Fair Value ASX

Fair Value ASX

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Buru Energy (ASX:BRU)
From Broome to Boom: our fair-value case for Buru Energy
Oct 22 • 
FairValueASX
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9
Fair Value ASX Model Portfolio - Update #2
Short window, long game: +26.2% since launch; we re‑rack the odds and reset the weights.
Oct 15 • 
FairValueASX
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2
Iron Road (ASX:IRD)
Iron-clad mispricing: complexity created the discount; execution should close it
Oct 13 • 
FairValueASX
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Forward Work Plan Update
8 October 2025
Oct 8 • 
FairValueASX
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4

September 2025

Centuria Capital Group (ASX:CNI)
Cents & Sensibility: Bond-like income, equity-like upside.
Sep 29 • 
FairValueASX
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Shareholder Friendliness - methodology
Our new methodology for evaluating Shareholder Friendliness
Sep 29 • 
FairValueASX
Close the Loop (ASX:CLG) - a second look
From cartridges to cash flows - closing the valuation loop
Sep 28 • 
FairValueASX
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4
Alliance Aviation (ASX:AQZ)
Cruising Altitude: Thirty E190s, one mispriced runway.
Sep 27 • 
FairValueASX
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AQZ DCF - bull case
Data current as at 27 Sep 2025 (AEST).
Sep 27 • 
FairValueASX
AQZ DCF - bear case
Data current as at 27 Sep 2025 (AEST).
Sep 27 • 
FairValueASX
1
AQZ DCF - base case
As at 27 September 2025
Sep 27 • 
FairValueASX
1
Weststar Industrial (ASX:WSI) - A second look
Nuts, Bolts & Votes: Value, volatility, and voter math at WSI
Sep 22 • 
FairValueASX
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1
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