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LON:LTHM

James Latham plc

OPPORTUNISTIC BUY Analysis generated 2026-10-28 Market data as of 2026-11-13 Market data 2 days old 1050.00p Basic Materials - Paper, Lumber & Forest ProductsREDUCE ZONE
ACTIONABLEMethodology gates passed
64

Position levels

Currenttoday
1050.00p
Buy <=wait / entry
916.67p
Trim >=take some off
1050.00p
Thesis breakA reduction in 2026 guidance, evidence that volumes or margins are deteriorating...
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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

  • 2026 revenue and pre-tax profit guidance in line with market expectations with sales volumes slightly ahead
  • New National Distribution Centre at Chatteris progressing on schedule and within budget
  • Insider buy of 486 shares by Andrew George Wright at 925 GBX
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.

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