Mark Watson-Mitchell - 01.04.2026 Last Thursday we highlighted the shares of AG Barr (LON:BAG) , the Scots-based soft drinks maker famous for its IRN-BRU brand. That was ahead of yesterday’s Finals for the year to end-January. The then £697m-capitalised group’s shares were trading at a lowly 628p. They had previously been up to 715.32p in the last month or so, before falling back to a recent Low of 608p, scored early in March. After some profit-taking the shares closed the

Mark Watson-Mitchell – 01.04.2026 Following on from the announcement last Thursday, 26 th March, when Filtronic (LON:FTC) reported that it had secured an $8.0m (£6.0m) contract with a US company, the group has announced further contract news. Last week’s contract is to develop, manufacture, and qualify high-performance system-level products, specifically amplifiers utilising proprietary GaN and MMIC technology for satellite communications. That contract, which started in

Mark Watson-Mitchell – 31.03.2026 Last Thursday 26 th March, there was something of a shock announcement from Currys (LON:CURY). The £1.2bn capitalised electricals retailer declared that Group Chief Executive Alex Baldock will step down after eight years to pursue a new external opportunity, with the board initiating a search for his successor. The company confirmed that trading remains in line with expectations, and it continues to anticipate Group adjusted profit befor

Mark Watson-Mitchell - 31.03.2026 This morning BRCK Group (LON:BRCK) announced that it has received an unsolicited, non-binding approach from Atlas Holdings LLC to acquire the entire issued share capital of BRCK. Atlas initially proposed an indicative offer price of 65p per share in cash, which the BRCK board unanimously rejected on 23rd March, as it fundamentally undervalued the company. BRCK has agreed to provide limited further information to Atlas to explore a potenti

Mark Watson-Mitchell - 27.03.2026 We have no date yet for CML Microsystems (LON:CML) announcing its Trading Update for its year to end-March, however, it could well be within days. The Maldon-based company develops mixed-signal, RF and microwave semiconductors for global communications markets. The group's shares are currently trading at around the 230p level, which capitalises the business, with some £10m in cash, at just £38.2m, which could well prove to be a bargain buying

Mark Watson-Mitchell - 26.03.2026 Since early February, when the multi-beverage business A.G. Barr (LON:BAG) announced its Full Year Trading Update, this group’s shares have been up to 715.32p and back down to a recent low of 608p, which was scored last Monday 23 rd March. Now, ahead of the IRN-BRU brand-owning group reporting its Finals to end-January this year, due next Tuesday morning, it could well prove to be opportune to take a position, especially with the shares

Mark Watson-Mitchell - 26.03.2026 Last Monday morning, 23 rd March, I was reminded by a reader that six years ago, on Tuesday 24 th March 2020, I published a Covid-19 Market Recovery Portfolio of ten stocks – it scored well, with a 48.35% gain in less than three months, triple the performance of the FTSE100 in the same period. By 8.30am on Monday, the FTSE100 stood at 9750, within three hours it was down another 33 points to 9717. However, my choices were made within min

Mark Watson-Mitchell – 25.03.2026 This morning Nat Rothschild’s £870m-capitalised Volex Group (LON:VLX) has announced a strong trading update for its year to end-March, with full-year revenue now expected to be at least $1,220m, significantly exceeding market expectations, and underlying operating margins anticipated to be above the 9-10% target range. That outperformance was primarily driven by high demand for data centre products, with revenues in that segment expected

Mark Watson-Mitchell – 24.03.2026 This morning’s Interim Results from Gattaca (LON:GATC) showed a massive advance. The specialist staffing business reported a strong first half for the six months to end- January, with revenue increasing by 10% to £212.4m and Net Fee Income (NFI) rising by 13% to £21.4m, driven by growth in sectors like Defence and Energy. The group’s operating profit saw a significant increase of 431% to £2.6m, while its underlying pre-tax profit grew 187

Mark Watson-Mitchell - 19.03.2026 On Tuesday 26 th August last year, I featured again the shares of Ashtead Technology (LON:AT.) , then with its shares at 344p, it was capitalised at £276m. The shares went on to score Lows of 297p last November and repeated in January this year, since when they have rebounded to 445p – showing that there is quite an active market range for the company’s equity. On Tuesday of this week, the group reported an impressive set of Final Results

Mark Watson-Mitchell - 19.03.2026 After the recently announced results from the marine services group James Fisher & Sons (LON:FSJ) , James Fisher - submarine rescue analyst Thomas Rands at Berenberg, has substantially raised his Target Price for the group's shares to 790p. The £271m-capitalised group's shares are currently trading at 542p. The Business This global company provides services such as engineering, inspection, installation, commissioning, operations, maintenan

Mark Watson-Mitchell - 18.03.2026 The £125m-capitalised Ramsdens Holdings (LON:RFX) has this morning announced a further upgrade to its full-year profit expectations for FY26, now anticipating profit before tax to be at least £24m and potentially up to £28m, driven by strong trading across its core income streams and a sustained high gold price. The average gold price year-to-date is approximately 50% higher than the prior year, contributing to increased purchase volumes

Mark Watson-Mitchell - 18.03.2026 This morning Costain Group (LON:COST) , the infrastructure company, has announced yet another contract win for its already record Order Book. It has secured a new contract valued at approximately £45m with Severn Trent to undertake critical infrastructure upgrades at the Rugby Newbold Sewage Treatment Works, with work scheduled to continue until 2028. As the principal contractor and designer, Costain will focus on constructing new faciliti

Trustpilot – excellent results, shares up nearly 48% in one week, now 233p, brokers TP 423p Mark Watson-Mitchell – 18.03.2026 Up 47.7% in just eight days! At the beginning of last week, on Monday 9 th March, SQC Research featured the shares of Trustpilot Group (LON:TRST) , the world’s largest open customer feedback platform. “Trustpilot Group – further growth to come, Finals next week, shares 157.30p offering quick upside, SQC TP 195p” Yesterday the company reported

Mark Watson-Mitchell - 16.03.2026 At the end of this week, on Friday, 20 th March, Tim Martin will deliver to the market the Interim Results for his £677m-capitalised J D Wetherspoon (LON:JDW) pubs and hotels group. It almost does not matter whether it will be good or bad news, of one thing you can be assured – it will certainly create a mass of column inches in the financial media. As an example of Tim’s media attention, when commenting upon surging oil prices, he was qu

Mark Watson-Mitchell – 16.03.2026 This morning my favourite Marine Domain Awareness specialist group, SRT Marine Systems (LON:SRC) , has reported a strong first half for the six months to end-December 2025. It showed revenues increasing by 95% to £51.1m and profit before tax rising by 48% to £3.1m. The company's gross cash position grew by 86% to £41.6m. Importantly, the group stated that it maintains an active contract order book of £350m from five sovereign customers.

Mark Watson-Mitchell - 12.03.2026 Next Monday, 15 th March, SigmaRoc (LON:SRC) will report its results for the year to end-December 2025. They should be very good, showing an almost 36% increase in pre-tax profits, on the back of a near 8% rise in revenues. Those results and the accompanying statement could well help the European group’s shares, now 126p, move back above this year’s High of 153p. The £1.39bn-capitalised group’s declared Mission is to supply essential mine

Mark Watson-Mitchell - 12.03.2026 Canny followers of the shares of James Fisher & Sons (LON:FSJ) have this morning had an excellent buying opportunity following the group announcing its 2025 Final Results. In reaction, t he group's shares fell by some 36. 58p to a Low of 467.42p, before bouncing back up to the current 499p - a level at which new investors should be scrambling to get aboard the £250m-capitalised group's equity. James Fisher Defence - deep saturation In fac

Mark Watson-Mitchell - 11.03.2026 Next Tuesday morning, 17 th March, Zotefoams (LON:ZTF) will announce its 2025 results and they should be impressive with a 35% improvement in profits. The group is a global leader in the development, manufacture and distribution of supercritical foams. Its materials are aimed at core applications across industry sectors such as Aviation and Aerospace, Mass Transportation, Medical, Sports & Leisure, Construction & Insulation, and Industria

Mark Watson-Mitchell - 11.03.2026 SRT Marine Systems (LON:SRT) , my favourite global provider of intelligent maritime surveillance systems for sovereigns and maritime navigation safety, has declared some very good news. It has been announced, this morning, that the Philippines Ombudsman Complaint has been Cleared & Dismissed. SRT Marine Systems (LON:SRT) , my favourite global provider of intelligent maritime surveillance systems for sovereigns and maritime navigation safety