fex
FEX: Iron Ore Transformer - Partnership Power Play Pays Off
Updated 17 Oct 2025
BUY rating with A$1.65 fair value vs A$0.52 current price. Strategic Baowu partnership, 6-10Mt scaling potential, 8.6/10 business quality.
View noteIron Ore Mining
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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FMG: Iron Ore Cost Leader - Fortress Balance Sheet Meets Cyclical Recovery
Updated 8 Oct 2025
Fortescue trades at A$19.84 versus fair value A$26.47 (33% upside), with 2.4x EV/EBITDA at 41% discount to peers despite industry-leading C1 costs US$17.99/wmt and 0.14x net debt-to-EBITDA.
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