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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
12
users have liked this narrative
0
users have commented on this narrative
20
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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
11.6% undervalued
intrinsic discount
50.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
9 days ago
author updated this 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
1.4% undervalued
intrinsic discount
9.68%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
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Centuria Capital Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
New AI Factory And REITs Will Expand Market Presence In Undersupplied Sectors
Key Takeaways Strategic initiatives in AI and real estate aim to boost scalability, profitability, and diversify revenue, enhancing future earnings growth. Centuria's position in under-supplied markets and nonbank lending expansion anticipates revenue growth and higher net margins.
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AU$1.89
FV
5.3% undervalued
intrinsic discount
-1.49%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
12 minutes ago
author updated this narrative
Black Diamond Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Upcoming Investments And Strong Demand Will Support Future Expansion
Key Takeaways Increased contracted rental revenue and strategic capital investments in 2025 lay a strong foundation for future earnings growth and revenue stability. Asset-based credit facility expansion and LodgeLink's growth fuel potential for diverse revenue streams and enhanced market share.
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CA$14.33
FV
15.2% undervalued
intrinsic discount
3.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
12 minutes ago
author updated this narrative
Matrimony.com
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Vernacular Apps Will Drive User Engagement In Underpenetrated Regions
Key Takeaways Launching a vernacular-based app and updating community apps could boost user engagement and drive revenue in untapped regions. Cost optimization and personal services growth could improve net margins and future earnings substantially.
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₹485.00
FV
7.4% overvalued
intrinsic discount
7.02%
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
12 minutes ago
author updated this narrative
Elica
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Product Diversification And North America Expansion May Boost Brand Presence Despite Market Challenges
Key Takeaways Transitioning to a growth-focused strategy with product innovation and brand presence is expected to boost revenue and market share. Effective inventory management and strategic marketing investment are anticipated to improve cash flow and enhance net margins.
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€1.70
FV
16.8% undervalued
intrinsic discount
2.04%
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
12 minutes ago
author updated this narrative
SCG Packaging
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Expanding Packaging And Healthcare Supplies Will Open International Markets
Key Takeaways SCGP's strategic expansion in consumer packaging and healthcare supplies aims to bolster revenue growth and improve earnings through domestic production capabilities. Diversification into ASEAN and international markets, coupled with U.S. expansion plans, positions the company to navigate global trade volatility and enhance long-term growth.
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฿17.99
FV
1.2% overvalued
intrinsic discount
6.29%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
12 minutes ago
author updated this narrative
Knowles
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Medtech And Specialty Audio Will Open New Opportunities
Key Takeaways Growth in medtech and specialty audio, with strong bookings and cash generation, positions Knowles for revenue growth and shareholder value enhancement. Production expansion, strategic acquisitions, and essential demand assurance bolster Knowles' revenue streams and net margins amidst market uncertainties.
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US$20.75
FV
8.4% undervalued
intrinsic discount
5.15%
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
12 minutes ago
author updated this narrative
InfuSystem Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
ChemoMouthpiece Launch Will Address Unmet Needs In Oral Mucositis Treatment
Key Takeaways InfuSystem anticipates revenue growth and higher cash flow by expanding wound care products and leveraging partnerships with DME companies. Launching the ChemoMouthpiece and expanding biomed services are set to create new revenue streams and improve operational efficiency.
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US$13.50
FV
55.9% undervalued
intrinsic discount
8.71%
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
12 minutes ago
author updated this narrative
Raspberry Pi Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Edge Computing And Digital Transformation Will Unlock New Opportunities
Key Takeaways Expansion into industrial OEMs, new product launches, and global partnerships positions Raspberry Pi for sustained growth and stronger market presence. Shifting toward higher-margin software, proprietary silicon, and recurring revenue streams is expected to lift margins and enhance long-term profitability.
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UK£5.49
FV
18.6% undervalued
intrinsic discount
15.90%
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
12 minutes ago
author updated this narrative
Guararapes Confecções
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Fashion Democratization Will Boost Operational Efficiency
Key Takeaways Strengthening fashion through organizational changes could accelerate revenue growth via better brand perception and e-commerce expansion. Record EBITDA growth and debt reduction underscore strong cash generation, indicating potential future earnings growth from improved financial health.
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R$9.80
FV
18.1% undervalued
intrinsic discount
6.86%
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
12 minutes ago
author updated this narrative
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