- The trend backdrop is active with a 43-week active streak.
- Price is above the Trend Line, keeping the weekly tape constructive.
- Price is above Fair Value, showing premium demand versus the model.
- Activity pressure is positive on the latest completed week.
HVTA
LSE
Week ended 07 Aug 2026
Weekly Investor Report
The Heavitree Brewery PLC · Consumer Cyclical · Restaurants
Latest close
225.0 GBP
0.0%
latest week
Weekly setup
Mixed setup
The weekly trend is active. Price is 20.2% above the Trend Line and sits at 86.4% of its 52-week range. The latest completed week returned 0.0%, after a 0.0% four-week move. The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is neither clearly cheap nor expensive. The latest news-sentiment score is 50/100.
Setup score
68
out of 100
Latest Close
225.0 GBP
7 Aug 2026
1W Return
0.0%
latest completed week
4W Return
0.0%
short-term follow-through
12W Return
18.4%
quarterly tape
Trend Breadth
82.7%
43 of 52 weeks active
Volume Ratio
1.0x
vs 13-week average
- Next-week expectancy is negative at 11.72% based on similar historical setup states.
- 4 reversal markers appear in the recent smart-money tape.
- Recent volatility is running well above the one-year baseline.
- Trend Line remains the key weekly regime level.
- Activity pressure is the gauge to monitor for confirmation or fade.
- A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through
0.0%
Latest completed week; four-week move 0.0%.
Indicator stack
90/75
Trend and activity pressure are weighted against the latest 12-week confirmation window.
Trend backdrop
Active
The trend backdrop defines the current weekly regime.
Patient Capital
Quiet
Activity-pressure buy-signal status for institutional accumulation timing.
Next-Week Expectancy
Negative 11.72%
Historical one-week expectancy contributes to the evidence score when direction is confirmed.
News sentiment
50/100
3 relevant articles in the latest sentiment read.
01 · Price action
Study the full chart
Where price is—and whether the trend supports it
The weekly trend is active. Price is 20.2% above the Trend Line and sits at 86.4% of its 52-week range. The latest completed week returned 0.0%, after a 0.0% four-week move.
52-week price path
Price vs Trend Line and Fair Value
Price
Trend Line
Fair Value
02 · Volume and demand
Is real participation confirming the move?
Latest weekly volume is 1.0x the 13-week average. Participation is around or above normal and provides reasonable confirmation.
26-week volume confirmation
Bar height shows volume; colour shows the weekly price direction
13 Feb
20 Feb
27 Feb
6 Mar
13 Mar
20 Mar
27 Mar
3 Apr
10 Apr
17 Apr
24 Apr
1 May
8 May
15 May
22 May
29 May
5 Jun
12 Jun
19 Jun
26 Jun
3 Jul
10 Jul
17 Jul
24 Jul
31 Jul
7 Aug
Up week
Down week
Demand beneath price
Activity pressure and institutional-style signals
These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.
Activity pressure path
Latest 0.7912-week average 0.81
12-week confirmation
Trend active12/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure12/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership12/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.79Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers44 reversal markers
No recent accumulation markers. 4 reversal markers.
03 · Momentum and leadership
Is performance persistent—and is the stock leading?
Performance is 0.0% over four weeks, 18.4% over 12 weeks, and 45.2% over one year. The current trend has remained active for 43 consecutive weeks.
Performance by holding period
Active trend streak43 weeks
Active weeks in one year43
Trend breadth82.7%
Activity pressure vs relative leadership
Activity pressureRelative leadership
Pressure1.33Latest activity-pressure read.
Pressure change16.4%Four-week change in activity pressure.
Leadership18.66Latest relative-leadership reading.
RS change-26.3%Four-week change in relative leadership.
04 · Fundamentals and valuation
Open full factor analysis
What investors are paying for—and the quality behind it
The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is neither clearly cheap nor expensive.
Factor week 09 Aug 2026
Financial statements through 30 Apr 2026
Field coverage 91%
Model confidence 89%
Relative factor standing
Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.
Overall factor strength15/100Blend of value, momentum, and quality. Underlying universe rank 86; rank 1 is best.
Value27/100Relative valuation strength. Underlying universe rank 74; rank 1 is best.
Quality28/100Profitability and accounting quality. Underlying universe rank 73; rank 1 is best.
Momentum28/100Medium-term price momentum. Underlying universe rank 73; rank 1 is best.
Growth28/100Revenue and earnings growth. Underlying universe rank 73; rank 1 is best.
Quality and valuation are separate questions
A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.
Value-quality framework47/100Value and quality alignment from the Sharemaestro SVQF framework.
Valuation
How much investors are paying for earnings, sales, and cash flow.
- P/E
- 4.7x Price divided by trailing earnings.
- Price / sales
- 1.6x Market value relative to trailing revenue.
- EV / EBITDA
- 3.7x Enterprise value relative to operating cash earnings.
- Free-cash-flow yield
- 4.2% Free cash flow as a share of enterprise value.
Business quality
Margins and the return generated on invested capital.
- Gross margin
- 42.7% Gross profit retained from each unit of revenue.
- Operating margin
- 14.3% Operating profit retained from revenue.
- Free-cash-flow margin
- 6.6% Free cash flow generated from revenue.
- Return on invested capital
- 4.2% Operating return generated on invested capital.
Growth and financial strength
Recent business growth and accounting strength.
- Revenue growth
- 1.7% Latest one-year revenue growth.
- EPS growth
- 101.2% Latest one-year earnings-per-share growth.
- Free-cash-flow growth
- 250.0% Latest one-year free-cash-flow growth.
- Piotroski F-score
- 6/9 Nine-point accounting-strength checklist.
Shareholder return and balance sheet
Cash returned to owners and financial leverage.
- Dividend yield
- 2.9% Cash dividends relative to market value.
- Buyback yield
- 0.7% Net share repurchases relative to market value.
- Shareholder yield
- 3.6% Dividend yield plus net buyback yield.
- Net debt / EBITDA
- -0.1x Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment
What other market participants are doing
Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.
Insider activity-
No recent insider transactions are stored for this company.
News sentiment50/100
Weighted news tone is neutral across 3 relevant articles.
0 positive · 3 neutral · 0 negativePatient CapitalQuiet
Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal
06 · Catalysts and risk
What can move the shares—and how volatile the path has been
Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.
Next earnings-No event is currently stored.
Options expected move-Nearest-chain priced movement where available.
52-week drawdown-6.2%Distance below the 52-week high.
13-week volatility3.5%Standard deviation of weekly returns.
Weekly gains and losses
Latest 26 completed weeksEach bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.
13 Feb
13 Mar
10 Apr
8 May
5 Jun
3 Jul
7 Aug
Weeks higher7 of 262 weeks finished lower.
Best week+11.1%Week of 3 Jul.
Worst week-1.2%Week of 5 Jun.
Latest week+0.0%Week of 7 Aug.
Shape of recent returns
Strong gains4
Modest gains3
Flat weeks17
Modest losses2
Sharp losses0
Recent vol3.5%13-week weekly-return volatility.
Base vol2.5%52-week weekly-return volatility.
Up/down split12/7Count of positive and negative weeks in the 52-week window.
Average skew3.3% / -0.2%Average positive week versus average negative week.
07 · Sector and peer context
Is this stock leading—or simply moving with its group?
Sector and industry breadth distinguish company-specific strength from a broad group move.
SectorGB Consumer Cyclical
4-week rank- / 100
Group average5.3%
Trend breadth48.0%
Trend48.0%active weekly trend signals
MD74.0%positive activity pressure
RS43.0%positive relative leadership
Four-week leaders
IndustryGB Restaurants
4-week rank13 / 17
Group average4.5%
Trend breadth70.6%
Trend70.6%active weekly trend signals
MD76.5%positive activity pressure
RS70.6%positive relative leadership
Four-week leaders
08 · Evidence and weekly data
The underlying research record
Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.
Weekly tape70/100
Trend, activity pressure, participation, and risk combine to a 70/100 tape read.
Indicator analysis80/100Latest 12-week confirmation: trend 12/12, activity pressure 12/12, relative leadership 12/12.
Activity pressure 0.79; 4 reversal markers Next-Week ExpectancyNegative 11.72%Next-week expectancy is negative with a 11.72% historical one-week setup read.
Adds short-term historical context without overriding trend, activity, or relative leadership. Factors23/100O'Shaughnessy factor stack blends value, quality, momentum, and confidence.
Buyback Yield rank 34 SVQF47/100Value and quality alignment from the Sharemaestro SVQF framework.
Composite rank 139.0 of 260 Patient CapitalQuietActivity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal Sentiment50/100Weighted news tone is neutral across 3 relevant articles.
Heavitree Brewery PLC 11 1/2 % Cum.Pref.Shs Revenue Breakdown – LSE:HVTB Insiders50/100No recent insider transaction evidence is stored.
Earnings50/100No stored earnings event is currently attached to this ticker.
| Week | Close | Return | Trend Line | Fair Value | Pressure | Leadership | Volume | Trend |
|---|---|---|---|---|---|---|---|---|
| 7 Aug 2026 | 225.0 GBP | 0.0% | 187.2 GBP | 165.7 GBP | 1.33 | 18.66 | 1.1K | On |
| 31 Jul 2026 | 225.0 GBP | 0.0% | 185.0 GBP | 165.2 GBP | 1.32 | 19.50 | 0 | On |
| 24 Jul 2026 | 225.0 GBP | 0.0% | 182.8 GBP | 164.7 GBP | 1.32 | 21.45 | 0 | On |
| 17 Jul 2026 | 225.0 GBP | 0.0% | 180.6 GBP | 164.1 GBP | 1.23 | 23.55 | 64 | On |
| 10 Jul 2026 | 225.0 GBP | 0.0% | 178.5 GBP | 163.6 GBP | 1.14 | 25.33 | 0 | On |
| 3 Jul 2026 | 225.0 GBP | 11.1% | 176.3 GBP | 163.1 GBP | 1.07 | 23.77 | 206 | On |
| 26 Jun 2026 | 202.5 GBP | 0.0% | 174.1 GBP | 162.6 GBP | 1.02 | 13.65 | 0 | On |
| 19 Jun 2026 | 202.5 GBP | 0.0% | 172.7 GBP | 162.2 GBP | 1.11 | 15.45 | 0 | On |
| 12 Jun 2026 | 202.5 GBP | 0.0% | 171.3 GBP | 161.9 GBP | 1.21 | 14.50 | 0 | On |
| 5 Jun 2026 | 202.5 GBP | -1.2% | 169.9 GBP | 161.5 GBP | 1.27 | 15.89 | 0 | On |
| 29 May 2026 | 205.0 GBP | 0.0% | 168.5 GBP | 160.9 GBP | 1.33 | 17.11 | 94 | On |
| 22 May 2026 | 205.0 GBP | 7.9% | 167.0 GBP | 160.3 GBP | 1.37 | 16.74 | 13.5K | On |
| 15 May 2026 | 190.0 GBP | 0.0% | 165.5 GBP | 159.7 GBP | 1.31 | 11.31 | 140 | On |
| 8 May 2026 | 190.0 GBP | 0.0% | 164.5 GBP | 159.2 GBP | 1.32 | 11.00 | 275 | On |
How to use this report
This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.