Quality: 7/8

MAF

MAF: Financial Services Transformer - Money's Made, Market's Missed It

Updated 24 Oct 2025

MA Financial trades at $9.19 versus $11.41 fair value (24% upside). Strong execution with MA Money profitability inflection, 74% recurring revenue, 34% AUM growth. ROIC 19.0% vs WACC 9.2%. Quality score 7.8/10.

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CXL

CXL: Industrial Decarbonisation Pioneer - Platform's Scaling, Policy's Paying

Updated 22 Oct 2025

BUY rating with $0.98 fair value vs $0.485 current price (85% upside). Platform technology across $50bn+ TAM, 16% revenue CAGR, 80% grant success rate.

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ilu

ILU: Mineral Sands Giant - Crisis Management Meets Critical Minerals

Updated 17 Oct 2025

HOLD rating with $5.25 fair value vs $8.10 current price. Quality mining operation with validated crisis management and rare earths transformation potential.

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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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