thl
THL: RV Rental Giant - Tourism's Sleeping Beauty Awakens
Updated 8 Oct 2025
Global #1 RV rental operator trading at $2.02 vs $6.55 fair value (224% upside). Tourism recovery from 85% to 100%+ of 2019 levels drives fleet utilisation and margin expansion, though execution risks remain.
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sig
SIG: Pharmacy Powerhouse - Merger Magic Meets Market Madness
Updated 8 Oct 2025
Sigma Healthcare trades at $3.03 versus $1.33 fair value (56% downside). Strong integration progress but extreme overvaluation at 32.5x EV/EBITDA.
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rmy
RMY: PropTech Platform - Price Check Required Before Checkout
Updated 8 Oct 2025
RMA Global trades at $3.50 vs $0.170 fair value assessment. Platform transformation achieving positive cash flow with 35% revenue growth potential through US expansion. Price verification critical.
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pyc
PYC: RNA Therapeutics Pioneer - Platform Validated, Value Undervalued
Updated 8 Oct 2025
Clinical-stage RNA therapeutics with validated platform technology trading at $1.26 versus $14.41 fair value, offering 1,044% upside potential for growth investors.
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mys
MYS: Regional Banking Consolidator - Merger Math Meets Reality Check
Updated 8 Oct 2025
HOLD rating with $4.73 fair value vs $4.25 current price. Regional bank executing Auswide merger targeting $20-25m synergies, 11.3% upside potential.
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gyg
GYG: Mexican QSR Leader - Clean Food, Dirty Valuation
Updated 8 Oct 2025
High-quality Australian restaurant business with 45% market share trading at 35% premium to $16.22 fair value, requiring extraordinary execution to justify current pricing
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goz
GOZ: Property Giant - Government's Golden Goose or Sitting Duck?
Updated 8 Oct 2025
Mid-tier REIT with 4.6/10 quality score, fair value $1.73 vs current $2.33, facing structural office challenges and refinancing risk
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xyz
SQ: Fintech Platform Pioneer - Priced for Perfection in an Imperfect World
Updated 13 Aug 2025
HOLD rating with fair value $88.96 vs current $119.60. Business quality 7.25/10. Revenue CAGR 6.8% with EBITDA margins expanding to 19.9%.
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