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   In price, this group’s shares are the costliest that I have featured for some time – however, I consider that they are cheap, really cheap! The Business Yü Group (LON:YU) is a leading supplier of gas and electricity focused on servicing the corporate sector throughout the UK. It drives innovation through a combination of user-friendly digital solutions and personalised, high quality customer service. The Group plays a key role supporting 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

Mark Watson-Mitchell - 16.10.2025 This month has seen quite a bit of interest being shown in the shares of EnSilica (LON:ENSI). On Wednesday and Thursday, 1st and 2nd October, there were some 2,313,855 and 2,250,424 shares traded on each of those days respectively, over ten times the previous daily volumes. The reason for such interest was a sudden flurry in the stock on the back of the valuation given to another such company within its sector, indicating that EnSilica was wo

Going to $5,000 an ounce? Mark Watson-Mitchell - 16.10.2025    When Napoleon escaped from Elba in 1815 and returned to France, he began to assemble an army. The price of gold was then equivalent to £4.32p an ounce; however, it leapt to £5.35p overnight on the back of extraordinary demand. The London Bullion House of Mocatta & Goldsmid declared that the big buyer was Nathan Mayer Rothschild, acting on behalf of the British Treasury. His orders were to dispatch the gold quickly

Mark Watson-Mitchell - 15.10.2025   Following the news from   Norcros (LON:NXR) that it had received clearance from the UK Competition and Markets Authority, the group this week has completed the £46m acquisition of Fibo Holdings, a major wall panel supplier in Norway. That deal adds another market-leading brand into the group, which is the number one bathroom products business in the UK and Ireland, helping to create a leading presence in waterproof wall coverings markets ac

Mark Watson-Mitchell - 14.10.2025 A value investment  is a strategy where investors seek to buy stocks or other assets that appear to be undervalued by the market. The goal is to purchase these investments at a price lower than their intrinsic value —what the investor believes the asset is truly worth based on fundamentals—and then hold them until the market corrects the price. Key Principles of Value Investing: Intrinsic Value : This is the estimated true worth of an asset,

Mark Watson-Mitchell - 14.10.2025 As Trump and China face up to each other with their tariff battles, I thought that it might be well worth identifying an important feature in their struggles - the control of Rare Earth resources. Rare earth elements (REEs) are vital for developing and operating technology we use daily. Despite their name, they are not as rare as one might think in the Earth's crust. The challenge lies in finding them in high enough concentrations for extract

Mark Watson-Mitchell - 13.10.2025   Last week the shares of  YouGov (LON:YOU) closed weaker at 284.50p, which is 33% down over the last year. However, I now ask whether the fall has been overdone? Tomorrow morning sees the pollster group, which claims to have one of the world’s largest research networks, reporting its Final Results for the year to end-July. I do expect a certain positivity to be shown by its re-shaped Management for the current year and going forward. Which c

Mark Watson-Mitchell - 13.10.2025 Costain Group (LON:COST) has today announced that it has been selected by Sellafield Ltd as its Utilities Delivery Partner, a major part of Sellafield's Infrastructure Delivery Partnership. As Utilities Delivery Partner, Costain will refurbish and replace a variety of on-site and off-site utility distribution systems and services to enable Sellafield's decommissioning programme. The contract is expected to be worth up to £1bn to Costain and

Mark Watson-Mitchell – 13.10.2025   Last Friday the market saw a massive sell-off as a reaction to US President Donald Trump declaring...

Mark Watson-Mitchell – 11.10.2025   Photonics technology group Gooch & Housego (LON:GHH) last week reported that its trading momentum...

11.10.2025 Chancellor Rachel Reeves’ fiscal rules challenge: Three scenarios we could see in the Autumn Budget   Despite efforts to...

11.11.2025 Saxo,  the leader in online trading and investment, earlier this week released its inaugural Investor Forecast  for Q4 2025,...

Mark Watson-Mitchell - 09.10.2025   Just nine days ago I featured Ramsdens Holdings (LON:RFX)  ahead of its Pre-Close Trading Update for...

Mark Watson-Mitchell - 08.10.2025   I consider that the Rank Group (LON:RNK)  is a real ‘money machine’ and that its shares at the...

Mark Watson-Mitchell – 08.10.2025   Less than a month ago, on Friday 12 th  September, I commented that both the FTSE-100 and Gold were...