LON:NIOX
Niox Group PLC
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
62.20p
Buy <=wait / entry
54.67p
Trim >=take some off
68.00p
Thesis breakSustained clinical revenue growth stalling, the 2025 final dividend being withdr...
-
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
- Clinical revenue approximately GBP 20.6m reflecting timing of NIOX PRO regulatory approvals
- Intention to return excess capital to shareholders during the second half
- Gross margin approximately 71% reflecting higher mix of Clinical sales