Growth: Positive

tlx

TLX: Radiopharmaceutical Pioneer - Nuclear Medicine's Next Big Bang

Updated 8 Oct 2025

Telix Pharmaceuticals analysis: Fair value $17.14 USD vs current $17.50 AUD. High-growth radiopharmaceutical platform with 51.2% revenue growth, therapeutic pipeline worth $2.8bn risk-adjusted value, though execution risks and 8.4x leverage require careful assessment.

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tea

TEA: Industrial Services Consolidator - Integration Complexity Meets Margin Reality

Updated 8 Oct 2025

HOLD rating with $3.81 fair value vs $4.21 current price. Strong growth prospects offset by integration risks and margin compression pressures.

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sxl

SXL: Audio Entertainment Leader - Transformation Tune-Up Hits the Right Note

Updated 8 Oct 2025

Southern Cross Austereo analysis: BUY rating, $3.15 fair value vs $0.84 current price. Digital transformation progressing with LiSTNR profitability achieved.

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swm

SWM: Media Transformation - Digital Dreams Meet Traditional Reality

Updated 8 Oct 2025

Australia's largest TV broadcaster trades at $0.15 vs fair value $0.45, leveraging AFL rights and 7plus digital growth amid advertising headwinds and global platform competition.

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st1

ST1: Cyber Security Transformer - Hacking Into Higher Margins

Updated 8 Oct 2025

BUY rating with $1.04 fair value vs $0.54 current price. High-risk transformation story with 562% EBITDA growth but execution challenges.

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ssm

SSM: Infrastructure Services Leader - Government's Golden Child Gets No Respect

Updated 8 Oct 2025

Service Stream trades at $2.07 vs $3.09 fair value (49% upside). EBITDA margins expanding to 6.5%, ROIC 13.2%, net cash $74m.

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ssg

SSG: Grooming Specialist - Transform-UTM's the Game Changer

Updated 8 Oct 2025

Trading at $1.48 vs $2.61 fair value (76% upside). Transform-UTM private brand validates strategic transformation. 25% market share, 89 NPS, debt-free balance sheet.

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srr

SRR: Gold Explorer - Double or Nothing Down Under

Updated 8 Oct 2025

Pre-revenue gold explorer trading at A$0.047 vs A$0.191 fair value. Dual catalysts: systematic exploration across 1,000km² Eastern Goldfields tenure and US$50m arbitration award. High risk, asymmetric upside.

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sol

SOL: Investment House Pioneer - Century-Old Wisdom Meets Modern Alpha

Updated 8 Oct 2025

Soul Patts trades at $38.71 vs fair value $45.81, offering 18.4% upside through portfolio evolution and private market access with 122-year dividend track record.

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smr

SMR: Metallurgical Coal Miner - Diamonds in the Rough, Gold in the Ground

Updated 8 Oct 2025

BUY rating with A$4.76 fair value vs A$2.36 current price. Strong balance sheet, operational excellence, 102% upside potential despite commodity volatility.

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slx

SLX: Nuclear Fuel Pioneer - Laser Focus on Uranium's Future

Updated 8 Oct 2025

Speculative buy with 124% upside to $9.06 fair value. Binary TRL-6 catalyst Q4 2025. Revolutionary laser enrichment technology targeting 8% Western market share.

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shl

SHL: Diagnostic Giant - Integration Prescription for European Growth

Updated 8 Oct 2025

Sonic Healthcare trades at A$28.30 versus A$32.41 fair value, offering 14.5% upside through LADR integration targeting A$130m synergies with 65% achieved.

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