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LON:RCN

Redcentric PLC

SPECULATIVE BUY 2026-08-08 Data 35 days old 98.50p Technology - Information Technology ServicesAWAIT ENTRY
ACTIONABLEMethodology gates passed
45

Position levels

Currenttoday
98.50p
Buy <=wait / entry
90.00p
Trim >=take some off
110.00p
Thesis breakConfirmation of material client attrition during the platform migration, the sal...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case10%100 / 10010.0
Base case50%62 / 10031.0
Bear case40%10 / 1004.0
Weighted conviction45 / 100 - SPECULATIVE BUY

Top risks

  • Total revenue from continuing operations increased 8.3% to GBP 135.1m with recurring revenue up 9.0% to GBP 120.7m
  • Proposed GBP 90 million Tender Offer
  • Early stages of talks over sale of the company to Milan-listed Wiit SpA
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.