A.E.SAMS LIMITED
🌳Matureactive
00290776 · ltd · incorporated 1934-08-01
Investment thesis
Property vehicle with a workable charge structure — clean refinance potential.
Why interesting: Asset-backed; value largely in underlying property; lender engagement likely possible.
Why risky: Dependent on title and valuation due diligence; standard property risks.
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
- · Oldest live charge 76.6y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Dec 2025
Net worth
£185.9k
book net assets
Opportunity
79/100
Strong
What this business does
Primary activity: Other letting and operating of own or leased real estate
Sector: Real estate
Investor take
PursueProperty-backed borrower with a 84-year-old founder — textbook succession opportunity.
Opportunity 79/100 (strong), bankability 80/100. Strong seller-intent signal (68/100, director aged 84). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Discharge stale live charges. 2 live charge(s) created 15+ years ago — likely paid but undischarged. Clean register. Most likely exit: share sale to pe / searcher (65/100).
🏦
Refinance opportunity
2 live charges · oldest 76.6y
65/100
clean up first
Refinance viable after a tidy-up — address the highlighted items first.
- · Oldest live charge is 76.6 years old — likely at or near maturity.
- · Single lender — cleanest path to refinance.
- · Legal-friction score 25/100 — workable, but lender will want more DD.
Data confidence
Overall: medium (78/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
Company profile
address, 1 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
2 charges (2/2 with lender, 2/2 with type)
90
Directors & officers
5 officers (3 active, 5 linked, 4 with DOB)
86
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
94 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
🔒Estimated company valuation
Sector-multiple EBITDA, turnover, and NAV-proxy valuation range with confidence tier — derived from extracted iXBRL financials.
Available from the Pro tier upwards.
See pricing →Opportunity Score
79/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
70
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.
Signals from accounts
Derived from iXBRL accounts · accounting standard not declaredPositive net assets
Net assets £185,899
Cash YoY
-3%
Year on year
Key financials
2 years extracted from filed iXBRL accountsCash
£34k
↓ 3.4% YoY
Net Worth
£186k
↑ 2.3% YoY
Current Assets
—
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2025-12-31 | 2024-12-31 |
|---|---|---|
| Cash | £33.9k | £35.0k |
| Net assets | £185.9k | £181.8k |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
🔒Filing-note intelligence
1 signal detected in this company's narrative notes — going-concern language, audit opinion, contingent liabilities, related-party transactions.
Available from the Pro tier upwards.
See pricing →Recent activity
Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
2
filings
- • 1 accounts
- • 1 officers
Counts from Companies House filing history.
Corporate timeline (21 events)Click to expand
- 2026-02-19📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2026-01-08📄appoint-person-director-company-with-name-dateofficers · AP01
- 2026-01-06➕TILSED, Karen Jane appointeddirector
- 2025-11-20📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-10-19➖SAMS, Wendy Jayne resigneddirector
- 2025-02-24📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-04-15📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-02-28📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-04-11📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-05-04📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-05-06📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-04-18📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-07-16📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-06-18📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2017-09-04📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2016-07-11📄accounts-with-accounts-type-total-exemption-smallaccounts · AA
- 2015-09-10📄annual-return-company-with-made-up-date-full-list-shareholdersannual-return · AR01
- 1994-02-05➖SAMS, Rhoda Ione resigneddirector
- 1984-11-16🔒Charge registered #2Lender: Midland Bank PLC
- 1949-10-10🔒Charge registered #1Lender: Midland Bank PLC
- 1934-08-01🏢Company incorporatedAs A.E.SAMS LIMITED
Owner dependency
88/100
Critical — business is the founderThe business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
FACTORS
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Founder name in company name: Company name contains director surname "SAMS" — strong identity link between founder and business.
- +Founder age: Director aged approximately 84 — succession pressure is live.
Succession & seller-readiness
66/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- primaryFounder aged 70+: Senior director is approximately 84 years old. Natural succession window is now.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
Red flags
cleanNo red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)
Shareholders & ownership
2 active beneficial owners · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Richard Frank Sams Individual · British · DOB 05/1942 · age 84 | 50–75% | 75–100% | board control75-100% shares · 75-100% voting · board control | 06/04/2016 |
Mrs Margaret Aideen Shooter Individual · British · DOB 06/1936 · age 90 | 25–50% | — | 25-50% shares | 06/04/2016 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
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| 92 CHER MANAGEMENT COMPANY LIMITED→ 14052301 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| ABAKON LIMITED→ 02353333 · est 1989 · no financials extracted | — | — | — | — | 37y | — | — |
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Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
7 specific questions generated from this company's actual signals — liquidity, leverage, director age, charge count, red flags, age-of-company.
Available from the Pro tier upwards.
See pricing →🔒Advanced scoring suite
Exit-route ranking, improvement thesis, quiet-distress detector, covenant-pressure proxy, extraction monitor, approaching triggers, ownership drift, local cluster, value trap, debt capacity, archetype classification — 48+ scoring modules.
Available from the Pro tier upwards.
See pricing →Company details
Statusactive
Typeltd
Incorporated1934-08-01
Jurisdictionengland-wales
Primary SIC68209 — Other letting and operating of own or leased real estate
Registered office
Leanne House
6 Avon Close
Weymouth
Dorset
DT4 9UX
United Kingdom
Filing status
Accounts
Next due: 2027-09-30
Last made up to: 2025-12-31
Confirmation statement
Next due: 2026-09-14
Last: 2025-08-31
Officers (3 active · 2 resigned)
Active
Active
TILSED, Karen Jane→
Activedirector · ~59y · appointed 2026-01-06
View their other companies + combined net worth →
SAMS, Rhoda Ione→
Resigneddirector · ~119y · resigned 1994-02-05
SAMS, Wendy Jayne→
Resigneddirector · ~82y · resigned 2025-10-19
Click a director name to see their full track record across all companies.
Mortgages & charges
2
Total charges
2
Outstanding
1
Active lenders
Status:Lender:2 of 2 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Midland Bank Midland Bank PLC | Legal charge | 1 property | 16/11/1984 | — | |
| outstanding | Midland Bank Midland Bank PLC | Mortgage & charge | 1 property | 10/10/1949 | — |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (94 total)
accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-02-19
appoint-person-director-company-with-name-date
officers · AP01
2026-01-08
termination-director-company-with-name-termination-date
officers · TM01
2025-11-20
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-09-04
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-02-24
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-09-12
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-04-15
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-09-07
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-02-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-09-07
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-04-11
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-09-09
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-05-04
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-09-08
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-05-06