LON:AVG
Avingtrans plc
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
757.91p
Buy <=wait / entry
613.33p
Trim >=take some off
760.00p
Thesis breakThe thesis would be invalidated by a profit warning, the loss of a named nuclear...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 19% | 100 / 100 | 19.0 |
| Base case | 51% | 62 / 100 | 31.6 |
| Bear case | 30% | 10 / 100 | 3.0 |
| Weighted conviction | 54 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- Nuclear contracts secured in South Korea and continued TerraPower work
- Acquisition of Joseph Oat for $2.5m and US nuclear IP assets
- Record GBP 163.3m revenue and GBP 20.7m adjusted EBITDA ahead of expectations