SQC Research Market Recovery Portfolio beats the market by 2.8 times - up 28.12% !!!
Mark Watson-Mitchell - 14.11.2026 The SQC Research Market Recovery Portfolio has continued its market-beating performance - up 28.12% against the market's 9.92% gain in the same period. The Top Three performers remain Ramsdens Holdings, then Filtronic, followed by Ashtead Technology Holdings, all up over 53% since selection. The laggards are SRT Marine Systems and James Fisher, depressingly both continuing in negative territory. Overall, the portfolio is up a market-beating 2
Metro Bank - Colombian Billionaire decides it is time to sell the business, shares up 15p to 194p - more to come? New SQC TP: 235p.
Mark Watson-Mitchell - 12.11.2026 This morning, it was announced that Metro Bank (LON:MTRO) has put itself up for sale. Metro Bank has launched a Strategic Review and commenced a Formal Sale Process to solicit interest in the entire issued and to-be-issued ordinary share capital, appointing Morgan Stanley as lead financial adviser. An offer period has commenced, and the Takeover Panel granted a dispensation allowing confidentiality and pausing the 28‑day Rule 2.6 deadline. Th
Gattaca – the 2026 Finals reported a steady increase while expectations are for even greater profits for this cash-rich group, shares 153p, SQC TP 200p
Mark Watson-Mitchell – 10.11.2026 OUR MISSION: “Every day we deliver a service that is so trusted that our clients, candidates, colleagues and suppliers recommend us without hesitation.” In less than a month’s time, Tuesday 8th December, the specialist staffing solutions business, Gattaca (LON:GATC) will hold its AGM to approve the Report & Accounts for its results to end-July this year. This Group’s shares have performed well this year, up 69% to the current 153p. Tradin
Premier Foods – Thursday’s Interims should give investors confidence that growth continues and the shares are undervalued
Mark Watson-Mitchell – 10.11.2026 Enriching Life Through Food (And Investment Portfolios) This coming Thursday, 12th November, will see the Interim Results being posted by the £1.75bn-capitalised Premier Foods (LON:PFD), covering the 26 weeks period to Saturday, 26th September. In the last few days, the group’s shares, now 203p, have been nudging gently better, while brokers are suggesting that they could rise another 25% and still be of good value. The Business As one of
Watches of Switzerland Group – First-Half Trading Update tomorrow, shares up 56% in last 11 months, more to come?
Mark Watson-Mitchell – 09.11.2026 The shares of the Watches of Switzerland Group (LON:WOSG) were up to 801.50p in mid-July this year, they are currently 747p, valuing the business at around £1.72bn. Ahead of announcing its Interim Results on Thursday 10th December, the company will issue its First-Half Trading Update tomorrow morning, Tuesday, 10th November. Following on from corporate comments on its AGM in early September, the statement should be positive in its content.
Avon Technologies - Finals next Tuesday will outline its prospects for greater sales and profits, shares 2335p, new SQC TP of 2500p
Mark Watson-Mitchell - 06.11.2026 Next Tuesday, 10th November, the £686m-capitalised protection equipment group Avon Technologies (LON:AVON) will announce its 2026 Final Results to end-September. The group has seen strong momentum in recent months, with its Order Book rising significantly since the half-year results. That has been reflected in a strengthening share price, having hit 2620p earlier this week, before easing back to 2275p, then picking back up to the current 2335
ASOS - better than expected Finals show that big profits are coming back again, now 413.50p the shares are looking attractive
Mark Watson-Mitchell - 06.11.2026 "We are back to growth, and it is spreading" Yesterday's 2026 Final Results from ASOS (LON:ASC), the £496m-capitalised online fashion retailer, were better than market expectations, while the small hit in sales last month due to a cyber-hacking will not incur any real impact on current year results, which are expected to be even better. As I stated recently, after a few years of devastating losses the transformation really is now underway, an
Wetherspoon's announced its Q1 Update and looks for further growth, shares now 1021p
Mark Watson-Mitchell - 04.11.2026 Pubs group J D Wetherspoon (LON:JDW) has today published its Trading Update for the 14 weeks to 1st November, comprising quarter one (Q1) and a further week. The £942m-capitalised group owns and operates pubs throughout the UK and Ireland. The Company aims to provide customers with good-quality food and drink, served by well-trained and friendly staff, at reasonable prices. The pubs are individually designed, and the Company aims to maintain
