LON:MIDW
Midwich Group PLC
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
145.00p
Buy <=wait / entry
140.00p
Trim >=take some off
170.00p
Thesis breakThe thesis would be invalidated by a material reduction in order intake, failure...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 25% | 100 / 100 | 25.0 |
| Base case | 50% | 62 / 100 | 31.0 |
| Bear case | 25% | 10 / 100 | 2.5 |
| Weighted conviction | 59 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- Adjusted PBT guidance raised to GBP 10.6m for H1 2026, up 10% YoY
- Revenue expected at GBP 640m, +3% YoY (2% constant currency)
- Growth in non-Middle East markets offsetting conflict-related revenue loss