Filtronic – encouraged by record Order Book and expanded production site, broker increases Target Price to 225p (194p)
Mark Watson-Mitchell – 03.02.2026 This morning Filtronic (LON:FTC) , the £402m-capitalised Sedgefield-based designer and manufacturer of products and sub-systems for the aerospace, defence, telecoms infrastructure, space and critical communications markets, has reported its Interim Results to end-November 2025. The group’s CEO Nat Edington stated that: " The first half of the year demonstrated the strength of Filtronic's positioning in markets where performance, reliability
Watches of Switzerland Group – now could be the time to really watch this stock, Q3 Trading Update due on Wednesday, shares 518p
Mark Watson-Mitchell – 02.02.2026 This coming Wednesday, 4 th February, will see the Watches of Switzerland Group (LON:WOSG) update investors on its third-quarter trading. The £1.17bn-capitalised business, which is the UK's largest retailer for Rolex, OMEGA, Cartier, TAG Heuer and Breitling watches, is an international retailer of world leading luxury watch brands, complemented by a strong luxury jewellery offering. With over 200 showrooms globally, employing some 3,00
Costain Group – broker upped Target Price from 215p to 297p, shares now 177p, cash £190m, making £1m a week profit, market capitalisation £483m
Mark Watson-Mitchell – 02.02.2026 My favourite infrastructure group is winning even more orders and is said to be improving its margins as we proceed into its 2026 Trading Year. Last Tuesday morning, 27 th January, Costain Group (LON:COST) announced that it had been awarded a contract to design and build a new junction on the M5 motorway, junction 22A. Awarded through the Regional Delivery Partnership framework, over a five-year period the contract is worth some £100m to
Strix – ready to bubble again but conditions remain difficult, shares 47.75p, analyst ‘fair value’ 89p
Mark Watson-Mitchell – 30.01.2026 It was on Friday 19 th December last year, that the Strix Group (LON:KETL) announced the proposed disposal of its Billi business for £110.0m on a cash-free, debt-free basis, representing a significant return on its initial £38.0m investment. That strategic move is aimed at addressing the macroeconomic headwinds impacting the Controls division and strengthen the £108m-capitalised group's financial position, with an estimated net debt of £6
James Fisher & Sons – Trading Update shows market beat on improved margins, shares 388p, average TP 513p
Mark Watson-Mitchell – 29.01.2026 Engineering services group James Fisher and Sons (LON:FSJ) has this morning declared a bullish Trading Update that should help to push its shares much higher than the current 388p. The average of analyst views suggests 513p a share as the Target Price. The Business James Fisher and Sons is a leading provider of unique marine solutions in Energy, Defence and Maritime Transport. The Group pioneers safe, innovative solutions that solve compl
ASA International – profits set to double for 2025, shares ‘cheap as chips’ at 206p, TP 370p
Mark Watson-Mitchell – 29.01.2026 In todays’ Q4 2025 Trading and Business Update from ASA International (LON:ASAI) it has noted that its Management anticipates its full-year 2025 net profit will double to approximately $57m, up from $28.5m in 2024, driven by strong loan portfolio growth to $628.4m as at end-December, a 13% increase from the previous quarter and a 37% rise year-over-year, with client numbers growing by nearly 100,000 in the fourth quarter. The company also
Marston's - to add good cheer for investors, shares 60p, TP 80p
Mark Watson-Mitchell - 28.01.2026 Ahead of today's AGM, Marston's (LON:MARS) , the brewery group, issued a First Quarter Trading Update for the 17-week period to Saturday, 24th January. For that period, the Group made a few major points: • Strong trading performance over the festive period where like-for-like sales increased by 4.0%, with growth of 5.6% across the five key festive dates, reinforcing the strength of Marston’s community-based estate during peak trading occasio
Gulf Marine Services – more good news, order book stretching as its prospects grow, shares 22.20p, TP 32p
Mark Watson-Mitchell – 28.01.2026 The business of Gulf Marine Services (LON:GMS) keeps expanding. The leading provider of self-propelled, self-elevating support vessels to the offshore energy industry, has this morning announced that it has received a variation order from a major National Oil Company (NOC) in the Middle East for extension to an existing contract for two of its vessels, to provide for up to an additional six years of contract duration across the two vessels,
