Mark Watson-Mitchell – 21.11.2025   This morning’s announcement from Carclo (LON:CAR) covers the Interim Results for the half-year to end-September. Upon their publication analyst Andy Smith at Panmure Liberum  stated that: “The return to meaningful profitability has allowed us to use a range of different valuation methodologies to determine a revised target price of 90p. In summary, the investment case has materially improved.” The Business With comprehensive, end-to-end ma

This morning's share price reaction to its results saw the group's shares hit 131p, before falling back to 125p on the back of some profit-taking. Building services group Northern Bear (LON:NTBR) reported strong interim results for the six months to end-September, with revenue increasing to £49.4m (£37.6m), accompanied by a gross profit of £12.2m and an operating profit of £4.1m. The company also saw a significant improvement in basic earnings per share to 21.9p from 8.4p, d

Mark Watson-Mitchell - 18.11.2025   The 52-week period to Friday 26 th  September saw Greencore Group (LON:GNC) , the Dublin-based convenience foods manufacturer, report a very impressive set of results. The group declared a strong financial year, with revenue increasing by 7.7% to £1,947.0m (£1,807.1m) and adjusted operating profit growing by 28.9% to £125.7m (£97.5m), leading to an improved adjusted operating margin of 6.5% (5.4%). There was a 29.3% increase in pre-tax prof

Mark Watson-Mitchell – 18.11.2025 We have all got them! Kitchens and Bathrooms – I mean. And investors should have this group’s shares too. Just over a month ago, on Wednesday 15th October, I featured Norcros (LON:NXR) shortly before its latest Trading Update and just after the £265m-capitalised group had added another market-leading brand to its portfolio. That £46m acquisition saw the group acquire Fibo Holdings, a major wall panel supplier based in Norway. The business wi

Watch out this coming Friday morning, for the Interim Results due to be announced by Carclo (LON:CAR) . The £50.6m-capitalised group is a global precision engineering business that designs, industrialises and manufactures highly reliable solutions for Life Sciences, Aerospace and Safety & Security markets, manufactured in-region, for-region. Analyst View Andy Smith, at Panmure Liberum , is looking for the current year to end-March 2026, to show that sales will have increased

Now we can see why the shares of , the AIM quoted group providing specialist building and support services, have been creeping gently better over the last few days. The group, which is based in Northern England and serving customers across the UK, has today announced that it expects to release tomorrow morning, its Interim Results for the 6-month period to end-September. Further to its announcement made on Wednesday, 29th October, the group has stated that the expected timin

Mark Watson-Mitchell - 17.11.2025 This morning’s Interim Results from James Cropper (LON:CRPR)  covered the six months to Saturday, 27 th  September, they showed that the advanced materials and paper products manufacturing group is now well underway with its Strategic Plan. Its shares could easily lift over 20% and still look cheap. The Business The group is based in Burneside, with additional UK manufacturing sites in Crewe, Launceston, and in the USA in Schenectady. Built u

Mark Watson-Mitchell - 14.11.2025   Following the issue of yesterday’s AGM Trading Update by Kier Group (LON:KIE)  analyst Max Hayes, at Cavendish Capital Markets , has stated that it underpins his firm’s confidence in its 277p a share Target Price, compared to the current 205p. The Business Kier is a leading UK infrastructure services, construction and property group. It provides specialist ‘design and build’ capabilities and the knowledge, skills and intellectual capital of

Mark Watson-Mitchell - 13.11.2025   This morning’s Interim Results from Premier Foods (LON:PFD)  were better than expected, even though they showed no real advance in the six months to 27 th September. Against toughening trading conditions, the group has reported a 0.7% increase in headline revenue to £502.5m for the half-year, with branded revenue up 1.9% to £453.0m, driven by strong performance in its Sweet Treats. The trading profit saw a modest 0.4% rise to £70.5m, while

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 – 13.11.2025   On Thursday 7 th August I considered that the shares of Northern Bear (LON:NTBR) , then 99p, were significantly undervalued, while having the prospect of easily trading the 120p/135p price range in due course. They have subsequently touched 118p a couple of times and closed last night at 117p. We are now very close to the group announcing its Interim Results, which should help to generate a great deal more interest in its progress. The Bus

Mark Watson-Mitchell - 12.11.2025   This morning’s results from Avon Technologies (LON:AVON) , the global leader in protective equipment, covered the Full Year to end-September. Not only is that a rapid collation and breakdown of the annual figures, which would shame hundreds of other PLC’s, but it was also a good set of numbers for the period. In early April this year, I stated that the group’s shares looked appealing at 1385p, this morning they are trading at around 1860p,

Mark Watson-Mitchell - 12.11.2025   Further to my feature on Volex (LON:VLX)  published on Monday, 10th November, the Basingstoke-based group has reported a very encouraging Interim Results statement. The £770m-capitalised business, is engaged in integrated manufacturing of performance-critical applications and power and data connectivity. Today’s Results The group has announced a strong first half for FY2026, with revenue increasing by 12.7% to $583.9 million, driven by 13.0

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 - 10.11.2025   It will be interesting to note whether broker’s analysts change or even upgrade their estimates for Volex (LON:VLX) upon publication of the group’s Interim Results this coming Wednesday, 12 th  November. Just over three weeks ago the £686m-capitalised company, which is a specialist integrated manufacturer of critical power and data transmission products, declared in a Trading Update that it had enjoyed a strong first-half result to end-Sept

Mark Watson-Mitchell – 11.11.2025   Shearwater Group (LON:SWG) , the cybersecurity, advisory and managed security services business, has this morning announced its Final Results for the 15-month period to end-June. They showed revenues up from a restated £24.4m to £39.5m, with adjusted pre-tax profits of £0.6m (loss of £0.6m), lifting earnings per share six-fold to 3.0p. The debt-free £13.8m-capitalised company held £5.1m in cash – which is a very impressive Buy signal as far

Mark Watson-Mitchell – 10.11.2025   Perhaps it was the suggestion by Donald Trump that he was thinking about giving everyone in the States the sum of $2,000 as extra spending money. Perhaps it was something else that suddenly charged up the markets today. Whatever it may have been – the effect has been electrifying. The FTSE-100, as I write is up over 98 points on the day, after topping 103.90 points, a very healthy one-day gain in such nervous markets. That peak was at 9786.

Mark Watson-Mitchell – 10.11.2025 Tomorrow morning, Tuesday 11th November, will see the £13.8m-capitalised Shearwater Group (LON:SWG) announce its Final Results covering the 15-month trading period to end-June. I believe that they will show that the cybersecurity, advisory, and managed security services group is showing some decent corporate recovery. Its shares at 58p have performed quite well since May, when they were just 30p. Will tomorrow’s statement guide for ongoing pr

Mark Watson-Mitchell - 10.11.2025 The £1.54bn-capitalised Chemring Group (LON:CHG) has this morning announced that it expects its FY25 adjusted operating profit to be in line with analyst expectations. The group has stated that it anticipates that its adjusted operating margin will be around 14.7%, driven by strong performance in its Energetics side, which offsets softness in the Sensors & Information division. The company's net debt is projected to be around £95m, while not