LON:RCN
Redcentric PLC
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
98.61p
Buy <=wait / entry
75.00p
Trim >=take some off
95.00p
Thesis breakA material managed-services contract loss, recurring-revenue growth falling belo...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 16% | 100 / 100 | 16.0 |
| Base case | 48% | 62 / 100 | 29.8 |
| Bear case | 36% | 10 / 100 | 3.6 |
| Weighted conviction | 49 / 100 - SPECULATIVE BUY | ||
Top risks
- M&A activity: disposal of Redcentric Data Centres Limited
- Major holdings notification by Harwood Capital LLP on acquisition or disposal of voting rights
- Final results showing revenue from continuing operations increased 8.3%