Multiple signals firing — flagged for distress, narrative drift. Worth a closer look. Tone trajectory is deteriorating (ahead → ahead → in_line → ); last update 2026-04-30. Macro backdrop: recovery.
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Multiple signals firing — flagged for distress, narrative drift. Worth a closer look. Tone trajectory is deteriorating (ahead → ahead → in_line → ); last update 2026-04-30. Macro backdrop: recovery.
| Signal / Date | Status | Detail | Indicator |
|---|---|---|---|
| Composite signals | |||
| Multi-channel | Not flagged | Mixed signals — not flagged on either side. 3 of 4 channels active. 1 of 3 channels in agreement | tone 65.0 · broker -100.0 · director — · sector 25.5 |
| Tone trajectory | deteriorating | Tone has been deteriorating. most recent 2026-04-30 · 25 statements in last 180d | |
| Distress | Flagged | Distress flagged. Archetype: mature_profitable. cash down 55% YoY | |
| Pre-raise | Not flagged | Not flagged as a pre-raise candidate. | |
| Narrative drift | Drifted | Narrative has drifted significantly from this company's historical baseline (2.3σ). Recent disclosures sit 2.3 standard deviations from this company's own historical narrative (3 recent vs 5 historical announcements compared). narrative drifted 2.3σ from 5-doc historyrecent-vs-historical cosine 0.63 | |
| Broker actions — last 90 days (11) | |||
| 2026-05-01 | reiteration | Panmure GordonBuy | 1694p |
| 2026-05-01 | reiteration | Panmure Gordonbuy | GBX 1694 |
| 2026-04-30 | reiteration | JefferiesBuy | 1591p |
| 2026-04-30 | reiteration | Jefferiesbuy | GBX 1591 |
| 2026-04-14 | target_cut | MORGAN STANLEYoverweight | 1390p(was 1610) |
| 2026-04-08 | target_cut | JEFFERIESbuy | 1591p(was 1792) |
| 2026-04-01 | target_cut | RBCoutperform | 1350p(was 1750) |
| 2026-03-30 | reiteration | Bank of AmericaBuy | 1300p(was 1600) |
| 2026-03-11 | reiteration | Berenberg BankHold | 1300p |
| 2026-03-11 | reiteration | JefferiesBuy | 1792p(was 1819) |
| 2026-03-11 | reiteration | RBC Capital MarketsOutperform | 1750p |
| Director deals — last 90 days (3; 1 sale) | |||
| 2026-03-27 | Award | Dean Finch55,031 shares | £0 |
| 2026-03-27 | Award | Andrew Duxbury27,083 shares | £0 |
| 2026-03-23 | Sale | Dean Finch28,331 shares | — |
| Backdrop | |||
| UK macro regime | recovery | UK cycle classification: recovery (78% confidence). | See macro indicators → |
Mixed signals — not flagged on either side. 3 of 4 channels active.
1 of 3 channels in agreement
Tone has been deteriorating.
most recent 2026-04-30 · 25 statements in last 180d
Distress flagged.
Archetype: mature_profitable.
Not flagged as a pre-raise candidate.
Narrative has drifted significantly from this company's historical baseline (2.3σ).
Recent disclosures sit 2.3 standard deviations from this company's own historical narrative (3 recent vs 5 historical announcements compared).
Panmure GordonBuy
Panmure Gordonbuy
JefferiesBuy
Jefferiesbuy
MORGAN STANLEYoverweight
JEFFERIESbuy
RBCoutperform
Bank of AmericaBuy
Berenberg BankHold
JefferiesBuy
RBC Capital MarketsOutperform
Dean Finch55,031 shares
Andrew Duxbury27,083 shares
Dean Finch28,331 shares
Multiple signals firing — flagged for distress, narrative drift. Worth a closer look. Tone trajectory is deteriorating (ahead → ahead → in_line → ); last update 2026-04-30. Macro backdrop: recovery.
| Signal / Date | Status | Detail | Indicator |
|---|---|---|---|
| Composite signals | |||
| Multi-channel | Not flagged | Mixed signals — not flagged on either side. 3 of 4 channels active. 1 of 3 channels in agreement | tone 65.0 · broker -100.0 · director — · sector 25.5 |
| Tone trajectory | deteriorating | Tone has been deteriorating. most recent 2026-04-30 · 25 statements in last 180d | |
| Distress | Flagged | Distress flagged. Archetype: mature_profitable. cash down 55% YoY | |
| Pre-raise | Not flagged | Not flagged as a pre-raise candidate. | |
| Narrative drift | Drifted | Narrative has drifted significantly from this company's historical baseline (2.3σ). Recent disclosures sit 2.3 standard deviations from this company's own historical narrative (3 recent vs 5 historical announcements compared). narrative drifted 2.3σ from 5-doc historyrecent-vs-historical cosine 0.63 | |
| Broker actions — last 90 days (11) | |||
| 2026-05-01 | reiteration | Panmure GordonBuy | 1694p |
| 2026-05-01 | reiteration | Panmure Gordonbuy | GBX 1694 |
| 2026-04-30 | reiteration | JefferiesBuy | 1591p |
| 2026-04-30 | reiteration | Jefferiesbuy | GBX 1591 |
| 2026-04-14 | target_cut | MORGAN STANLEYoverweight | 1390p(was 1610) |
| 2026-04-08 | target_cut | JEFFERIESbuy | 1591p(was 1792) |
| 2026-04-01 | target_cut | RBCoutperform | 1350p(was 1750) |
| 2026-03-30 | reiteration | Bank of AmericaBuy | 1300p(was 1600) |
| 2026-03-11 | reiteration | Berenberg BankHold | 1300p |
| 2026-03-11 | reiteration | JefferiesBuy | 1792p(was 1819) |
| 2026-03-11 | reiteration | RBC Capital MarketsOutperform | 1750p |
| Director deals — last 90 days (3; 1 sale) | |||
| 2026-03-27 | Award | Dean Finch55,031 shares | £0 |
| 2026-03-27 | Award | Andrew Duxbury27,083 shares | £0 |
| 2026-03-23 | Sale | Dean Finch28,331 shares | — |
| Backdrop | |||
| UK macro regime | recovery | UK cycle classification: recovery (78% confidence). | See macro indicators → |
Mixed signals — not flagged on either side. 3 of 4 channels active.
1 of 3 channels in agreement
Tone has been deteriorating.
most recent 2026-04-30 · 25 statements in last 180d
Distress flagged.
Archetype: mature_profitable.
Not flagged as a pre-raise candidate.
Narrative has drifted significantly from this company's historical baseline (2.3σ).
Recent disclosures sit 2.3 standard deviations from this company's own historical narrative (3 recent vs 5 historical announcements compared).
Panmure GordonBuy
Panmure Gordonbuy
JefferiesBuy
Jefferiesbuy
MORGAN STANLEYoverweight
JEFFERIESbuy
RBCoutperform
Bank of AmericaBuy
Berenberg BankHold
JefferiesBuy
RBC Capital MarketsOutperform
Dean Finch55,031 shares
Andrew Duxbury27,083 shares
Dean Finch28,331 shares