SigmaRoc – Q1 ahead of estimates, AGM Update looks positive, shares 122p, broker TP’s range 158p to 216p
Mark Watson-Mitchell – 30.04.2026 This morning’s Q1 Trading Update from the £1.36bn-capitalised SigmaRoc (LON:SRC), the leading European lime and minerals group, issued ahead of this afternoon’s AGM, indicates that the group is showing profits ahead of expectations. It is worth noting that lime and limestone are key resources in the transition to a more sustainable economy. New applications for lime and limestone products as part of a drive for sustainability include the p
Warpaint London – the expected poor results see shares fall 7% to 175p, but the SQC 240p Target Price persists
Mark Watson-Mitchell – 29.04.2026 Did you know that women use colour cosmetics daily or a few times a week. Some 79% of women in the UK think that the price of a product is an important selection criterion, while in the States that figure is just 68%. In the UK, 67% think that affordable brands perform as well as prestige brands, in the States that figure is 74%. The Colour Cosmetics Market is massive – worth £18.0bn in the USA, and some £1.8bn in the UK. Warpaint London (L
Warpaint London – with poor Finals expected tomorrow, its shares, at 196p, could soon show a strong recovery, brokers average TP 393p
Mark Watson-Mitchell – 28.04.2026 Tomorrow morning, 29th April, Warpaint London (LON:W7L) will be announcing its 2025 results, which will not be good, but recovery is now expected. This group, which is a specialist supplier of high-quality colour cosmetics and personal care brands at an affordable price, and is the owner of the W7, Technic, Skin & Tan, Super Facialist, Dirty Works, Fish Soho and Barry M brands. Its brands are sold primarily to major retailers, retail chains
Costain Group – Record Order Book seven times 2025 revenue, AGM Update due soon, mkt cap £482m, net cash £189m, shares at 181p, brokers TP 297p
Mark Watson-Mitchell – 27.04.2026 In just over two weeks, on Thursday, 14th May, my favourite infrastructure business, the Costain Group (LON:COST), will be holding its AGM to cover its year to end-2025. Seven weeks ago, the £482m-capitalised company declared its 2025 results, showing a strong performance, 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 i
Christie Group – excellent 2025 shows shares undervalued at 120p, on 8.8 times earnings, brokers value at 250p
Mark Watson-Mitchell – 27.04.2026 This morning Christie Group (LON:CTG), the leading provider of Professional & Financial Services and Stock & Inventory Systems & Services to the hospitality, leisure, healthcare, medical, childcare & education and retail sectors, has reported its 2025 Final Results. They displayed very strong growth, coupled with strategic divestment, which has significantly boosted the group's earnings potential. Last year, the group sold 1,164 businesses
Filtronic Directors selling personal holdings at prices from 205p up to 278p in last three weeks – does that tell us anything?
Mark Watson-Mitchell – 26.04.2026 When the Finance Director of any company sells 49% of his personal shareholding in that company’s equity, it certainly rings alarm bells. But when three other directors sell off chunks of their holdings too, then it does gain even more attention. That is exactly what has been happening with Filtronic (LON:FTC) since Thursday, 9th April. It was on that day that Chief Financial Officer Michael Tyerman sold 240,631 shares @ 205p each, repres
SQC Research 2026 Market Recovery Portfolio - up 15.81% in 23 trading days, boosted by Filtronic
Mark Watson-Mitchell - 26.04.2026 Filtronic (LON:FTC) is the absolute star of the portfolio, with a massive 104.14% price increase. The big question is whether it will continue to shine so brightly. Portfolio performance lifted by Filtronic's shares, leaping ahead 104.14% The ten companies selected on Monday, 23rd March, were as follows: AO World (LON:AO.) @ 85p now 90p +5.88% Ashtead Technology Holdings (LON:AT.) @ 390p now 493.50p +26.54% Chemring Group (LON:CHG) @ 485p
SRT Marine - looking for a rebound after the fund-raise, shares now 83p
Mark Watson-Mitchell - 24.04.2026 Alert for SRT Marine Systems (SRT) - Live Webcast: 8:30am, 29th April 2026 What will Simon say? SRT has confirmed that on Wednesday 29th April 2026 there will be the next live shareholder webcast at 8.30am, providing an update on Company operations and trading activities. The webcast shall be hosted by Simon Tucker, CEO of SRT, and is a live unedited public event and thus can be viewed online live by anyone by following the below instruction
