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Cost Efficiencies And Market Normalization Will Support Stronger Earnings Quality Over Time

Catalysts About ADAMA ADAMA provides crop protection solutions that help growers safeguard yields and manage farm productivity across global markets. What are the underlying business or industry changes driving this perspective?Read more

CN¥6.5

15.7% undervalued

AnalystConsensusTarget's Fair Value

Revenue

6.62% p.a.

Profit Margin

0.027%

Future PE

22.31x

Price in 2028

CN¥0.09

Popular Narratives

A case for CA$31.80 (undiluted), aka 8,616% upside from CA$0.37 (an 86 bagger!).

Fair Value: CA$31.8 98.3% undervalued

6.1k

Early mover in a fast growing industry. Likely to experience share price volatility as they scale

Fair Value: US$16.25 367.6% overvalued

7.3k

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Fair Value: US$253.02 25.4% undervalued

9.5k

1007

Trending Discussion

Very nice analysis. Thank you for this piece of work.

Good to find out that Paypal changed it's mind from becoming a bank to remaining in its initial position as a fintech company. It does well in that front.

Interesting analysis, but the price trajectory assumed for the baseline metals is problematic. These assumptions form the foundation for the entire case, and when compared against historical pricing, don’t appear to be grounded in any reasonable precedent. Even accounting for past commodity super-cycles, inflationary periods, or supply constraints, the forecasted pricing for gold, silver, zinc, and lead are well outside what history would suggest is plausible over comparable timeframes. That creates a fragile premise as the conclusions are driven by aggressive inputs rather than underlying market behavior that is realistic. The analysis would be materially stronger if the price assumptions were anchored to historical ranges and prior cycle peaks, with explicit rationale where the model intentionally departs from those patterns. As it stands, the trajectory feels more aspirational than analytical.

Materials Chinese Community

Cost Efficiencies And Market Normalization Will Support Stronger Earnings Quality Over Time

Recently Updated Narratives

Early Year 2026 Update

A great prediction written on the 21st of July 2025

Best bet on Rare Earth - Currently priced to perfection, invest if thesis holds at $35-40

Popular Narratives

A case for CA$31.80 (undiluted), aka 8,616% upside from CA$0.37 (an 86 bagger!).

Early mover in a fast growing industry. Likely to experience share price volatility as they scale

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Trending Discussion

Very nice analysis. Thank you for this piece of work.

Good to find out that Paypal changed it's mind from becoming a bank to remaining in its initial position as a fintech company. It does well in that front.

Value any company in seconds

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Materials Chinese Community

Materials Chinese Investing Ideas

Cost Efficiencies And Market Normalization Will Support Stronger Earnings Quality Over Time

Recently Updated Narratives

Early Year 2026 Update

A great prediction written on the 21st of July 2025

Best bet on Rare Earth - Currently priced to perfection, invest if thesis holds at $35-40

Popular Narratives

A case for CA$31.80 (undiluted), aka 8,616% upside from CA$0.37 (an 86 bagger!).

Early mover in a fast growing industry. Likely to experience share price volatility as they scale

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Trending Discussion

Very nice analysis. Thank you for this piece of work.

Good to find out that Paypal changed it's mind from becoming a bank to remaining in its initial position as a fintech company. It does well in that front.

Value any company in seconds

Popular companies