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Samantha Menzies is a writer and editor with close to 20 years' experience covering finance, investing, business and property in Australia and the UK. She has held senior editorial roles at Yahoo Finance Australia and written for leading financial publications including The Motley Fool Australia, InvestorDaily, IFA, KangaNews and Euromoney Institutional Investor.
Samantha specialises in Australian and global share markets, personal finance, investing tips, business, property and economic news. As a freelance writer, she helps businesses and professionals communicate complex financial topics with clarity, accuracy and impact through high-quality editorial content.
Areas of expertise
Australian and global share markets
Personal finance
Investing tips
Business, property and economic news
"Price is what you pay. Value is what you get."
— Warren Buffett
Published
I'm always on the lookout for the next best ASX shares to buy.
I've noticed that the best investments aren't simply the ASX-listed companies in the spotlight, the household names, or the share prices that have fallen the most. They're often the ones where broker forecasts show a disconnect between a company's current share price and its outlook.
Of course, the experts don't always get it right. Sometimes ASX shares that look below fair value can keep falling lower, or perhaps companies downgrade their guidance for the next financial period.
But when the numbers don't add up, it's worth taking a closer look.
I've been digging through broker forecasts recently for companies with strong earnings forecasts and robust forecasted upsides versus the current share price.
Maas Group shares crashed around 53% earlier this month after AI data centre developer Firmus Technologies abruptly withdrew its planned IPO for a $44 billion share float on the ASX due to a lack of investor interest.
According to reports from the Australian Financial Review, Firmus is now looking to secure the money privately instead.
Maas holds a 3.2% equity stake in Firmus and has invested heavily in the business, including around $410 million in total equity.
Maas Group also has around $1.1 billion in electrical engineering and modular infrastructure contracts with Firmus through its subsidiary JLE Group, which is expected to be completed by late 2027. An estimated $373 million of the contract has been paid to date.
The cancelled public listing and the fact the two companies are so financially intertwined have spooked investors. Many are concerned that Maas Group's outlook is now reliant on whether or not Firmus can secure private funding.
But what I found interesting is that, since the announcement, and share price crash, the majority of experts have retained their buy ratings on the Mass Group shares.
Which raises the question, is the sharp share price reset an opportunity, rather than the red flag that investors think it is?
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