Mastermyne trades at $0.14 vs $0.45 fair value following external mining disruptions. Strong safety record and technical differentiation support recovery potential.
View notePharmaceutical turnaround story trading at $0.615 vs $0.94 fair value. 54% upside potential with 31% European growth and operational recovery to 8.1% EBITDA margins.
View noteMLG trades at 68% discount to peers despite operational recovery. Fair value $1.00 vs current $0.80 with 25% upside potential.
View noteDeep value opportunity at $0.41 vs $2.49 fair value. EBITDA margins recovering from 13.1% trough. Canadian operations prove model works with 4.4% SSS growth.
View noteHOLD rating with $3.34 fair value vs $4.24 current price. Strong infrastructure exposure offset by integration risks and overvaluation.
View noteHOLD rating with $0.35 fair value vs $0.32 current price. SaaS transformation progressing with 75% recurring revenue, 95%+ retention, but execution risks during leadership transition.
View noteHOLD rating with A$14.73 fair value vs A$14.61 current price. Strategic HRE monopoly outside China driving 32% EBITDA margins by FY27, though Malaysian regulatory renewal March 2026 creates binary risk.
View noteLiberty Financial Group analysis: Fair value $3.96 vs current $4.29, 15.6% yield faces sustainability concerns, narrow moat eroding over 4-5 years
View noteDeep value opportunity with 361% upside potential. Fair value $3.55 vs current $0.77. EBITDA margins recovering to 12% through transport cycle normalisation and integration synergies.
View noteHOLD rating with $6.56 fair value vs $5.03 current price. Defensive 93% contracted revenue model faces labour pressures and EV transition complexity.
View noteHOLD rating with $3.98 fair value vs $4.00 current price. Platform transformation showing 26.9% CAGR but facing Amazon competitive threat.
View noteJohns Lyng Group trades at 18.3% discount to $4.66 fair value, positioned at CAT revenue trough with defensive BaU growth and strategic platform expansion opportunities.
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