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Weekly Picks
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
20
users have followed this narrative
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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
11.6% 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
25
users have followed this narrative
9 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
4
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
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Neimeth International Pharmaceuticals
WA
WaneInvestmentHouse
Community Contributor
Neimeth Pharmaceuticals Delivers Robust 86% Revenue Growth in Q1 2025—Profit Surges Amid Cost Pressures
Neimeth International Pharmaceuticals Plc – Capital Raise Signals a Strategic Reset and Growth Potential Neimeth International Pharmaceuticals Plc has entered a new growth phase following shareholder approval to raise up to ₦20 billion in fresh capital through diverse mechanisms including public offering, rights issue, private placement, and strategic allotment. This move coincides with efforts to restructure its balance sheet and restore profitability, triggering increased investor confidence and a share price rally from ₦3.70 to ₦5.94 within a week.
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₦4.03
FV
84.9% overvalued
intrinsic discount
18.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
5
users have commented on this narrative
7
users have followed this narrative
Updated
narrative
C & I Leasing
WA
WaneInvestmentHouse
Community Contributor
C&I Leasing Plc Sustains Positive Earnings Momentum in Q1 2025 with Strong Top-Line and Balance Sheet Expansion
C&I Leasing Plc Sustains Positive Earnings Momentum in Q1 2025 with Strong Top-Line and Balance Sheet Expansion C&I Leasing Plc delivered a solid performance in the first quarter of 2025, sustaining its earnings momentum with notable growth in gross earnings , net profit , and balance sheet strength. The group’s unaudited financials for the period ended 31 March 2025 show significant year-on-year and quarter-on-quarter improvements across key financial metrics.
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₦6.58
FV
6.4% overvalued
intrinsic discount
17.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
8
users have followed this narrative
Updated
narrative
Caverton Offshore Support Group
WA
WaneInvestmentHouse
Community Contributor
Caverton Posts Q1 Profit After Heavy FY Loss, Driven by FX Gains and Cost Cuts
Caverton Offshore Support Group Plc has staged a sharp earnings reversal in Q1 2025, posting a profit after tax of ₦1.64 billion , compared to a loss of ₦1.81 billion in the same period last year. This marks a major turnaround for the company, which reported a ₦50.53 billion loss for FY 2024.
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₦5.80
FV
22.4% overvalued
intrinsic discount
0.72%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
5
users have commented on this narrative
10
users have followed this narrative
Updated
narrative
Ellah Lakes
WA
WaneInvestmentHouse
Community Contributor
Ellah Lakes Plc – Capital Raise and Strategic Debt Conversion Signal a Bold Turnaround Play
Key Highlights: EGM Set for July 25 : Seeking approval for public/private equity issuance and conversion of related-party loans to ordinary shares. Debt-to-Equity Strategy : Board proposes converting director/shareholder and CBN program loans to equity—aimed at deleveraging and strengthening the balance sheet.
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₦7.60
FV
21.2% overvalued
intrinsic discount
32.96%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
Updated
narrative
BETA
Beta Glass
WA
WaneInvestmentHouse
Community Contributor
Beta Glass Delivers Explosive Earnings Growth in Q1 2025 on Soaring Domestic Sales
Beta Glass Plc – Sustained Growth Backed by Strategic Expansion and Operational Excellence Strengths Explosive Earnings Growth: Q1 2025 PAT rose nearly 600% YoY , driven by transformation strategies implemented since early 2023. Demonstrates strong demand resilience and earnings scalability.
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₦250.19
FV
39.9% overvalued
intrinsic discount
15.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
8
users have followed this narrative
Updated
narrative
International Consolidated Airlines Group
PI
PierreDMA
Community Contributor
Reasons to Buy IAG Shares in 2025
International Airlines Group (IAG) currently presents a strong investment opportunity supported by solid operational, financial, and strategic fundamentals. The key reasons include: Sustained Demand Recovery : The group is benefiting from a robust rebound in international travel, with increasing capacity and high load factors, especially on key routes such as North America, Latin America, and Southern Europe.
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€7.14
FV
38.9% undervalued
intrinsic discount
8.00%
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
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Unity Software
AN
andreas_eliades
Community Contributor
What Really Matters For Long-Term Growth
Despite near all-time-low valuations, Unity remains a leader in 2D/3D content development, particularly in mobile and indie games and the XR market. With analysts predicting no real growth until 2028 Unity holds a significant upside if it executes its strategy successfully.
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US$38.48
FV
13.2% undervalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
New
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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
4
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
New
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Realty Income
AN
andre_santos
Community Contributor
A reliable dividend payer with a slower dividend growth
Introduction Realty Income (O) is a Real Estate Investment Trust (REIT) known for its consistent monthly dividends. It has increased its dividend for 30 consecutive years , reflecting a stable and predictable income stream.
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US$61.26
FV
5.5% undervalued
intrinsic discount
2.26%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
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