Mark Watson-Mitchell – 02.07.2026 Having risen from 145p to 480p on Thursday 21st May, the shares of Filtronic, in one of the UK markets ‘fliers’ in 2026, recorded an impressive 331% price gain for the SQC Research Recovery Portfolio. That increase was a reaction to the very strong investor interest surrounding the massive US IPO of SpaceX, to whom Filtronic is a key supplier. That significant ‘space sector’ push inevitably saw prices fall back after the float, with Filtro

Mark Watson-Mitchell - 26.05.2026 Not many, perhaps if just a few, companies have seen their shares more than quadruple in the last year; however, Filtronic (LON:FTC) has certainly done that, having risen from 114p last September. After hitting 480p at one stage last week, its shares fell back quite considerably to close the week at 379p, but still continued to show the other portfolio constituents a very clean pair of heels, having put on a very useful 161.38% advance in

Mark Watson-Mitchell - 16.05.2026 It continues to show a truly stellar performance in the SQC Research Market Recovery Portfolio - the shares of Filtronic (LON:FTC) closed the week at 405p, showing a healthy 179.31% gain in just 37 Trading Days. They obviously have come in for an amount of profit-taking in the last week after having touched 420p on Thursday 7th May. It is very evident that 'space fever' is building up ahead of Elon Musk's mega-billions IPO within the next m

Mark Watson-Mitchell - 13.04.2026 The ten companies selected were as follows: AO World (LON:AO.) @ 85p now 95.50p +12.35% Ashtead Technology Holdings (LON:AT.) @ 390p now 472.60p +21.18% Chemring Group (LON:CHG) @ 485p now 547p +12.78% Costain Group (LON:COST) @ 177p now 197.60p +11.64% Currys (LON:CURY) @ 128p now 134.10p +4.77% Filtronic (LON:FTC) @ 145p now 194p +33.79% James Fisher & Sons (LON:FSJ) @ 470p now 481p +2.34% Ramsdens Holdings (LON:RFX) @ 340p now

Mark Watson-Mitchell - 06.02.2026 This morning, I was interested to note that Rick Kanda, Managing Director at The Gold Bullion Company, shared his thoughts on why this drop has happened, if investors should be worried about price drops, and whether you should invest when prices drop. Why are gold and silver prices dropping? "In recent weeks, gold and silver have hit successive highs due to a rise in demand among investors seeking safe haven assets amid rising geopolitical t

Mark Watson-Mitchell – 03.02.2026 This morning Filtronic (LON:FTC) , the £402m-capitalised Sedgefield-based designer and manufacturer of products and sub-systems for the aerospace, defence, telecoms infrastructure, space and critical communications markets, has reported its Interim Results to end-November 2025. The group’s CEO Nat Edington stated that: " The first half of the year demonstrated the strength of Filtronic's positioning in markets where performance, reliability

Mark Watson-Mitchell – 12.12.2025 For ‘penny share punters’ prepared to take an early view on the development of an interesting little group with proven management – just take a look at Bob Holt’s new vehicle, EARNZ (LON:EARN) . Actually, it is not so new because he acquired control of the old Verditek operation early in 2024. And Just Who Is Bob Holt? Bob Holt is a highly accomplished executive with over 37 years' experience in senior leadership roles across various sectors,

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 - 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

This morning a new report has been published that reveals confusion and misinformation are the biggest barriers to retail investor participation Mark Watson-Mitchell - 13.11.2025 Britons are being held back from investing by a lack of financial education, according to new research by high-growth retail trading platform, Capital.com . The research, titled Fear or Fortune? , found that eight in 10 adults feel too nervous to invest, with confusion and misinformation emerging

Mark Watson-Mitchell - 12.11.2025 I am grateful to Aaron Morby at Construction Enquirer for the latest bit of news about Costain (LON:COST) , my favourite infrastructure group. It could well explain why the group's shares have been moving forward over the last week or so, now up to 156p, making a near 47% advance in price over the year to date. Morby noted that Costain had joined the £800m Eastern Highways Alliance framework, stepping in to replace Morgan Sindall on the refr

Mark Watson-Mitchell - 11.11.2025 Next Monday, 17 th November, James Cropper (LON:CRPR) , the advanced materials and paper and packaging manufacturer, will be announcing its Interim Results for the six months to end-September. On looking at what is happening within the 180-year-old group, I would suggest that the shares at 300p offer a very attractive upside over the next couple of years. New CEO And Strategy In February this year, the Kendal, Cumbria-based group appointed

Mark Watson-Mitchell – 06.11.2025 The results for the year to end May 2025, reported by EnSilica (LON:ENSI) on Tuesday of this week, were disappointing and could well stymie any significant rise in the group’s share price for quite a while. After having peaked at 53.60p a month ago, following a questionable valuation ‘puff’, they have since slipped back to 40p. There is no doubt that the group is attempting to win more business within the ‘space sector’ and will add to its

Mark Watson-Mitchell – 06.11.2025 This morning Filtronic (LON:FTC) has announced yet more contract business to add to its growing Order Book. Based in Sedgefield, the £306m-capitalised group is involved in the design and manufacture of advanced RF solutions for the space, aerospace and defence, and telecoms infrastructure markets. It announced that it has secured a contract with a leading European aerospace manufacturer, to supply RF assemblies for integration into a major

Mark Watson-Mitchell - 04.11.2025 Daniela Hathorn, Senior Market Analyst, at Capital.com commented on how the upcoming Budget is likely to impact the markets and what it means for investors. UK Chancellor Rachel Reeves delivered a sober pre-Budget speech this morning, signalling that she is prepared to make “necessary, not popular” decisions to safeguard the British economy. She warned that since her last Budget, the world has thrown “even more challenges our way,” citing s

This morning Chancellor of the Exchequer denied that any of it was her fault, in her Speech To The Nation delivered outside number 11. In a twenty minute delivery she has effectively given the country notice that tax rises are on the way. Commenting upon Rachel Reeves’ speech this morning, Bina Gayadien, partner at law firm Spencer West LLP stated that:, "Rachel Reeves prepares the ground for a tax rising budget later this month, potentially breaking pledges set in Labour’s

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

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 - 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