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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
17users have liked this narrative
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ST
AU$0.1
500.0% overvalued intrinsic discount
StockMan Fair Value
Revenue growth
11.06% p.a.
Profit Margin
100%
Future PE
500x
Share price in 2034
AU$0.032
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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78users have followed this narrative
ST
AU$5.1
69.0% undervalued intrinsic discount
StockMan Fair Value
Revenue growth
9.3% p.a.
Profit Margin
45%
Future PE
10x
Share price in 2028
AU$3.1