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Will a Santa Rally complete a year of impressive returns for investors?
With Christmas just weeks away and the festive party season now in full swing, investors have an extra reason to celebrate this year: it...


Solid State – Three weeks ago its shares collapsed by over 50% on shock news, now 123p, brokers looking for 180p, Interims tomorrow – a Buy?
Never be afraid of taking advantage of lower share prices of companies that you follow when they are suddenly being hit for six by shock...


Mark Watson-Mitchell takes a look at Gooch & Housego and views its shares, now 490p, capable of at least a 25% uplift in due course, brokers TP 680p
Despite last Tuesday announcing a 21.6% fall in profits, I see the shares of Gooch & Housego (LON:GHH) rising some 25% in the next year...


Oxford Metrics – providing a bridge between the physical and digital world, this cash loaded group’s shares are trading at 60p, while analysts look for 95p
If you want a ‘smart’ investment for 2025 then look no further than Oxford Metrics (LON:OMG). This week the £76m-capitalised group...


Costain Group – The latest contract win helps to show just how CHEAP are its shares at 104.50p, TP 135p, on just 7.3 times earnings!
Less than four months ago just before the late August Interim Results announcement, I noted that the shares of Costain Group (LON:COST)...


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...


The direction of the public/private market convergence in 2025
A p ertinent theme remaining in 2025 will be the convergence of public and private markets. In some cases, particularly in the credit...


In the Small Cap Sector today, Mark Watson-Mitchell returns to look at SDI Group, ahead of its Interims tomorrow, shares 58.50p, Brokers TP 135p.
Ahead of tomorrow’s Interim Results it could well be worth taking a quick view of SDI Group (LON:SDI). It has done this column proud...


Greencore Group – Wonderful performance over the last year – shares have doubled in eight months, with more to come
As I said last week when AO World issued its latest Interim results – I really do like to see companies upgrading their market guidance....


Trump, Tariffs and Trade Wars: What will 2025 bring for EVs?
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...


Foxtons Group – Valued at £179m, making £23.6m profits in 2025 and still on the acquisition trail – shares now 59p, while analysts have valuations up to 134p!
It may be too early for some readers, but I have a number of companies within my Smaller Quoted Companies sector that I really fancy for...


Mark Watson-Mitchell looks at two companies to buy within the construction sector – Michelmersh Brick and Norcros
Part 2 Norcros (LON:NXR) – Also Looking Ready To Recover Based in Wilmslow, Cheshire and employing some 2,100 people, this company is a...


Mark Watson-Mitchell looks at two companies to buy within the construction sector – Michelmersh Brick and Norcros
Part 1 Michelmersh Brick Holdings (LON:MBH) – Britain’s Brick Specialist Is Bouncing Back We already know that the current year will...


SRT Marine Systems – £93m world-leading group has pipeline of £1.2bn sales potential, with £320m contracts booked
Do not worry about the delays Simon, just keep on winning and bringing in the new orders. It must be an incredibly difficult and tortuous...


Taking a look at two ‘bid situations’ within the SQC ranks - Loungers and Renewi – both have fascinating aspects for investors
Loungers (LON:LGRS) – Hold back from accepting the cash bid – just yet Late last week Fortress Trust made an £338m agreed bid for this...


Greencore Group – Ahead of next week’s Finals this unique food group’s shares still look great value despite the 73% rise in the last seven months
Next Tuesday morning will see the announcement of the final results for the year to end-September by the Greencore Group (LON:GNC), the...


AO World – Latest Interims Upgraded To Progressive Profit Growth, Shares Rated As A Buy, Highest Aim 150p, Now Just 109p
I do like to see companies increasing their guidance given to the market, especially in these times. Just such a case for example is one...


Severfield – A few bridges too far, delayed not cancelled growth, with brokers cutting its TP from 130p to 105p, but shares now 56p offer ‘recovery upside’
Taking a view on just how quickly a company can recover from shock losses is one of the most rewarding ways of investing in these...


Shearwater Group – due to the increase in global threats this cybersecurity business is beginning to step up its pace of action again, and is becoming a notable player within that sector
The Shearwater Group (LON:SWG) yesterday stated that the continued growth of the global cyber-security market is supported by several...
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