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LON:BPM

B.P. Marsh & Partners plc

OPPORTUNISTIC BUY 2026-08-01 Updated today 673.85p Financial Services - Asset ManagementAWAIT ENTRY
64

Position levels

Currenttoday
673.85p
Buy <=wait / entry
633.33p
Trim >=take some off
700.00p
Thesis breakA downward revision to reported NAV at the 2026 annual results, or a disclosed m...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case32%100 / 10032.0
Base case49%62 / 10030.4
Bear case19%10 / 1001.9
Weighted conviction64 / 100 - OPPORTUNISTIC BUY

Top risks

  • Absence of recent hard catalysts or specific company news
  • Low P/E ratio of 5.35
  • NAV per share of 1009.0p significantly above current price
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