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/Signals/Narrative drift

Narrative drift

UK-listed companies whose RNS narrative has drifted hard from their own historical baseline. 1.97× baseline cut rate — the strongest single signal for surprises.

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Narrative drift (48)

COST
Costain Group PLC
4.96σ drift · 4 recent docs
100.0
narrative drifted 5.0σ from 42-doc historyrecent-vs-historical cosine 0.66
IRON
Ironveld plc
11.75σ drift · 2 recent docs
100.0
narrative drifted 11.7σ from 5-doc historyrecent-vs-historical cosine 0.59
WIX
Wickes Group PLC
3.41σ drift · 2 recent docs
85.2
narrative drifted 3.4σ from 44-doc historyrecent-vs-historical cosine 0.83
RAT
Rathbones Group PLC
2.65σ drift · 3 recent docs
66.3
narrative drifted 2.7σ from 69-doc historyrecent-vs-historical cosine 0.80
CTEC
Convatec Group plc
2.36σ drift · 2 recent docs
58.9
narrative drifted 2.4σ from 40-doc historyrecent-vs-historical cosine 0.69
PSN
Persimmon PLC
2.32σ drift · 3 recent docs
58.1
narrative drifted 2.3σ from 5-doc historyrecent-vs-historical cosine 0.63
ELM
Elementis plc
2.23σ drift · 6 recent docs
55.8
narrative drifted 2.2σ from 41-doc historyrecent-vs-historical cosine 0.83
RCOI
Riverstone Credit Opportunities Income PLC
2.19σ drift · 2 recent docs
54.7
narrative drifted 2.2σ from 4-doc historyrecent-vs-historical cosine 0.72
ECEL
Eurocell plc
1.96σ drift · 3 recent docs
49.0
narrative drifted 2.0σ (mild)recent-vs-historical cosine 0.84
TBCG
TBC Bank Group plc
1.77σ drift · 2 recent docs
44.1
narrative drifted 1.8σ (mild)recent-vs-historical cosine 0.75
LSEG
London Stock Exchange Group plc
1.76σ drift · 25 recent docs
44.0
narrative drifted 1.8σ (mild)
SBRY
Sainsbury (J) PLC
1.47σ drift · 3 recent docs
36.7
narrative drifted 1.5σ (mild)recent-vs-historical cosine 0.80
CNA
Centrica PLC
1.44σ drift · 5 recent docs
36.0
narrative drifted 1.4σ (mild)recent-vs-historical cosine 0.79
JSG
Johnson Service Group plc
1.39σ drift · 4 recent docs
34.8
narrative drifted 1.4σ (mild)recent-vs-historical cosine 0.74
MGAM
Morgan Advanced Materials plc
1.27σ drift · 5 recent docs
31.6
narrative drifted 1.3σ (mild)recent-vs-historical cosine 0.85
UTL
UIL Limited
1.21σ drift · 6 recent docs
30.3
narrative drifted 1.2σ (mild)recent-vs-historical cosine 0.82
ORIT
Octopus Renewables Infrastructure Trust plc
1.21σ drift · 2 recent docs
30.3
narrative drifted 1.2σ (mild)recent-vs-historical cosine 0.73
RKT
Reckitt Benckiser Group PLC
1.11σ drift · 23 recent docs
27.8
narrative drifted 1.1σ (mild)
HBR
Harbour Energy plc
1.11σ drift · 5 recent docs
27.8
narrative drifted 1.1σ (mild)recent-vs-historical cosine 0.82
JD.
JD Sports Fashion plc
1.02σ drift · 22 recent docs
25.6
narrative drifted 1.0σ (mild)
CAML
Central Asia Metals PLC
0.90σ drift · 3 recent docs
22.5
recent-vs-historical cosine 0.86
BREE
Breedon Group PLC
0.82σ drift · 6 recent docs
20.4
recent-vs-historical cosine 0.74
POLN
Pollen Street Group Limited
0.75σ drift · 2 recent docs
18.7
recent-vs-historical cosine 0.86
RICA
Ruffer Investment Company Limited
0.71σ drift · 2 recent docs
17.8
recent-vs-historical cosine 0.81
OCI
Oakley Capital Investments Limited
0.57σ drift · 4 recent docs
14.3
TRN
Trainline plc
0.41σ drift · 17 recent docs
10.3
recent-vs-historical cosine 0.89
HLN
Haleon plc
0.35σ drift · 2 recent docs
8.7
recent-vs-historical cosine 0.83
EYE
Eagle EYE Solutions Group plc
0.33σ drift · 4 recent docs
8.3
IAG
International Consolidated Airlines Group S.A.
0.33σ drift · 8 recent docs
8.2
recent-vs-historical cosine 0.89
AIRA
0.31σ drift · 2 recent docs
7.8
BPM
B.P. Marsh Partners PLC
0.28σ drift · 2 recent docs
7.0
HHI
Henderson High Income Trust plc
0.25σ drift · 2 recent docs
6.3
recent-vs-historical cosine 0.86
MIG5
Maven Income and Growth VCT 5 plc
0.25σ drift · 2 recent docs
6.2
recent-vs-historical cosine 0.87
STAN
Standard Chartered plc
0.25σ drift · 27 recent docs
6.2
RENX
Renalytix PLC
0.24σ drift · 4 recent docs
5.9
CAN
Canal+ S.A
0.19σ drift · 6 recent docs
4.9
recent-vs-historical cosine 0.88
GRP
Greencoat Renewables plc
0.17σ drift · 21 recent docs
4.3
recent-vs-historical cosine 0.81
STVG
STV Group plc
0.13σ drift · 5 recent docs
3.3
recent-vs-historical cosine 0.83
HAS
Hays plc
0.11σ drift · 3 recent docs
2.6
recent-vs-historical cosine 0.87
CMPI
CT Global Managed Portfolio Trust PLC
0.10σ drift · 2 recent docs
2.4
recent-vs-historical cosine 0.89
GDR
Genedrive plc
0.09σ drift · 4 recent docs
2.3
BEZ
Beazley PLC
0.09σ drift · 18 recent docs
2.3
recent-vs-historical cosine 0.88
PAG
Paragon Banking Group plc
0.08σ drift · 10 recent docs
2.1
DCC
DCC plc
0.07σ drift · 4 recent docs
1.7
recent-vs-historical cosine 0.87
FDR
First Development Resources plc
0.05σ drift · 3 recent docs
1.2
IMI
IMI plc
0.04σ drift · 24 recent docs
0.9
recent-vs-historical cosine 0.83
MSLH
Marshalls plc
0.04σ drift · 4 recent docs
0.9
HSX
Hiscox Ltd
0.03σ drift · 7 recent docs
0.6
TIDMCompanyScoreDrift (σ)Cosine simRecent docsDrivers
COSTCostain Group PLC100.04.960.6624
narrative drifted 5.0σ from 42-doc historyrecent-vs-historical cosine 0.66
IRONIronveld plc100.011.750.5882
narrative drifted 11.7σ from 5-doc historyrecent-vs-historical cosine 0.59
WIXWickes Group PLC85.23.410.8302
narrative drifted 3.4σ from 44-doc historyrecent-vs-historical cosine 0.83
RATRathbones Group PLC66.32.650.8013
narrative drifted 2.7σ from 69-doc historyrecent-vs-historical cosine 0.80
CTECConvatec Group plc58.92.360.6892
narrative drifted 2.4σ from 40-doc historyrecent-vs-historical cosine 0.69
PSNPersimmon PLC58.12.320.6353
narrative drifted 2.3σ from 5-doc historyrecent-vs-historical cosine 0.63
ELMElementis plc55.82.230.8306
narrative drifted 2.2σ from 41-doc historyrecent-vs-historical cosine 0.83
RCOIRiverstone Credit Opportunities Income PLC54.72.190.7172
narrative drifted 2.2σ from 4-doc historyrecent-vs-historical cosine 0.72
ECELEurocell plc49.01.960.8383
narrative drifted 2.0σ (mild)recent-vs-historical cosine 0.84
TBCGTBC Bank Group plc44.11.770.7542
narrative drifted 1.8σ (mild)recent-vs-historical cosine 0.75
LSEGLondon Stock Exchange Group plc44.01.760.93025
narrative drifted 1.8σ (mild)
SBRYSainsbury (J) PLC36.71.470.7983
narrative drifted 1.5σ (mild)recent-vs-historical cosine 0.80
CNACentrica PLC36.01.440.7885
narrative drifted 1.4σ (mild)recent-vs-historical cosine 0.79
JSGJohnson Service Group plc34.81.390.7444
narrative drifted 1.4σ (mild)recent-vs-historical cosine 0.74
MGAMMorgan Advanced Materials plc31.61.270.8485
narrative drifted 1.3σ (mild)recent-vs-historical cosine 0.85
UTLUIL Limited30.31.210.8246
narrative drifted 1.2σ (mild)recent-vs-historical cosine 0.82
ORITOctopus Renewables Infrastructure Trust plc30.31.210.7332
narrative drifted 1.2σ (mild)recent-vs-historical cosine 0.73
RKTReckitt Benckiser Group PLC27.81.110.90723
narrative drifted 1.1σ (mild)
HBRHarbour Energy plc27.81.110.8195
narrative drifted 1.1σ (mild)recent-vs-historical cosine 0.82
JD.JD Sports Fashion plc25.61.020.93422
narrative drifted 1.0σ (mild)
CAMLCentral Asia Metals PLC22.50.900.8603
recent-vs-historical cosine 0.86
BREEBreedon Group PLC20.40.820.7376
recent-vs-historical cosine 0.74
POLNPollen Street Group Limited18.70.750.8562
recent-vs-historical cosine 0.86
RICARuffer Investment Company Limited17.80.710.8152
recent-vs-historical cosine 0.81
OCIOakley Capital Investments Limited14.30.570.9724
TRNTrainline plc10.30.410.89517
recent-vs-historical cosine 0.89
HLNHaleon plc8.70.350.8342
recent-vs-historical cosine 0.83
EYEEagle EYE Solutions Group plc8.30.330.9434
IAGInternational Consolidated Airlines Group S.A.8.20.330.8948
recent-vs-historical cosine 0.89
AIRA—7.80.310.9242
BPMB.P. Marsh Partners PLC7.00.280.9372
HHIHenderson High Income Trust plc6.30.250.8582
recent-vs-historical cosine 0.86
MIG5Maven Income and Growth VCT 5 plc6.20.250.8742
recent-vs-historical cosine 0.87
STANStandard Chartered plc6.20.250.94527
RENXRenalytix PLC5.90.240.9234
CANCanal+ S.A4.90.190.8836
recent-vs-historical cosine 0.88
GRPGreencoat Renewables plc4.30.170.80821
recent-vs-historical cosine 0.81
STVGSTV Group plc3.30.130.8275
recent-vs-historical cosine 0.83
HASHays plc2.60.110.8693
recent-vs-historical cosine 0.87
CMPICT Global Managed Portfolio Trust PLC2.40.100.8892
recent-vs-historical cosine 0.89
GDRGenedrive plc2.30.090.9314
BEZBeazley PLC2.30.090.87618
recent-vs-historical cosine 0.88
PAGParagon Banking Group plc2.10.080.96510
DCCDCC plc1.70.070.8674
recent-vs-historical cosine 0.87
FDRFirst Development Resources plc1.20.050.9263
IMIIMI plc0.90.040.83224
recent-vs-historical cosine 0.83
MSLHMarshalls plc0.90.040.9224
HSXHiscox Ltd0.60.030.9517

About this signal

Unsupervised drift from a company's own historical RNS narrative. Computes a centroid in embedding space for the historical corpus and the recent corpus, then measures the standard-deviation distance between them. 1.97× baseline cut rate over 180 days — the strongest single signal in the older model bank.

Useful precisely because it doesn't lean on hand-picked drivers — when a company starts talking about itself differently, that's the signal. Treat as a screen, not a recommendation.

Narrative drift (48)

COST
Costain Group PLC
4.96σ drift · 4 recent docs
100.0
narrative drifted 5.0σ from 42-doc historyrecent-vs-historical cosine 0.66
IRON
Ironveld plc
11.75σ drift · 2 recent docs
100.0
narrative drifted 11.7σ from 5-doc historyrecent-vs-historical cosine 0.59
WIX
Wickes Group PLC
3.41σ drift · 2 recent docs
85.2
narrative drifted 3.4σ from 44-doc historyrecent-vs-historical cosine 0.83
RAT
Rathbones Group PLC
2.65σ drift · 3 recent docs
66.3
narrative drifted 2.7σ from 69-doc historyrecent-vs-historical cosine 0.80
CTEC
Convatec Group plc
2.36σ drift · 2 recent docs
58.9
narrative drifted 2.4σ from 40-doc historyrecent-vs-historical cosine 0.69
PSN
Persimmon PLC
2.32σ drift · 3 recent docs
58.1
narrative drifted 2.3σ from 5-doc historyrecent-vs-historical cosine 0.63
ELM
Elementis plc
2.23σ drift · 6 recent docs
55.8
narrative drifted 2.2σ from 41-doc historyrecent-vs-historical cosine 0.83
RCOI
Riverstone Credit Opportunities Income PLC
2.19σ drift · 2 recent docs
54.7
narrative drifted 2.2σ from 4-doc historyrecent-vs-historical cosine 0.72
ECEL
Eurocell plc
1.96σ drift · 3 recent docs
49.0
narrative drifted 2.0σ (mild)recent-vs-historical cosine 0.84
TBCG
TBC Bank Group plc
1.77σ drift · 2 recent docs
44.1
narrative drifted 1.8σ (mild)recent-vs-historical cosine 0.75
LSEG
London Stock Exchange Group plc
1.76σ drift · 25 recent docs
44.0
narrative drifted 1.8σ (mild)
SBRY
Sainsbury (J) PLC
1.47σ drift · 3 recent docs
36.7
narrative drifted 1.5σ (mild)recent-vs-historical cosine 0.80
CNA
Centrica PLC
1.44σ drift · 5 recent docs
36.0
narrative drifted 1.4σ (mild)recent-vs-historical cosine 0.79
JSG
Johnson Service Group plc
1.39σ drift · 4 recent docs
34.8
narrative drifted 1.4σ (mild)recent-vs-historical cosine 0.74
MGAM
Morgan Advanced Materials plc
1.27σ drift · 5 recent docs
31.6
narrative drifted 1.3σ (mild)recent-vs-historical cosine 0.85
UTL
UIL Limited
1.21σ drift · 6 recent docs
30.3
narrative drifted 1.2σ (mild)recent-vs-historical cosine 0.82
ORIT
Octopus Renewables Infrastructure Trust plc
1.21σ drift · 2 recent docs
30.3
narrative drifted 1.2σ (mild)recent-vs-historical cosine 0.73
RKT
Reckitt Benckiser Group PLC
1.11σ drift · 23 recent docs
27.8
narrative drifted 1.1σ (mild)
HBR
Harbour Energy plc
1.11σ drift · 5 recent docs
27.8
narrative drifted 1.1σ (mild)recent-vs-historical cosine 0.82
JD.
JD Sports Fashion plc
1.02σ drift · 22 recent docs
25.6
narrative drifted 1.0σ (mild)
CAML
Central Asia Metals PLC
0.90σ drift · 3 recent docs
22.5
recent-vs-historical cosine 0.86
BREE
Breedon Group PLC
0.82σ drift · 6 recent docs
20.4
recent-vs-historical cosine 0.74
POLN
Pollen Street Group Limited
0.75σ drift · 2 recent docs
18.7
recent-vs-historical cosine 0.86
RICA
Ruffer Investment Company Limited
0.71σ drift · 2 recent docs
17.8
recent-vs-historical cosine 0.81
OCI
Oakley Capital Investments Limited
0.57σ drift · 4 recent docs
14.3
TRN
Trainline plc
0.41σ drift · 17 recent docs
10.3
recent-vs-historical cosine 0.89
HLN
Haleon plc
0.35σ drift · 2 recent docs
8.7
recent-vs-historical cosine 0.83
EYE
Eagle EYE Solutions Group plc
0.33σ drift · 4 recent docs
8.3
IAG
International Consolidated Airlines Group S.A.
0.33σ drift · 8 recent docs
8.2
recent-vs-historical cosine 0.89
AIRA
0.31σ drift · 2 recent docs
7.8
BPM
B.P. Marsh Partners PLC
0.28σ drift · 2 recent docs
7.0
HHI
Henderson High Income Trust plc
0.25σ drift · 2 recent docs
6.3
recent-vs-historical cosine 0.86
MIG5
Maven Income and Growth VCT 5 plc
0.25σ drift · 2 recent docs
6.2
recent-vs-historical cosine 0.87
STAN
Standard Chartered plc
0.25σ drift · 27 recent docs
6.2
RENX
Renalytix PLC
0.24σ drift · 4 recent docs
5.9
CAN
Canal+ S.A
0.19σ drift · 6 recent docs
4.9
recent-vs-historical cosine 0.88
GRP
Greencoat Renewables plc
0.17σ drift · 21 recent docs
4.3
recent-vs-historical cosine 0.81
STVG
STV Group plc
0.13σ drift · 5 recent docs
3.3
recent-vs-historical cosine 0.83
HAS
Hays plc
0.11σ drift · 3 recent docs
2.6
recent-vs-historical cosine 0.87
CMPI
CT Global Managed Portfolio Trust PLC
0.10σ drift · 2 recent docs
2.4
recent-vs-historical cosine 0.89
GDR
Genedrive plc
0.09σ drift · 4 recent docs
2.3
BEZ
Beazley PLC
0.09σ drift · 18 recent docs
2.3
recent-vs-historical cosine 0.88
PAG
Paragon Banking Group plc
0.08σ drift · 10 recent docs
2.1
DCC
DCC plc
0.07σ drift · 4 recent docs
1.7
recent-vs-historical cosine 0.87
FDR
First Development Resources plc
0.05σ drift · 3 recent docs
1.2
IMI
IMI plc
0.04σ drift · 24 recent docs
0.9
recent-vs-historical cosine 0.83
MSLH
Marshalls plc
0.04σ drift · 4 recent docs
0.9
HSX
Hiscox Ltd
0.03σ drift · 7 recent docs
0.6
TIDMCompanyScoreDrift (σ)Cosine simRecent docsDrivers
COSTCostain Group PLC100.04.960.6624
narrative drifted 5.0σ from 42-doc historyrecent-vs-historical cosine 0.66
IRONIronveld plc100.011.750.5882
narrative drifted 11.7σ from 5-doc historyrecent-vs-historical cosine 0.59
WIXWickes Group PLC85.23.410.8302
narrative drifted 3.4σ from 44-doc historyrecent-vs-historical cosine 0.83
RATRathbones Group PLC66.32.650.8013
narrative drifted 2.7σ from 69-doc historyrecent-vs-historical cosine 0.80
CTECConvatec Group plc58.92.360.6892
narrative drifted 2.4σ from 40-doc historyrecent-vs-historical cosine 0.69
PSNPersimmon PLC58.12.320.6353
narrative drifted 2.3σ from 5-doc historyrecent-vs-historical cosine 0.63
ELMElementis plc55.82.230.8306
narrative drifted 2.2σ from 41-doc historyrecent-vs-historical cosine 0.83
RCOIRiverstone Credit Opportunities Income PLC54.72.190.7172
narrative drifted 2.2σ from 4-doc historyrecent-vs-historical cosine 0.72
ECELEurocell plc49.01.960.8383
narrative drifted 2.0σ (mild)recent-vs-historical cosine 0.84
TBCGTBC Bank Group plc44.11.770.7542
narrative drifted 1.8σ (mild)recent-vs-historical cosine 0.75
LSEGLondon Stock Exchange Group plc44.01.760.93025
narrative drifted 1.8σ (mild)
SBRYSainsbury (J) PLC36.71.470.7983
narrative drifted 1.5σ (mild)recent-vs-historical cosine 0.80
CNACentrica PLC36.01.440.7885
narrative drifted 1.4σ (mild)recent-vs-historical cosine 0.79
JSGJohnson Service Group plc34.81.390.7444
narrative drifted 1.4σ (mild)recent-vs-historical cosine 0.74
MGAMMorgan Advanced Materials plc31.61.270.8485
narrative drifted 1.3σ (mild)recent-vs-historical cosine 0.85
UTLUIL Limited30.31.210.8246
narrative drifted 1.2σ (mild)recent-vs-historical cosine 0.82
ORITOctopus Renewables Infrastructure Trust plc30.31.210.7332
narrative drifted 1.2σ (mild)recent-vs-historical cosine 0.73
RKTReckitt Benckiser Group PLC27.81.110.90723
narrative drifted 1.1σ (mild)
HBRHarbour Energy plc27.81.110.8195
narrative drifted 1.1σ (mild)recent-vs-historical cosine 0.82
JD.JD Sports Fashion plc25.61.020.93422
narrative drifted 1.0σ (mild)
CAMLCentral Asia Metals PLC22.50.900.8603
recent-vs-historical cosine 0.86
BREEBreedon Group PLC20.40.820.7376
recent-vs-historical cosine 0.74
POLNPollen Street Group Limited18.70.750.8562
recent-vs-historical cosine 0.86
RICARuffer Investment Company Limited17.80.710.8152
recent-vs-historical cosine 0.81
OCIOakley Capital Investments Limited14.30.570.9724
TRNTrainline plc10.30.410.89517
recent-vs-historical cosine 0.89
HLNHaleon plc8.70.350.8342
recent-vs-historical cosine 0.83
EYEEagle EYE Solutions Group plc8.30.330.9434
IAGInternational Consolidated Airlines Group S.A.8.20.330.8948
recent-vs-historical cosine 0.89
AIRA—7.80.310.9242
BPMB.P. Marsh Partners PLC7.00.280.9372
HHIHenderson High Income Trust plc6.30.250.8582
recent-vs-historical cosine 0.86
MIG5Maven Income and Growth VCT 5 plc6.20.250.8742
recent-vs-historical cosine 0.87
STANStandard Chartered plc6.20.250.94527
RENXRenalytix PLC5.90.240.9234
CANCanal+ S.A4.90.190.8836
recent-vs-historical cosine 0.88
GRPGreencoat Renewables plc4.30.170.80821
recent-vs-historical cosine 0.81
STVGSTV Group plc3.30.130.8275
recent-vs-historical cosine 0.83
HASHays plc2.60.110.8693
recent-vs-historical cosine 0.87
CMPICT Global Managed Portfolio Trust PLC2.40.100.8892
recent-vs-historical cosine 0.89
GDRGenedrive plc2.30.090.9314
BEZBeazley PLC2.30.090.87618
recent-vs-historical cosine 0.88
PAGParagon Banking Group plc2.10.080.96510
DCCDCC plc1.70.070.8674
recent-vs-historical cosine 0.87
FDRFirst Development Resources plc1.20.050.9263
IMIIMI plc0.90.040.83224
recent-vs-historical cosine 0.83
MSLHMarshalls plc0.90.040.9224
HSXHiscox Ltd0.60.030.9517

About this signal

Unsupervised drift from a company's own historical RNS narrative. Computes a centroid in embedding space for the historical corpus and the recent corpus, then measures the standard-deviation distance between them. 1.97× baseline cut rate over 180 days — the strongest single signal in the older model bank.

Useful precisely because it doesn't lean on hand-picked drivers — when a company starts talking about itself differently, that's the signal. Treat as a screen, not a recommendation.