LON:NIOX
Niox Group PLC
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
63.29p
Buy <=wait / entry
59.33p
Trim >=take some off
82.00p
Thesis breakWithdrawal of the Keensight takeover approach without an alternative bid, combin...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 33% | 100 / 100 | 33.0 |
| Base case | 51% | 62 / 100 | 31.6 |
| Bear case | 16% | 10 / 100 | 1.6 |
| Weighted conviction | 66 / 100 - BUY | ||
Top risks
- 10-year exclusive sensor supply agreement
- NIOX PRO CE Mark and UK MHRA approval with US/Japan regulatory approvals expected H2 2026
- Confirmed approach from Keensight entering formal offer period for takeover