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LON:TFW

FW Thorpe plc

OPPORTUNISTIC BUY Analysis generated 2026-10-04 Market data as of 2026-11-13 Market data 2 days old 269.67p Industrials - Electrical Equipment & PartsAWAIT ENTRY
ACTIONABLEMethodology gates passed
64

Position levels

Currenttoday
269.67p
Buy <=wait / entry
238.33p
Trim >=take some off
275.00p
Thesis breakA clear and sustained deterioration in UK public-sector order intake, a cut to o...
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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

  • Basic EPS rose 9.4% to 23.72p with profit before tax up 2.5% to GBP 32.4m despite revenue from continuing operations down 1.3% to GBP 172.9m
  • Standout performances delivered by Zemper, Famostar, and Solite while Lightronics and SchahlLED underperformed
  • Orders at the start of FY 2026/27 ahead of last year but overall performance marginally lower with cost pressures expected to rise
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.

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