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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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Aris Mining
RO
RockeTeller
Community Contributor
potential stock price of Aris Mining at $4,000 per ounce of gold
To calculate the potential stock price of Aris Mining at $4,000 per ounce of gold, we would follow these steps: 1. Current Production Metrics: - By the end of 2025, Aris expects to be mining around 450,000 oz annually.
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US$63.00
FV
88.3% undervalued
intrinsic discount
93.33%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
9 months ago
author updated this narrative
Palantir Technologies
AL
AlexLovell
Community Contributor
Great Stock, overvalued
Palantir has a lot of potential but the current valuation already prices this in (and more). P/E Ratio: Current P/E ratio of 237.8 isn't sustainable.
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US$13.25
FV
1.1k% overvalued
intrinsic discount
16.79%
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
9 months ago
author updated this narrative
Jaguar Mining
RO
RockeTeller
Community Contributor
if gold reaches $4,000 per oz
To estimate Jaguar Mining’s stock price if gold reaches $4,000 per ounce, we will follow a similar approach as with Steppe Gold, adjusting for Jaguar’s specific production and financial situation. ### Key Assumptions: 1.
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CA$28.00
FV
85.7% undervalued
intrinsic discount
56.34%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
9 months ago
author updated this narrative
Steppe Gold
RO
RockeTeller
Community Contributor
If gold reaches $4,000 per ounce
To estimate Steppe Gold’s stock price if gold reaches $4,000 per oz, we'll take into account several key factors including production growth, costs, and valuation multiples. Here's how we can approach it: ### Key Assumptions: 1.
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CA$17.50
FV
93.0% undervalued
intrinsic discount
0%
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
9 months ago
author updated this narrative
Orezone Gold
RO
RockeTeller
Community Contributor
if gold reaches $4,000 per oz
To estimate Orezone Gold’s stock price if gold reaches $4,000 per oz, we will consider several factors such as production growth, costs, and potential valuation multiples. Here’s the step-by-step process: ### Key Assumptions: 1.
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CA$14.00
FV
91.9% undervalued
intrinsic discount
121.12%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
4
users have commented on this narrative
2
users have followed this narrative
9 months ago
author updated this narrative
Talisker Resources
RO
RockeTeller
Community Contributor
if gold reaches $4,000 per oz
To estimate Talisker Resources' stock price if gold reaches $4,000 per oz, let's consider several key factors like production ramp-up, resource base, and potential profitability. Since Talisker is in early stages and lacks formal studies (PEA/PFS), we'll use rough estimates for production and profitability based on available information.
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CA$6.00
FV
90.7% undervalued
intrinsic discount
0%
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
9 months ago
author updated this narrative
Zions Bancorporation National Association
DA
DailyInvestors
Community Contributor
Earnings Beat
Zion Bank will be releasing their Quarterly Earnings Report on 10-21-24. 4 out of 4 of their last reports were all beats.
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US$76.48
FV
27.6% undervalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
9 months ago
author updated this narrative
Endeavour Silver
RO
RockeTeller
Community Contributor
If silver $100 per oz
To calculate the stock price of Endeavour Silver if silver reaches $100 per oz, we can follow these steps based on the projected production and valuation metrics: ### Assumptions 1. Production Estimate: 9 million oz annually starting in 2025.
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US$51.43
FV
88.9% undervalued
intrinsic discount
48.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
9 months ago
author updated this narrative
WNS (Holdings)
RY
rynetmaxwell
Community Contributor
WNS's Margins Improve w/ Automation and Outcome-Based Pricing
Meaning WNS began operations as an internal-service unit within British Airways in 1996. After separating from British Airways in 2002, WNS began to operate as a Business Process Outsourcing (BPO) company servicing several clients including insurance companies, British Airways, and a few other diversified companies.
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US$88.48
FV
15.6% undervalued
intrinsic discount
7.50%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
24
users have followed this narrative
9 months ago
author updated this narrative
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