Coverage / LON:LTHM / Trade Card

LON:LTHM

James Latham plc

OPPORTUNISTIC BUY 2026-08-01 Updated today 1056.00p Basic Materials - Paper, Lumber & Forest ProductsAWAIT ENTRY
64

Position levels

Currenttoday
1056.00p
Buy <=wait / entry
960.00p
Trim >=take some off
1180.00p
Thesis breakA profit warning, a dividend cut, or the loss of a major trade or specification ...
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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

  • Revenue increased 7.2% to GBP 393mn with like-for-like volumes up 7.7%
  • Volumes and margins improved quarter by quarter in FY to 31 March 2026
  • Competitor administration created short-term margin pressure but later opportunities
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.