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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
59.7% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
3 days ago
author updated this 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
13.5% 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
19
users have followed this narrative
8 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
3
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
3 days ago
author updated this narrative
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Laxmi Organic Industries
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Advanced Chemicals Entry And Capacity Expansion Will Unlock Global Opportunities
Key Takeaways Strategic partnerships, innovation investment, and targeted capacity expansions position Laxmi Organic for growth in high-margin specialty chemicals and export markets. Industry trends and global supply shifts support improved pricing power, margin recovery, and enhanced earnings potential for core businesses.
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₹205.00
FV
1.0% undervalued
intrinsic discount
24.58%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
7 days ago
author updated this narrative
OceanaGold
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Continued Exploration Will Boost Gold Production At Haile And Macraes
Key Takeaways Expansion in gold production and increased exploration activities are expected to boost future earnings and production capabilities. Strategic cost management and shareholder return strategies could enhance revenue, net margins, and EPS.
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CA$20.36
FV
2.4% undervalued
intrinsic discount
8.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
7 days ago
author updated this narrative
MFE-Mediaforeurope
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Integrated Media Efforts Will Unify Italy And Spain Markets
Key Takeaways Integration of traditional and digital media in Italy and Spain drives revenue growth via cross-media campaigns and advertising market synergy. Focus on local content and content production enhances market share and net margins, while strong cash flow management enables debt reduction and strategic investments.
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€4.24
FV
10.4% undervalued
intrinsic discount
0.67%
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
7 days ago
author updated this narrative
Sarana Menara Nusantara
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Expanding Fiber Connectivity In Sumatra And Sulawesi Will Boost Prospects
Key Takeaways Sarana Menara Nusantara is leveraging non-tower segment growth and industry consolidation to drive revenue through increased infrastructure demand despite potential churn. Expansion into Sulawesi and Sumatra alongside strategic acquisitions like Remala Abadi aims to boost long-term revenue, connectivity capabilities, and margins.
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Rp1.03k
FV
37.2% undervalued
intrinsic discount
4.50%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
7 days ago
author updated this narrative
Arise
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
New Markets And BESS Projects Will Define Our Future
Key Takeaways Diversification into new markets and technologies is expected to drive high returns and improve net margins with minimal capital expenditure. Successful refinancing and project transactions aim to enhance financial performance and stabilize earnings in volatile power markets.
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SEK 72.76
FV
52.0% undervalued
intrinsic discount
27.14%
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
7 days ago
author updated this narrative
Careium
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
European B2C Expansion And New Contracts Will Deliver Future Results
Key Takeaways Growth in B2C markets in the U.K. and Netherlands, along with strategic R&D investments, are positioned to boost revenue and profitability. New contracts in Norway and France's fixed alarms signify potential market penetration and expansion, enhancing revenue and net margins.
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SEK 30.09
FV
8.9% undervalued
intrinsic discount
9.91%
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
7 days ago
author updated this narrative
SmartCraft
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expansion Into The UK And Spark Initiative Will Reshape Future Operations
Key Takeaways SmartCraft's UK expansion and Spark initiative in the electrician sector promise substantial revenue growth through a larger market and higher ARPU. Acquisitions and strategic focus on customer success aim to boost recurring revenue, enhance earnings, and stabilize margins despite market challenges.
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NOK 33.31
FV
19.8% undervalued
intrinsic discount
13.72%
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
7 days ago
author updated this narrative
AstraZeneca
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Beyonttra Approval And Beijing R&D Will Open New Global Markets
Key Takeaways Strong pipeline momentum from recent approvals and Phase III trials is expected to enhance future revenues and market share growth. Strategic acquisitions and investments in emerging markets and R&D centers, such as in Beijing, support long-term innovation and revenue expansion.
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UK£133.86
FV
22.7% undervalued
intrinsic discount
5.91%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
135
users have followed this narrative
7 days ago
author updated this narrative
Chemtrade Logistics Income Fund
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Investments In Water Chemicals And Ultrapure Acid Will Secure Future Success
Key Takeaways Investment in water chemicals and ultrapure acid aims to drive growth through improved plant reliability and capacity expansion. Strategic growth in water chemicals and acid may enhance revenue, while cost pass-through from tariffs protects margins.
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CA$14.50
FV
22.5% undervalued
intrinsic discount
2.31%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
7 days ago
author updated this narrative
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