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LON:TFW

FW Thorpe plc

OPPORTUNISTIC BUY 2026-08-08 Data 35 days old 255.00p Industrials - Electrical Equipment & PartsAWAIT ENTRY
ACTIONABLEMethodology gates passed
59

Position levels

Currenttoday
255.00p
Buy <=wait / entry
235.00p
Trim >=take some off
275.00p
Thesis breakA guidance cut accompanied by a dividend reduction, or the loss of a named UK pu...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case27%100 / 10027.0
Base case48%62 / 10029.8
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • Expansion to over 600,000 SmartScan IoT nodes by early 2025
  • FY ending June 2024 revenues of 176.7 million GBP with 60% from UK
  • Significant UK public sector revenue exposure including NHS trusts and local authorities
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.