Mark Watson-Mitchell - 26.04.2026 Filtronic (LON:FTC) is the absolute star of the portfolio, with a massive 104.14% price increase. The big question is whether it will continue to shine so brightly. Portfolio performance lifted by Filtronic's shares, leaping ahead 104.14% The ten companies selected on Monday, 23rd March, were as follows: AO World (LON:AO.) @ 85p now 90p +5.88% Ashtead Technology Holdings (LON:AT.) @ 390p now 493.50p +26.54% Chemring Group (LON:CHG) @ 485p

Mark Watson-Mitchell - 24.04.2026 Alert for SRT Marine Systems (SRT) - Live Webcast: 8:30am, 29th April 2026 What will Simon say? SRT has confirmed that on Wednesday 29th April 2026 there will be the next live shareholder webcast at 8.30am, providing an update on Company operations and trading activities. The webcast shall be hosted by Simon Tucker, CEO of SRT, and is a live unedited public event and thus can be viewed online live by anyone by following the below instruction

Mark Watson-Mitchell - 23.04.2026 There are strong whispers around the market that Elon Musk's SpaceX business is going to pounce upon Filtronic (LON:FTC), the Sedgefield-based designer and manufacturer of advanced RF solutions for the space, aerospace and defence, and telecoms infrastructure markets, Such mutterings surround this week's steep share price rise from 218p to the 282p level reached earlier today. That certainly crashes through the SQC Research Target Price of 23

Mark Watson-Mitchell - 23.04.2026 The news from EnSilica (LON:ENSI) this morning has helped to push the price of its shares to a new three-year High. The group, which is a leading fabless, microchip maker with a growing portfolio of reusable IP, serving the Space & Comms, Industrial, Automotive and Healthcare markets, declared that it had secured multi-chip development contracts with a leading European satellite operator for its next-generation satellite network. Based on jus

Mark Watson-Mitchell – 22.04.2026 This morning’s Interim Results from Fevara (LON:FVA) reported that the international specialist in livestock supplements had a strong first-half performance. The good news helped to push the group’s shares up over 5% to 133.24p in early dealings. The Business Based in Carlisle, Cumbria, Fevara which was set up as the Carr’s Group in 1831, has been a Listed company since 1972. Today it is an international specialist in livestock supplements,

Mark Watson-Mitchell - 20.04.2026 Next Monday, 27 th April, the Christie Group (LON:CTG) will declare its Final Results for its 2025 trading period – they should show a very strong profits advance, helping to push the professional business services group’s shares a great deal higher. The group has a long-established reputation for offering valued services to client companies in agency, valuation services, investment, consultancy, project management, stock audit and invent

Mark Watson-Mitchell – 17.04.2026 At the start of last month, we featured the shares of Metro Bank (LON:MTRO) ahead of the reshaped banking group announcing its 2025 Finals. The group’s shares were then trading at 122p, earlier this week they touched 148p, before closing at 141.60p last night. Yesterday the £953m-capitalised company sent out its 2025 Report and Accounts, with its AGM to be held on Tuesday, 2 nd June. 2025 Final Results On Wednesday 4 th March, the group

Mark Watson-Mitchell - 15.04.2026 This morning the near £214m-capitalised ASA International (LON:ASAI) has announced its Final Results for the year to end-December 2025 – they were excellent. The group, which has a strong commitment to financial inclusion and socioeconomic progress, is one of the world's largest international microfinance institutions, providing small, socially responsible loans to low-income entrepreneurs, most of whom are women, across Asia and Africa.

Mark Watson-Mitchell - 14.04.2026 Capitalised at just £128m, Quartix Technologies (LON:QTX) is one of Europe's leading suppliers of subscription-based vehicle tracking systems, analytical software and services. It recently released a very good set of results for last year, and I am looking forward to the group’s pre-AGM Trading Update, due on Wednesday, 22 nd April, which could well help to push the group’s shares, now 265p after a 9% rise yesterday, back up towards the

Mark Watson-Mitchell - 13.04.2026 This coming Wednesday, 15 th April, will see the £740m-capitalised Hunting (LON:HTG) hold its AGM to cover its trading year to end-December 2025. It is also expected to issue a pre-AGM Trading Update, with the possibility of comment on the progress of potential new contract orders. This morning, against a lower market, the group’s shares have risen 16.50p to 506p – possibly in anticipation of some bullish comments. The Business Established

Mark Watson-Mitchell - 13.04.2026 This morning the £169m capitalised Concurrent Technologies (LON:CNC) reported its 2025 results, showing a better-than-expected profits advance, up 25% on a 14% increase in sales. The Colchester-based group is a designer and manufacturer of leading-edge computer products, systems, and mission-critical solutions used in high-performance markets by some of the world's major OEMs. Concurrent reported a strong financial year with revenue increasin

Mark Watson-Mitchell – 10.04.2026 This morning AO World (LON:AO.) has announced its Full Year Post-Close Trading Update for its year to end-March, which should see the group’s shares recovering from the current 89p. The £495m-capitalised electricals retail group, which two weeks ago completed its share buyback programme, taking some 9.7m shares into treasury, has issued a very positive Update. Double-digit revenue growth and a 15% profit growth is on the cards for the grou

Mark Watson-Mitchell - 09.04.2026 Next Monday, 13 th April, Concurrent Technologies (LON:CNC) will release its Final Results to end-December 2025, they will be good and show real progress going forward. The £167m-capitalised group is a designer and manufacturer of leading-edge computer products, systems, and mission-critical solutions used in high-performance markets by some of the world's major OEMs, At the end of February, the group’s shares were trading at a 278p High,

Mark Watson-Mitchell - 09.04.2026 This morning Van Elle Holdings (LON:VANL) announced that it has received a takeover approach from SCABAG, worth 52.3p a share in cash and valuing the group at £58.8m. The bid has been accepted by the Van Elle Board, with 45.0% of the shares, as well as from institutional holders with 26.1% of the group's equity. The Business Van Elle Holdings, which was formed in 1984 and listed on AIM in 2016, provides a wide range of ground engineerin

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

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

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

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

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

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