Filtronic up 179.31%, spurs SQC Research Market Recovery Portfolio to 21.14% advance in 37 Trading Days
Mark Watson-Mitchell - 16.05.2026 It continues to show a truly stellar performance in the SQC Research Market Recovery Portfolio - the shares of Filtronic (LON:FTC) closed the week at 405p, showing a healthy 179.31% gain in just 37 Trading Days. They obviously have come in for an amount of profit-taking in the last week after having touched 420p on Thursday 7th May. It is very evident that 'space fever' is building up ahead of Elon Musk's mega-billions IPO within the next m
Auction Technology Group – strong first half and upgrade see shares up 7% at 379p, will Brazil bid soon?
Mark Watson-Mitchell - 15.05.2026 Yesterday morning, Thursday 14th May, Auction Technology Group (LON:ATG) announced its Interim Results to end-March. They were good and carried an Upgrade for the balance of the year to end-September. Reaction to the figures and the accompanying statement saw the group’s shares rise 7% to 379p, well up from its end-November price fall to 259p. The operator of world-leading auction and list price marketplaces that connect millions of buyer
Seraphim Space Investment Trust - shares up 27.5% in eight trading days shows that the flight into Space continues
Mark Watson-Mitchell - 14.05.2026 On Tuesday 5th May I commented that Space is taking off! And that has certainly been shown by the way that the market has reacted positively to the shares of any company that is involved in the Space Sector over the last few weeks. I have previously commented on various, some may say too many, times about the attractions of Filtronics, EnSilica, Concurrent Technolgies etc. My highlight on the company this time last year, when the shares we
Costain Group – Trading Update predicts strong second-half this year, £7bn Order Book, £172m cash, mkt cap £522m, making £1m a week profit, shares cheap at 196p
Mark Watson-Mitchell - 14.05.2026 Ahead of today’s AGM, Costain Group (LON:COST) has issued a Trading Update indicating that the business is performing in line with market expectations, while it is making good progress towards its step change in its 2027 full year. In reaction, brokers have today upped their Target Prices on the group’s shares. The infrastructure group that provides its services and support to the transport, water, energy, nuclear and defence markets, is bo
EnSilica – after absolute stellar move in last two months sees shares up 255% to 120p, major investors now selling into strength
Mark Watson-Mitchell – 12.05.2026 Two months ago, EnSilica (LON:ENSI) successfully raised £10m of necessary funds to be able to accelerate chip supply revenues, bring forward revenue inflection points and to support increased chip supply volumes. The subsequent share price rise from 47p to last night’s 120p showed up a significant 255% gain. However, it is now becoming evident that larger holders are eyeing the opportunity to book some of their profits. Maven Capital Partne
Costain – this week’s AGM Update could well push its shares, now 194p, to a new six-year High and then even higher!
Mark Watson-Mitchell - 11.05.2026 Next Thursday, 14th May, Costain Group (LON:COST), the £528m-capitalised UK construction and consultancy group, will be holding its AGM to cover its 2025 Report & Accounts. Ahead of that afternoon meeting the group, which is a leading player in the UK infrastructure sector, will issue an AGM Trading Update statement – which should be very positive in tone and content. Certainly, it is felt that the message therein could help to push the g
SRT Marine Systems – oversubscribed fundraising, webcast, then further contract news suggests that big move forward is due, shares 91p, SQC Target Price 150p
Mark Watson-Mitchell – 11.05.2026 Following on from the mid-April £17.5m fund-raise and then Simon Tucker’s recent webcast, on Wednesday 29th April, his SRT Marine Systems (LON:SRT) group announced yet another positive piece of contract news late last Friday, 8th May. The £248m-capitalised group, which is the global leader in advanced maritime domain awareness technologies and solutions, from sophisticated national surveillance systems for coast guards to large scale fis
Premier Foods – Finals next week to show that shares are cheap at 200p and deserve a Premier rating of over 16 times earnings.
Mark Watson-Mitchell - 08.05.2026 Next Thursday, 14th May, will see Premier Foods (LON:PFD) announce its Final Results for its year to end-March – they should be good enough to get the shares now 200p driving even higher. As one of the UK's largest food businesses, the £1.72bn-capitalised group declares that it is passionate about food and believes that each and every day it has the opportunity to enrich life for everyone. Ahead of next week’s results, there could well b
