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Our community narratives are driven by numbers and valuation.

China Coal Xinji EnergyLtd

Domestic Energy Security And Low-Carbon Transition Will Secure Long-Term Value

Key Takeaways Strategic investments in intelligent mining and digital platforms boost operating margins and profitability, cushioning against commodity price downturns. Diversification into new energy and clean coal technologies supports long-term growth and stability amid evolving regulatory and market trends.Read more

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AnalystConsensusTarget

CN¥8.36

11.5% undervalued

AnalystConsensusTarget's Fair Value

Revenue

16.78% p.a.

Profit Margin

12.82%

Future PE

10.72x

Price in 2029

CN¥10.43

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WE

WealthAP

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Popular Narratives

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Trending Discussion

TH

Looks interesting, I am jumping into the finances now. Your 15% margin seems high for a conservative model, can't just ignore the years they need to invest. You didnt seem to mention that they had to dilute the sharebase by issuing ~40mil shares. raising ~8 mil. should be enough if mouse does OK. If not they will need to raise more to suvive. Losing 20m a year, 14m after there 6m cutbacks. Am I reading it right that they have no debt. have they any history of raising debt? First look it is too dependant on the mouse and GoT games. they do well stock will 2-3x, poorly and it will drop. I am not sure I agree with your work for hire backstop. Unlikely meta horizons will continue with the same size contract going forward. say 10% margins and 15x multiple on 30m. that is 45m, which with the new sharecount is 10c. It is a backstop but maybe not that strong. Mouse fails and devs could start jumping ship and outside contracts could dry up. Hmm on top of all that AI could be disrupting the work for hire model. I think I have mostly talked myself out of it. Although Mouse looks good and does seem like the type of game that could go viral on twitch for a few months. If it does you will likly get a great return 5x plus. crap maybe I am talking myself back in.

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NE

nedbankluyolo93

Nedbank please contact me,l need guidance step by step, please

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TH

CEO comp looks high on the surface, but context matters. Cognyte is approaching profitability — losses narrowed 23% YoY and they’re now guiding positive adjusted EBITDA of $47M for FY26. Revenue is growing 12-14% annually with a debt-free balance sheet. The board is compensating for execution on a turnaround, not rewarding stagnation. If they hit their $500M revenue / 20%+ EBITDA margin target by FY28, today’s comp will look like a bargain in hindsight. Imagine if everyone that has invested in Tesla 10 years ago had the same mentality...

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