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Light Science Technologies Holdings
SE
SergeantDetritus
Community Contributor
On the cusp of growth and profits
LST has 3 divisions including a rapidly growing passive fire safety division (PFP) retrofitting specialist cavity closers to solve Grenfell Tower type risks, an Agtech division selling comprehensive solutions to food growers and a printed circuit board business providing bespoke products at relatively low volumes. The latter has effectively been a cash cow that has helped keep the lights on and offered steady growth post IPO, whilst the more recently acquired fire safety business offers huge growth potential with tens of thousands of buildings legally required to be made safe over the next few years and relatively few accredited competitors.
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UK£0.048
FV
21.9% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
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0
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1
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about 1 month ago
author updated this narrative
Oxford Instruments
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Rising Quantum And Semiconductor Trends Will Expand Markets
Key Takeaways Strong growth anticipated from leadership in advanced technology sectors and expansion into high-value markets, underpinned by innovations and sector-wide investment. Transition toward recurring software and service revenues boosts margins, reduces earnings volatility, and enables aggressive strategic capital deployment.
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UK£28.00
FV
31.9% undervalued
intrinsic discount
0.62%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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narrative
Seeing Machines
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
New European Mandates Will Expand Auto Safety Monitoring Worldwide
Key Takeaways Forthcoming regulatory changes and safety trends position Seeing Machines for significant revenue growth and market leadership, especially as OEM production ramps up. Operational efficiencies, new partnerships, and expanded product capabilities are increasing margins, improving profitability, and supporting geographic expansion.
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UK£0.063
FV
56.8% undervalued
intrinsic discount
14.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
2 days ago
author updated this narrative
Renishaw
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Neuro And Additive Manufacturing Investments Will Boost Future Prospects
Key Takeaways Strong semiconductor market performance and aerospace investments are expected to boost Renishaw's revenue and future growth. Strategic focus on emerging markets and innovative technologies aims to increase market share and enhance profitability.
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UK£31.30
FV
3.2% undervalued
intrinsic discount
4.94%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
2 days ago
author updated this narrative
Raspberry Pi Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Edge Computing And Digital Transformation Will Unlock New Opportunities
Key Takeaways Expansion into industrial OEMs, new product launches, and global partnerships positions Raspberry Pi for sustained growth and stronger market presence. Shifting toward higher-margin software, proprietary silicon, and recurring revenue streams is expected to lift margins and enhance long-term profitability.
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UK£5.49
FV
18.5% undervalued
intrinsic discount
15.90%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
2 days ago
author updated this narrative
Oxford Instruments
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Operational Improvements And US Market Focus Will Strengthen Future Margins
Key Takeaways Strategic regional rebalancing and leadership changes in North America could foster expansion into new markets and drive revenue growth. Operational improvements and transformation programs aim to enhance efficiencies, reduce costs, and bolster operating margins across divisions.
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UK£24.33
FV
21.6% undervalued
intrinsic discount
-0.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
2 days ago
author updated this narrative
Midwich Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Live Events Sector Growth Will Shape Future Prospects Amid Margin Pressures
Key Takeaways Expansion into key markets and a focus on high-margin technical products are set to drive significant revenue and profitability growth. Strategic cost-base realignment and sectoral growth are positioned to enhance future operating profit margins and net earnings.
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UK£3.29
FV
26.9% undervalued
intrinsic discount
1.82%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
2 days ago
author updated this narrative
SDI Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Focusing On High-Growth Sectors And Acquisitions Will Strengthen Future Prospects
Key Takeaways Dual-pronged strategy focusing on organic growth and strategic acquisitions aims to enhance revenue and earnings through diversification and synergies. Operational improvements, cost efficiencies, and focus on high-margin segments target improved net margins and profitability.
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UK£1.40
FV
37.1% undervalued
intrinsic discount
10.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
2 days ago
author updated this narrative
Gooch & Housego
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Acquisition Of Phoenix Optical Will Strengthen Aerospace And Defense Segment
Key Takeaways Strategic acquisitions and focus on higher-margin sectors aim to increase efficiency, positively impacting revenue and net margins. Expansion into lower-cost regions and innovative product development in defense and photonics are expected to drive revenue and margin improvements.
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UK£7.33
FV
17.6% undervalued
intrinsic discount
8.60%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
2 days ago
author updated this narrative
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