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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
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0
users have commented on this narrative
34
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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
9
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Lundin Gold
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Plant Expansion Will Increase Throughput To 5,000 Tonnes Per Day, Improving Future Production
Key Takeaways Plant expansion and exploration efforts could boost revenue, profit margins, and production consistency, signaling robust growth potential. Dividend increases and strategic investments in self-generation reveal strong cash flow expectations, enhancing shareholder value and operational efficiency.
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CA$64.42
FV
0.6% overvalued
intrinsic discount
6.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
4 days ago
author updated this narrative
Minda
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
EV Partnership And Localization Will Transform India's Auto Components Sector
Key Takeaways Strategic partnerships and premiumization in EV components are key to driving revenue growth and improving margins. Localization and increased R&D investment enhance operational efficiency and innovation, supporting sustainable long-term financial growth.
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₹588.50
FV
13.2% undervalued
intrinsic discount
13.34%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
4 days ago
author updated this narrative
Vulcan Steel
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Operational Efficiencies And Aluminum Expansion Will Strengthen Future Resilience
Key Takeaways Disciplined cash flow and debt reduction initiatives are set to improve revenue resilience and potentially expand margins despite inflationary pressures. Geographic expansion and rollout of hybrid sites, alongside targeted product diversification, offer significant future revenue growth opportunities and improved net margins.
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AU$7.07
FV
7.3% undervalued
intrinsic discount
8.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
4 days ago
author updated this narrative
Thomas Cook (India)
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Leisure Expansion And Digital Growth In Financial Services Will Boost Future Prospects
Key Takeaways Consolidating the Nature Trails brand could boost domestic revenue through Thomas Cook's strong distribution network. Growth in financial services and leisure expansion through an asset-light model may enhance revenue and improve earnings.
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₹218.00
FV
21.7% undervalued
intrinsic discount
12.11%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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14
users have followed this narrative
4 days ago
author updated this narrative
Boreo Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Acquisitions And Operational Improvements Will Secure Estonia And Finland Markets
Key Takeaways Acquisitions and market penetration strategies are expected to boost revenue and earnings in Estonia and Finland. Operational efficiencies and strategic growth plans enhance profitability, ensuring stable margins and long-term potential amidst economic uncertainties.
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€16.50
FV
3.6% undervalued
intrinsic discount
7.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
4 days ago
author updated this narrative
3105
WIN Semiconductors
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Wi-Fi 7 And AI Will Drive Semiconductor Advances
Key Takeaways Growing Wi-Fi 7 adoption and AI-driven applications are key growth drivers in the Wi-Fi PA and infrastructure segments, boosting revenue and earnings. Operational flexibility and customer communication amid tariff uncertainties are crucial for risk mitigation and maintaining net margins.
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NT$96.19
FV
7.6% undervalued
intrinsic discount
9.07%
Revenue growth p.a.
Set Fair Value
0
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
IVE Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Lasoo Platform Expected To Reach Profitability By FY '28 As Traction Increases
Key Takeaways Expansion in packaging and Third Party Logistics is expected to drive significant revenue growth and enhance earnings. Integration and consolidation efforts aim to improve service offerings and efficiency, positively impacting operating costs and future earnings.
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AU$3.28
FV
8.4% undervalued
intrinsic discount
1.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
4 days ago
author updated this narrative
ConvaTec Group
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Robust Product Pipeline And Automation Investments Will Drive Future Market Expansion
Key Takeaways ConvaTec's new product pipeline and market share growth in chronic care categories align well for sustained revenue expansion and innovative market leadership. R&D investments and efficient cost management are set to enhance margins, earnings, and shareholder value, fostering continuous financial performance improvement.
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UK£3.16
FV
24.3% undervalued
intrinsic discount
5.90%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
4 days ago
author updated this narrative
American Airlines Group
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Fleet Renewal And Cost Savings Will Drive Future Efficiency
Key Takeaways Fleet renewal and strategic debt management enhance financial flexibility, positively impacting earnings and capital expenditures. Cost management, revenue growth from loyalty programs, and strong international travel demand improve margins and boost revenue.
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US$13.70
FV
16.1% undervalued
intrinsic discount
4.20%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
47
users have followed this narrative
4 days ago
author updated this narrative
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