Ramsdens overtakes Filtronic as SQC Research 2026 Recovery Portfolio surges nearly 25% in 82 days

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 still up nearly 69%.

The financial services group Ramsdens (LON:RFX) has succumbed to the second more alluring cash bid from the US-based FirstCash pawnbroking group, helping to shoot its shares up over 95% to the current 664p.

Further down the list comes Currys (LON:CURY) up 24.61%, then Costain (LON:COST) up 18.08%, and Chemring (LON:CHG) some 14.85% better.

Overall, the portfolio is up a market-beating 24.93% over the last 82 market days.

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

AO World (LON:AO.) @ 85p now 92.60p +8.94%

Ashtead Technology Holdings (LON:AT.) @ 390p now 425p +8.97%

Chemring Group (LON:CHG) @ 485p now 557p +14.85%

Costain Group (LON:COST) @ 177p now 209p +18.08%

Currys (LON:CURY) @ 128p now 159.50p +24.61%

Filtronic (LON:FTC) @ 145p now 245p +68.97%

James Fisher & Sons (LON:FSJ) @ 470p now 455p -3.19%

Ramsdens Holdings (LON:RFX) @ 340p now 664p +95.29%

SigmaRoc (LON:SRC) @ 108p now 121.60p +12.59%

SRT Marine Systems (LON:SRT) @ 78p now 77p +1.28%

Overall performance since 23rd March = +24.93%

Far better performance than the market !!!

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