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LON:MSI

MS International plc

OPPORTUNISTIC BUY 2026-08-09 Data 34 days old 1581.34p Industrials - ConglomeratesAWAIT ENTRY
ACTIONABLEMethodology gates passed
64

Position levels

Currenttoday
1581.34p
Buy <=wait / entry
1326.67p
Trim >=take some off
1620.00p
Thesis breakThe thesis would be invalidated by the absence of any disclosed defence contract...
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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

  • Substantial international interest in Defence and Security division products, including combat-proven range
  • Strategic focus on developing Defence and Security division announced June 2025
  • Revenue of GBP 115.01 million for year ended April 30 2026, down from GBP 117.50 million prior year
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