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ChadWisperer
Community Contributor
Priced for AI perfection - cracks are emerging
Update 27th Jan 2025 My original narrative was primarily based on Aswath Damodaran's Nvidia narrative and valuation. The recent news from DeepSeek further supports this narrative.
View narrativeUS$90.15
FV
38.5% overvalued intrinsic discount15.93%
Revenue growth p.a.
25users have liked this narrative
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39users have followed this narrative
8 days ago author updated this narrative
NA
NateF
Community Contributor
NVDA Market Outlook
NVIDIA Corporation (NVDA) has demonstrated remarkable growth, particularly in the AI and data center sectors, positioning it as a compelling investment opportunity for the next 1 to 3 years. Sector: Technology Industry: Semiconductors Market Capitalization: $3.4t (Mega-cap) Major Competitors: NVIDIA (NVDA) operates in a highly competitive landscape, with several major and direct competitors in its key markets, including AI, gaming, data centers, and automotive.
View narrativeUS$341.12
FV
63.4% undervalued intrinsic discount25.46%
Revenue growth p.a.
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24users have followed this narrative
2 days ago author updated this narrative
ST
StockMan
Community Contributor
Karoon Energy (ASX:KAR) - Buy Baby Buy 🚀
Overview Our analysis indicates that Karoon Energy (ASX: KAR) is generating exceptionally strong free cash flow (FCF), with an FCF margin of ~45%—well above industry averages. Supported by a $65 per BOE base case, stable production growth (+3.8% annually), and a well-structured CAPEX program ($120M p.a.), Karoon is positioned to generate ~$293M USD in annual free cash flow.
View narrativeAU$5.91
FV
72.8% undervalued intrinsic discount12.38%
Revenue growth p.a.
19users have liked this narrative
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31users have followed this narrative
Updated narrative
WA
Consensus Narrative from 2 Analysts
11-MW Solar Investment And Capacity Expansion Will Strengthen Future Prospects
Key Takeaways Expansion in production capabilities and niche products is expected to drive future revenue growth through increased capacity and product diversification. Renewable energy initiatives and stable cotton prices are anticipated to reduce costs, improving profit margins and earnings.
View narrative₹527.00
FV
23.8% undervalued intrinsic discount8.86%
Revenue growth p.a.
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2users have followed this narrative
7 days ago author updated this narrative
WA
Consensus Narrative from 6 Analysts
The Cameo Launch And Eco-Friendly Focus Will Drive Future Market Success
Key Takeaways Norcros's sustainable product development and strong market position aim to capture growing demand, potentially boosting revenue amidst shifting market preferences. Streamlined logistics and a robust balance sheet enhance operational efficiency and strategic flexibility, positioning the company for earnings growth and market expansion.
View narrativeUK£3.65
FV
37.8% undervalued intrinsic discount0.43%
Revenue growth p.a.
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7 days ago author updated this narrative
WA
Consensus Narrative from 11 Analysts
Media Luna Project Completion Will Expand Production Starting In 2025
Key Takeaways Completion of the Media Luna project and exploration activities boost production capacity, supporting future revenue and long-term growth. Enhanced cost efficiency and positive free cash flow expected from operational improvements and higher gold prices, strengthening net margins and earnings.
View narrativeCA$38.25
FV
13.2% undervalued intrinsic discount6.39%
Revenue growth p.a.
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2users have followed this narrative
7 days ago author updated this narrative
WA
Consensus Narrative from 7 Analysts
Expansion Into Oil And Gas, Railways, And Farm Equipment Will Strengthen Future Prospects
Key Takeaways Strategic expansions in Jamshedpur and Mexico aim to boost production and revenue diversification, reducing reliance on commercial vehicles. Focus on value-added products and engineering is expected to enhance net margins and overall earnings.
View narrative₹1.14k
FV
33.7% undervalued intrinsic discount9.11%
Revenue growth p.a.
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7 days ago author updated this narrative
WA
Consensus Narrative from 2 Analysts
Full Operation At G3 Plant Will Increase Production Capacity By 18 Million Tonnes Per Year
Key Takeaways Successful G3 plant operations and new gas contracts in Chile enhance production capacity and stabilize revenues, benefiting future earnings. OCI acquisition synergies and regional methanol price increases offer operational efficiencies and potential revenue growth, improving net margins and shareholder value.
View narrativeCA$78.73
FV
5.1% undervalued intrinsic discount11.68%
Revenue growth p.a.
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7 days ago author updated this narrative
WA
Consensus Narrative from 11 Analysts
Maestro Gen AI And Accenture Collaboration Will Drive Future Success
Key Takeaways Strategic partnerships and AI innovation focus are expected to drive future revenue growth and enhance margins. Share buyback and leadership changes aim to boost earnings per share and shareholder value.
View narrativeCA$198.62
FV
12.5% undervalued intrinsic discount13.22%
Revenue growth p.a.
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7 days ago author updated this narrative
WA
Consensus Narrative from 15 Analysts
Improved Vehicle Finance Collections And New ForEx Services Will Strengthen Future Operations
Key Takeaways Enhanced technology and optimized funding costs could improve operational efficiencies and stabilize earnings growth through better customer service and reduced funding expenses. Strategic focus on diversified products like personal loans and credit cards aims to drive revenue growth and sustain net interest margins despite microfinance decline.
View narrative₹81.13
FV
11.5% undervalued intrinsic discount17.26%
Revenue growth p.a.
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1users have followed this narrative
7 days ago author updated this narrative
WA
Consensus Narrative from 2 Analysts
Digitalization Will Unlock Opportunities With SMEs In Southern Europe
Key Takeaways Legislative digitalization and e-invoicing mandates present growth opportunities for Talenom, potentially increasing revenue from SME digital platform adoption. Separating the software business enhances scalability and creates new revenue streams, positively impacting net sales and market presence.
View narrative€4.95
FV
38.0% undervalued intrinsic discount8.34%
Revenue growth p.a.
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2users have followed this narrative
7 days ago author updated this narrative
WA
Consensus Narrative from 9 Analysts
Global Expansion And Tactical PPAs With Tier 1 Corporates Will Drive Revenue Growth And Boost Earnings
Key Takeaways Strategic investments and new assets aim to bolster future revenue through expanded capacity and repowering efforts. Enhanced credit terms and buyback initiatives signal stronger financial health, potentially boosting EPS and revenue stability.
View narrative€26.83
FV
27.6% undervalued intrinsic discount8.30%
Revenue growth p.a.
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2users have followed this narrative
7 days ago author updated this narrative