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LON:LTHM

James Latham plc

OPPORTUNISTIC BUY 2026-08-08 Data 35 days old 1050.00p Basic Materials - Paper, Lumber & Forest ProductsAWAIT ENTRY
ACTIONABLEMethodology gates passed
59

Position levels

Currenttoday
1050.00p
Buy <=wait / entry
946.67p
Trim >=take some off
1100.00p
Thesis breakA dividend cut, a sustained deterioration in UK construction output, or a signif...
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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

  • Group revenue increased 7.2% to GBP 393.0m with like-for-like volume growth of 7.7%
  • Profit before tax rose to GBP 25.1m and EPS to 92.5p from prior year
  • Final dividend raised to 28.6p per share bringing full-year total to 36.70p
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.