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YouGov – pollster group’s shares at 284.50p offer good upside, 2025 Final Results due tomorrow, average TP 557p
Mark Watson-Mitchell - 13.10.2025  Last week the shares of  YouGov (LON:YOU) closed weaker at 284.50p, which is 33% down over the last year. However, I now ask whether the fall has been overdone? Tomorrow morning sees the pollster group, which claims to have one of the world’s largest research networks, reporting its Final Results for the year to end-July. I do expect a certain positivity to be shown by its re-shaped Management for the current year and going forward. Which c
Costain announces that it has secured its £1bn Long-Term Programme with Sellafield, shares 140p, TP 200p
Mark Watson-Mitchell - 13.10.2025 Costain Group (LON:COST) has today announced that it has been selected by Sellafield Ltd as its Utilities Delivery Partner, a major part of Sellafield's Infrastructure Delivery Partnership. As Utilities Delivery Partner, Costain will refurbish and replace a variety of on-site and off-site utility distribution systems and services to enable Sellafield's decommissioning programme. The contract is expected to be worth up to £1bn to Costain and
Gooch & Housego – second half Trading Update up to expectations, while reporting a growing Order Book, shares 586p, raised TP 740p
Mark Watson-Mitchell – 11.10.2025  Photonics technology group Gooch & Housego (LON:GHH) last week reported that its trading momentum...
Ramsdens Holdings – yesterday’s price fallback offers good buying opportunity, shares now 367.50p, brokers upped their Target Price to 450p (385p)
Mark Watson-Mitchell - 09.10.2025 Â Just nine days ago I featured Ramsdens Holdings (LON:RFX) Â ahead of its Pre-Close Trading Update for...
Rank Group – bingo! it is time to play the machines and read the cards, ahead of the AGM Update on the 15th, shares 130p, TP 200p
Mark Watson-Mitchell - 08.10.2025  I consider that the Rank Group (LON:RNK)  is a real ‘money machine’ and that its shares at the...
Angling Direct – aiming to Build Europe's largest fishing club – group is gaining traction, shares up 14% in one day at 57p, after a 20% plus this morning since weekend feature
Mark Watson-Mitchell – 07.10.2025  Last weekend, I stated that this morning’s results should be good enough to see the recent strength...
Costain Group – after the recent sell-off, BlackRock SmallCap fund manager rates the shares, trading on 9.8 times earnings, now 141.20p, brokers TP 190p
Mark Watson-Mitchell - 06.10.2025 Â A week ago, it was reported that fund manager Roland Arnold reckoned that the recent price fall in...
Angling Direct – this week’s Interim statement could help to push shares, now 50p, a lot higher yet, despite the over 40% rise since end-August
Mark Watson-Mitchell – 04.10.2025  This coming Tuesday, 7 th  October, will see Angling Direct (LON:ANG)  report its Interim Results for...
EnSilica – despite the 21.46% rise today I strongly advise caution, investors should not get sucked in by excessive valuations, shares now 49.80p
Mark Watson-Mitchell – 01.10.2025  With its results due in about three weeks, it was very interesting to note today’s big rise in the...
Ramsdens Holdings – Pre-Close Trading Update due within days, shares at 375p – up 53% this year, brokers TP 385p (too low) now going a lot higher!
Mark Watson-Mitchell - 01.10.2025  Within days, I am expecting the £122m-capitalised Ramsdens Holdings (LON:RFX)  to be announcing its...
AO World – up 27% in two weeks, shares now 106p offer significant upside, analyst’s Fair Value 160p
Mark Watson-Mitchell – 01.10.2025  Just two weeks ago, I stressed that the shares of AO World (LON:AO.) , at 83.40p, looked too cheap!...
Northern Bear – Trading Update boosts share price by 12% this morning, now 106p after touching 108p – more to come
Mark Watson-Mitchell – 01.10.2025  The favourable winter weather is helping Northern Bear (LON:NTBR) , the specialist building and...
Journeo – this group offers a long trip, big profits expected within the next year, shares 432p, brokers TP 602p
Mark Watson-Mitchell - 29.09.2025  A week ago, the shares of  Journeo (LON:JNEO) were trading at 538p each – they are now 432p! I have...
Braemar – a disappointing Trading Update, the shares could just hang fire for some while yet, a reluctant Hold at 243p, brokers TP 320p
Mark Watson-Mitchell – 29.09.2025  Last Thursday morning, the £74m-capitalised Braemar (LON:BMS)  issued a trading update for the six...
Pantheon Resources – ‘all hands on deck’ got to get the shares back above the 25p Placing Price – shares now 24.75p, while broker lowers Target Price to 66p
Mark Watson-Mitchell – 24.09.2025  Following the recent $30m new capital fundraising of just two weeks ago, with some 79.73m new shares...
SRT Marine Systems – major ‘insider’ waited for contract news before buying even more shares at up to 79.27p a share, last Friday and Monday, shares now 81p, TP 150p
Mark Watson-Mitchell - 23.09.2025 In a convincing move of confidence in exactly where the group is going, it has just been announced that...
Henry Boot – property boss who complains it is now quicker to develop than to get planning permissions, looks for 10% greater sales this year, Interims tomorrow, shares 214p, TP 317p
Mark Watson-Mitchell - 22.09.2025  “From land promotion and property development investment to home-building, construction and plant...
Carclo – ahead of this week’s AGM Trading Update, the shares now 66.50p offer strong upside as the precision component group’s recovery continues apace - 100p in due course?
22.09.2025 Â Although they have risen over 40% within the last four weeks, I believe that the shares of Carclo (LON:CAR) Â still offer...
SRT Marine Systems – massive new Sovereign $200m contract now in advanced progression to add to £330m of five others now underway, shares at 72.40p ready to leap forward, TP 100p
18.09.2025 Â This morning SRT Marine Systems (LON:SRT) , my favourite global provider of civil defence maritime intelligence and...
Wynnstay Group – estimated 2025 £10m cash in the bank, net assets of 590p, shares 370p, 27p earnings and 17.8p dividend – Target 450p
17.09.2025  Despite comments that the 2025 British farming harvest may well have been the second-worst since the 1980’s, I have taken a...
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