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I am so often asked - what is a 'value investment' strategy - this is my answer
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,
Chinese Power Grab - Understanding the Importance of Rare Earth Elements in Modern Technology
Mark Watson-Mitchell - 14.10.2025 As Trump and China face up to each other with their tariff battles, I thought that it might be well worth identifying an important feature in their struggles - the control of Rare Earth resources. Rare earth elements (REEs) are vital for developing and operating technology we use daily. Despite their name, they are not as rare as one might think in the Earth's crust. The challenge lies in finding them in high enough concentrations for extract
Saxo says UK Investors are most cautious
11.11.2025 Saxo,  the leader in online trading and investment, earlier this week released its inaugural Investor Forecast  for Q4 2025,...
Rachel Reeves to add 12.05p tax per litre of fuel in November Budget?
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...
Average retail investor more than £8,000 better off by staying the course after Trump’s ‘Liberation Day’ market shock
18.09.2025 New analysis from investment platform Lightyear shows long-term retail investors would be £8,000 better off compared to those...
FTSE-100 and Gold - both continuing their upward climbs into new high territory - 10,000 and $4,000 respectively?
12.09.2025 We are now within just 22 points of seeing the FTSE-100 smashing through its all-time High ground - as I write it is 9,335.16,...
Russia attacks NATO, Israel blows up Hamas in Qatar – Gold could rise to $4,000
10.09.2025  Overnight Russian drones have been downed by Poland’s armed forces. Multiple violations of Poland’s airspace bordering...
Not all that glitters... gold beaten to top of commodities table
03.09.2025 I am grateful to see that Citywire earlier this week published an article updating the 2025 performance of various of the...
Filtronic – within a whisker of ‘space’ to the 150p level, will the Trump/Musk fall-out hit this Sedgefield-based equipment group – where to now?
Mark Watson-Mitchell, SQC Research - 06.06.2025 Â Four months ago, when concluding a conversation with CEO Nat Edington and CFO Michael...
EnSilica – could this one move up like Filtronics especially with news due - shares 34.50p, broker’s TP 71p
02.06.2025 Â With Governments across the world looking to spend so much more of their Budgets upon defence and other military needs,...
DSW Capital – trading on just 9.46 times historic, a mere 6.88 times current earnings ratio, with a 5.9% yield, and a 6.2% prospective! Shares 53p TP over 66p
27.05.2025  A couple of weeks ago, on Thursday 15th May, DSW Capital (LON:DSW)  issued a positive Trading Update for its year to the end...
Dr Martens – from a humble work boot to an iconic fashion statement, this group’s shares are now at 66p compared to a brokers TP of 102p
03.03.2025 I admit it right now; I am not a fashion geek! So, you will never in a month of Sundays find me wearing a pair of 1460’s. Now...
Gold is trading an all-time high in all major currencies, with tariff fears, a weaker US dollar and bond yields all contributing, now Chinese insurance companies and Germany are also having an effect
11.02.2025 Overnight the price of gold futures rose to over $2,953 an ounce, with a growing number of global pressures adding to demand...
UK construction sector 2024 review
by Colin Fraser and Jonathan Hart, Partners at Pinsent Masons While some gloomy prognostications for the UK construction market have not...
Trump, Tariffs and Trade Wars: What will 2025 bring for EVs?Â
The Electric Car Scheme unveils EV predictions for the coming year. How will EVs becoming one of the key political weapons in the Trump...
Gold, Gold, Gold ?
As 2025 draws near, industry experts will be turning their attention towards the next 12 months, analysing trends and predicting what the...
Frasers Group and the boohoo Group – Just What Will Be The Outcome As Biggest Shareholder Ashley Demands Action?
The writing has been on the wall for some months now – boohoo Group (LON:BOO)  has what could be terminal problems unless something...
Gold Reaching New Highs As Investors Get Concerned About Jackson Hole – Some Real Gold Facts
The global markets will have a strong interest in just what is discussed and decided at the Jackson Hole Symposium on Friday of this...
Greencore Group – World’s Largest Sandwich Maker Suffers Setback, But Immediate Response May Limit The Downside
Late last week the Greencore Group (LON:GNC), the world’s largest sandwich maker, announced that it is taking the precautionary step of...
Vargas and its ‘blessing of unicorns’
Following a recent trip to Sweden, Mark Watson-Mitchell reports on an absolute corporate giant that is changing our environment Vargas...
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