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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
35
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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Autosports Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expansion With Polestar And Zeekr Will Strengthen Luxury EV Portfolio
Key Takeaways Strategic acquisitions and market expansion into luxury EV brands are key to long-term revenue growth and earnings stability. Effective inventory management and targeting high-margin sectors enhance cash flow and profitability, with financial gains also likely from interest rate reductions.
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AU$2.25
FV
6.7% overvalued
intrinsic discount
5.43%
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
5 days ago
author updated this narrative
Silk Logistics Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Technology Integration And Secon Acquisition Will Enhance Efficiency And Expand Logistics Services
Key Takeaways Optimization of Port Logistics and IT integration could enhance net margins and earnings by reducing costs and improving asset utilization. Acquisitions and ESG investments may drive revenue growth, attract eco-friendly clients, and strengthen the business pipeline for stable future earnings.
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AU$1.92
FV
10.7% overvalued
intrinsic discount
5.89%
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
5 days ago
author updated this narrative
TKP
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Acquisitions Of Lilycolor And Novarese Will Strengthen Operations Amid Tourism Growth
Key Takeaways Strategic acquisitions and facility expansions are expected to drive operational efficiencies and boost revenue through increased service offerings and occupancy rates. Focus on capital efficiency and shareholder returns, through share buybacks, aims to enhance earnings per share and support growth initiatives.
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JP¥1.85k
FV
0.2% undervalued
intrinsic discount
15.90%
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
5 days ago
author updated this narrative
CELSIA E.S.P
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Tesorito Plant And Debt Reduction Will Secure Future Success
Key Takeaways Strategic initiatives in renewable energy and debt reduction are expected to boost revenue and improve financial health through lower costs and enhanced margins. Energisa program's share buyback and new market investments aim to strengthen operations, increasing earnings per share and shareholder value.
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Col$4.88k
FV
3.9% undervalued
intrinsic discount
-13.89%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
5 days ago
author updated this narrative
Mitchell Services
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Electrification And Decarbonization Trends Will Drive Metal Exploration
Key Takeaways Strategic expansion into decarbonization markets and diversification away from coal are strengthening revenue stability, margin improvement, and long-term growth prospects. Ongoing investment in technology and rig modernization enables capture of higher-value contracts, boosting competitiveness and supporting sustained earnings resilience.
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AU$0.45
FV
36.7% undervalued
intrinsic discount
5.45%
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
5 days ago
author updated this narrative
Hanza
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Integration And Automation Will Strengthen Manufacturing Capacity In 3 Years
Key Takeaways Expansion through acquisitions, automation, and smart factory investments is driving operational efficiencies, margin improvements, and diversified growth across key sectors. Strong focus on ESG compliance and local, resilient manufacturing is strengthening customer appeal and supporting premium positioning versus less-compliant competitors.
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SEK 104.88
FV
5.6% overvalued
intrinsic discount
14.84%
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
5 days ago
author updated this narrative
Banco Itaú Chile
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Digital And ESG Trends Will Shape Latin American Banking
Key Takeaways Digital investments and high client satisfaction position Banco Itaú Chile for gains from digital adoption, improved client acquisition, and revenue growth. Strong risk management, sustainability leadership, and upgraded credit ratings support resilient earnings, funding advantages, and access to emerging sustainable finance opportunities.
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CL$15.80k
FV
18.0% undervalued
intrinsic discount
20.97%
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
5 days ago
author updated this narrative
Puuilo Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
New Stores, Private Labels And Automation Will Secure Long-Term Success
Key Takeaways Expansion strategy and increasing private label share are key drivers for future net sales growth and improved profitability. Automation and financial strategies enhance efficiency and stability, supporting earnings growth and shareholder returns.
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€14.07
FV
2.8% undervalued
intrinsic discount
12.48%
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
5 days ago
author updated this narrative
Kenmare Resources
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Efficient Mozambique Mine Operations Will Encounter Regulatory And Market Risks
Key Takeaways Completion of capital projects is poised to boost production capacity and efficiency, potentially enhancing revenue and EBITDA margins. Strategic focus on a low-cost position and high product demand supports potential earnings and profit margin growth.
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UK£6.02
FV
46.8% undervalued
intrinsic discount
2.21%
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
5 days ago
author updated this narrative
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