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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
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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
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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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COPT Defense Properties
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Defense And Cyber Leasing Will Secure Robust Long-Term Value
Key Takeaways Strong leasing activity and high tenant retention in the Defense/IT sector could enhance revenue growth and net margins with stabilized cash flows. Strategic developments and budget reallocation towards defense priorities indicate potential long-term earnings growth by aligning with increasing defense spending.
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US$31.86
FV
12.0% undervalued
intrinsic discount
3.85%
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
3 days ago
author updated this narrative
EVI Industries
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Acquisitions And Digital Platforms Will Expand Geographic Reach
Key Takeaways Strategic acquisitions and digital integration are enhancing EVI's scale, operational efficiency, and ability to capture new growth opportunities in key end-markets. Heightened sector standards and demand for efficient equipment position EVI to benefit from sustained product upgrades and margin expansion.
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US$28.00
FV
13.6% undervalued
intrinsic discount
13.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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3 days ago
author updated this narrative
Wesdome Gold Mines
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Kiena Deep And Eagle River Will Improve Operational Flexibility
Key Takeaways Successful ramp-up of Kiena Deep ore production and additional mining fronts expected to enhance production and revenue growth, improving operational flexibility. Continuous improvement initiatives at Eagle River and fill-the-mill strategy aimed at reducing costs and improving net margins through operational efficiency.
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CA$22.88
FV
25.7% undervalued
intrinsic discount
16.38%
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
3 days ago
author updated this narrative
Grid Dynamics Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expanding AI Capabilities Will Provide Tailored Solutions To Fortune 1000 Companies
Key Takeaways Expanding AI capabilities and partnerships with hyperscalers are key to driving revenue growth and enhancing operational efficiency. Diversification across industry verticals aims to increase market presence and improve customer satisfaction through global support.
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US$17.75
FV
41.1% undervalued
intrinsic discount
15.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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8
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3 days ago
author updated this narrative
Apex Frozen Foods
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
EU Approvals Will Unlock High-Value Ready-To-Eat Segments
Key Takeaways Expanding into value-added and convenience seafood products in the EU and UK strengthens revenue stability, pricing power, and reduces overreliance on the U.S. market. Improved operational efficiency, sustainable sourcing, and compliance with strict regulations position Apex for higher margins, premium pricing, and enhanced long-term earnings quality.
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₹263.00
FV
5.5% undervalued
intrinsic discount
14.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
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3 days ago
author updated this narrative
AddLife
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Optimized Product Portfolio And Acquisitions Will Deliver Future Value
Key Takeaways Focus on product optimization and balance sheet strength aims to enhance margins and drive acquisition-fueled growth in high-margin segments. Emphasis on advanced technologies like robotic surgery and gene sequencing aligns with market trends, potentially boosting future revenue and competitive margins.
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SEK 192.67
FV
10.2% undervalued
intrinsic discount
5.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
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3 days ago
author updated this narrative
HMS Networks
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Red Lion And PEAK-System Integration Will Drive Efficiency Improvements
Key Takeaways Restructuring into accountable divisions and successful acquisition integration could boost operational efficiency, revenue, and market share. Investments and strategic pricing to counteract tariffs may enhance competitiveness and protect profit margins in the US.
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SEK 496.67
FV
15.9% undervalued
intrinsic discount
15.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
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3 days ago
author updated this narrative
Sleep Cycle
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expanding Technology And Sleep Apnea Initiatives Will Open New Opportunities
Key Takeaways Strategic partnerships and technology licensing initiatives may diversify revenue streams and improve margins by leveraging Sleep Cycle's technology in various industries. Entry into the sleep apnea market and ongoing medical certifications could address significant unmet needs, potentially boosting revenue and earnings.
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SEK 38.50
FV
16.1% undervalued
intrinsic discount
13.97%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
3 days ago
author updated this narrative
Noah Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Domestic Restructuring And International Expansion Will Improve Operational Efficiency
Key Takeaways Strategic restructuring and expansion of international brands target underserved Mandarin-speaking markets to boost compliance, efficiency, and revenue growth. Investment in diversified products and technology aims to enhance client attraction, increase transaction value, and improve profit margins.
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US$11.82
FV
5.2% overvalued
intrinsic discount
4.65%
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
3 days ago
author updated this narrative
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