James Fisher & Sons – Finals due this Thursday, shares wrongly priced at 513p, TP 585p
Mark Watson-Mitchell A year ago, on Thursday 20 th March, I featured the shares of James Fisher & Sons (LON:FSJ) when they were trading at 323p, declaring that they were ‘a cracking portfolio must.’ They have since been up to 534p, a very useful 65% gain over the last year . This £259m-capitalised group is a global company that provides services such as engineering, inspection, installation, commissioning, operations, maintenance, lifting and handling to the oil and gas, m
Costain Group - Order Book now up to record £7bn (£5.4bn), £189m cash on balance sheet, shares up 10% at 186.60p
Mark Watson-Mitchell - 10.03.2026 This morning Costain Group (LON:COST) has reported a strong performance for 2025, with adjusted operating profit increasing by 9.3% to £47.1m and an improved adjusted operating margin of 4.5%. Revenue for the year was £1,045.7m, down from £1,251.1m in FY 24, primarily due to a reduction in the Transportation sector offset by growth in Natural Resources. The company achieved a record forward work position of £7.0bn, representing a 30% increa
Share Buy-Back delight - as the markets collapse today buying-back will be massive
Mark Watson-Mitchell - 09.03.2026 It is reasonable to expect brokers to be busy today helping to 'mop-up' the markets in the shares of companies currently undergoing 'share buyback schemes' - especially as London's equity market collapses in response to the machinations of the US former peacemaker now warmonger. I was reading comments over the weekend about this furore and its effects - with one commentator stating that investors should be buying gold and definitely not bu
Trustpilot Group – further growth to come, Finals next week, shares 157.30p offering quick upside, SQC TP 195p
Mark Watson-Mitchell – 09.03.2026 On Tuesday, 17 th March, Trustpilot Group (LON:TRST) will be declaring its Final Results for the year to end-December 2025. The group, which is capitalised at £616.5m, is a leading global review platform dedicated to building trust between consumers and businesses. Trustpilot, which is the worldʼs largest open customer feedback platform, has the vision to be the universal symbol of trust. How many times do we look online for various goods
Costain Group – capitalised at £461m, with £180m cash, making £1m a week profit, on 11.5 times 2026 earnings, shares 171.60p, TP 297p
Mark Watson-Mitchell - 06.03.2026 Next Tuesday, 10th March, Costain Group (LON:COST) , the UK construction and consultancy, will declare its results for the year to end-December 2025. Considering Governmental delays coupled with economic headwinds, it will have done well to maintain its profits on the back of an expected 16% lower revenue for that year. However, I look for the £472m-capitalised business to express confidence in its prospects for the current year, as it expec
Galliford Try - nearly 50% higher and still they look undervalued
Mark Watson-Mitchell - 04.03.2026 A year ago, I commented that the investors in the shares of construction group Galliford Try (LON:GFRD) could gain confidence from this group’s continued strong performance, while analyst estimates underlined the overall attractions of the group and the prospects for its rising share price from the then 384p. At that time, 6th March 2025, I suggested that investors should hold tightly to the group’s shares as they progress higher in sales,
SRT Marine Systems – signs $261m largest contract to date, record Order Book, shares 77p, brokers TP 122p
Mark Watson-Mitchell – 04.03.2026 This morning SRT Marine Systems (LON:SRT) has announced the signing of a new maritime surveillance contract with a sovereign customer valued at $261m, an increase from the previously anticipated $200m. The commencement of this project is contingent on the completion of a UKEF-supported finance package. The company also noted ongoing progress with existing projects in Asia and the Middle East, highlighting the increasing demand for independ
Kier Group - strong first half points to share rise, now 233p, TP 277p
Mark Watson-Mitchell - 03.03.2026 This morning's Interim results from the Kier Group (LON:KIE) reported a strong first half to end-December 2025, achieving an average net cash position of £16.8m, a significant improvement from the prior period's net debt of £(37.6) million. The group also announced a new £25m share buyback programme. Revenue grew by 2.6% to £2,029m, with adjusted operating profit increasing by 6.6% to £71.0m, and the adjusted operating margin improved by 10
