contract by Norfolk County Council to design and build new road infrastructure for the West Winch Housing scheme, a significant part of the overall £122m project. Design work will commence this year, with construction expected to start in 2027, and the new road will connect the A47 with the
CML Microsystems – making strategic advances with renewed growth in view, with operational recovery becoming evident
Mark Watson-Mitchell - 17.06.2026 At the start of April this year, the shares of the £48m-capitalised CML Microsystems (LON:CML) were trading at just 194p, within two months they almost doubled hitting 380p. On Thursday of last week, 11th June, they had eased back to 265p, swinging wildly along with others within the Space Sector. Last night they closed at 295p, but just where the market takes them now will be the big question. This morning the Langford, Essex-based grou
Earnz – from losses into big profits, this £9.1m company is certainly one to watch, shares just 3.85p, SQC TP 6p
Mark Watson-Mitchell - 16.06.2026 Today I am pinpointing a very interesting ‘small cap’ stock, valued at just £9.1m, which has significant potential. The driver is Bob Holt, a seasoned entrepreneur with a score of corporate successes to his credit. Holt is the person who, in 1996, identified massive possibilities with a small, quoted vehicle that later became the mega-Mears Group. He has been involved in other market situations including Unicorn Asset Management, DX Grou
Costain Group – a cash-rich balance sheet, a record Order Book and only trading on 12.8 times earnings, these shares now 194p offer massive upside!
Mark Watson-Mitchell - 15.06.2026 ‘We improve people’s lives by creating connected, sustainable infrastructure that enables people and the planet to thrive.’ It was about this time last year that the £517m-capitalised Costain Group (LON:COST) announced an Interim Trading Update, relating to the six months up to end-June 2025. It also announced a £10m Share Buyback programme. In March this year, it announced another such programme, but larger, this time seeking to repurcha
PZ Cussons – is it time to get into a lather ahead of the Finals Trading Update, shares now 87p, aiming to bubble up and trade 110p/125p range very soon
Mark Watson-Mitchell - 12.06.2026 For everyone, for life, for good - that is the group strategy I would hazard a guess that everyone’s house has carried this company’s products on its shelves. Capitalised at £367m, this group has been building up over the last 142 years, and it is still growing! Next week, on Wednesday 16th June, we should see PZ Cussons (LON:PZC) issue a Trading Update for its year to the end of last month. Its shares, now 87p, could well start to nudge
