LON:ANCR
Animalcare Group Plc
Position levels
Currenttoday
334.00p
Buy <=wait / entry
270.00p
Trim >=take some off
330.00p
Thesis breakThe thesis is invalidated by the Charterhouse recommended acquisition failing to...
-
Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 18% | 100 / 100 | 18.0 |
| Base case | 52% | 62 / 100 | 32.2 |
| Bear case | 30% | 10 / 100 | 3.0 |
| Weighted conviction | 53 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- Recommended acquisition by Charterhouse Capital Partners LLP
- 20% revenue growth to GBP 89.1m and 52.6% underlying EBITDA growth to GBP 17.7m in H2 2025 driven by Randlab acquisition
- High P/E ratio of 45.68 with neutral investment thesis