obm
OBM: Underground Gold Miner - Peak Performance, Peak Peril
Updated 8 Oct 2025
Strong Sell rating with fair value $0.26 vs current $0.85. EBITDA margins of 45.7% unsustainable as gold prices normalise from record highs.
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nxl
NXL: Forensic Analytics Specialist - Platform Transformation or AI Elimination?
Updated 8 Oct 2025
Nuix trades at $2.48 vs fair value $1.78. Neo platform shows 132% growth but faces 60% AI disruption probability. EBITDA margins 16.8%, churn rising to 7.1%.
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NWL: Platform Powerhouse - Perfection Priced, Reality Pending
Updated 8 Oct 2025
Australia'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 noteNVO
NVO: Gold Explorer - Pilbara Powerplay with Partner Validation
Updated 8 Oct 2025
High-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.
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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: 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: 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: 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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MLG: Mining Services Specialist - Discount Deeper Than the Goldfields
Updated 8 Oct 2025
MLG 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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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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MGH: Construction Materials Consolidator - Infrastructure Dreams Meet Integration Reality
Updated 8 Oct 2025
HOLD rating with $3.34 fair value vs $4.24 current price. Strong infrastructure exposure offset by integration risks and overvaluation.
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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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