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.
View noteQuality: 4/4
hvn
HVN: Retail Giant - Peak Margins, Property Peaks, and Painful Reality Checks
Updated 8 Oct 2025
Harvey Norman trades at $7.29 vs $3.13 fair value (57% overvalued) with unsustainable margins and property cycle risks creating compelling value opportunity
View note