LON:MAB1
Mortgage Advice Bureau (Holdings) PLC
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
398.45p
Buy <=wait / entry
356.67p
Trim >=take some off
430.00p
Thesis breakA further reduction to 2026 profit guidance, sustained double-digit decline in c...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 27% | 100 / 100 | 27.0 |
| Base case | 48% | 62 / 100 | 29.8 |
| Bear case | 25% | 10 / 100 | 2.5 |
| Weighted conviction | 59 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- Earnings guidance lowered to approximately GBP 38 million for 2026 due to softer housing market conditions and Fluent lead flow delays
- Non-executive chairman Michael Jones acquired 5,833 shares at 342.68p for GBP 19,988.52
- UK interest rate cycle risk (HIGH) directly impacting mortgage volumes and proc fee income