SRT Marine Systems – investors begin to wake up to this group’s future prospects, shares now 85p, SQC TP 150p!
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
EnSilica - reality sets in with bad debt provision and share price reacts accordingly, now 43p
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
Gold - it continues to glisten - new High of $4,222 - aiming at $4,500 then even $5,000 an ounce
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
Norcros – ahead of tomorrow’s Trading Update the shares, now 282p, look great value, broker upped TP to 380p
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
I am so often asked - what is a 'value investment' strategy - this is my answer
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,
