Flagged for distress today. Tone trajectory is improving ( → → broadly_in_line → materially_ahead); last update 2026-01-22. Next results expected in 11 days (2026-05-19); the earnings model leans ahead (39% confidence). Macro backdrop: recovery.
⌘K
Flagged for distress today. Tone trajectory is improving ( → → broadly_in_line → materially_ahead); last update 2026-01-22. Next results expected in 11 days (2026-05-19); the earnings model leans ahead (39% confidence). Macro backdrop: recovery.
| Signal / Date | Status | Detail | Indicator |
|---|---|---|---|
| Composite signals | |||
| Multi-channel | Not flagged | Mixed signals — not flagged on either side. 4 of 4 channels active. 2 of 4 channels in agreement | tone -5.0 · broker -66.7 · director 33.7 · sector 23.0 |
| Tone trajectory | improving | Tone has been improving. most recent 2026-01-22 · 5 statements in last 180d | |
| Distress | Flagged | Distress flagged. Archetype: property_reit. cash down 77% YoY | |
| Pre-raise | Not flagged | Not flagged as a pre-raise candidate. | |
| Narrative drift | Stable | Narrative consistent with historical baseline. | |
| Forward catalyst | |||
| Upcoming results | Predicted ahead | Next results expected in 11 days (2026-05-19). Model leans ahead of consensus. 22% below · 39% inline · 39% ahead · 39% model confidence · calendar low | |
| Broker actions — last 90 days (1) | |||
| 2026-04-01 | target_cut | JEFFERIESbuy | 190p(was 213) |
| Director deals — last 90 days (31; 17 purchases) | |||
| 2026-03-30 | Purchase | Kitty Patmore6,747 shares | £99 |
| 2026-03-25 | Award | Lynda Shillaw96,396 shares | £0 |
| 2026-03-25 | Award | Kitty Patmore31,693 shares | £0 |
| 2026-03-23 | Purchase | Phil Redding40,000 shares | £630 |
| 2026-03-19 | Purchase | Kitty Patmore6,943 shares | £107 |
| 2026-03-20 | Purchase | Lynda Shillaw21,764 shares | £338 |
| 2026-03-19 | Purchase | Alastair Lyons31,610 shares | £491 |
| 2026-03-10 | Award | Lynda Shillaw178 shares | £0 |
| 2026-03-10 | Purchase | Lynda Shillaw89 shares | £1 |
| 2026-03-10 | Purchase | Katerina Patmore90 shares | £2 |
| 2026-03-10 | Purchase | Andrew Blackshaw90 shares | £2 |
| 2026-03-10 | Purchase | Jonathan Haigh90 shares | £2 |
| 2026-03-10 | Purchase | Chris Birch90 shares | £2 |
| 2026-03-10 | Purchase | Douglas Maudsley89 shares | £1 |
| 2026-03-10 | Award | Katerina Patmore180 shares | £0 |
| 2026-03-10 | Award | Andrew Blackshaw180 shares | £0 |
| 2026-03-10 | Award | Jonathan Haigh180 shares | £0 |
| 2026-03-10 | Award | Chris Birch180 shares | £0 |
| 2026-03-10 | Award | Douglas Maudsley178 shares | £0 |
| 2026-02-16 | Award | Andrew Blackshaw186 shares | £0 |
| Backdrop | |||
| UK macro regime | recovery | UK cycle classification: recovery (78% confidence). | See macro indicators → |
Mixed signals — not flagged on either side. 4 of 4 channels active.
2 of 4 channels in agreement
Tone has been improving.
most recent 2026-01-22 · 5 statements in last 180d
Distress flagged.
Archetype: property_reit.
Not flagged as a pre-raise candidate.
Narrative consistent with historical baseline.
Next results expected in 11 days (2026-05-19). Model leans ahead of consensus.
22% below · 39% inline · 39% ahead · 39% model confidence · calendar low
JEFFERIESbuy
Kitty Patmore6,747 shares
Lynda Shillaw96,396 shares
Kitty Patmore31,693 shares
Phil Redding40,000 shares
Kitty Patmore6,943 shares
Lynda Shillaw21,764 shares
Alastair Lyons31,610 shares
Lynda Shillaw178 shares
Lynda Shillaw89 shares
Katerina Patmore90 shares
Andrew Blackshaw90 shares
Jonathan Haigh90 shares
Chris Birch90 shares
Douglas Maudsley89 shares
Katerina Patmore180 shares
Andrew Blackshaw180 shares
Jonathan Haigh180 shares
Chris Birch180 shares
Douglas Maudsley178 shares
Andrew Blackshaw186 shares
Flagged for distress today. Tone trajectory is improving ( → → broadly_in_line → materially_ahead); last update 2026-01-22. Next results expected in 11 days (2026-05-19); the earnings model leans ahead (39% confidence). Macro backdrop: recovery.
| Signal / Date | Status | Detail | Indicator |
|---|---|---|---|
| Composite signals | |||
| Multi-channel | Not flagged | Mixed signals — not flagged on either side. 4 of 4 channels active. 2 of 4 channels in agreement | tone -5.0 · broker -66.7 · director 33.7 · sector 23.0 |
| Tone trajectory | improving | Tone has been improving. most recent 2026-01-22 · 5 statements in last 180d | |
| Distress | Flagged | Distress flagged. Archetype: property_reit. cash down 77% YoY | |
| Pre-raise | Not flagged | Not flagged as a pre-raise candidate. | |
| Narrative drift | Stable | Narrative consistent with historical baseline. | |
| Forward catalyst | |||
| Upcoming results | Predicted ahead | Next results expected in 11 days (2026-05-19). Model leans ahead of consensus. 22% below · 39% inline · 39% ahead · 39% model confidence · calendar low | |
| Broker actions — last 90 days (1) | |||
| 2026-04-01 | target_cut | JEFFERIESbuy | 190p(was 213) |
| Director deals — last 90 days (31; 17 purchases) | |||
| 2026-03-30 | Purchase | Kitty Patmore6,747 shares | £99 |
| 2026-03-25 | Award | Lynda Shillaw96,396 shares | £0 |
| 2026-03-25 | Award | Kitty Patmore31,693 shares | £0 |
| 2026-03-23 | Purchase | Phil Redding40,000 shares | £630 |
| 2026-03-19 | Purchase | Kitty Patmore6,943 shares | £107 |
| 2026-03-20 | Purchase | Lynda Shillaw21,764 shares | £338 |
| 2026-03-19 | Purchase | Alastair Lyons31,610 shares | £491 |
| 2026-03-10 | Award | Lynda Shillaw178 shares | £0 |
| 2026-03-10 | Purchase | Lynda Shillaw89 shares | £1 |
| 2026-03-10 | Purchase | Katerina Patmore90 shares | £2 |
| 2026-03-10 | Purchase | Andrew Blackshaw90 shares | £2 |
| 2026-03-10 | Purchase | Jonathan Haigh90 shares | £2 |
| 2026-03-10 | Purchase | Chris Birch90 shares | £2 |
| 2026-03-10 | Purchase | Douglas Maudsley89 shares | £1 |
| 2026-03-10 | Award | Katerina Patmore180 shares | £0 |
| 2026-03-10 | Award | Andrew Blackshaw180 shares | £0 |
| 2026-03-10 | Award | Jonathan Haigh180 shares | £0 |
| 2026-03-10 | Award | Chris Birch180 shares | £0 |
| 2026-03-10 | Award | Douglas Maudsley178 shares | £0 |
| 2026-02-16 | Award | Andrew Blackshaw186 shares | £0 |
| Backdrop | |||
| UK macro regime | recovery | UK cycle classification: recovery (78% confidence). | See macro indicators → |
Mixed signals — not flagged on either side. 4 of 4 channels active.
2 of 4 channels in agreement
Tone has been improving.
most recent 2026-01-22 · 5 statements in last 180d
Distress flagged.
Archetype: property_reit.
Not flagged as a pre-raise candidate.
Narrative consistent with historical baseline.
Next results expected in 11 days (2026-05-19). Model leans ahead of consensus.
22% below · 39% inline · 39% ahead · 39% model confidence · calendar low
JEFFERIESbuy
Kitty Patmore6,747 shares
Lynda Shillaw96,396 shares
Kitty Patmore31,693 shares
Phil Redding40,000 shares
Kitty Patmore6,943 shares
Lynda Shillaw21,764 shares
Alastair Lyons31,610 shares
Lynda Shillaw178 shares
Lynda Shillaw89 shares
Katerina Patmore90 shares
Andrew Blackshaw90 shares
Jonathan Haigh90 shares
Chris Birch90 shares
Douglas Maudsley89 shares
Katerina Patmore180 shares
Andrew Blackshaw180 shares
Jonathan Haigh180 shares
Chris Birch180 shares
Douglas Maudsley178 shares
Andrew Blackshaw186 shares