Mark Watson-Mitchell - 20.10.2025   In price, this group’s shares are the costliest that I have featured for some time – however, I consider that they are cheap, really cheap! The Business Yü Group (LON:YU) is a leading supplier of gas and electricity focused on servicing the corporate sector throughout the UK. It drives innovation through a combination of user-friendly digital solutions and personalised, high quality customer service. The Group plays a key role supporting b

Mark Watson-Mitchell – 20.10.2025   If you haven’t already done so, then this could well be a really advantageous opportunity to pick up some shares in Speedy Hire (LONLSDY) , the UK’s leading tools and equipment hire services group. At the start of this month the group’s shares were trading in the 22p to 24p range, ahead of a rather shrewd ‘significant’ deal that Speedy Hire has orchestrated with the HSS Service Group. The Business Speedy Hire is the UK and Ireland’s leading

Mark Watson-Mitchell – 19.10.2025   I am looking forward to a bullish Trading Update being issued by Filtronic (LON:FTC)  just ahead of its AGM being held on Thursday of next week, 30 th  October, which will create even more interest in the group’s shares. The Sedgefield-based £292m-capitalised group is on the leading edge of advanced micro electronics, in solving complex RF, microwave and mmWave challenges, Filtronic specialises in the design and manufacture of mission criti

Mark Watson-Mitchell – 17.10.2025   With the significant ‘insider’ purchase of a chunk of this group’s shares days after the company announced a massive piece of contract news, interest is growing again in the prospects for the business. Within the next week, we should be seeing a substantial uplift in investor attention as the SRT Marine Systems (LON:SRT)  presents its Annual Results for the year to end-June, due next Wednesday, 22 nd October. At 8am that day, boss Simon Tu

Mark Watson-Mitchell - 16.10.2025 This month has seen quite a bit of interest being shown in the shares of EnSilica (LON:ENSI). On Wednesday and Thursday, 1st and 2nd October, there were some 2,313,855 and 2,250,424 shares traded on each of those days respectively, over ten times the previous daily volumes. The reason for such interest was a sudden flurry in the stock on the back of the valuation given to another such company within its sector, indicating that EnSilica was wo

Mark Watson-Mitchell - 15.10.2025   Following the news from   Norcros (LON:NXR) that it had received clearance from the UK Competition and Markets Authority, the group this week has completed the £46m acquisition of Fibo Holdings, a major wall panel supplier in Norway. That deal adds another market-leading brand into the group, which is the number one bathroom products business in the UK and Ireland, helping to create a leading presence in waterproof wall coverings markets ac

Mark Watson-Mitchell - 14.10.2025 A value investment  is a strategy where investors seek to buy stocks or other assets that appear to be undervalued by the market. The goal is to purchase these investments at a price lower than their intrinsic value —what the investor believes the asset is truly worth based on fundamentals—and then hold them until the market corrects the price. Key Principles of Value Investing: Intrinsic Value : This is the estimated true worth of an asset,

Mark Watson-Mitchell - 13.10.2025   Last week the shares of  YouGov (LON:YOU) closed weaker at 284.50p, which is 33% down over the last year. However, I now ask whether the fall has been overdone? Tomorrow morning sees the pollster group, which claims to have one of the world’s largest research networks, reporting its Final Results for the year to end-July. I do expect a certain positivity to be shown by its re-shaped Management for the current year and going forward. Which c

Mark Watson-Mitchell - 13.10.2025 Costain Group (LON:COST) has today announced that it has been selected by Sellafield Ltd as its Utilities Delivery Partner, a major part of Sellafield's Infrastructure Delivery Partnership. As Utilities Delivery Partner, Costain will refurbish and replace a variety of on-site and off-site utility distribution systems and services to enable Sellafield's decommissioning programme. The contract is expected to be worth up to £1bn to Costain and

Mark Watson-Mitchell – 13.10.2025   Last Friday the market saw a massive sell-off as a reaction to US President Donald Trump declaring...

Mark Watson-Mitchell – 11.10.2025   Photonics technology group Gooch & Housego (LON:GHH) last week reported that its trading momentum...

Mark Watson-Mitchell - 09.10.2025   Just nine days ago I featured Ramsdens Holdings (LON:RFX)  ahead of its Pre-Close Trading Update for...

Mark Watson-Mitchell - 08.10.2025   I consider that the Rank Group (LON:RNK)  is a real ‘money machine’ and that its shares at the...

Mark Watson-Mitchell – 07.10.2025   Last weekend, I stated that this morning’s results should be good enough to see the recent strength...

Mark Watson-Mitchell - 06.10.2025   A week ago, it was reported that fund manager Roland Arnold reckoned that the recent price fall in...

Mark Watson-Mitchell – 04.10.2025   This coming Tuesday, 7 th  October, will see Angling Direct (LON:ANG)  report its Interim Results for...

Mark Watson-Mitchell – 02.10.2025   Kemi Badenoch is now calling for laws on Net Zero to be abolished – about time for some sanity of...

Mark Watson-Mitchell – 01.10.2025   With its results due in about three weeks, it was very interesting to note today’s big rise in the...

Mark Watson-Mitchell - 01.10.2025   Within days, I am expecting the £122m-capitalised Ramsdens Holdings (LON:RFX)  to be announcing its...

Mark Watson-Mitchell – 01.10.2025   Just two weeks ago, I stressed that the shares of AO World (LON:AO.) , at 83.40p, looked too cheap!...