Health: Strong

nan

NAN: Infection Prevention Pioneer - CORIS Platform Gamble at Premium Prices

Updated 8 Oct 2025

HOLD rating with $3.25 fair value vs $4.49 current price. Strong trophon franchise but CORIS execution risk at 28% premium valuation.

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mye

MYE: Underground Mining Contractor - Digging Out of Deep Value

Updated 8 Oct 2025

Mastermyne trades at $0.14 vs $0.45 fair value following external mining disruptions. Strong safety record and technical differentiation support recovery potential.

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mvp

MVP: Pharmaceutical Turnaround - From Pain to Gain

Updated 8 Oct 2025

Pharmaceutical 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.

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mp1

MP1: Network-as-a-Service Pioneer - Platform Dreams, Valuation Nightmares

Updated 8 Oct 2025

AVOID rating with fair value $4.20 vs current $14.82. Strong 19% revenue growth and 95% recurring revenue model undermined by extreme 253% overvaluation and cloud disintermediation risk.

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mgx

MGX: Iron Ore Miner - Gold Rush or Fool's Gold?

Updated 8 Oct 2025

Trading at $0.395 vs $0.54 fair value. Binary transformation from depleting iron ore to gold development. Strong balance sheet with execution risk.

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mfg

MFG: Asset Manager Alchemist - Partnerships Turn Base Metal into Gold

Updated 8 Oct 2025

HOLD rating with $13.07 fair value vs $10.94 current price. Partnership income surged 202% to 38% of profit. 6.7% dividend yield with transformation execution risk.

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mah

MAH: Mining Services Specialist - Underground Ambitions Meet Cycle Reality

Updated 8 Oct 2025

HOLD rating with $0.40 fair value vs $0.37 current price. Strong 20.5% ROIC and underground expansion offset by peak cycle positioning and execution risks.

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m7t

M7T: Healthcare IT Transformer - Vendor Neutral's Vital Signs

Updated 8 Oct 2025

HOLD 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.

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lyl

LYL: Mining Engineering Specialist - SAXUM Success Unlocks Latin Leverage

Updated 8 Oct 2025

Lycopodium trades at $12.00 vs fair value $16.62, offering 38.5% upside through technical differentiation, SAXUM integration, and critical minerals recovery with 32.8% ROIC.

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LYC

LYC: Rare Earth Monopolist - Heavy Metal, Heavier Risks

Updated 8 Oct 2025

HOLD 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.

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lgi

LGI: Landfill Gas Leader - Expansion's Expensive, Execution's Everything

Updated 8 Oct 2025

LGI trades at $3.50 vs $1.37 fair value. Market leader with 65% share, 19.7% revenue CAGR, expanding 21MW to 56MW by FY30.

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lau

LAU: Agricultural Logistics Integrator - Fruit Loop's Bearing Fruit

Updated 8 Oct 2025

Deep 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.

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