top of page
Search


Volex – up nearly 35% in four months and more to go for with Main Market move planned, shares 479p, TP 580p
Mark Watson-Mitchell – 25.03.2026 This morning Nat Rothschild’s £870m-capitalised Volex Group (LON:VLX) has announced a strong trading update for its year to end-March, with full-year revenue now expected to be at least $1,220m, significantly exceeding market expectations, and underlying operating margins anticipated to be above the 9-10% target range. That outperformance was primarily driven by high demand for data centre products, with revenues in that segment expected


Gattaca – impressive Interims show 431% increase in profits, shares 105p, brokers TP 160p
Mark Watson-Mitchell – 24.03.2026 This morning’s Interim Results from Gattaca (LON:GATC) showed a massive advance. The specialist staffing business reported a strong first half for the six months to end- January, with revenue increasing by 10% to £212.4m and Net Fee Income (NFI) rising by 13% to £21.4m, driven by growth in sectors like Defence and Energy. The group’s operating profit saw a significant increase of 431% to £2.6m, while its underlying pre-tax profit grew 187


Buyers return to the market snapping up oversold stocks
Three weeks ago the UK's FTSE100 Index peaked at a new High of 10,934.90, with share prices generally reflecting firmness and hope. Then the World's Greatest Peacemaker turned War Monger decided to throw his rattle out of the cot and inflict his 'power' upon Iran and its energy interests. The devastation that has been subsequently caused by his manoeuvres has almost throttled oil and gas supplies through the Middle East regions. The squeeze for desperate tankers to get throug


Ashtead Technology - building unrivalled capability, positioned for growth, shares 393p offer big upside, brokers' average TP is 653p
Mark Watson-Mitchell - 19.03.2026 On Tuesday 26 th August last year, I featured again the shares of Ashtead Technology (LON:AT.) , then with its shares at 344p, it was capitalised at £276m. The shares went on to score Lows of 297p last November and repeated in January this year, since when they have rebounded to 445p – showing that there is quite an active market range for the company’s equity. On Tuesday of this week, the group reported an impressive set of Final Results


James Fisher - broker lifts Target Price to 790p, shares now 542p
Mark Watson-Mitchell - 19.03.2026 After the recently announced results from the marine services group James Fisher & Sons (LON:FSJ) , James Fisher - submarine rescue analyst Thomas Rands at Berenberg, has substantially raised his Target Price for the group's shares to 790p. The £271m-capitalised group's shares are currently trading at 542p. The Business This global company provides services such as engineering, inspection, installation, commissioning, operations, maintenan


Ramsdens Holdings - yet again another positive upgrade, shares 375p, TP 550p
Mark Watson-Mitchell - 18.03.2026 The £125m-capitalised Ramsdens Holdings (LON:RFX) has this morning announced a further upgrade to its full-year profit expectations for FY26, now anticipating profit before tax to be at least £24m and potentially up to £28m, driven by strong trading across its core income streams and a sustained high gold price. The average gold price year-to-date is approximately 50% higher than the prior year, contributing to increased purchase volumes


Costain Group - wins more business, shares 196p, TP 297p
Mark Watson-Mitchell - 18.03.2026 This morning Costain Group (LON:COST) , the infrastructure company, has announced yet another contract win for its already record Order Book. It has secured a new contract valued at approximately £45m with Severn Trent to undertake critical infrastructure upgrades at the Rugby Newbold Sewage Treatment Works, with work scheduled to continue until 2028. As the principal contractor and designer, Costain will focus on constructing new faciliti


Trustpilot Group – excellent results, shares up nearly 48% in one week, now 232p, brokers TP 423p
Trustpilot – excellent results, shares up nearly 48% in one week, now 233p, brokers TP 423p Mark Watson-Mitchell – 18.03.2026 Up 47.7% in just eight days! At the beginning of last week, on Monday 9 th March, SQC Research featured the shares of Trustpilot Group (LON:TRST) , the world’s largest open customer feedback platform. “Trustpilot Group – further growth to come, Finals next week, shares 157.30p offering quick upside, SQC TP 195p” Yesterday the company reported


Gattaca – next Tuesday’s results should see shares improve, now 104p, brokers TP 160p
Mark Watson-Mitchell – 17.03.2026 Next Tuesday, 24 th March, Gattaca (LON:GATC) will be declaring its Interim Results for the six months to end-January this year. Capitalised at £32m, I believe that the specialist staffing solutions business will announce a promising set of half-time figures, which should help to point towards a higher share price than the current 104p. The Business For over 42 years, Gattaca has been helping clients across the world grow by solving the


J D Wetherspoon – Up or Down, Tim is well worth following, Interims due this week, shares 643p, brokers average 741p TP
Mark Watson-Mitchell - 16.03.2026 At the end of this week, on Friday, 20 th March, Tim Martin will deliver to the market the Interim Results for his £677m-capitalised J D Wetherspoon (LON:JDW) pubs and hotels group. It almost does not matter whether it will be good or bad news, of one thing you can be assured – it will certainly create a mass of column inches in the financial media. As an example of Tim’s media attention, when commenting upon surging oil prices, he was qu


SRT Marine Systems - strong Interims point to further growth ahead, shares 86p, SQC TP 150p
Mark Watson-Mitchell – 16.03.2026 This morning my favourite Marine Domain Awareness specialist group, SRT Marine Systems (LON:SRC) , has reported a strong first half for the six months to end-December 2025. It showed revenues increasing by 95% to £51.1m and profit before tax rising by 48% to £3.1m. The company's gross cash position grew by 86% to £41.6m. Importantly, the group stated that it maintains an active contract order book of £350m from five sovereign customers.


SigmaRoc – Finals due next Monday will be impressive, shares 126p, on 11.2 times current year earnings, TP 216p
Mark Watson-Mitchell - 12.03.2026 Next Monday, 15 th March, SigmaRoc (LON:SRC) will report its results for the year to end-December 2025. They should be very good, showing an almost 36% increase in pre-tax profits, on the back of a near 8% rise in revenues. Those results and the accompanying statement could well help the European group’s shares, now 126p, move back above this year’s High of 153p. The £1.39bn-capitalised group’s declared Mission is to supply essential mine


James Fisher - its market is the Blue Economy as it gears up its Commercial Sales, shares 499p, TP 580p
Mark Watson-Mitchell - 12.03.2026 Canny followers of the shares of James Fisher & Sons (LON:FSJ) have this morning had an excellent buying opportunity following the group announcing its 2025 Final Results. In reaction, t he group's shares fell by some 36. 58p to a Low of 467.42p, before bouncing back up to the current 499p - a level at which new investors should be scrambling to get aboard the £250m-capitalised group's equity. James Fisher Defence - deep saturation In fac


Zotefoams – strong Finals due next Tuesday, shares 392p, on 9.6x current year earnings, TP 606p
Mark Watson-Mitchell - 11.03.2026 Next Tuesday morning, 17 th March, Zotefoams (LON:ZTF) will announce its 2025 results and they should be impressive with a 35% improvement in profits. The group is a global leader in the development, manufacture and distribution of supercritical foams. Its materials are aimed at core applications across industry sectors such as Aviation and Aerospace, Mass Transportation, Medical, Sports & Leisure, Construction & Insulation, and Industria


SRT Marine Systems - Company cleared by Philippines - Interims due next Monday, 16th
Mark Watson-Mitchell - 11.03.2026 SRT Marine Systems (LON:SRT) , my favourite global provider of intelligent maritime surveillance systems for sovereigns and maritime navigation safety, has declared some very good news. It has been announced, this morning, that the Philippines Ombudsman Complaint has been Cleared & Dismissed. SRT Marine Systems (LON:SRT) , my favourite global provider of intelligent maritime surveillance systems for sovereigns and maritime navigation safety


James Fisher & Sons – Finals due this Thursday, shares wrongly priced at 513p, TP 585p
Mark Watson-Mitchell A year ago, on Thursday 20 th March, I featured the shares of James Fisher & Sons (LON:FSJ) when they were trading at 323p, declaring that they were ‘a cracking portfolio must.’ They have since been up to 534p, a very useful 65% gain over the last year . This £259m-capitalised group is a global company that provides services such as engineering, inspection, installation, commissioning, operations, maintenance, lifting and handling to the oil and gas, m


Costain Group - Order Book now up to record £7bn (£5.4bn), £189m cash on balance sheet, shares up 10% at 186.60p
Mark Watson-Mitchell - 10.03.2026 This morning Costain Group (LON:COST) has reported a strong performance for 2025, with adjusted operating profit increasing by 9.3% to £47.1m and an improved adjusted operating margin of 4.5%. Revenue for the year was £1,045.7m, down from £1,251.1m in FY 24, primarily due to a reduction in the Transportation sector offset by growth in Natural Resources. The company achieved a record forward work position of £7.0bn, representing a 30% increa


Share Buy-Back delight - as the markets collapse today buying-back will be massive
Mark Watson-Mitchell - 09.03.2026 It is reasonable to expect brokers to be busy today helping to 'mop-up' the markets in the shares of companies currently undergoing 'share buyback schemes' - especially as London's equity market collapses in response to the machinations of the US former peacemaker now warmonger. I was reading comments over the weekend about this furore and its effects - with one commentator stating that investors should be buying gold and definitely not bu


Trustpilot Group – further growth to come, Finals next week, shares 157.30p offering quick upside, SQC TP 195p
Mark Watson-Mitchell – 09.03.2026 On Tuesday, 17 th March, Trustpilot Group (LON:TRST) will be declaring its Final Results for the year to end-December 2025. The group, which is capitalised at £616.5m, is a leading global review platform dedicated to building trust between consumers and businesses. Trustpilot, which is the worldʼs largest open customer feedback platform, has the vision to be the universal symbol of trust. How many times do we look online for various goods


Costain Group – capitalised at £461m, with £180m cash, making £1m a week profit, on 11.5 times 2026 earnings, shares 171.60p, TP 297p
Mark Watson-Mitchell - 06.03.2026 Next Tuesday, 10th March, Costain Group (LON:COST) , the UK construction and consultancy, will declare its results for the year to end-December 2025. Considering Governmental delays coupled with economic headwinds, it will have done well to maintain its profits on the back of an expected 16% lower revenue for that year. However, I look for the £472m-capitalised business to express confidence in its prospects for the current year, as it expec
bottom of page
