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
Filtronic still the Star - SQC Research 2026 Market Recovery Portfolio up 20.59% in 31 days - FTC up 172.41%
Mark Watson-Mitchell - 07.05.2026 SQC Research 2026 Market Recovery Portfolio - up 20.59% in 31 trading days, yet again boosted by Filtronic (LON:FTC), which has rapidly become the absolute star of the portfolio, with a massive 172.41% price increase. The big question remains whether it will continue to shine so brightly. Portfolio performance lifted by Filtronic's shares, leaping ahead 172.41% The ten companies selected on Monday, 23rd March, were as follows: AO World (L
Ramsdens Holdings – yet another unexpected Profits Upgrade could see shares, now 385p, trade back up to the 450p/470p range, TP 587p
Mark Watson-Mitchell - 06.05.2026 This morning’s Trading Update from Ramsdens Holdings (LON:RFX), the pawnbroking, jewellery retail and foreign currency exchange services group, reported a strong first half-year to end-March. The Teesside-based group, with some 175 stores across the UK and a growing online business, made yet another upgrade to its profit guidance for the full year to the end of September 2026. In January, the group’s shares peaked at 470p, since when they
