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Opthea

OPTHEA - Write-off

--- [Narrative update per Investor announcement 24-Mar-2025] --- The analysis below was written ahead of Opthea’s Phase 3 results. As stated, the thesis was highly dependent on trial success.Read more

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AU$0.1
500.0% overvalued intrinsic discount
Fair Value
Profit Margin
100%
Future PE
500x
Price in 2034
AU$0.24
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Karoon Energy

Karoon Energy (ASX:KAR) - Buy Baby Buy 🚀

Overview Our analysis indicates that Karoon Energy (ASX: KAR) is generating exceptionally strong free cash flow (FCF), with an FCF margin of ~45%—well above industry averages. Supported by a $65 per BOE base case, stable production growth (+3.8% annually), and a well-structured CAPEX program ($120M p.a.), Karoon is positioned to generate ~$293M USD in annual free cash flow.Read more

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AU$5.1
57.5% undervalued intrinsic discount
Fair Value
Revenue
9.3% p.a.
Profit Margin
45%
Future PE
10x
Price in 2028
AU$8.21