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LON:AVG

Avingtrans plc

OPPORTUNISTIC BUY Analysis generated 2026-10-04 Market data as of 2026-11-13 Market data 2 days old 757.91p Industrials - Industrial - MachineryAWAIT ENTRY
ACTIONABLEMethodology gates passed
54

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

ProbabilityScoreContribution
Bull case19%100 / 10019.0
Base case51%62 / 10031.6
Bear case30%10 / 1003.0
Weighted conviction54 / 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
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