Mark Watson-Mitchell - 03.12.2025   Early tomorrow morning, at 8.30am, should see the global pollster group YouGov (LON:YOU) hold its AGM covering the Report & Accounts for the year to end-July. It will be interesting to note whether there is a published AGM Trading Update, however the odds are against such an occurrence. That is a shame because investors need to see and hear as much corporate newsflow as is possible, thereby creating anticipation of beneficial progress, whil

Mark Watson-Mitchell - 03.12.2025 It is beginning to edge upwards again! Over the last few days the shares of the £300m-capitalised Filtronic (LON:FTC) have moved gradually from 125p to hitting 135p this morning. That may not create earthquakes in some quarters, however it is a positive advance. The shares of the Sedgefield-based group were up to 175p less than six months ago, before profit-taking set in and allowed them to ease back to 114p at the end of October. The Busines

Mark Watson-Mitchell - 02.12.2025 This coming Thursday, 4th December, will see The Watches of Switzerland Group (LON:WOSG) announce its Interim Results covering the 26 weeks to 26th October. The group, which is the UK's largest retailer for Rolex, OMEGA, Cartier, TAG Heuer and Breitling watches, despite retail sector challenges, enjoyed a strong first half. Following the group’s early November Trading Update and ahead of this week’s announcement broker’s analysts have shown a

Mark Watson-Mitchell - 02.12.2025 This morning the £134m-capitalised photonics technology group Gooch & Housego (LON:GHH) declared its results for the year to end-September showing a stronger performance than expected performance. The company, which is a specialist manufacturer of optical components and systems, has already given a clear guidance that the last year progressed much as anticipated. It reported a strong financial year with revenue increasing by 10.7% to £150.5m

Mark Watson-Mitchell - 02.12.2025 It was only late yesterday afternoon that I suggested news from Pantheon Resources (LON:PANR) was due. But not the news that impacted the market this morning. The company provided an operational update on the Dubhe-1 well, noting that clean-up operations are ongoing with intermittent oil and increasing gas production since early November, with approximately 40% of injected water now produced. The final cost for drilling and completing Dubhe-1

Mark Watson-Mitchell - 02.12.2025 Saxo, one of the leaders in online trading and investment, announced its annual Outrageous Predictions for 2026 today. The future almost never arrives in straight lines. Whether it’s technology, culture, or politics, changes and evolution often come slowly from year to year. But then, suddenly, there is a lurch. Saxo’s outrageous predictions live in those lurches. They are not a house view or a forecast; they are low-probability, high-impact

Mark Watson-Mitchell - 01.12.2025 Early tomorrow morning, Tuesday 2nd December, will see a very interesting prediction being made - don't miss it.

Mark Watson-Mitchell - 01.12.2025 This time last Pantheon Resources (LON:PANR) , the British oil and gas exploration group, published its Final Results for the year to end-June, so it is fair to assume that the Alaska-focussed specialist is due to do similar this year. And what a year it has experienced since last December. Despite a number of fund-raising and notable corporate issues in 2025, I have to say that I was somewhat disappointed by the group's out of date website.

Mark Watson-Mitchell 01.12.2025 This morning Wynnstay Group (LON:WYN) , the agricultural and merchanting specialist, has issued a Trading Update for its year to end-October, showing a performance ahead of expectations and its shares are moving upwards in reaction. The Business Founded in 1918 in Wales as a farmers' cooperative, with its shares gaining a listing on AIM in 2004, today Wynnstay is a leading supplier of agricultural products and services, with the ability to offe

Mark Watson-Mitchell - 01.12.2025 Is Christmas coming early for the shareholders of Northern Bear (LON:NTBR), the building services group? After the recent Interim Results the group's shares have moved ahead again. This morning they broke up through my Target Price of 140p, which was fixed just 13 trading days ago, when they were 117p. That makes a showing of - certainly market-beating. So this morning's doubled daily average dealing volume, 101,087 shares traded by 10am, ag

Mark Watson-Mitchell - 28.11.2025 Following the £130m-capitalised Speedy Hire (LON:SDY) reporting its Interim Results to end-September two days ago, analysts at Cavendish Capital Markets have today issued an eight-page Buy note on the group's shares, now 28.3p, with a Target Price of 35.6p. The brokers conclude that: "Falling interest rates should have a stimulating effect on a number of Speedy’s end markets including Construction and Housebuilders. Speedy has positioned its

The Interim Results announced last Tuesday by AO World (LON:AO.) upped current year expectations, yet again. And that is despite challenging trading conditions generally. The group's shares closed last night at 106p, just 8p short of its year's High. I consider that in early 2026 they are destined to rise above the 114.40p level and head up to trade in the 120p to 130p range. The Business With a mission to be the destination for electricals, the Bolton-based group is the UK'

Ahead of today's AGM, Mark Hodgkins, the Chairman of EnSilica (LON: ENSI) , a leading chip maker of mixed-signal Application Specific Integrated Circuits, sounded very bullish about his group's prospects. He declared that - "EnSilica remains well placed as a premier European chipmaker with global reach as we seek to further capitalise on the continued demand for custom silicon across our key growth markets." The group reported strategic progress with six new ASIC design wins

Mark Watson-Mitchell - 27.11.2025 Following Monday’s Capital Markets Event, GlobalData (LON:DATA) has now launched its £10m share buyback programme. At 117p, the £837m-capitalised data analytics consultancy group’s shares are looking inexpensive, especially as the business is preparing to detail, in January next year, its strategic moves to step up to the Main Market. The company, which has seen its shares ease some 40% in 2025, ‘returned’ £60m to its shareholders in Septemb

Mark Watson-Mitchell - 26.11.2025 Taking a bullish stance to get the markets swinging upwards again What a load of fuss and hot air - now we know (not guess) what Rachel has in store for us. The drama in the lead-up to today's announcement became almost hysteric. It is now visible and the country, the market and industry now just have to get on with the job again and cast aside the false rumours that were swirling around ahead of the Chancellor's statement and its content. An

Mark Watson-Mitchell - 25.11.2025 With profits expected to double this year, the shares of SRT Marine Systems (LON:SRT) look extremely attractive at 83p. They could double in 2026! Next week, the company is holding its AGM and Investor Open Day on Thursday, 4th December. The group's broker describes the group very well - "As the primary provider of maritime intelligence and surveillance systems, SRT is excellently positioned to execute on growing global demand for data-drive

Mark Watson-Mitchell – 21.11.2025   This morning’s announcement from Carclo (LON:CAR) covers the Interim Results for the half-year to end-September. Upon their publication analyst Andy Smith at Panmure Liberum  stated that: “The return to meaningful profitability has allowed us to use a range of different valuation methodologies to determine a revised target price of 90p. In summary, the investment case has materially improved.” The Business With comprehensive, end-to-end ma

This morning's share price reaction to its results saw the group's shares hit 131p, before falling back to 125p on the back of some profit-taking. Building services group Northern Bear (LON:NTBR) reported strong interim results for the six months to end-September, with revenue increasing to £49.4m (£37.6m), accompanied by a gross profit of £12.2m and an operating profit of £4.1m. The company also saw a significant improvement in basic earnings per share to 21.9p from 8.4p, d

Mark Watson-Mitchell - 18.11.2025   The 52-week period to Friday 26 th  September saw Greencore Group (LON:GNC) , the Dublin-based convenience foods manufacturer, report a very impressive set of results. The group declared a strong financial year, with revenue increasing by 7.7% to £1,947.0m (£1,807.1m) and adjusted operating profit growing by 28.9% to £125.7m (£97.5m), leading to an improved adjusted operating margin of 6.5% (5.4%). There was a 29.3% increase in pre-tax prof

Mark Watson-Mitchell – 18.11.2025 We have all got them! Kitchens and Bathrooms – I mean. And investors should have this group’s shares too. Just over a month ago, on Wednesday 15th October, I featured Norcros (LON:NXR) shortly before its latest Trading Update and just after the £265m-capitalised group had added another market-leading brand to its portfolio. That £46m acquisition saw the group acquire Fibo Holdings, a major wall panel supplier based in Norway. The business wi