Quick Chat 13/44

GlobalData - ICG Europe Fund backs out of possible bid

11.06.2025 This morning ICG Europe Fund IX has declared that it does not intend to make an offer for GlobalData. ICG follows KKR which...

Filtronic – high-growth space market delivers record SpaceX contract, shares 138p, brokers TP 158p

10.06.2025 This morning the shares of Filtronic (LON:FTC) , the designer and manufacturer of advanced RF solutions for the space,...

Fuller Smith & Turner – now 630p, are the shares a Buy ahead of this week’s Finals, brokers consensus TP is 820p

09.06.2025 It has been some years since I went around the Fuller’s Brewery in Chiswick, West London, but it has not stopped me from...

AlphawaveIP – up over 100% in just over two months, take the cash and reinvest immediately

Mark Watson-Mitchell - 09.06.2025 This morning Qualcomm has tied up its $2.4bn acquisition of the AlphawaveIP Group (LON:AWE) . At the...

Filtronic – within a whisker of ‘space’ to the 150p level, will the Trump/Musk fall-out hit this Sedgefield-based equipment group – where to now?

Mark Watson-Mitchell, SQC Research - 06.06.2025 Four months ago, when concluding a conversation with CEO Nat Edington and CFO Michael...

Ramsdens Holdings – yesterday’s record Interims point towards a strong full year, shares now 345p, up 50% in two months, TP 385p

05.06.2025 The Interim Results to end-March reported yesterday by Ramsdens Holdings (LON:RFX) showed an 18% increase in its revenues and...

Chemring – with the agility to rapidly react to urgent customer needs, this group’s shares, which are up 33.4% in two months, are climbing to New Highs with substantial upside

04.06.2025 Yesterday’s announcement of its Interim Results to end-April by the Chemring Group (LON:CHG) were very well received by...

Alphawave IP Group – the final deadline for Qualcomm making a bid is now just a day away – just what will happen, shares up 22% in two months but is there more upside?

04.06.2025 At the start of April, I featured the shares of Alphawave IP Group (LON:AWE) at 117p, following their swift rise from...

Seraphim Space Investment Trust – shares up 44% in a month, Q3 Update tomorrow could well spell out further upside

03.06.2025 Six weeks ago, in my feature on the Seraphim Space Investment Trust (LON:SSIT) , I wrote about just how much I liked the...

Gooch & Housego – Photonics group’s shares are cheap at just 500p, my Target Price is 600p.

03.06.2025 After dropping to 477p at one stage yesterday before closing at 500p, the shares of Gooch & Housego (LON:GHH) , the...

EnSilica – could this one move up like Filtronics especially with news due - shares 34.50p, broker’s TP 71p

02.06.2025 With Governments across the world looking to spend so much more of their Budgets upon defence and other military needs,...

SRT Marine Systems – up 75% in five months, with so much more to come yet, shares 73.80p TP 100p

02.06.2025 Over the last week we have seen a good per centage rise in the share price of one of the UK Investor Shares For 2025 – SRT...

GlobalData – well now we know – KKR backed out of bid race leaving ICG still in talks – whispers suggest 230p/250p cash bid possible, shares now 180p, broker’s TP 304p

30.05.2025 It was just ten months ago that Inflexion, the private equity group, took out a 40% stake in GlobalData’s healthcare business...

DF Capital Bank – ahead of its AGM next week I return to back this finance group’s shares, now 39p, TP 49p

30.05.2025 Next Wednesday, 4th June, will see DF Capital hold its Annual General Meeting to approve the Report and Accounts for its...

Braemar – Poor results, short-term uncertainty, lower order book, all give disappointing background, shares looking very toppy at 255p, despite brokers lowered TP of 320p

29.05.2025 Regular readers will know just how bullish I have been over the years about the prospects for Braemar (LON:BMS) the...

Filtronic wins new contract with defence prime Leonardo

29.05.2025 This morning the £274m-capitalised Filtronic (LON:FTC), has announced a new contract with Leonardo for the supply of...

Gulf Marine Services – Aiming to be the world’s best SESV operator, this ‘Forward and Upward Focused’ group is undervalued at 18.80p, brokers TP 32p

28.05.2025 If you are lucky enough to be in Abu Dhabi, in the United Arab Emirates, then perhaps this Thursday you should pop into the...

SRT Marine Systems – it is beginning to show its mettle, its shares, now 64p are on the rise, my Target Price is 100p before 2025 is over

28.05.2025 Yesterday’s news from SRT Marine Systems (LON:SRT), my favourite maritime domain awareness solutions group, certainly...

DSW Capital – trading on just 9.46 times historic, a mere 6.88 times current earnings ratio, with a 5.9% yield, and a 6.2% prospective! Shares 53p TP over 66p

27.05.2025 A couple of weeks ago, on Thursday 15th May, DSW Capital (LON:DSW) issued a positive Trading Update for its year to the end...

GlobalData – decoding its own future, will this group succumb to current bid approaches, shares 189.50p, brokers pre-bid TP’s up to 304p

27.05.2025 It will be interesting to see what occurs within the next day for the £1.4bn-capitalised GlobalData (LON:DATA) following the...

Opinions not advice