Filtronic up 179.31%, spurs SQC Research Market Recovery Portfolio to 21.14% advance in 37 Trading Days

Mark Watson-Mitchell - 16.05.2026

It continues to show a truly stellar performance in the SQC Research Market Recovery Portfolio - the shares of Filtronic (LON:FTC) closed the week at 405p, showing a healthy 179.31% gain in just 37 Trading Days.

They obviously have come in for an amount of profit-taking in the last week after having touched 420p on Thursday 7th May.

It is very evident that 'space fever' is building up ahead of Elon Musk's mega-billions IPO within the next month of his SpaceX group, to which Filtronic is a respected supplier.

Elsewhere within the Portfolio, Ashtead Technology (LON:AT.) is now 30.51% up in the intervening period since I created this investment list - it is holding its AGM this coming Thursday.

Also continuing to sparkle is the position in Ramsdens Holdings (LON:RFX) now 25.74% up, while SRT Marine Systems (LON:SRT) is beginning to respond to recent news, with its shares 14.74% better.

After the AGM Trading Update this week, the Costain Group (LON:COST) is up 13.84%.

The two companies that are lagging behind in the overall useful advance are Chemring Group (LON:CTG) off 4.21%, while Currys (LON:CURY) where its CEO is about to take control at Boots, ahead of its IPO, which is down just 2.34%.

Overall the SQC Research Market Recovery Portfolio is up 21.14% over the last 37 Trading Days, whilst the FTSE100 Index is up a mere 2.73% in the same period of time.

The ten companies selected on Monday, 23rd March, were as follows:

AO World (LON:AO.) @ 85p now 86.50p +1.76%

Ashtead Technology Holdings (LON:AT.) @ 390p now 509p +30.51%

Chemring Group (LON:CHG) @ 485p now 464.60p -4.21%

Costain Group (LON:COST) @ 177p now 201.50p +13.84%

Currys (LON:CURY) @ 128p now 125p -2.34%

Filtronic (LON:FTC) @ 145p now 405p +179.31%

James Fisher & Sons (LON:FSJ) @ 470p now 492p +4.68%

Ramsdens Holdings (LON:RFX) @ 340p now 427.50p +25.74%

SigmaRoc (LON:SRC) @ 108p now 114.10p + 5.65%

SRT Marine Systems (LON:SRT) @ 78p now 89.50p +14.74%

Overall performance since 23rd March = +21.14%

Filtronic's 179% gain spurs the Portfolio's 21.14% advance

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For information on the above selections, together with SQC Research Target Prices, please refer to the article published on Monday, 23rd March.