Orora trades at A$1.89 versus A$2.38 fair value with 26% upside potential. Strong market positions offset by customer concentration risks and integration challenges.
View noteHealthcare IT company trading at $0.24 vs $0.095 fair value. Strong recurring revenue model offset by execution risks and EMR competition. 60% overvalued.
View noteDevelopment-stage uranium leader with 3.10% ore grade advantage. Fair value $12.83 CAD vs current price, 82.7% projected EBITDA margins, binary regulatory catalyst November 2025.
View noteAustralia's #1 wealth platform with 89.2% ROIC trades at $37.14 vs $9.67 fair value. Exceptional margins face inevitable compression as competition intensifies.
View noteMining services contractor trading at $3.47 vs $5.96 fair value (72% upside). Strong order book visibility, conservative balance sheet, temporary OneSteel impacts clearing.
View noteHigh-risk exploration opportunity with 5,500 sq km Pilbara position, Northern Star partnership, and C$30.3M portfolio backing. Fair value C$0.138 vs C$0.10 current.
View noteMonopoly Rett syndrome treatment with 83.4% margins and A$222m cash. Fair value A$10.46 vs current A$16.93 suggests 62% overvaluation despite exceptional business quality.
View noteNick Scali trades at $19.37 vs fair value $18.34, reflecting 5.6% overvaluation. Strong ANZ market leadership with UK expansion catalyst requiring selective entry timing.
View noteHOLD rating with $3.25 fair value vs $4.49 current price. Strong trophon franchise but CORIS execution risk at 28% premium valuation.
View noteMastermyne 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.
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