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
Luceco – 2026 Adjusted Operating Profit expected to be ahead of market expectations, Q3 Trading Update next Tuesday, shares at 203p look very cheap!
Mark Watson-Mitchell – 23.10.2026 Next Tuesday, 27th October, I will be looking out for the Q3 Trading Update from the electrification products group Luceco (LON:LUCE). The statement should indicate that the market’s current 2026 expectations will be beaten. The £300m-capitalised Group’s shares are looking slightly friendless at 203p, after having hit 292p earlier in the Summer. A good announcement next week could help to turn the downward pressure on the shares, with a move
Auction Technology Group – FY26 trading slightly ahead; strong performance from Chairish, FY27 outlook in line with current market expectations
Mark Watson-Mitchell – 22.10.2026 The £581m-capitalised Auction Technology Group (LON:ATG), the operator of world-leading auction and list price marketplaces that connect millions of buyers with unique items worth finding again, this morning announced its FY26 Pre-close Trading Update. The Group anticipates its financial year 2026 revenue to be approximately $251m, slightly exceeding market expectations, with an adjusted EBITDA margin just above 34.5%. The Company expects i
SigmaRoc – Third Quarter boost and earnings accretive acquisition, shares undervalued at 119p
Mark Watson-Mitchell – 21.10.2026 This morning the £1.3bn-capitalised SigmaRoc (LON:SRC) reported a strong third quarter, with revenues for the nine months to Wednesday 30th September increasing by 2.5% to £795m, and underlying EBITDA growing by 7.5% to £207.3m, resulting in an improved underlying EBITDA margin of 26.1%. The European lime and minerals group also announced the acquisition of AB Dolomitas for €110m, which is expected to be earnings-enhancing in 2027. Despite
Halfords Group – the Interims next month will spell out further growth
Mark Watson-Mitchell – 21.10.2026 The Trading Update announced this morning by the £602m-capitalised Halfords Group (LON:HFD) has reported strong trading for the motoring and cycling products retailer for the 26 weeks to Friday 2nd October. Group like-for-like sales grew 7.1%, driven by a 7.7% increase in retail sales and 6.1% growth in Autocentres. That performance supports the previously upgraded full-year 2027 underlying profit before tax guidance of £55m to £65m, with t
Ashtead Technology Holdings – 615p a share cash offer from Ember Infrastructure, take the market price and reinvest elsewhere
Mark Watson-Mitchell – 21.10.2026 This morning Ember Infrastructure Management, LP, through its subsidiary Pine Acquisition UK Bidco Limited, has made a recommended cash offer to acquire Ashtead Technology Holdings (LON:ATG) for 615p per share, valuing the company at approximately £505m. This offer represents a significant premium of 80.9% to Ashtead Technology's closing share price on Tuesday 22nd September. The acquisition, to be effected by a Scheme Of Arrangement, is su
Shearwater Group - Central Government Cyber Security Contract Win opens up bigger markets - Finals next week
Mark Watson-Mitchell - 20.10.2026 This morning the £16.5m-capitalised Shearwater Group (LON:SWG) has announced that its subsidiary, Brookcourt Solutions, has secured a new £1.7m two-year contract with a Central Government customer for advanced threat intelligence capabilities. This contract replaces a previous agreement and expands services to include additional platform features and more users, supporting the protection of GOV.UK services and UK citizens. The win, achieved t
James Cropper - Strong first half performance; full-year expected to be ahead of current market expectations
Mark Watson-Mitchell - 20.10.2026 This morning, the £67m-capitalised James Cropper (LON:CRPR) has announced a strong first-half performance for FY27, with trading exceeding expectations primarily due to the Paper & Packaging business's revenue growth and cost management. Consequently, the company now anticipates full-year Adjusted EBITDA to be between 10% and 20% above current market expectations of £9.4m, projecting a range of £10.3m to £11.3m. This positive outlook reflects
