Mark Watson-Mitchell – 07.11.2025   We have seen this group’s shares up over 128%  since the SQC April feature – and there is more to come yet! In the next week or so, I am expecting that Carclo (LON:CAR) , which is a trusted global partner delivering high-performance components for life sciences, aerospace, and advanced industries, will be announcing the date of its Interim Results to end-September. The £48m-capitalised group’s AGM Trading Update, issued in late September,

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

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 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

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   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