R & A STODART LIMITED

🌳Matureactive

SC266842 · ltd · incorporated 2004-04-22

Investment thesis

Well-run mature business — low negotiation leverage; premium likely.

Why interesting: Textbook target; clean filings, stable trading.

Why risky: No pressure on seller; any deal likely at full price.

Opportunity decay

hardening · 12-months

Already tight — no obvious softening catalysts on the horizon.

· Thesis: well-run, low negotiation leverage

🔒Estimated value

—

Upgrade to see

Turnover

—

year to Mar 2025

Net worth

—

book net assets

Opportunity

79/100

Strong

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What this business does

Primary activity: SIC 01500

Sector: Agriculture, forestry & fishing

Investor take

Pursue

Active trading company. Family succession underway — not a classic acquisition target.

Opportunity 79/100 (strong), bankability 57/100. Same-surname younger director in place — likely family handover, not open to sale. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Consolidate lender relationships. 5 distinct lenders creates friction — refinance into single-lender structure for cleaner diligence. Most likely exit: share sale to pe / searcher (65/100).

🏦

Refinance opportunity

7 live charges · 5 lenders · oldest 6.7y

35/100

too messy

Refinance path is blocked by complexity. Rethink structure or expect bespoke, expensive terms.

· Oldest live charge is 6.7 years old — likely at or near maturity.
· 5 lenders named — inter-creditor friction likely.
· Legal-friction score 25/100 — workable, but lender will want more DD.

Data confidence

Overall: medium (77/100)

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

Lenders & charges

7 charges (7/7 with lender, 7/7 with type)

Directors & officers

6 officers (5 active, 6 linked, 4 with DOB)

Ownership & PSC

2 active PSC(s) of 4 total, 4 with control declared

Director network

Network not yet resolved

Filing history

84 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

79/100Strong

PassWatchWorth a lookStrongExceptional

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

100

Good data coverage for analysis.

Key financials

2 years extracted from filed iXBRL accounts

Cash

—

Net Worth

—

Current Assets

—

Current Liabilities

—

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102

Metric	2025-03-31	2024-03-31
Average employees	700	400

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

filings

Last 90 days

filings

Last 180 days

filings

• 1 confirmation-statement
• 1 accounts

Counts from Companies House filing history.

Corporate timeline (39 events)Click to expand

2025-11-04
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-09-04
📄
mortgage-satisfy-charge-full
mortgage · MR04
2025-09-04
📄
mortgage-satisfy-charge-full
mortgage · MR04
2025-09-04
📄
mortgage-satisfy-charge-full
mortgage · MR04
2025-09-04
🔓
Charge satisfied #3
2025-09-04
🔓
Charge satisfied #2
2025-09-04
🔓
Charge satisfied #1
2025-08-25
📄
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2025-08-25
📄
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2025-08-22
🔒
Charge registered #7
Lender: Clydesdale Bank PLC (Trading as Virgin Money)
2025-08-22
🔒
Charge registered #6
Lender: Clydesdale Bank PLC (Trading as Virgin Money)
2025-02-04
📄
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2025-02-04
📄
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2025-02-03
🔒
Charge registered #5
Lender: Clydesddale Bank PLC (Trading as Virgin Money)
2025-02-03
🔒
Charge registered #4
Lender: Cydesdale Bank PLC( Trading as Virgin Money)
2025-01-03
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2025-01-03
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2025-01-03
📄
withdrawal-of-a-person-with-significant-control-statement
persons-with-significant-control · PSC09
2024-10-17
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-10-04
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-06-08
📄
capital-alter-shares-subdivision
capital · SH02
2023-06-06
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-06-06
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-06-05
➕
STODART, Rory John appointed
director
2023-06-05
➕
STODART, Thomas Robert appointed
director
2023-06-05
📄
capital-variation-of-rights-attached-to-shares
capital · SH10
2023-06-05
📄
capital-name-of-class-of-shares
capital · SH08
2023-05-31
📄
statement-of-companys-objects
change-of-constitution · CC04
2023-05-31
📄
memorandum-articles
incorporation · MA
2023-05-31
📄
resolution
resolution · RESOLUTIONS
2021-05-17
🔒
Charge registered #3
Lender: The Agricultural Mortgage Corporation PLC
2019-08-14
🔒
Charge registered #2
Lender: The Agricultural Mortgage Corporation
2019-08-07
🔒
Charge registered #1
Lender: The Agricultural Mortgage Corporation PLC
2004-04-22
🏢
Company incorporated
As R & A STODART LIMITED
2004-04-22
➕
STODART, Alison Mary appointed
secretary
2004-04-22
➕
STODART, Alison Mary appointed
director
2004-04-22
➕
STODART, Robert James appointed
director
2004-04-22
➕
OSWALDS OF EDINBURGH LIMITED appointed
corporate-nominee-secretary
2004-04-22
➖
OSWALDS OF EDINBURGH LIMITED resigned
corporate-nominee-secretary

Owner dependency

88/100

Critical — business is the founder

The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.

FACTORS

-4 active directors: Broader management team in place — suggests transferable governance.
+Founder name in company name: Company name contains director surname "STODART" — strong identity link between founder and business.
+Long-tenure founder: Senior director has been in place 22 years — deep operational knowledge concentrated in one person.
+Founder age: Director aged approximately 71 — succession pressure is live.
+Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

40/100

Moderate signal

Some succession indicators present. Worth watching; approach if sector/strategy fits.

SIGNALS

primaryFamily succession underway: Not a takeover target — STODART, Rory John (same surname) appointed 2023-06-05. Pattern consistent with intra-family handover.
primaryFounder aged 70+: Senior director is approximately 71 years old. Natural succession window is now.
primary20+ year tenure: Director in role 22 years. Very long tenure is a classic succession signal.
supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

1 med ·

Charge satisfaction-then-recreation pattern

medium

Multiple instances where a charge was satisfied and a new charge created within 6 months. Suggests active refinancing cycle.

Shareholders & ownership

2 active beneficial owners

Name	Shares	Voting rights	Nature of control	Notified
Mr Rory John Stodart Individual · British · DOB 06/1995 · age 31	25–50%	25–50%	25-50% shares · 25-50% voting	29/10/2024
Mr Thomas Robert Stodart Individual · British · DOB 08/1998 · age 28	25–50%	25–50%	25-50% shares · 25-50% voting	29/10/2024

2 historic (ceased) PSCs

Mrs Alison Mary Stodartceased 17/05/2023· 25-50% shares · 25-50% voting
Mr Robert James Stodartceased 17/05/2023· 25-50% shares · 25-50% voting

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

Similar companies

Active · Agriculture · DD postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
DON AGRI SERVICES LIMITED→ SC311614 · est 2006 · no financials extracted	—	—	—	—	19y	—	—
LEDNATHIE ESTATE LIMITED→ SC041909 · est 1965 · no financials extracted	—	—	—	—	61y	—	—
MONIKIE FARMS LIMITED→ SC464064 · est 2013 · no financials extracted	—	—	—	—	12y	—	—
NISSEN CHRISTMAS TREES LTD→ SC243828 · est 2003 · no financials extracted	—	—	—	—	23y	—	—
OSPREY AH35 LTD.→ SC382272 · est 2010 · no financials extracted	—	—	—	—	15y	—	—
PATHHEAD PRODUCE LTD→ SC456275 · est 2013 · no financials extracted	—	—	—	—	12y	—	—
PLANBEE LTD.→ SC406536 · est 2011 · no financials extracted	—	—	—	—	14y	—	—
PLUCKERSTON FARMS→ SC436910 · est 2012 · no financials extracted	—	—	—	—	13y	—	—
PRETTYCUR FARMS LIMITED→ SC285355 · est 2005 · no financials extracted	—	—	—	—	20y	—	—
PULLAR FISHING LIMITED→ SC592129 · est 2018 · no financials extracted	—	—	—	—	8y	—	—
QARLBO SCOTLAND LTD→ SC767412 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
R & E POLLOCK LIMITED→ SC256299 · est 2003 · no financials extracted	—	—	—	—	22y	—	—

Peers ranked by estimated value, then turnover, then opportunity score.See all →

🔒Tailored diligence questions

9 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.

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Company details

Statusactive

Typeltd

Incorporated2004-04-22

Jurisdictionscotland

Primary SIC01500 — SIC 01500

Registered office

Mill Of Inverarity

Inverarity

Forfar

DD8 2JN

Scotland

Filing status

Accounts

Next due: 2026-12-31

Last made up to: 2025-03-31

Confirmation statement

Next due: 2027-01-23

Last: 2026-01-09