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Citigroup
CH
ChadWisperer
Community Contributor
Pole position to benefit from GENIUS Act
The passing of the GENIUS Act establishes a clear regulatory framework for stablecoins, allowing banks like Citi to issue their own stablecoins; Citi Token Services lets Citi position itself as the "killer app" for institutional cross-border payments, absorbing complexities and offering instant, cost-effective solutions; Core business is firing on all cylinders , with record performances in Markets and Wealth, significant share gains in Investment Banking (especially M&A, LevFin, and sponsors), and robust growth in Services and U.S. Personal Banking, all contributing to strong revenue momentum; Highly capital efficient returning $3 billion in capital during the quarter , including $2 billion in share repurchases, part of our $20 billion repurchase plan with a goal of 11% Return on tangible equity (ROTE or ROTCE). ✨ Chat with this narrative: https://notebooklm.google.com/notebook/aa2a6c92-6bd1-495e-beb5-d8d4e6525410 (believe a Google account is required) Background Citigroup Inc.
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US$233.04
FV
58.8% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
14
users have liked this narrative
0
users have commented on this narrative
35
users have followed this narrative
New
narrative
IREN
KA
kapirey
Community Contributor
IREN will transform from bitcoin miner to leader in AI infrastructure
Key Highlights Financial Performance (Q3 FY25) Record Revenue : $148.1 million Record Adjusted EBITDA : $83.3 million Record EBITDA : $82.7 million Profit After Tax : $24.2 million Avg. Operating Hashrate : 29.4 EH/s Strong Margins : All-in cash cost per BTC mined at $41k vs.
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US$21.48
FV
17.5% undervalued
intrinsic discount
49.99%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
34
users have followed this narrative
Updated
narrative
XRF Scientific
RO
Robbo
Community Contributor
Behind the Assay: XRF Scientific’s Role in Modern Mining Economics
There’s an old saying that in a gold rush, those who make the money are the ones selling the shovels; and mining service companies have indeed proven to be shrewd investments historically. XRF Scientific holds a strong niche in sample preparation equipment and consumables used in X-ray fluorescence (XRF) and X-ray diffraction (XRD) analysis, which are essential in determining the quality and purity of materials.
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AU$2.10
FV
2.4% undervalued
intrinsic discount
9.68%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
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ForFarmers
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Upcoming Integrations And Sustainable Focus Will Strengthen Position In European Feed Market
Key Takeaways Strategic acquisitions and partnerships in Poland and Germany are set to boost market position, expand revenue, and improve margins via increased market presence and synergies. Focus on sustainability and cost control efforts, including in organic feed production, aligns with market trends, potentially driving improved net margins and earnings growth.
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€5.15
FV
26.5% undervalued
intrinsic discount
4.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
4 days ago
author updated this narrative
Eastnine
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Office Demand In Poland Will Secure A Promising Future
Key Takeaways Strategic focus on Poland and strong demand for office spaces boost rental revenue and enhance net margins. Sustainability initiatives and high occupancy rates ensure stable income and attract investors, increasing long-term equity value.
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SEK 58.00
FV
14.5% undervalued
intrinsic discount
8.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
4 days ago
author updated this narrative
Technocraft Industries (India)
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Aurangabad Capacity And International Markets Will Drive Long-Term Expansion
Key Takeaways New plant capacity, process efficiencies, and value-added products are set to boost margins, operating leverage, and overall earnings stability. Global market expansion, infrastructure boom, and shifting manufacturing dynamics position the company for sustained export growth and increased international market share.
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₹4.33k
FV
23.3% undervalued
intrinsic discount
16.91%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
ReadyTech Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Acquisition Of CouncilWise Will Accelerate Cloud Transitions And Improve Efficiency
Key Takeaways The acquisition of CouncilWise is set to accelerate cloud adoption, enhancing revenue growth in the Government segment. AI-driven efficiencies are expected to improve productivity and margins, potentially boosting earnings through optimized costs across operations.
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AU$3.62
FV
35.0% undervalued
intrinsic discount
11.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
4 days ago
author updated this narrative
MTAR Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expanding Into Clean Energy And Aerospace Will Drive Future Success
Key Takeaways Strategic expansion into Clean Energy and aerospace, along with new customer bases, supports strong revenue growth and margin improvements. Increased production capacity and robust order book across high-demand sectors enhance future revenue visibility and operating leverage.
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₹1.93k
FV
21.9% undervalued
intrinsic discount
25.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
4 days ago
author updated this narrative
Action Construction Equipment
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expansion, CEV 5 Norms, And KATO JV Will Unlock Future International Opportunities
Key Takeaways Favorable government policies and anti-dumping duties are set to boost market demand and competitive positioning, positively affecting sales and margins. Expansion plans and compliance with CEV 5 norms may open new revenue streams in global markets, enhancing long-term earnings potential.
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₹1.36k
FV
18.9% undervalued
intrinsic discount
14.20%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
10
users have followed this narrative
4 days ago
author updated this narrative
Ramelius Resources
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Cue And Hesperus Will Unlock Mining Synergies Amid Risks
Key Takeaways The combination with Spartan and new exploration results promise lower costs, improved margins, and potential revenue growth. Expanding operations at Mt Magnet and focusing on high-grade exploration support long-term revenue and earnings growth.
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AU$3.24
FV
16.1% undervalued
intrinsic discount
-0.17%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
27
users have followed this narrative
4 days ago
author updated this narrative
Reliance Worldwide
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Integration With Holman And SharkBite Rollout To Unlock Future Opportunities
Key Takeaways Successful integration and supply chain improvements aim to boost revenue, margins, and operational efficiency. Financial flexibility enables strategic acquisitions and capital initiatives, supporting future earnings growth.
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AU$5.17
FV
17.6% undervalued
intrinsic discount
4.89%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
4 days ago
author updated this narrative
Superior Plus
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
The 'The Company Delivers' Program Will Drive Operational Improvements And Future Profitability
Key Takeaways Superior Delivers initiative is projected to boost operational efficiency and customer growth, enhancing both revenue and profitability long term. Strategic focus on performance optimization at Certarus and capital allocation is likely to improve earnings and margins as market conditions get better.
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CA$10.03
FV
30.4% undervalued
intrinsic discount
6.47%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
4 days ago
author updated this narrative
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