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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
14
users have liked this narrative
0
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34
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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
49.99%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
34
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
2.4% 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
9
users have followed this narrative
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Relais Group Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Electrification And M&A Will Strengthen Nordic Vehicle Aftermarket Position
Key Takeaways Strategic acquisitions and focus on private label products could enhance market share and profitability in the Nordic vehicle aftermarket. Leverage on electrification trends and cost efficiency measures may drive future revenue growth and strengthen financial standing.
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€18.48
FV
8.8% undervalued
intrinsic discount
10.27%
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
4 days ago
author updated this narrative
Lovisa Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Expansion Into Zambia And E-Commerce Investments Will Drive Future Success
Key Takeaways Expansion into new markets and improved supply chain efficiency signal potential revenue and margin growth, supported by physical and digital strategies. Comprehensive growth strategy focuses on both mature and emerging markets, enhancing Lovisa's ability to capture long-term earnings opportunities.
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AU$28.74
FV
14.1% overvalued
intrinsic discount
14.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
4 days ago
author updated this narrative
Bemobi Mobile Tech
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
International Expansion And Digital Subscriptions Will Diversify Market Presence
Key Takeaways Expansion into new markets, particularly in Europe, positions the company for revenue growth through geographic diversification and market penetration. Strong cash flow and high dividend yield policy suggest efficient capital management, enhancing shareholder value and potential earnings growth.
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R$23.00
FV
11.5% undervalued
intrinsic discount
-16.41%
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
4 days ago
author updated this narrative
Audinate Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Future Performance Will Be Driven By Dante Software And Video Products
Key Takeaways Shift from hardware to software boosts margins and earnings, with embedded software driving high profitability. Expansion in video business and cloud software, including Dante Director, is set to drive significant future revenue growth.
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AU$10.79
FV
41.6% undervalued
intrinsic discount
14.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
32
users have followed this narrative
4 days ago
author updated this narrative
Beacon Lighting Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expanding Trade Partnerships And New Products Will Strengthen Future Prospects
Key Takeaways Expansion in Beacon Trade and eCommerce aims to elevate revenue via improved trade partnerships and online market capture. Strategic moves in store openings and international growth show potential for boosting revenue, market share, and diversification.
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AU$3.45
FV
3.1% overvalued
intrinsic discount
6.49%
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
4 days ago
author updated this narrative
STMicroelectronics
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Edge AI And Auto Microcontrollers Will Modernize Production
Key Takeaways Expanding Edge AI and automotive microcontroller segments are set to drive future revenue growth, aided by new product launches and increased project momentum. Strategic investments in gallium-nitride and silicon carbide, along with manufacturing enhancements, aim to uplift productivity, revenue, and brand reputation.
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€26.86
FV
17.2% undervalued
intrinsic discount
7.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
72
users have followed this narrative
4 days ago
author updated this narrative
Yubico
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Global Expansion And Partnerships With Okta And Microsoft Will Strengthen Future Market Position
Key Takeaways Opportunities in existing and new markets could boost revenue through expansion and strategic partnerships, enhancing market share and positioning. Strong financial health and high gross margins support strategic investments and potential earnings growth.
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SEK 208.75
FV
33.7% undervalued
intrinsic discount
16.31%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
4 days ago
author updated this narrative
Resolute Mining
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Operational Improvements And Expansion Projects Will Enable Future Success
Key Takeaways Optimizing operational efficiencies and cost reductions is expected to boost net margins and support future earnings growth. Strong liquidity and favorable gold prices provide resilience in cash flows and could lead to share buybacks, enhancing future EPS.
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AU$1.12
FV
43.5% undervalued
intrinsic discount
1.08%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
4 days ago
author updated this narrative
Cury Construtora e Incorporadora
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Success Of Projects Like Lyne Campo Limpo Will Boost Future Prospects
Key Takeaways Strong demand and strategic pricing in key areas drive revenue growth, enhancing margins and future net profitability through higher-income targeting. Expansion of a robust land bank and government support facilitate sustained growth and stable revenues, backed by significant cash generation and high ROE.
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R$35.41
FV
17.8% undervalued
intrinsic discount
24.32%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
4 days ago
author updated this narrative
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