Mark Watson-Mitchell - 15.07.2026 Just ahead of Premier Foods (LON:PFD) holding its AGM tomorrow, Thursday, 16th July, I look forward to one of the UK’s biggest food groups issuing a positive First Quarter Trading Update. Capitalised at £1.73bn, I believe this substantial sector leader is significantly undervalued at just 12.7 times estimated earnings. In my view, barring any unforeseen circumstances, with the shares at 199p, there is at least a 25% upside being offered today

Mark Watson-Mitchell - 15.07.2026 Ahead of announcing its Interim Results on Thursday 13th August, the £550m-capitalised Costain Group (LON:COST), one of the UK’s leading construction and infrastructure specialists, has this morning reported a significant contract extension. It has secured a three-year extension to its Managed Service Provider contract with United Utilities, continuing its support for the AMP8 capital maintenance programme through the regulatory cycle. This p

Mark Watson-Mitchell - 14.07.2026 It is about time that CEO Simon Tucker, boss of SRT Marine Systems (LON:SRT) presented another of his almost quarterly Investor Webcasts – the last was on Wednesday, 29th April. The £220m-capitalised group has recently been strengthening its Balance Sheet, while continuing to increase its record Order Book. I featured its shares in early December 2024, then at just 40p, since then they topped 99p in the early days of January this year. The

Mark Watson-Mitchell - 13.07.2026 “Our ambition is to be the universal symbol of trust – the platform consumers, businesses and AI systems rely on – by helping trust be earned, seen and protected in the open.” This coming Thursday, 16th July, will see the Trustpilot Group (LON:TRST) issuing a Trading Update to investors, which could well provide the next checkpoint for its financial metrics to continue to support its platform’s foundations. The group will declare that it ente

Mark Watson-Mitchell - 10.07.2026 The middle of next week, on Wednesday 15th July, Cohort (LON:CHRT), the independent technology group, will declare its Final Results – they will be good and indicate further growth to come with a record Order Book. Expect bigger spend on Defence, so Cohort will benefit The group’s shares, now 1324p, are up some 46% this year, while Target Prices are expected to be lifted upon the results. The Business Formed in 2006 and listed on AIM the

Mark Watson-Mitchell - 09.07.2026 I am looking forward to seeing just how the Management of Celebrus Technologies (LON:CLBS) describe their last financial year’s trading, and what is more, just how the software group is doing so far in this current year. My guess is that the massive fall-off in revenues, from $38.7m in 2025 to just $23.3m in the year to end-March 2026, will make a few investor’s eyes water. The poor trading, however, has already been pre-warned, so perhaps

Mark Watson-Mitchell - 08.07.2026 Look out next week for the latest set of Final Results from the BRCK Group (LON:BRCK), formerly called Brickability, they are due to be announced on Tuesday, 14th July. Despite building sector hassles generally, this £157m-capitalised business has shown some good resilience in a difficult market. With its shares trading at 48.50p, they rate out on a mere 5.6 times price-to-earnings ratio, while yielding a very healthy 7.2% dividend yield.

Mark Watson-Mitchell - 07.07.2026 Yesterday the shares of James Cropper (LON:CRPR) again hit the 400p level that was forecast in this column last November, when they were just 330p. Over the last six months or so, they have traded in a range from 260p to 410p. Just a week ago they were around 350p, but that was before the Advanced Materials and Paper & Packaging specialist group announced that it had refinanced its debt facilities. Yesterday it also announced that it ha

Mark Watson-Mitchell - 06.07.2026 In the last week or so, there has been an absolute surge in the shares of the Watches of Switzerland Group (LON:WOSG), rising from 625p on Friday 26th June to close last Friday night at 752p. The shares were previously trading at around the 707p level before a statement out on Bloomberg on the 26th suggested that, due to weaker luxury demand, the group was no longer pursuing its target of generating more than £3bn in annual sales by 2028. A

Mark Watson-Mitchell - 06.07.2026 There is a real strength beginning to show through in the UK Equity Market currently. With the FTSE100 Index standing at 10,681.78, as I write, it is only a few 253 points away from scoring a New High. A quieter Trump, an easier Hormuz, steeply falling oil prices ....... all are conditions that please the punters. Could that breakthrough occur within the next few days? It is more than possible! The rumbling on of the Farage business will soon

Mark Watson-Mitchell - 06.07.2026 This Wednesday, 8th July, The Gym Group (LON:GYM) will be issuing a Trading Update covering the first six months of its current year. The leading low-cost gym operator could well be guiding investors towards a very fit set of revenues, profits and earnings in 2026. Its current proposition is highly successful and extremely well rated by its members. I have to say that I do like the look of the group’s share price, despite it having risen well

Mark Watson-Mitchell - 02.07.2026 What is the expression? A bird in the hand is worth two in the bush! I note that expression because various investors in Ramsdens Holdings (LON:RFX) have been wondering what to do with their holdings in the group after the recently announced £206m cash bid from the US-based FirstCash Holdings. Ramsdens, which I have been following for years, is a UK-based diversified retailer and financial services provider, offering jewellery retail, prec

Mark Watson-Mitchell – 02.07.2026 Having risen from 145p to 480p on Thursday 21st May, the shares of Filtronic, in one of the UK markets ‘fliers’ in 2026, recorded an impressive 331% price gain for the SQC Research Recovery Portfolio. That increase was a reaction to the very strong investor interest surrounding the massive US IPO of SpaceX, to whom Filtronic is a key supplier. That significant ‘space sector’ push inevitably saw prices fall back after the float, with Filtro

Mark Watson-Mitchell - 01.07.2026 Tomorrow morning, Thursday, 2nd July, CEO Alex Baldock will present his last set of results for Currys (LON:CURY) before handing over the reins to former shop assistant Fredrik Tønnesen. Baldock has done an excellent job at the £1.65bn-capitalised technology retail group as he moves on to the top job at Boots. Over the last eight years Baldock has streamlined the business, strengthened both its profitability and its balance sheet, while it

Mark Watson-Mitchell - 01.07.2026 Our purpose is to be the supplier of choice for British farmers The Wynnstay Group (LON:WYN) is rooted in farming, it helps livestock and arable farmers to produce food in a more sustainable way. This £82.3m-capitalised group remains in a strong financial position, with a robust balance sheet and good cash flows, which supports its positive view of prospects. On Monday morning, the business, described as ‘The leading integrated partner to

Mark Watson-Mitchell - 26.06.2026 Since I featured Solid State (LON:SOLI) way back in December 2024, with its shares then at 123p, they have been up to 215p, a near 75% gain in that period. Next Tuesday, 30th June, the £109m-capitalised group, which is a specialist value added component supplier and design-in manufacturer of computing, power, and communications products, will be declaring its Final Results for the year to end-March. They could well show around a 21% increa

Mark Watson-Mitchell - 25.06.2026 ‘Built to Win, Wired for Wonder’ Just over five weeks ago, on Monday, 18th May, I featured the shares of Winvia Entertainment (LON:WVIA), then at 225p, since when they peaked at 284p at the start of this month – a useful 26% two-week gain. The shares of this technology-driven entertainment company operating in the prize draw, skill games, and online gaming markets have since eased back to 245p, at which the group is capitalised at £257m.

Mark Watson-Mitchell - 24.06.2026 I featured the shares of £1.1bn-capitalised Volex (LON:VLX) on Monday, 10th November last year, they were then 365p, since when they have risen 94% before profit-taking. In early April, the specialist integrated manufacturer of critical power and data transmission products confirmed its intention to move its listing from AIM to the Main Market, targeting admission before Tuesday, 4th August, which could make it eligible for the FTSE 250 In

Mark Watson-Mitchell - 23.06.2026 The Final Results for the year to end-April for the Moonpig Group (LON:MOON) will be declared this coming Thursday, 25th June – they should be good enough to break the group’s shares out from its fairly narrow trading range. In the last trading year, the online greetings cards and gifts group could possibly have seen its sales improve by 7%, while its pre-tax profit may well have risen over 13%. A positive accompanying statement from the

Mark Watson-Mitchell - 22.06.2026 This Thursday, 25th June, will see the £391m-capitalised Halfords Group (LON:HFD), the UK’s leading provider of motoring and cycling products and services, declare a better-than-expected set of results for the year to early March. Now being led by a new CEO, it is refocussing on its core retail and Autocentres business, and is showing early signs of improving end markets, leading the market to recently nudge up profit expectations. The Busi