PPS: Wealth Platform Pioneer - Premium Positioning Pays Dividends
Premium wealth platform leader trading at 35% discount to $0.91 fair value, with 15.2% ROIC and 95% recurring revenue model targeting HNW growth.
View notePremium wealth platform leader trading at 35% discount to $0.91 fair value, with 15.2% ROIC and 95% recurring revenue model targeting HNW growth.
View noteSpecialist SME bank with 16% loan growth and NPS +53, trading at $1.73 vs $1.01 fair value. Strong execution but overvalued at current levels.
View noteHUB24 rated ATTRACTIVE at $110.72 fair value vs $108.83 current price. 15% revenue CAGR, 28% ROIC, 9.0% market share with wide moat.
View noteBUY 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.
View noteUndervalued base metals producer with 232% upside potential. Fair value $0.63 vs current $0.19. Strong EBITDA margins 35.5%, net cash position, targeting 40kt copper equivalent by FY28.
View noteFair value $20.62 vs current $20.90. Corporate Trust moat with 45%+ margins. J O Hambro turnaround critical. Expected 3-year returns 2.5% annually.
View noteMarket-leading automotive distributor trading at 13% discount during operational transformation. Fair value $4.21 vs current $3.17 implies 33% upside with medium risk profile.
View noteFiducian trades at $12.57 vs $11.84 fair value with 52.1% ROIC and 7.2/10 quality score, managing platform transformation amid legacy business decline
View noteHOLD rating with $5.25 fair value vs $8.10 current price. Quality mining operation with validated crisis management and rare earths transformation potential.
View noteAlternative asset manager trading at $2.16 vs $5.60 fair value (159% upside) with record AUM growth and operational excellence validation
View notePure lending specialist with A$0.446 fair value vs A$0.115 current price, 18.5% ROIC, A$35.8M cash, 74% margin of safety
View noteBUY 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 note