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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
users have liked this narrative
0
users have commented on this narrative
34
users have followed this narrative
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
users have followed this narrative
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SLC Agrícola
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Brazilian Farmland Expansion And Tech Advances Will Optimize Future Production
Key Takeaways Strategic expansion and acquisitions increase potential planted area and diversify the land portfolio, driving future revenue growth. Increased corn demand and cost-efficient operations could enhance margins and reshape export dynamics, supporting sustained profitability.
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R$22.74
FV
20.9% undervalued
intrinsic discount
7.66%
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
Gujarat State Fertilizers & Chemicals
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Commissioning Of Urea-II And Sulphuric Acid V Projects Will Reduce Costs And Strengthen Future Performance
Key Takeaways Cost-effective projects and strategic sourcing improve net margins and stabilize input costs, enhancing profitability prospects. Expanded capacities and favorable conditions drive revenue growth and strengthen market presence in the fertilizer segment.
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₹180.00
FV
11.7% overvalued
intrinsic discount
5.25%
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
3 days ago
author updated this narrative
Affle 3i
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Expanding AI-Driven IP Portfolio Will Strengthen Competitive Moat
Key Takeaways Strategic focus on high-value conversions and AI technologies aims to enhance net margins and drive sustainable revenue growth. Strong cash flows and efficient operational management underline Affle's potential for earnings growth and increased investor confidence.
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₹1.83k
FV
1.7% undervalued
intrinsic discount
20.20%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
3 days ago
author updated this narrative
Valeura Energy
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Wassana Redevelopment Will Define Future Prospects Despite Risks
Key Takeaways Successful drilling and production strategies are set to boost reserves and production, driving growth in revenue and cash flow. Operational efficiencies and tax integration are projected to enhance net margins and reduce costs, improving cash flow and sustainability.
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CA$12.98
FV
32.5% undervalued
intrinsic discount
-9.78%
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
Foraco International
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Global Demand For Copper And Gold Will Spur Drilling Expansion
Key Takeaways Diversification into water-related drilling and strong relationships with major miners enhance revenue stability and reduce financial risk. Strategic expansion and disciplined financial management support margin improvement and sustainable long-term growth amid rising commodity demand.
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CA$3.94
FV
55.6% undervalued
intrinsic discount
14.69%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
3 days ago
author updated this narrative
FACC
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Composite Turbine Blade And A350 Production Will Improve Global Reach
Key Takeaways FACC's innovation in composite materials and rising production rates suggest potential for revenue growth through new contracts and higher component sales. Strategic global presence and efficient financial management enhance resilience, protecting against geopolitical risks and improving cash flow and earnings stability.
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€10.18
FV
30.2% undervalued
intrinsic discount
8.27%
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 days ago
author updated this narrative
Lime Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Subscription Conversion And Expert Services Improvements Will Secure Resilient Performance
Key Takeaways Strong growth in subscription revenues and predictable models are expected to enhance future margins and drive revenue growth. Diversified revenue across geographies and sectors, coupled with strategic investments, mitigates risk and supports market expansion.
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SEK 400.40
FV
3.1% undervalued
intrinsic discount
11.93%
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
3 days ago
author updated this narrative
FLSmidth
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Shifting To High-Margin Mining Services And Divesting The Cement Business Will Strengthen Future Prospects
Key Takeaways By focusing on high-margin service contracts and selling non-core assets, FLSmidth aims to enhance revenue stability and improve net margins. Operational efficiency is set to improve through streamlined operations and global service centers, while mining sector innovations bolster market share and customer engagement.
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DKK 423.63
FV
4.9% undervalued
intrinsic discount
-7.41%
Revenue growth p.a.
Set Fair Value
0
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
Parex Resources
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Alignment With Ecopetrol In Llanos Foothills Will Unlock Future Exploration Potential
Key Takeaways Waterflood plans and polymer injection are set to boost reservoir performance and recovery, enhancing production and revenue. Shareholder returns prioritized with dividends and buybacks, benefiting from strong funds flow and likely boosting EPS and investor confidence.
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CA$16.02
FV
7.0% undervalued
intrinsic discount
-2.36%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
3 days ago
author updated this narrative
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