Mark Watson-Mitchell - 05.05.2026 The substantial dealings in the shares of the Sedgefield-based Filtronic (LON:FTC) took them to a new High of 420p, up a noteworthy 133p, a one-day gain of 46.3% at their best. They subsequently fell back to 310p on waves of profit-taking, before closing at 350p, up 63p on the day, sporting a 21.95% gain. There were some 9,807,118 shares traded in the day, well over four times the recently increased daily average volume. The shares were up o

Mark Watson-Mitchell – 05.05.2026 In case you missed it – Space Is Taking Off! Investors have until midday tomorrow, Wednesday, 6th May, to subscribe for new ‘C’ shares in this ground-breaking, sorry, space-breaking investment trust, whose shares have gained 466% in the last year. Last Monday, 27th April, the Seraphim Space Investment Trust (LON:SSIT) announced an equity raise through a placing and retail offer of new ‘C’ shares at 100p per share, subject to shareholder a

Mark Watson-Mitchell - 01.05.2026 I got this stock wrong in early December 2024, when I estimated that its shares, then 70p, offered at least a 50% uplift in the short-term. I was too conservative! The subsequent rise has seen them hit 248p in late February this year, up 354%, they drifted back to 176p a month later, on understandable short-term profit-taking. However, they are now on the uptack again and look incredibly appealing. The First Quarter Trading Update issued ye

Mark Watson-Mitchell – 30.04.2026 This morning’s Q1 Trading Update from the £1.36bn-capitalised SigmaRoc (LON:SRC), the leading European lime and minerals group, issued ahead of this afternoon’s AGM, indicates that the group is showing profits ahead of expectations. It is worth noting that lime and limestone are key resources in the transition to a more sustainable economy. New applications for lime and limestone products as part of a drive for sustainability include the p

Mark Watson-Mitchell – 29.04.2026 Did you know that women use colour cosmetics daily or a few times a week. Some 79% of women in the UK think that the price of a product is an important selection criterion, while in the States that figure is just 68%. In the UK, 67% think that affordable brands perform as well as prestige brands, in the States that figure is 74%. The Colour Cosmetics Market is massive – worth £18.0bn in the USA, and some £1.8bn in the UK. Warpaint London (L

Mark Watson-Mitchell – 28.04.2026 Tomorrow morning, 29th April, Warpaint London (LON:W7L) will be announcing its 2025 results, which will not be good, but recovery is now expected. This group, which is a specialist supplier of high-quality colour cosmetics and personal care brands at an affordable price, and is the owner of the W7, Technic, Skin & Tan, Super Facialist, Dirty Works, Fish Soho and Barry M brands. Its brands are sold primarily to major retailers, retail chains

Mark Watson-Mitchell – 27.04.2026 In just over two weeks, on Thursday, 14th May, my favourite infrastructure business, the Costain Group (LON:COST), will be holding its AGM to cover its year to end-2025. Seven weeks ago, the £482m-capitalised company declared its 2025 results, showing a strong performance, 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 i

Mark Watson-Mitchell – 27.04.2026 This morning Christie Group (LON:CTG), the leading provider of Professional & Financial Services and Stock & Inventory Systems & Services to the hospitality, leisure, healthcare, medical, childcare & education and retail sectors, has reported its 2025 Final Results. They displayed very strong growth, coupled with strategic divestment, which has significantly boosted the group's earnings potential. Last year, the group sold 1,164 businesses

Mark Watson-Mitchell – 26.04.2026 When the Finance Director of any company sells 49% of his personal shareholding in that company’s equity, it certainly rings alarm bells. But when three other directors sell off chunks of their holdings too, then it does gain even more attention. That is exactly what has been happening with Filtronic (LON:FTC) since Thursday, 9th April. It was on that day that Chief Financial Officer Michael Tyerman sold 240,631 shares @ 205p each, repres

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 - 20.04.2026 The ten companies selected were as follows: AO World (LON:AO.) @ 85p now 92.50p +8.82% Ashtead Technology Holdings (LON:AT.) @ 390p now 480p +23.08% Chemring Group (LON:CHG) @ 485p now 559.50p +15.36% Costain Group (LON:COST) @ 177p now 191.20p +8.02% Currys (LON:CURY) @ 128p now 131.70p +2.89% Filtronic (LON:FTC) @ 145p now 233p +60.69% James Fisher & Sons (LON:FSJ) @ 470p now 489p +4.04% Ramsdens Holdings (LON:RFX) @ 340p now 39

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