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Our community narratives are driven by numbers and valuation.

Neptun Deep And CCGT Will Spark European Gas Amid Challenges

Key Takeaways Regulatory pressures are offset by resilient volume growth, rising market share, and upside potential from price liberalization and new production projects. European energy security needs and expanded export access position Romgaz for sustained pricing power, diversified revenues, and long-term margin improvement.Read more

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AN

AnalystHighTarget

RON 8.2

21.8% overvalued

AnalystHighTarget's Fair Value

Revenue

22.42% p.a.

Profit Margin

33.7%

Future PE

8.7x

Price in 2028

RON 11.65

Eastern European Gas And Renewables Will Shape Future Energy Markets

Key Takeaways New gas projects and market liberalization are poised to enhance production, revenues, and margin resilience amid strong regional energy demand and security initiatives. Strategic expansion into renewables and cost optimization positions the company for higher-margin growth and diversified revenue streams as energy transition accelerates.Read more

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AN

AnalystConsensusTarget

RON 0.82

21.3% overvalued

AnalystConsensusTarget's Fair Value

Revenue

5.41% p.a.

Profit Margin

15.33%

Future PE

11.72x

Price in 2028

RON 1.16

SNG: Renewables Partnership Will Weigh On Future Overvaluation And Margins

Key Takeaways Government price controls and rising regulation restrict Romgaz's ability to benefit from high European gas prices, limiting near-term profit potential despite market optimism. Long-term growth faces headwinds from renewables expansion, declining fossil fuel demand, maturing fields, and increasing regulatory, taxation, and financing challenges.Read more

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AN

AnalystConsensusTarget

RON 7.26

37.7% overvalued

AnalystConsensusTarget's Fair Value

Revenue

15.32% p.a.

Profit Margin

35.55%

Future PE

8.73x

Price in 2028

RON 10.31

EU Decarbonization And LNG Competition Will Erode Gas Revenues

Key Takeaways Accelerating renewables adoption and stricter regulations threaten Romgaz's demand, margins, and market share in the face of rising costs and sector-specific taxes. Project execution risks and heavy investment demands may strain financial health, limit shareholder returns, and increase downside risk amidst uncertain long-term outlook.Read more

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AnalystLowTarget

RON 5.21

91.7% overvalued

AnalystLowTarget's Fair Value

Revenue

-5.41% p.a.

Profit Margin

38.58%

Future PE

10.59x

Price in 2028

RON 7.43

Recently Updated Narratives

YI

Meta Stock: When Attention, AI, and Advertising Collide

Fair Value: US$723.11 7.7% undervalued

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YI

ADP Stock: Why Boring Payroll Is One of the Most Durable Businesses in Tech

Fair Value: US$387.77 33.4% undervalued

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Visa Stock: The Toll Booth at the Center of Global Commerce

Fair Value: US$429.73 17.4% undervalued

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Popular Narratives

RO

RockeTeller

Crazy Undervalued 42 Baggers Silver Play (Active & Running Mine)

Fair Value: CA$86 84.3% undervalued

8.9k

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AnalystConsensusTarget

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

Fair Value: US$250.39 24.7% undervalued

8.7k

985

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AG

Agricola

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

5.3k

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Trending Discussion

US

AMC will prove to be BBBY 2.0 before it's all done. Life has become too expensive for people (especially those with children) to afford movie theater experiences regularly. If you add for the even higher ticket prices of "specialty" theaters with the luxury seating and XL/3D screens, it becomes even MORE unaffordable. This becomes just plain comical when additionally factoring in the unreasonably high priced snacks & drinks. The average family has been priced out of "movie nights". More and more people have instead, saved up to buy ever larger TVs, (which have become much more affordable in resent years) in order to stretch their money and remain on budget throughout their movie watching. With a substantially larger TV, it feels a bit more similar to the "big screen" experience of a movie theater. As time goes on, the theater ONLY experience will be reserved for those special releases that have been anxiously waited on and are expected to be EXTREME and INTENSE! The mere lack of affordability will make movie going, a growingly rare occasion for an increasing number of people. Although the theater is a favorite pastime, facts ARE facts. This particular source of entertainment, has become too budget busting, year over year for the average consumer. I, quite frankly, see this problem only growing worse in the future.

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EI

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WA

Wane_Investment_House

Full Year 2024 Financial Highlights Revenue was $2.027 billion, down 3% year-over-year GAAP EPS was a loss of $1.12, including a loss of $1.68 per share from discontinued operations tied to the Global Ecommerce (“GEC”) sale Adjusted EPS was $0.82, an improvement of $0.21 or 34% over the prior year GAAP net loss of $204 million, including a loss of $306 million from discontinued operations tied to the GEC sale Adjusted EBIT was $385 million, up $77 million or 25% over the prior year GAAP cash from operating activities was $276 million Free Cash Flow was $290 million and excludes $86 million of restructuring payments Fourth Quarter 2024 Financial Highlights Revenue was $516 million, down 2% year-over-year GAAP EPS was a loss of $0.21, including a non-cash pension settlement charge of $0.37 per share and GEC exit costs of $0.12 per share Adjusted EPS was $0.32, an improvement of $0.12 or 60% over the prior year period GAAP net loss of $37 million Adjusted EBIT was $114 million, up $28 million or 33% versus the prior year period GAAP cash from operating activities was $132 million Free Cash Flow was $145 million and excludes $32 million of restructuring payments Pitney Bowes, a technology-driven company, has achieved US State Risk and Authorization Management Program (StateRAMP) authorization for its SendPro 360 solution. This is a significant milestone, demonstrating the company's commitment to delivering secure and reliable solutions for government agencies ¹. Key Highlights: - StateRAMP Authorization: Pitney Bowes has achieved StateRAMP authorization, which provides a standardized approach to assessing cloud products. - Comprehensive Security Standards: The authorization demonstrates Pitney Bowes' dedication to meeting the most comprehensive security and compliance standards for state agencies. - Government Agency Access: The SendPro 360 platform provides government agencies with secure access to a suite of inbound and outbound shipping solutions.

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