MGX Investment Thesis

Disclosure:

• I hold MGX shares
• As of today in Jan 2025, I'm a retail investor, not a fund manager. However, I'm looking to build a career as an investor so I've built the website for myself to start uploading content there. I'm not legally allowed to manage any client's money.
• The Investment Thesis is for reference only, not financial advice. Do your own due diligence.

I've had my full position in MGX. I've uploaded my financial summary, analysis and investment thesis of MGX on my website:

https://emeraldpartners.com.au/investment-thesis-mount-gibson-iron-limited-mgx-asx/
(The full investment thesis can be downloaded in the PDF file mentioned on the page)

Many of the details are already known by shareholders here on HotCopper, but my writeup might add value. I welcome feedback.