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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
59.7% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
3 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
13.5% undervalued
intrinsic discount
50.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
8 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
1.4% undervalued
intrinsic discount
9.68%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
3 days ago
author updated this narrative
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VA Tech Wabag
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Emerging Markets Focus And Major Contracts Will Fuel Future Prospects
Key Takeaways Expanding into international markets, especially the Middle East and Africa, is expected to drive revenue growth and create new revenue streams. Strategic focus on high-margin contracts and divesting low-margin European units enhance operational efficiency and support improved net margins.
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₹2.31k
FV
31.1% undervalued
intrinsic discount
19.33%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
7 days ago
author updated this narrative
Trustpilot Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Enterprise Focus And New Products Will Boost Future Profitability
Key Takeaways Trustpilot's product innovation and pricing strategies enhance retention and future revenue growth, alongside strong market expansion, particularly in the U.S. Increased profitability is driven by operating leverage and a strategic shift towards enterprise clients with higher value contracts. Foreign exchange volatility, growth deceleration, competition, macro-economic uncertainties, and innovation challenges could collectively strain Trustpilot's revenue stability and operational efficiency.
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UK£3.31
FV
20.7% undervalued
intrinsic discount
16.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
7 days ago
author updated this narrative
Caledonia Mining
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Motapa Mineralization And Bilboes Export Will Secure Future Opportunities
Key Takeaways Exploration and efficiency improvements could increase resources, stabilize output, and positively impact revenue and margins. Strategic decisions on expenditures and project optimization aim to reduce costs and enhance profitability and earnings.
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US$19.51
FV
17.1% overvalued
intrinsic discount
10.42%
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
7 days ago
author updated this narrative
Card Factory
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Partnerships With Aldi And Just Eat Will Expand US Market Presence
Key Takeaways U.S. expansion and Aldi partnership expected to significantly boost revenue and market penetration through new consumer bases. Digital and in-store enhancements, including online transformations and strategic expansions, anticipated to drive revenue and profitability growth.
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UK£1.63
FV
46.0% undervalued
intrinsic discount
7.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
22
users have followed this narrative
7 days ago
author updated this narrative
Tarsons Products
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Automation And New Products Will Create Future Opportunities
Key Takeaways The ramp-up of the Panchla facility and focus on automation are set to enhance production capacity, improve operating margins, and drive profitability. Expansion into international markets and new product lines in healthcare could significantly increase revenue growth and broaden the customer base.
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₹598.01
FV
36.0% undervalued
intrinsic discount
14.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
7 days ago
author updated this narrative
Diversified Energy
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Acquisition And Expansion Will Diversify Revenue Streams And Unlock Untapped Potential
Key Takeaways Strategic acquisitions and operational optimizations are expected to enhance revenue, cash flow, and margins by leveraging synergies and expanding the portfolio. Expansion into Coal Mine Methane capture should diversify revenue streams and stabilize earnings through environmental credits growth.
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UK£31.13
FV
64.9% undervalued
intrinsic discount
25.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
7 days ago
author updated this narrative
India Shelter Finance
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Leveraging PMAY And Branch Expansion Will Strengthen Future Prospects
Key Takeaways Strategic expansion in Tier 2 and Tier 3 cities, with a focus on PMAY initiatives, could drive significant revenue and AUM growth. Operational efficiency and improved net interest margins through cost reduction and variable-rate borrowings may bolster earnings stability.
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₹995.16
FV
3.6% undervalued
intrinsic discount
26.46%
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
7 days ago
author updated this narrative
Virbac
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Future R&D And Facility Expansion Will Introduce New Products In Pet Care And Pharmaceuticals
Key Takeaways Strategic R&D investments and facility expansions aim to drive innovation, operational efficiency, and future revenue growth, potentially enhancing profitability. Robust M&A strategy and focus on U.S. and China markets are expected to boost geographic expansion, market share, and revenue growth despite cost pressures.
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€395.17
FV
9.8% undervalued
intrinsic discount
5.50%
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
7 days ago
author updated this narrative
Macmahon Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Our Capital Light Blueprint Will Expand Indonesian Mining And Infrastructure
Key Takeaways Acquiring Decmil and diversifying services positions Macmahon for robust growth and higher returns, enhancing earnings and shareholder value. Expansion in Indonesia with low-capital solutions and a strong order book supports sustained revenue growth and improved financial efficiency.
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AU$0.35
FV
18.3% undervalued
intrinsic discount
5.77%
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
7 days ago
author updated this narrative
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