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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
59.0% 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
22.8% 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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Bytes Technology Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Investments In AI And Cloud Expansion Will Drive Future Growth
Key Takeaways Strategic investment in AI and cloud technologies positions Bytes Technology Group for significant revenue growth as demand increases. Expansion in cybersecurity offerings aims to capture market share, benefiting from higher-margin services to enhance net margins.
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UK£4.95
FV
30.1% undervalued
intrinsic discount
7.92%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
5 days ago
author updated this narrative
First National Financial
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Bank Of Canada Cuts And CMHC Support Will Sustain Demand
Key Takeaways Revenue growth is bolstered by increased mortgage originations from government incentives and rate cuts, particularly in high-cost urban areas. Technology upgrades entail initial costs but promise long-term efficiency and margin improvements.
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CA$41.00
FV
17.4% overvalued
intrinsic discount
21.05%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
5 days ago
author updated this narrative
Enel Américas
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Investments In Grids And Renewables Will Improve Future Prospects
Key Takeaways Increasing investment in grids and expanding renewable capacity could enhance network resilience, service quality, and revenue growth. Debt reduction through asset sales and strategic focus on Brazil could improve financial stability, net margins, and earnings.
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CL$107.30
FV
14.8% undervalued
intrinsic discount
1.74%
Revenue growth p.a.
Set Fair Value
0
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
DRI Healthcare Trust
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Investments In Xenpozyme And Sebetralstat Will Strengthen Future Operations
Key Takeaways Strategic asset transactions and accretive deals are set to enhance revenue growth, earnings, and cash flows through an improved investment strategy. Governance improvements and favorable capital restructuring aim to bolster operations, potentially improving margins and supporting sustainable growth.
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CA$18.61
FV
22.0% undervalued
intrinsic discount
0.82%
Revenue growth p.a.
Set Fair Value
1
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
Allos
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Integration With SAP Will Boost Operational Efficiency And Cut Costs
Key Takeaways Integration with SAP is set to boost operational efficiency and net margins, alongside sustainability-driven revenue increases from new EV charging spots. Strengthened by expanded media initiatives and loyalty programs, Allos's revenue growth will be supported by shareholder returns via buybacks and dividends.
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R$27.58
FV
23.7% undervalued
intrinsic discount
2.90%
Revenue growth p.a.
Set Fair Value
1
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
Sheela Foam
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Finalizing Kurlon Integration And B2C Expansion Will Support Future Operations
Key Takeaways Integration of Kurlon and strategic price increases are expected to enhance revenue growth and improve net margins by increasing operational efficiencies. Expanding the B2C mattress business and boosting e-commerce could drive future growth and improve long-term earnings and profitability.
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₹700.00
FV
5.4% undervalued
intrinsic discount
9.84%
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
Byrna Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Amazon, Compact Launcher And Sportsman's Warehouse Will Expand US Operations
Key Takeaways Expanding online sales channels and introducing higher margin products aim to capture new markets and improve revenue and gross margins. Partnerships and strategic U.S. sourcing are designed to enhance customer engagement, reduce costs, and stabilize supply chains, improving overall margins.
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US$38.10
FV
38.4% undervalued
intrinsic discount
24.11%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
5 days ago
author updated this narrative
Compugen
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Partnerships With AstraZeneca And Gilead Will Open New Market Opportunities
Key Takeaways Strategic collaborations with major pharmaceutical companies could significantly boost Compugen’s future revenue through milestone payments and potential royalties. Developing innovative treatments like COM701 and COM902 could open lucrative market opportunities and enhance revenue if they prove clinically successful.
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US$5.50
FV
72.5% undervalued
intrinsic discount
10.23%
Revenue growth p.a.
Set Fair Value
1
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
Archean Chemical Industries
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expansion Into Semiconductors And Bromine Derivatives Will Strengthen Future Prospects
Key Takeaways Strategic investments in semiconductors and bromine derivatives are anticipated to drive significant long-term revenue opportunities and increased profit contributions. Diversification through acquired units and renewable energy investments positions the company for growth and improved margins amid challenging conditions.
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₹681.43
FV
2.6% undervalued
intrinsic discount
32.90%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
34
users have followed this narrative
5 days ago
author updated this narrative
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