Ramsdens Holdings – after a 316% two-year gain, SQC Research readers should take the US cash bid and reinvest it immediately
Mark Watson-Mitchell - 02.07.2026 What is the expression? A bird in the hand is worth two in the bush! I note that expression because various investors in Ramsdens Holdings (LON:RFX) have been wondering what to do with their holdings in the group after the recently announced £206m cash bid from the US-based FirstCash Holdings. Ramsdens, which I have been following for years, is a UK-based diversified retailer and financial services provider, offering jewellery retail, prec
SQC Research 2026 Recovery Portfolio – up 22.96% in 70 days, with Filtronic and Ramsdens Holdings leading the way
Mark Watson-Mitchell – 02.07.2026 Having risen from 145p to 480p on Thursday 21st May, the shares of Filtronic, in one of the UK markets ‘fliers’ in 2026, recorded an impressive 331% price gain for the SQC Research Recovery Portfolio. That increase was a reaction to the very strong investor interest surrounding the massive US IPO of SpaceX, to whom Filtronic is a key supplier. That significant ‘space sector’ push inevitably saw prices fall back after the float, with Filtro
Currys – tomorrow’s Finals will be good, showing Alex Baldock’s turnaround ability, shares at 159p still offer alluring upside
Mark Watson-Mitchell - 01.07.2026 Tomorrow morning, Thursday, 2nd July, CEO Alex Baldock will present his last set of results for Currys (LON:CURY) before handing over the reins to former shop assistant Fredrik Tønnesen. Baldock has done an excellent job at the £1.65bn-capitalised technology retail group as he moves on to the top job at Boots. Over the last eight years Baldock has streamlined the business, strengthened both its profitability and its balance sheet, while it
Wynnstay Group – valued at 600p a share, shares very cheap at 360p, trading on 11.4 times pe and yielding 5.1%
Mark Watson-Mitchell - 01.07.2026 Our purpose is to be the supplier of choice for British farmers The Wynnstay Group (LON:WYN) is rooted in farming, it helps livestock and arable farmers to produce food in a more sustainable way. This £82.3m-capitalised group remains in a strong financial position, with a robust balance sheet and good cash flows, which supports its positive view of prospects. On Monday morning, the business, described as ‘The leading integrated partner to
Solid State – up nearly 60%, with a growing Order Book, but are the shares now too high at 192p?
Mark Watson-Mitchell - 26.06.2026 Since I featured Solid State (LON:SOLI) way back in December 2024, with its shares then at 123p, they have been up to 215p, a near 75% gain in that period. Next Tuesday, 30th June, the £109m-capitalised group, which is a specialist value added component supplier and design-in manufacturer of computing, power, and communications products, will be declaring its Final Results for the year to end-March. They could well show around a 21% increa
Winvia Entertainment – having topped out at 284p, these shares are back to 245p and are certainly not to be missed
Mark Watson-Mitchell - 25.06.2026 ‘Built to Win, Wired for Wonder’ Just over five weeks ago, on Monday, 18th May, I featured the shares of Winvia Entertainment (LON:WVIA), then at 225p, since when they peaked at 284p at the start of this month – a useful 26% two-week gain. The shares of this technology-driven entertainment company operating in the prize draw, skill games, and online gaming markets have since eased back to 245p, at which the group is capitalised at £257m.
Volex – general re-rating, Main Market entry and possible FTSE-250 inclusion boosted shares 51% to 710p before easing back to 585p – a bargain now?
Mark Watson-Mitchell - 24.06.2026 I featured the shares of £1.1bn-capitalised Volex (LON:VLX) on Monday, 10th November last year, they were then 365p, since when they have risen 94% before profit-taking. In early April, the specialist integrated manufacturer of critical power and data transmission products confirmed its intention to move its listing from AIM to the Main Market, targeting admission before Tuesday, 4th August, which could make it eligible for the FTSE 250 In
Moonpig Group – Thursday’s Finals will be good, its shares are undervalued at 215p, massive Buyback programme gives confidence
Mark Watson-Mitchell - 23.06.2026 The Final Results for the year to end-April for the Moonpig Group (LON:MOON) will be declared this coming Thursday, 25th June – they should be good enough to break the group’s shares out from its fairly narrow trading range. In the last trading year, the online greetings cards and gifts group could possibly have seen its sales improve by 7%, while its pre-tax profit may well have risen over 13%. A positive accompanying statement from the
