Mark Watson-Mitchell – 04.11.2025   Ahead of last Thursday’s AGM the shares of Filtronic (LON:FTC) were trading at 142p, since when they have eased back to the current 133p. I consider that the group’s shares should now be advancing to break above the recent 175p High – hopefully to be helped in that progress by news of further contracts. The Sedgefield-based designer and manufacturer of advanced RF solutions for the space, aerospace and defence and telecoms infrastructure ma

Mark Watson-Mitchell – 30.10.2025   This morning, ahead of holding its AGM, Filtronic plc (LON:FTC) , the designer and manufacturer of advanced RF solutions for the space, aerospace and defence and telecoms infrastructure markets, has issued a Trading Update that is sure to be of interest to its investors. AGM Trading Update The company stated that: “The start of FY2026 has seen continued progress, as the Company increases the scalability of the business and capitalises on it

Mark Watson-Mitchell - 29.10.2025 This afternoon some fresh buying has helped to raise the share price of SRT Marine Systems (LON:SRT) to a New High of 93p. Just a week ago, Wednesday, 22nd October, the maritime surveillance solutions group declared its results for the year to end June. The shares were then 81.20p - this afternoon they have hit 93p on a very good dealing volume. That near 15% uplift in seven days is nothing! I stand by my prediction that they will touch 150p

Mark Watson-Mitchell - 29.10.2025 Less than two weeks ago the price of Gold was topping out at $4,358, since when it has fallen back to test the $3,923 level, before reacting today to news of new unrest on the Israel / Gaza front. Now at $4,031 it is beginning to show its lustrous legs once more. As I always say - 'Nothing Goes In A Straight Line For Ever' - not love, sex, bank accounts - they all go up and down. So too we the values of equities and commodities. I feel that G

Mark Watson-Mitchell – 29.10.2025 This morning Journeo (LON:JNEO),  a leading provider of intelligent systems for transport networks and critical national infrastructure, has announced that its subsidiary, Infotec, received purchase orders totalling $5m from Outfront Media Group to supply platform display systems for the Metropolitan Transportation Authority in New York City. Infotec will supply four new display variants of 49-inch and 65-inch TFT displays, certified for both

Mark Watson-Mitchell – 28.10.2025   This morning, we have received comments from Daniel Lewin, Tax partner at law firm Katten Muchin Rosenman UK LLP , who notes that: The difficulty starts with the manifesto pledge. Promising not to raise income tax, National Insurance contributions and VAT for ‘working people’ effectively meant ruling out increasing the three main taxes that genuinely move the economic needle of the UK’s public finances.  Got A Proposition For You Against th

Mark Watson-Mitchell – 28.10.2025   This morning it has been announced that Frankel UK Bidco will acquire Idox (LON:IDOX)  in an all-cash acquisition, with Idox shareholders receiving 71.5p per share. This values Idox's entire issued share capital at approximately £339.5m, with the acquisition price representing a 26.8% premium to last night’s closing price of 56.4p and a 29.3% premium to the one-month volume-weighted average price of 55.3p. Idox directors, who intend to reco

Mark Watson-Mitchell - 27.10.2025   ‘Build Baby Build?’ Ministers have been warned that sales of new-build homes have sunk to lows not seen since the global financial crisis more than a decade and a half ago, despite that it could well be worth taking a look at this ‘recovery’ prospect. This coming Wednesday, 29 th  October, will see  Springfield Properties (LON:SPR) announcing an AGM Trading Update which could outline further details of the prospects for its focus on the Nor

Mark Watson-Mitchell – 27.10.2025   Data keeps the modern world running, from laptops to cars - but as demand grows, moving that data efficiently is becoming more challenging. The £308m-capitalised Filtronic (LON:FTC)  specialises in keeping connections seamless, with higher bandwidth, lower latency, and rock-solid reliability. That’s why leading global companies turn to the company for solutions they can’t find anywhere else. Based in Sedgefield, it is a UK-based designer an

26.10.2025 I think that I disagree with former PM Rishi Sunak's latest proclamation that the UK should cut its Spend. Decades ago, my economics teacher taught me that 'You have to put in to take out!' So I ask now - is a big change required in which Rachel Reeves looks at the UK Balance Sheet? A Government should use the funds that are raised to spend out in the economy - new and repaired roads, new housing, a well-equipped defence sector, schooling facilities, health service

26.10.2025 Bina Gayadien, Tax partner at law firm Spencer West LLP, has commented that:   With all the speculation around November’s Autumn Statement, one thing feels certain: tax rises are coming. Whether through direct tax rate increases or more structural reforms to the tax system, the Chancellor will need to find billions from somewhere without breaching Labour’s manifesto pledges. A number of possible changes are being suggested but their broad impact means that the Chan

Mark Watson-Mitchell - 24.10.2025   Ahead of the group’s AGM this morning Alumasc (LON:ALU) , the premium sustainable products and solutions group, updated investors upon its performance for the first quarter of its current year. It has reported continued volatility in its core UK residential and commercial markets; however, its Management is working hard upon its corporate recovery, supported by a healthy order book and a growing pipeline of opportunities. The group has cont

Mark Watson-Mitchell - 24.10.2025   Two weeks ago the shares of Northern Bear (LON:NTBR) reached 118p, following positive investor reaction to the building services group issuing a Trading Update just a few days earlier, lifting them from trading at around the 98.50p level. After hitting the highest point since December 2007, the group’s shares have subsequently drifted back to the current 108p, at which investors should now look to take a medium-term view on this very inter

Mark Watson-Mitchell - 23.10.2025   It has been interesting to note the recent strength in the share price of the £1.54bn-capitalised Currys (LON:CURY) group. After having fallen away to 106p at the beginning of last month, the subsequent rise in price really is noteworthy – they are now up over 35% at 144.5p. Obviously there have been repeated ‘takeover’ hints whirling around the marketplace since the group received two separate bid approaches in March last year – from Ellio

Mark Watson-Mitchell – 22.10.2025   Commenting on today's results for his group’s results for the year to end-June, Simon Tucker, CEO of SRT Marine Systems (LON:SRT)  stated that:   "The marine domain is critically important in many ways to everyone.   And yet what goes on there is mostly unseen and remains a mystery. SRT is working to solve this global issue with our integrated marine domain systems that deliver Ai driven insight and intelligence to stakeholders that range f

Mark Watson-Mitchell – 21.10.2025   On the same day that EnSilica (LON:ENSI) , the Abingdon-based leading chip maker, announced a Trading Update, the group was told that one of its investors had dumped nearly 1m shares. Last Thursday, 16 th  October, the company issued a Profits Warning due to contract delays, knocking broker expectations for six. The group’s shares, which hit 53.60p on Tuesday 7 th October, had eased back to 45.50p on profit-taking following a market push b

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