Mark Watson-Mitchell - 19.05.2026 By lunchtime on Tuesday 19th May, the shares of Filtronic (LON:FTC) had seen a massive trading volume spin them up to 460p at their best. Now back to 455p as I write, but still up over 10.5% on the day. Even so that is a significant price rise since the start of May, when they were standing at just 287p - that is over a 60% uplift thic month alone. Some 7.5m shares have been traded so far today - a mega number! That is now over twice the Ta

Mark Watson-Mitchell - 18.05.2026 This really is one to watch - Winvia Entertainment Group (LON: WVIA) is a technology-driven entertainment company operating in the prize draw, skill games, and online gaming markets. It is focused on two discrete fast-growing channels, being the large and highly fragmented UK Prize Draw market and the regulated Romanian online gaming market. As the company itself declares ‘The Name Says It All’ - “Winvia” blends Win and Via—the path to wi

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 - 15.05.2026 Yesterday morning, Thursday 14th May, Auction Technology Group (LON:ATG) announced its Interim Results to end-March. They were good and carried an Upgrade for the balance of the year to end-September. Reaction to the figures and the accompanying statement saw the group’s shares rise 7% to 379p, well up from its end-November price fall to 259p. The operator of world-leading auction and list price marketplaces that connect millions of buyer

Mark Watson-Mitchell - 14.05.2026 On Tuesday 5th May I commented that Space is taking off! And that has certainly been shown by the way that the market has reacted positively to the shares of any company that is involved in the Space Sector over the last few weeks. I have previously commented on various, some may say too many, times about the attractions of Filtronics, EnSilica, Concurrent Technolgies etc. My highlight on the company this time last year, when the shares we

Mark Watson-Mitchell - 14.05.2026 Ahead of today’s AGM, Costain Group (LON:COST) has issued a Trading Update indicating that the business is performing in line with market expectations, while it is making good progress towards its step change in its 2027 full year. In reaction, brokers have today upped their Target Prices on the group’s shares. The infrastructure group that provides its services and support to the transport, water, energy, nuclear and defence markets, is bo

Mark Watson-Mitchell – 12.05.2026 Two months ago, EnSilica (LON:ENSI) successfully raised £10m of necessary funds to be able to accelerate chip supply revenues, bring forward revenue inflection points and to support increased chip supply volumes. The subsequent share price rise from 47p to last night’s 120p showed up a significant 255% gain. However, it is now becoming evident that larger holders are eyeing the opportunity to book some of their profits. Maven Capital Partne

Mark Watson-Mitchell - 11.05.2026 Next Thursday, 14th May, Costain Group (LON:COST), the £528m-capitalised UK construction and consultancy group, will be holding its AGM to cover its 2025 Report & Accounts. Ahead of that afternoon meeting the group, which is a leading player in the UK infrastructure sector, will issue an AGM Trading Update statement – which should be very positive in tone and content. Certainly, it is felt that the message therein could help to push the g

Mark Watson-Mitchell – 11.05.2026 Following on from the mid-April £17.5m fund-raise and then Simon Tucker’s recent webcast, on Wednesday 29th April, his SRT Marine Systems (LON:SRT) group announced yet another positive piece of contract news late last Friday, 8th May. The £248m-capitalised group, which is the global leader in advanced maritime domain awareness technologies and solutions, from sophisticated national surveillance systems for coast guards to large scale fis

Mark Watson-Mitchell - 08.05.2026 Next Thursday, 14th May, will see Premier Foods (LON:PFD) announce its Final Results for its year to end-March – they should be good enough to get the shares now 200p driving even higher. As one of the UK's largest food businesses, the £1.72bn-capitalised group declares that it is passionate about food and believes that each and every day it has the opportunity to enrich life for everyone. Ahead of next week’s results, there could well b

Mark Watson-Mitchell - 07.05.2026 SQC Research 2026 Market Recovery Portfolio - up 20.59% in 31 trading days, yet again boosted by Filtronic (LON:FTC), which has rapidly become the absolute star of the portfolio, with a massive 172.41% price increase. The big question remains whether it will continue to shine so brightly. Portfolio performance lifted by Filtronic's shares, leaping ahead 172.41% The ten companies selected on Monday, 23rd March, were as follows: AO World (L

Mark Watson-Mitchell - 06.05.2026 This morning’s Trading Update from Ramsdens Holdings (LON:RFX), the pawnbroking, jewellery retail and foreign currency exchange services group, reported a strong first half-year to end-March. The Teesside-based group, with some 175 stores across the UK and a growing online business, made yet another upgrade to its profit guidance for the full year to the end of September 2026. In January, the group’s shares peaked at 470p, since when they

Mark Watson-Mitchell - 05.05.2026 The substantial dealings in the shares of the Sedgefield-based Filtronic (LON:FTC) took them to a new High of 420p, up a noteworthy 133p, a one-day gain of 46.3% at their best. They subsequently fell back to 310p on waves of profit-taking, before closing at 350p, up 63p on the day, sporting a 21.95% gain. There were some 9,807,118 shares traded in the day, well over four times the recently increased daily average volume. The shares were up o

Mark Watson-Mitchell – 05.05.2026 In case you missed it – Space Is Taking Off! Investors have until midday tomorrow, Wednesday, 6th May, to subscribe for new ‘C’ shares in this ground-breaking, sorry, space-breaking investment trust, whose shares have gained 466% in the last year. Last Monday, 27th April, the Seraphim Space Investment Trust (LON:SSIT) announced an equity raise through a placing and retail offer of new ‘C’ shares at 100p per share, subject to shareholder a

Mark Watson-Mitchell - 01.05.2026 I got this stock wrong in early December 2024, when I estimated that its shares, then 70p, offered at least a 50% uplift in the short-term. I was too conservative! The subsequent rise has seen them hit 248p in late February this year, up 354%, they drifted back to 176p a month later, on understandable short-term profit-taking. However, they are now on the uptack again and look incredibly appealing. The First Quarter Trading Update issued ye

Mark Watson-Mitchell – 30.04.2026 This morning’s Q1 Trading Update from the £1.36bn-capitalised SigmaRoc (LON:SRC), the leading European lime and minerals group, issued ahead of this afternoon’s AGM, indicates that the group is showing profits ahead of expectations. It is worth noting that lime and limestone are key resources in the transition to a more sustainable economy. New applications for lime and limestone products as part of a drive for sustainability include the p

Mark Watson-Mitchell – 29.04.2026 Did you know that women use colour cosmetics daily or a few times a week. Some 79% of women in the UK think that the price of a product is an important selection criterion, while in the States that figure is just 68%. In the UK, 67% think that affordable brands perform as well as prestige brands, in the States that figure is 74%. The Colour Cosmetics Market is massive – worth £18.0bn in the USA, and some £1.8bn in the UK. Warpaint London (L

Mark Watson-Mitchell – 28.04.2026 Tomorrow morning, 29th April, Warpaint London (LON:W7L) will be announcing its 2025 results, which will not be good, but recovery is now expected. This group, which is a specialist supplier of high-quality colour cosmetics and personal care brands at an affordable price, and is the owner of the W7, Technic, Skin & Tan, Super Facialist, Dirty Works, Fish Soho and Barry M brands. Its brands are sold primarily to major retailers, retail chains

Mark Watson-Mitchell – 27.04.2026 In just over two weeks, on Thursday, 14th May, my favourite infrastructure business, the Costain Group (LON:COST), will be holding its AGM to cover its year to end-2025. Seven weeks ago, the £482m-capitalised company declared its 2025 results, showing a strong performance, with adjusted operating profit increasing by 9.3% to £47.1m and an improved adjusted operating margin of 4.5%. Revenue for the year was £1,045.7m, down from £1,251.1m i

Mark Watson-Mitchell – 27.04.2026 This morning Christie Group (LON:CTG), the leading provider of Professional & Financial Services and Stock & Inventory Systems & Services to the hospitality, leisure, healthcare, medical, childcare & education and retail sectors, has reported its 2025 Final Results. They displayed very strong growth, coupled with strategic divestment, which has significantly boosted the group's earnings potential. Last year, the group sold 1,164 businesses