Calls
2
Paul Thwaite
CEO, NatWest Group
Win Rate
0.0%
return
-1.8%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 31
$19.29
-1.8%
NatWest delivered strong Q2 results with all three businesses performing well, driving a significant beat on return on tangible equity. Guidance for full-year ROTCE was raised above 19%, the dividend was increased by 26%, and surplus capital returns including buybacks are expected sooner than planned. The acquisition of Evelyn Partners is integrating well, and the medium-term outlook is confident.
Construction & Infrastructure
Long
Feb 13
$580.20
-
NatWest beat earnings estimates (profit 1.94bn vs 1.72bn exp) and acquired Evelyn Partners (Wealth Management). The bank is capitalizing on the "green shoots" in the UK economy and consolidating the wealth management sector. The acquisition doubles their assets under management in a fee-based business, reducing reliance on net interest margins. LONG. Strong execution and strategic M&A in a recovering UK macro environment. UK GDP disappointment or political instability ahead of elections.
NatWest beat earnings estimates (profit 1.94bn vs 1.72bn exp) and acquired Evelyn Partners (Wealth Management). The bank is capitalizing on the "green shoots" in the UK economy and consolidating the wealth management sector. The acquisition doubles their assets under management in a fee-based business, reducing reliance on net interest margins. LONG. Strong execution and strategic M&A in a recovering UK macro environment. UK GDP disappointment or political instability ahead of elections.
Other
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Paul Thwaite has 2 trade ideas tracked on Buzzberg across 2 tickers since February 2026. Most covered: NATWEST, NWG.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
