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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
16
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
8 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
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
4.3% 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
10
users have followed this narrative
8 days ago
author updated this narrative
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Watches of Switzerland Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Planned Hodinkee Integration And US Expansion Will Strengthen Luxury Watch Market Presence
Key Takeaways Expansion in the U.S. and new luxury jewelry offerings are likely to enhance revenue growth through increased market presence and share. Strategic acquisitions and planned projects, including enhancing online and retail capacities, aim to boost sales, earnings, and market visibility significantly.
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UK£4.61
FV
22.1% undervalued
intrinsic discount
5.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
4 days ago
author updated this narrative
Pets at Home Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Digital Platforms And Vet Business Will Create New Opportunities Ahead
Key Takeaways Investing in digital platforms and own-label products is expected to enhance margins, drive online sales, and boost earnings through superior quality and lower costs. Strong growth in the vet business and focus on cost efficiencies aim to increase revenues and mitigate inflationary pressures.
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UK£2.97
FV
17.9% undervalued
intrinsic discount
2.97%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
41
users have followed this narrative
4 days ago
author updated this narrative
PolyNovo
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
NovoSorb MTX Launch And Global Expansion Will Strengthen Future Business Prospects
Key Takeaways Launch of NovoSorb MTX in the U.S. and geographic expansion could drive revenue growth and diversify revenue sources. Innovation in the product pipeline and capacity expansions may enhance margins and long-term earnings through proprietary product introductions and operational efficiencies.
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AU$2.02
FV
38.7% undervalued
intrinsic discount
19.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
30
users have followed this narrative
4 days ago
author updated this narrative
PCBL Chemical
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
India Hub And Clean Solutions Will Shape Global Markets
Key Takeaways Expansion into specialty products and focus on sustainability positions PCBL to capture higher-margin opportunities amid global market shifts and regulatory changes. Capacity growth, integration efforts, and exposure to sectors benefiting from electrification ensure stable demand, improved efficiency, and enhanced long-term profitability.
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₹450.90
FV
14.7% undervalued
intrinsic discount
9.95%
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
4 days ago
author updated this narrative
Maple Leaf Foods
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
High-protein Food Trends And Automation Will Shape Future Success
Key Takeaways Rising global demand for high-protein and sustainable foods, alongside Maple Leaf's innovation and brand strength, supports sustained revenue growth and margin expansion. Efficiency gains from automation and supply chain improvements, as well as a planned business spin-off, position the company for enhanced profitability and shareholder value.
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CA$34.79
FV
15.4% undervalued
intrinsic discount
4.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
4 days ago
author updated this narrative
Rallis India
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Favorable Kharif Season And New Agrochemicals Will Expand Market Presence
Key Takeaways Favorable kharif season and strategic new product launches may boost domestic revenue and market share in crop care and seed segments. Digital transformation and operational efficiency efforts could enhance cost competitiveness, potentially improving margins and profitability.
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₹292.64
FV
23.7% overvalued
intrinsic discount
10.89%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
4 days ago
author updated this narrative
Precision Drilling
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Haynesville, Marcellus And Montney Will Fuel Future Operations
Key Takeaways U.S. activity growth and increased rig utilization should enhance revenue and operating margins through operational restructuring and efficiency improvements. Canadian division benefits from stable rig demand and cost reductions, while debt reduction efforts aim to improve financial leverage and reduce interest expenses.
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CA$91.63
FV
22.3% undervalued
intrinsic discount
0.97%
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
4 days ago
author updated this narrative
Pason Systems
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Integration Of Intelligent Wellhead Systems Will Expand Revenue But May Impact Margins
Key Takeaways Strategic acquisitions and technological advancements in Completions, drilling, and analytics are key drivers for revenue growth and margin expansion. Diversifying revenue streams through growth in Solar, Energy Storage, and Mud Analyzer technology contributes to overall financial stability and shareholder value.
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CA$15.00
FV
21.9% undervalued
intrinsic discount
3.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
4 days ago
author updated this narrative
Frasers Centrepoint Trust
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Limited Retail Space Supply Will Strengthen Demand For Prime Suburban Malls
Key Takeaways Strategic AEIs and lease refreshes aim to boost rental income, maintain high occupancy, and enhance operational efficiency for revenue growth. Robust financial positioning with hedged debt supports earnings growth through effective cost management and operational flexibility.
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S$2.51
FV
12.4% undervalued
intrinsic discount
3.34%
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
4 days ago
author updated this narrative
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