LON:EPP
Energypathways PLC
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
4.22p
Buy <=wait / entry
3.83p
Trim >=take some off
6.50p
Thesis breakThe thesis would be invalidated by a material withdrawal or failure of the Hycam...
-
Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 26% | 100 / 100 | 26.0 |
| Base case | 49% | 62 / 100 | 30.4 |
| Bear case | 25% | 10 / 100 | 2.5 |
| Weighted conviction | 59 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- Collaboration agreement with Hycamite for high-grade graphite and low-carbon hydrogen production plant at Barrow-in-Furness
- CAES project update and GBP 15m financing agreement
- Strategic land purchase at Barrow-in-Furness