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Weekly Picks
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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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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Vossloh
CH
Chris1
Community Contributor
Vossloh rides a €500 billion wave to boost growth and earnings in the next decade
Over the coming decade, two forces converge to transform Vossloh’s prospects: Germany’s unprecedented €500 billion infrastructure fund and the strategic bolt-on of Sateba, Europe’s leading concrete-sleeper maker. Together they unlock fresh markets, deepen Vossloh’s moat, and set the stage for multi-year revenue and earnings growth.
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€78.41
FV
9.3% overvalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
3 months ago
author updated this narrative
Lycopodium
RO
Robbo
Community Contributor
Diversified Undervalued Engineering Company. Foundation stock for a diversified portfolio or dividend investor.
Catalysts Are there any products or services that could move sales or earnings meaningfully? Lycopodium (LYL) is an engineering consulting company whose core business is building and developing mines for its clients, including in growth areas such as battery minerals and Africa.
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AU$11.39
FV
3.1% overvalued
intrinsic discount
15.72%
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
3 months ago
author updated this narrative
Unilever Nigeria
WA
WaneInvestmentHouse
Community Contributor
Unilever Nigeria Delivers Strong Q1 2025 Performance with 65% Profit Growth Amid Strategic Focus
Unilever Nigeria Plc has kicked off 2025 with impressive results, reporting a 45% increase in turnover to ₦46.9 billion for the first quarter ended 31st March, up from ₦32.3 billion in the same period last year. This robust topline expansion underscores the company’s strategic push toward core product focus and operational excellence.
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₦36.00
FV
72.2% overvalued
intrinsic discount
31.05%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
4
users have followed this narrative
3 months ago
author updated this narrative
Abbey Mortgage Bank
WA
WaneInvestmentHouse
Community Contributor
Abbey Mortgage Bank Delivers Strong Q1 with 68.6% Earnings Surge Despite Slowing Lending
Abbey Mortgage Bank Plc kicked off 2025 on a strong note, posting a 68.64% jump in gross earnings to ₦3.77 billion in Q1 2025, compared to ₦2.24 billion in the same period last year. The impressive topline growth signals continued momentum in its income-generating activities, even as core lending activities showed signs of moderation.
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₦6.50
FV
23.1% overvalued
intrinsic discount
32.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
7
users have commented on this narrative
3
users have followed this narrative
3 months ago
author updated this narrative
Hexatronic Group
UN
Unike
Community Contributor
Hexatronic Group Will Surf the Fiber Wave to 8% Revenue Growth
Catalysts Most Immediate Catalysts (1–2 Years) Increased Demand for Fiber Networks: As broadband penetration and 5G rollout accelerate across Europe and the Nordics, operators are investing in fiber-to-the-home (FTTH) and backhaul infrastructure—directly benefiting Hexatronic’s product portfolio. Strategic Partnerships & Contracts: Recent contracts with major telecom operators and network integrators boost short-term revenue visibility and enhance Hexatronic’s market presence.
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SEK 33.80
FV
38.7% undervalued
intrinsic discount
8.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
10
users have followed this narrative
3 months ago
author updated this narrative
NVIDIA
CH
Chris1
Community Contributor
NVIDIA's AI Dominance Will Explode Revenue by 20% in Five Years
In an era where artificial intelligence accelerates every sector, NVIDIA stands at the epicenter of a technology revolution. With hyperscale cloud providers and enterprises alike racing to deploy generative-AI workloads, NVIDIA’s GPUs have become indispensable.
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€104.64
FV
38.1% overvalued
intrinsic discount
20.26%
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
3 months ago
author updated this narrative
RENK Group
CH
Chris1
Community Contributor
Riding the Defense Boom RENK Sees Revenue Climb at 15% CAGR by FY 2029
In a renewed political landscape where a Trump administration adopts a more interventionist stance toward Ukraine, the United States sharply increases its military aid—providing advanced tank transmissions, power packs, and suspension systems. This pivot alleviates initial concerns among European allies, but it simultaneously reinforces the imperative for Europe to shore up its own defense capabilities.
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€69.87
FV
2.5% overvalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
24
users have followed this narrative
3 months ago
author updated this narrative
Deutsche Telekom
CH
Chris1
Community Contributor
Deutsche Telekom Will Automate and Innovate to Boost 3.4% Revenue Growth by 2029
Over the next five years (FY 2025–2029), Deutsche Telekom will leverage its transatlantic scale, AI-driven automation and continued 5G/fibre roll-out to deliver mid-single-digit top-line growth, expanding margins, double-digit EPS gains—and trade at a stable mid-teens P/E. Revenue CAGR ≈ 3.4 % At its October 2024 Capital Markets Day, management guided to net-revenue growth of ~4 % p.a. through 2027; consensus extends this to 2029, implying a rise from €115.8 b to €136.5 b—≈ 3.4 % CAGR .
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€34.86
FV
12.6% undervalued
intrinsic discount
3.40%
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
3 months ago
author updated this narrative
Transcorp Hotels
WA
WaneInvestmentHouse
Community Contributor
Transcorp Hotels Delivers Stable Bottom Line Despite FX Headwinds and Rising Costs
Transcorp Hotels Plc posted a modest 0.6% year-on-year profit growth in Q1 2025, with net earnings inching up to ₦5.046 billion from ₦5.016 billion in the same period last year, according to its unaudited financials submitted to the Nigerian Exchange. Despite the marginal bottom-line improvement, the company delivered robust revenue growth , reflecting stronger operational performance driven by new capacity investments.
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₦104.36
FV
36.5% overvalued
intrinsic discount
27.65%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
3
users have followed this narrative
3 months ago
author updated this narrative
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