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The Gym Group – the impressive and steady growth of this group will see its shares react well to a good Trading Update this Wednesday
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


Ramsdens Holdings – after a 316% two-year gain, SQC Research readers should take the US cash bid and reinvest it immediately
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


SQC Research 2026 Recovery Portfolio – up 22.96% in 70 days, with Filtronic and Ramsdens Holdings leading the way
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


Currys – tomorrow’s Finals will be good, showing Alex Baldock’s turnaround ability, shares at 159p still offer alluring upside
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


Wynnstay Group – valued at 600p a share, shares very cheap at 360p, trading on 11.4 times pe and yielding 5.1%
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


Solid State – up nearly 60%, with a growing Order Book, but are the shares now too high at 192p?
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


Winvia Entertainment – having topped out at 284p, these shares are back to 245p and are certainly not to be missed
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.


Volex – general re-rating, Main Market entry and possible FTSE-250 inclusion boosted shares 51% to 710p before easing back to 585p – a bargain now?
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


Moonpig Group – Thursday’s Finals will be good, its shares are undervalued at 215p, massive Buyback programme gives confidence
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


Halfords Group – finals this week should please the market, shares on 12.5 times pe, going down to 10 times
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


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


Marston’s – is this pub chain going to do well from World Cup 2026? Q3 Update will tell us, shares at 46.50p are cheap nonetheless.
Mark Watson-Mitchell - 11.06.2026 It seems quite appropriate that just as Elon Musk and his crew are heading off to Mars, that I should suggest that with the start of the FIFA World Cup investors should be heading into MARS! I am sidestepping the SpaceX IPO discussion, instead steering a hopefully boozy way into Marston’s Pubs over the next few weeks. For the majority of football fans, the cost of seats at all or even any of the World Cup games is extortionate. However, pop


Concurrent Technologies wins biggest-ever order, shares at 251p look far too low, SQC TP 300p
Mark Watson-Mitchell - 11.06.2026 This morning, the £266m-capitalised Concurrent Technologies (LON:CNC) announced that it has secured its largest-ever contract, a four-year order valued at approximately £17.0m from a major European defence equipment prime contractor for Ground Based Air Defence systems. This significant deal, which surpasses the previous largest order of $6.2m, involves supplying over 3,400 units of an established VME-based computer board and accessories, e
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