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LON:BPM

B.P. Marsh & Partners plc

OPPORTUNISTIC BUY 2026-08-08 Data 35 days old 672.00p Financial Services - Asset ManagementAWAIT ENTRY
ACTIONABLEMethodology gates passed
64

Position levels

Currenttoday
672.00p
Buy <=wait / entry
636.67p
Trim >=take some off
710.00p
Thesis breakThe thesis would be invalidated by a material downward re-marking of NAV per sha...
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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

  • Lack of recent hard catalysts or specific company news
  • Low P/E ratio of 5.34
  • NAV per share of 1009.0p trading at discount to current price of 672
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