LON:RNWH
Renew Holdings Plc
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
1068.80p
Buy <=wait / entry
893.33p
Trim >=take some off
1020.00p
Thesis breakA material deferral or reduction of Network Rail framework commitments, or any d...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 26% | 100 / 100 | 26.0 |
| Base case | 49% | 62 / 100 | 30.4 |
| Bear case | 25% | 10 / 100 | 2.5 |
| Weighted conviction | 59 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- Acquisition of PWR-X Ltd accelerating entry into onshore wind O&M with recurring revenues
- Record order book at year-end supporting positive outlook
- Record full-year revenue of GBP 1,191.2m and adjusted operating profit of GBP 77.7m