W M ENERGY LIMITED

🌳Matureactive
SC416634 · ltd · incorporated 2012-02-09
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 Jul 2025
Net worth
£77.3k
book net assets
Opportunity
80/100
Exceptional
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What this business does
Primary activity: SIC 35110
Sector: Electricity, gas & energy
Investor take
Pursue
Active trading company with a 71-year-old founder — textbook succession opportunity.

Opportunity 80/100 (exceptional), bankability 80/100. Strong seller-intent signal (63/100, director aged 71). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Cash flow review and working-capital discipline. Cash down -53% YoY — forensic review of receivables, stock turns, and creditor days. Most likely exit: share sale to pe / searcher (65/100).

🏦

Refinance opportunity

1 live charge · oldest 14.0y

45/100
under pressure

Refinance would be pressure-driven, not opportunity-driven. Expect tighter margins and covenant scrutiny.

  • · Oldest live charge is 14.0 years old — likely at or near maturity.
  • · Single lender — cleanest path to refinance.
  • · Cashflow trend is negative — lender view likely cautious.

Data confidence

Overall: high (80/100)

Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.

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
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
4 officers (4 active, 4 linked, 4 with DOB)
90
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
1 connected companies via shared directors
48
Filing history
43 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
80/100Exceptional
PassWatchWorth a lookStrongExceptional 

Strong composite across quality, acquirability, and risk. High-priority target — progress to serious diligence.

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
75
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 · FRS 102
Positive net assets
Net assets £77,292
Net assets shrinking
Down £41,712 YoY
Cash draining
Cash down 53% YoY
Cash YoY
-53%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
£45k
↓ 53% YoY
Net Worth
£77k
↓ 35% YoY
Current Assets
£72k
↓ 43% YoY
Current Liabilities
—
£0£25k£51k£76k£101k£127kJul 2024Jul 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2025-07-312024-07-31
Total assets£342.0k£436.1k
Current assets£72.2k£126.7k
Cash£45.2k£96.6k
Debtors£27.0k£30.1k
Net assets£77.3k£119.0k

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
1
filing
  • • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (21 events)Click to expand
  1. 2025-11-12
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  2. 2024-12-20
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  3. 2024-01-22
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  4. 2023-01-12
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  5. 2022-02-19
    📍
    change-sail-address-company-with-old-address-new-address
    address · AD02
  6. 2022-01-20
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  7. 2021-02-15
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  8. 2021-01-28
    📄
    change-person-director-company-with-change-date
    officers · CH01
  9. 2020-03-10
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  10. 2019-07-10
    📍
    move-registers-to-sail-company-with-new-address
    address · AD03
  11. 2019-07-10
    📍
    change-sail-address-company-with-new-address
    address · AD02
  12. 2019-01-17
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  13. 2018-01-24
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  14. 2017-01-18
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  15. 2016-02-09
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  16. 2012-05-31
    🔒
    Charge registered #1
    Lender: The Royal Bank of Scotland PLC
  17. 2012-02-09
    🏢
    Company incorporated
    As W M ENERGY LIMITED
  18. 2012-02-09
    ➕
    PATE, David Henderson appointed
    director
  19. 2012-02-09
    ➕
    PATE, David Gordon appointed
    director
  20. 2012-02-09
    ➕
    PATE, Elizabeth appointed
    director
  21. 2012-02-09
    ➕
    PATE, Helen Elizabeth appointed
    director

Owner dependency

63/100
High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS
  • -4 active directors: Broader management team in place — suggests transferable governance.
  • +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

73/100
Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS
  • primaryFounder aged 70+: Senior director is approximately 71 years old. Natural succession window is now.
  • secondary12+ year tenure: Director in role 14 years.
  • supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

clean
No 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
NameSharesVoting rightsNature of controlNotified
Mr David Henderson Pate
Individual · British · DOB 12/1955 · age 71
25–50%
25–50%25-50% shares · 25-50% voting06/04/2016
Mrs Elizabeth Jamieson Pate
Individual · British · DOB 07/1957 · age 69
25–50%
25–50%25-50% shares · 25-50% voting06/04/2016

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

🔒Co-director network graph

Radial SVG graph showing every company connected via shared directors, colour-coded by status.

Available from the Pro tier upwards.

See pricing →

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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.

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Company details

Statusactive
Typeltd
Incorporated2012-02-09
Jurisdictionscotland
Primary SIC35110 — SIC 35110

Registered office

Wester Meathie
Inverarity
By Forfar
Angus
DD8 1XJ

Filing status

Accounts
Next due: 2027-04-30
Last made up to: 2025-07-31
Confirmation statement
Next due: 2027-02-23
Last: 2026-02-09

Officers (4 active · 0 resigned)

PATE, David Henderson→
director · ~71y · appointed 2012-02-09
View their other companies + combined net worth →
Active
PATE, David Gordon→
director · ~44y · appointed 2012-02-09
View their other companies + combined net worth →
Active
PATE, Elizabeth→
director · ~69y · appointed 2012-02-09
View their other companies + combined net worth →
Active
PATE, Helen Elizabeth→
director · ~42y · appointed 2012-02-09
View their other companies + combined net worth →
Active

Click a director name to see their full track record across all companies.

Mortgages & charges

1
Total charges
1
Outstanding
1
Active lenders
Status:Lender:1 of 1 shown
TypeProperties
outstanding
Lloyds Banking Group
The Royal Bank of Scotland PLC
Floating charge1 property31/05/2012—
Click column headers to sort. Use filters above to narrow by status and lender.

Recent filings (43 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-02-11
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2025-11-12
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-02-10
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2024-12-20
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-02-09
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2024-01-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-02-16
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2023-01-12
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-02-19
change-sail-address-company-with-old-address-new-address
address · AD02
2022-02-19
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2022-01-20
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2021-02-15
confirmation-statement-with-updates
confirmation-statement · CS01
2021-02-09
change-person-director-company-with-change-date
officers · CH01
2021-01-28
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2020-03-10