Filtronic – patient investors should be buying this early-stage but fast-developing technology group’s shares now at 217.50p
Mark Watson-Mitchell – 30.10.2026 Ahead of today’s AGM Filtronic (LON:FTC), the designer and manufacturer of advanced RF solutions for the space, aerospace and defence, and telecoms infrastructure markets, has issued an AGM Trading Update. It highlighted its strong order flow for FY2027, including its largest-ever order of $68.1m (£51.3m) from SpaceX for E-band GaN SSPAs, and two further contracts totalling $16.0m (£11.1m) with a US customer for satellite prototype units. T
James Cropper – Interims to confirm ongoing corporate strength and expectation-beating performance, shares up 325% in 15 months, time now for caution?
Mark Watson-Mitchell - 29.10.2026 On Friday, 18th July last year, I profiled the James Cropper (LON:CRPR) group, with its shares then at 255p – since then they have shown excellent performance in both price and profits. This evening they are closing up another 15p better at 830p, showing a magnificent 325% gain in the last fifteen months. In early July this year I reiterated my views on the group, when its shares were just 385p, clearly stating that I considered that its sh
ASA International – tomorrow’s Q3 Trading Update could get these shares, now 254p, heading back up to break through 300p soon
Mark Watson-Mitchell – 28.10.2026 Tomorrow morning, the unique micro-finance group ASA International (LON:ASAI) will issue its Third Quarter Trading Update. I expect it to be positive in tone and again help to identify the Group’s shares as being undervalued. Last night the £250m-capitalised Group’s shares closed at 254p, having been up to 297p in early July this year. City analysts have Target Prices of up to 370p, which looks cheap to me. The Business Microfinance is the
Luceco - look for further growth in Q4, shares 209.50p, looking up to 240p/260p in due course
Mark Watson-Mitchell - 27.10.2026 Residential and commercial eletrification products and systems group Luceco (LON:LUCE) this morning has reported a strong third-quarter trading momentum, with revenue increasing by 17.0% year-on-year, driven by a significant 220% growth in its Energy Transition segment, which includes EV charging and Demand Flexibility, alongside a 3.4% rise in core products. That performance, coupled with operational efficiencies, led to a substantial 60% im
Shearwater Group - broker ups Target Price by 34% to 121p after Finals, shares 72p heading higher
Mark Watson-Mitchell - 27.10.2026 This morning Shearwater Group (LON:SWG), the cybersecurity, advisory and managed security services group, reported strong financial results for the year to end-June, with revenue increasing by 34% to £42.3m and adjusted EBITDA growing by 44% to £2.6m, driven by significant contract wins in its Services business. The company also saw a substantial 186% annualised increase in adjusted profit before tax to £1.4m, while reducing its statutory los
SQC Research Market Recovery Portfolio beats the market by 3.5 times - up 30.33% !!!
Mark Watson-Mitchell - 26.10.2026 The SQC Research Market Recovery Portfolio has continued its market-beating performance - up 30.33% against the market's 8.65% gain in the same period. The Top Three performers remain Ramsdens Holdings, then Filtronic, followed by Ashtead Technology Holdings, all up over 55% since selection. The laggards are SRT Marine Systems and James Fisher, depressingly both in negative territory. Overall, the portfolio is up a market-beating 30.33% over
Shearwater Group - doubled profits and increased sales orders, shares 72p, SQC TP 87p
Mark Watson-Mitchell - 26.10.2026 Final Results tomorrow morning Watch out tomorrow, Tuesday 27th October, for the Finals from the Shearwater Group (LON:SWG). Analysts Kimberley Carstens and Edward Stacey, at Cavendish Capital Markets a week ago declared that: "Shearwater is a company with a unique and differentiated set of capabilities in critical cyber-security applications, and a global blue-chip customer base: Driven by continually escalating tactics used by cybercrime gr
Filtronic – AGM Trading Update due this Friday and note the Elon Musk options, shares just 245p, destined to rise again
Mark Watson-Mitchell – 26.10.2026 “Every major leap in communications capability begins with innovation at the edge of what is technically possible. From expanding global connectivity and enabling next-generation satellite networks to supporting advanced defence and security applications, Filtronic’s technologies help make the future achievable.” Watch out this coming Friday, 30th October, for the AGM Trading Update from the £539m-capitalised Filtronic (LON:FTC) the Sedge
