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LON:RNWH

Renew Holdings Plc

BUY 2026-08-11 Data 32 days old 912.00p Industrials - Engineering & ConstructionAWAIT ENTRY
ACTIONABLEMethodology gates passed
65

Position levels

Currenttoday
912.00p
Buy <=wait / entry
806.67p
Trim >=take some off
980.00p
Thesis breakA clear deterioration in UK public spending that defers or cancels a material po...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case33%100 / 10033.0
Base case48%62 / 10029.8
Bear case19%10 / 1001.9
Weighted conviction65 / 100 - BUY

Top risks

  • Record order book exceeding GBP 1.6 billion driven by AMP8 and CP7 frameworks
  • Acquisitions of Edwards Diving Services Limited (up to GBP 13 million) and Emerald Power Ltd
  • Revenue of GBP 1.053 billion for year to Sept 2024 with guidance toward GBP 1.2 billion by end-2025
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