Mark Watson-Mitchell - 31.07.2026 The audio products group Focusrite (LON:TUNE) is due to hold its 2026 AGM next Tuesday, 4th August, The group is well-known for supplying hardware and software used by professional and amateur musicians and the entertainment industry, It is a global leader in the growing audio technology market, uniquely positioned to drive margin-accretive growth, thanks to its differentiated portfolio of category-leading brands, its brilliant people and

Mark Watson-Mitchell - 30.07.2026 Invest, Build, Grow Tomorrow, Friday, 31st July, over on the sunny island of Guernsey, Foresight Group Holdings (LON:FSG), the alternative asset management group, will be holding its AGM to approve its 2026 Report & Accounts. The £540m-capitalised group’s shares, which are currently trading at 474p, have risen impressively since their 341p Low scored on Monday, 30th March this year. The investment group’s Management has made a very strate

Mark Watson-Mitchell - 29.07.2026 This morning Severfield (LON:SFR) has issued a Trading Update ahead of its AGM later today. Six weeks ago, on Friday, 19th June, I reviewed the 2026 results and concluded that based on analyst estimates, coupled with the strength being shown by the syndicate of banks in providing strong banking facilities, together with its Order Book, I was attracted to the group and its prospects. I commented that this company will see greater recovery in

Mark Watson-Mitchell - 28.07.26 Way back in 2007, the Bill and Melinda Gates Foundation made a $20m loan to the newly formed ASA International Group (LON:ASAI). Today that company is one of the world's largest international microfinance institutions, with a strong commitment to financial inclusion and socio-economic progress. Its shares are now trading at around the 264p level – however, there is still so much more to go for by investing in this £264m-capitalised group’s s

Mark Watson-Mitchell - 27.07.2026 On Tuesday, 4th August, the Sedgefield-based Filtronic (LON:FTC) will announce its Final Results for the year to end-May. The market reaction to the figures and the accompanying Statement could see the shares swing wildly – but do not let that bother you, especially if you are a patient investor in potentially mega-growth businesses. And that is exactly what this £569m-capitalised group is – mega-growth! In fact, for its shares, now 260p, S

Mark Watson-Mitchell - 24.07.2026 Next Wednesday, 29th July, the £366m-capitalised soft drinks group Nichols (LON:NICL) is due to announce its Interim Results for the six months to end-June. It could be boasting some £72m cash in the bank by this year-end, the group is expected to see some benefits showing through in this second half-year. Will next week’s statement help to make analysts upgrade their current-year estimates? The shares were standing at 1444p a year ago and

Mark Watson-Mitchell - 24.07.2026 On Monday of this week my feature on discoverIE (LON:DSCV) asked the question - will the AGM Statement boost the shares? Well now we know! This morning's statement has seen the group's shares explode upwards in price, some 12.37% better at 781p, after hitting 786.80 at their best this morning - up over 86p on the day. The Business discoverIE Group is a leading international group of businesses that design and manufacture customised electronic

Mark Watson-Mitchell - 23.07.2026 “Aiming to help people to harness power sustainably in everyday life.” I am looking forward to next Tuesday, 28th July, when Luceco (LON:LUCE) announces its Interim Trading Update for the first half year to end-June. The statement should read very well and point the market to expect better returns than currently anticipated. The £382m-capitalised group is engaged in the manufacturing and distribution of wiring accessories, light emitting

Mark Watson-Mitchell – 23.07.2026 “As pioneers of national scale integrated systems and technology in the maritime surveillance domain, SRT is at the centre of a long-term trend of rising demand for integrated sovereign capability in this space.” This morning’s Full Year Trading Update from SRT Marine Systems (LON:SRT) has identified just how effective its products could be to national agencies. The £213m-capitalised group is a market leader in its special field. One lead

Mark Watson-Mitchell - 22.07.2026 Next Monday, 27th July, Quartix Technologies (LON:QTX), which is a leading supplier of subscription-based vehicle tracking systems, software and services, will be declaring its Interim Results for its six months to end-June. The figures should be good, while the accompanying statement will help to confirm estimates of a strong second half, leading to around a healthy uplift in its pre-tax profits for the year. The group, which is capitali

Mark Watson-Mitchell - 22.07.2026 Even at my age I am still being told that I am too early. Just over three weeks ago, on Monday 6th July, I called the market higher. Then it was just 253 points away from hitting a new All-Time High. Standing at 10681.78 it was, in my view, just a fraction away to that 10,934.90 that was scored at the end of February this year. I did conclude my article by stating that Donald throwing a wobbly could throw its progress off course. And he did -

Mark Watson-Mitchell - 21.07.2026 At the end of this week, on Friday, 24th July, discoverIE Group (LON:DSCV), the leading international group of businesses that design and manufacture customised electronic components for industrial applications, will hold its AGM to sign off its 2026 Report & Accounts. Ahead of that meeting, the £667m-capitalised company will issue its Trading Update covering the first quarter of this current year. I expect it to be positive, noting a good

Mark Watson-Mitchell - 20.07.2026 “We are ready for our next phase of growth.” This coming Wednesday, 22nd July, will see the Norcros (LON:NXR) group hold its AGM to approve its 2026 Final Results. Considering the sector in which it operates, they were actually pretty good, while the bathroom and kitchen products group has indicated that it is excited by the significant opportunities in the resilient mid-premium market segments in which it holds leading positions. T

Mark Watson-Mitchell - 20.07.2026 The star performer position in the has changed in a quite dramatic fashion. Almost from the start, some 82 market days ago in late March, Filtronic (LON:FTC) was the outright portfolio leader, with its shares rising from 145p to a top of 485p - a quite staggering performance, helped somewhat by the mega-IPO of the SpaceX group over in the States. However, the expression 'what goes up must come down' prevailed to see FTC now at 245p, but sti

Mark Watson-Mitchell - 16.07.2026 Next Wednesday, 22nd July, will see the SigmaRoc (LON:SRC) minerals group issue a Trading Update covering the first half of its current trading year. I believe that, despite various headwinds within the European construction sector, the group will make a decent showing, indicating confidence for the 2026 year. The shares, now 123p, have been up to 153p this year and could so easily be moving back up there again very soon. The Business Sigma

Mark Watson-Mitchell - 15.07.2026 Just ahead of Premier Foods (LON:PFD) holding its AGM tomorrow, Thursday, 16th July, I look forward to one of the UK’s biggest food groups issuing a positive First Quarter Trading Update. Capitalised at £1.73bn, I believe this substantial sector leader is significantly undervalued at just 12.7 times estimated earnings. In my view, barring any unforeseen circumstances, with the shares at 199p, there is at least a 25% upside being offered today

Mark Watson-Mitchell - 15.07.2026 Ahead of announcing its Interim Results on Thursday 13th August, the £550m-capitalised Costain Group (LON:COST), one of the UK’s leading construction and infrastructure specialists, has this morning reported a significant contract extension. It has secured a three-year extension to its Managed Service Provider contract with United Utilities, continuing its support for the AMP8 capital maintenance programme through the regulatory cycle. This p

Mark Watson-Mitchell - 14.07.2026 It is about time that CEO Simon Tucker, boss of SRT Marine Systems (LON:SRT) presented another of his almost quarterly Investor Webcasts – the last was on Wednesday, 29th April. The £220m-capitalised group has recently been strengthening its Balance Sheet, while continuing to increase its record Order Book. I featured its shares in early December 2024, then at just 40p, since then they topped 99p in the early days of January this year. The

Mark Watson-Mitchell - 13.07.2026 “Our ambition is to be the universal symbol of trust – the platform consumers, businesses and AI systems rely on – by helping trust be earned, seen and protected in the open.” This coming Thursday, 16th July, will see the Trustpilot Group (LON:TRST) issuing a Trading Update to investors, which could well provide the next checkpoint for its financial metrics to continue to support its platform’s foundations. The group will declare that it ente

Mark Watson-Mitchell - 10.07.2026 The middle of next week, on Wednesday 15th July, Cohort (LON:CHRT), the independent technology group, will declare its Final Results – they will be good and indicate further growth to come with a record Order Book. Expect bigger spend on Defence, so Cohort will benefit The group’s shares, now 1324p, are up some 46% this year, while Target Prices are expected to be lifted upon the results. The Business Formed in 2006 and listed on AIM the