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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
12
users have liked this narrative
0
users have commented on this narrative
27
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
50.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
32
users have followed this narrative
11 days ago
author updated this 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
4
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
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ProCredit Holding
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expanding Smaller Banks And Ukraine Operations Will Broaden Reach
Key Takeaways Expansion in Southeastern and Eastern Europe and focus on smaller banks could drive significant revenue growth due to strong upside potential. Strategic investments and diversified loan portfolios aim to improve operational efficiencies, optimize risk, and enhance net margins and earnings growth.
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€17.07
FV
46.7% undervalued
intrinsic discount
8.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
2 days ago
author updated this narrative
MPC Container Ships
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Fleet Optimization Will Improve Efficiency Amid Potential Revenue Decline
Key Takeaways Strategic fleet optimization and a strong charter backlog enhance revenue visibility, improving net margins and supporting earnings stability. Proactive capital allocation and sustainable financing investments lower capital costs, boosting financial flexibility and positioning the company for growth.
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NOK 16.62
FV
15.6% overvalued
intrinsic discount
-17.37%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
47
users have followed this narrative
2 days ago
author updated this narrative
Gladstone Commercial
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
By Increasing Industrial Focus And Strengthening Finances, We Will Capitalize On Future Opportunities
Key Takeaways The strategic focus on industrial acquisitions and lease renewals aims to boost revenue growth and improve net margins. Improved capital strength through unsecured notes and reduced leverage positions the company for market opportunities and enhances earnings potential.
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US$15.80
FV
13.9% undervalued
intrinsic discount
1.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
2 days ago
author updated this narrative
Ensign Energy Services
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
LNG Exports And Drilling Automation Will Reshape Energy Markets
Key Takeaways Higher commodity prices and expanded market access are set to increase rig utilization, stabilize revenue, and enhance earnings visibility for Ensign. Investment in advanced drilling technology and contract diversification is enabling margin expansion, lessening volatility, and supporting superior long-term earnings potential.
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CA$2.58
FV
12.9% undervalued
intrinsic discount
-2.65%
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
2 days ago
author updated this narrative
Gokaldas Exports
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Ongoing Expansion And Global Sourcing Shift Set To Boost Production Capacity By FY '26
Key Takeaways Strategic expansion and investments in new facilities will boost production capacity, fulfilling more orders and driving revenue growth. Benefiting from global sourcing shifts and backward integration efforts, the company expects enhanced efficiency and long-term growth.
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₹1.20k
FV
24.8% undervalued
intrinsic discount
14.66%
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
2 days ago
author updated this narrative
Prevas
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Digital Transformation And Hexagon Partnership Will Unlock Future Potential
Key Takeaways Strategic focus on automation, AI, and cybersecurity for defense and industrial sectors enhances margin potential and supports recurring contract growth. Integration of acquisitions and partnerships drives operational efficiency, market expansion, and sustained profitability despite talent scarcity.
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SEK 132.50
FV
39.6% undervalued
intrinsic discount
4.98%
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
2 days ago
author updated this narrative
Lindab International
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Urbanization And Green Building Adoption Will Fuel European Ventilation Demand
Key Takeaways Urbanization, regulatory trends, and sustainability focus are expected to drive higher demand for Lindab's advanced, energy-efficient ventilation systems and premium products. Strategic acquisitions and operational improvements should enhance scale, margins, and earnings resilience as construction market conditions normalize.
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SEK 221.00
FV
2.8% undervalued
intrinsic discount
4.36%
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
2 days ago
author updated this narrative
Sif Holding
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
New Maasvlakte Factory Ramp-Up Will Increase Production Capacity And Efficiency
Key Takeaways New factory ramp-up and improved safety culture are set to increase production capacity, reduce costs, and enhance revenue and margins. Strong order book and supply chain management may stabilize revenue, support EBITDA guidance, and protect against cost fluctuations.
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€14.50
FV
39.2% undervalued
intrinsic discount
24.77%
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
2 days ago
author updated this narrative
OPmobility
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Achieving Carbon Neutrality By 2025 Will Increase Energy Efficiency
Key Takeaways The consolidation of business groups and focus on efficiency measures are expected to enhance operating and net margins by reducing costs. Strategic geographic diversification and push into PHEV markets may bolster revenue and earnings through market growth and electrification solutions.
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€11.37
FV
17.7% overvalued
intrinsic discount
1.66%
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
2 days ago
author updated this narrative
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