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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
35
users have followed this narrative
7 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
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
10
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RS Group
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Industrial Automation And Electrification Will Unlock Market Opportunities
Key Takeaways Accelerated integration, digital investments, and AI-driven capabilities support stronger margin expansion and revenue growth than consensus expectations, especially as industry conditions improve. Structural trends in automation, electrification, and sustainability, along with ongoing acquisitions, position RS Group for lasting market leadership and diversified, higher-quality earnings.
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UK£8.70
FV
32.9% undervalued
intrinsic discount
5.56%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
Chicago Atlantic Real Estate Finance
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Cannabis Lending Risks Will Squeeze Future Yields
Key Takeaways Potential federal cannabis reform and traditional bank entry threaten the company's high-yield lending niche and long-term profitability. Exposure to sector concentration, rising rates, and external funding reliance heightens risks to credit quality, earnings stability, and growth prospects.
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US$14.50
FV
7.2% undervalued
intrinsic discount
0.89%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
B&M European Value Retail
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Urbanization And Digital Adoption Will Boost Discount Retail Expansion
Key Takeaways Accelerated store expansion and automation, combined with an expanding value-focused customer base, may drive higher revenue and margin growth than currently anticipated. Enhanced data analytics, private label expansion, and multi-category offerings are expected to boost customer loyalty, working capital efficiency, and cash generation across economic conditions.
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UK£6.00
FV
61.4% undervalued
intrinsic discount
7.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
Limoneira
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Citrus Challenges And Avocado Variability Will Strain Operations While Cost Savings Promise Modest Relief
Key Takeaways Operational and real estate shifts may stabilize short-term cash flows but risk constraining long-term core agricultural growth and revenue expansion. Ongoing cost pressures, regulatory challenges, and global competition threaten sustained margin growth despite advantages in sustainability and market partnerships.
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US$23.00
FV
33.9% undervalued
intrinsic discount
-8.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
Ajanta Pharma
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Expanding Asian And African Markets Will Drive Secular Growth
Key Takeaways Aggressive investment in new markets, products, and digital infrastructure positions Ajanta for sustained above-industry growth and improved profitability across Asia and Africa. First-mover advantage in chronic and specialty therapeutics, coupled with rising global demand for generics, underpins margin expansion and robust long-term cash flow.
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₹3.29k
FV
15.4% undervalued
intrinsic discount
13.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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4 days ago
author updated this narrative
Solaris Energy Infrastructure
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Supply Constraints And Concentration Will Impede Output Yet Foster Diversification
Key Takeaways Heavy reliance on a few major contracts and gas turbine technology exposes Solaris to customer concentration, regulatory, and compliance risks as the energy landscape evolves. Supply chain constraints, rising competition from renewables, and project permitting risks may pressure margins, limit near-term growth, and reduce revenue stability.
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US$32.00
FV
1.6% overvalued
intrinsic discount
41.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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4 days ago
author updated this narrative
De'Longhi
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Rising Global Wealth And Urbanization Will Boost Premium Appliances
Key Takeaways Rapid premiumization, innovation investments, and high-profile brand initiatives position De'Longhi for top-line growth and substantial margin expansion beyond consensus expectations. Early-stage international expansion, sustainability-focused R&D, and enhanced supply chain resilience offer significant revenue, margin, and cash flow advantages over competitors.
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€46.60
FV
38.5% undervalued
intrinsic discount
6.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
Mitsui Chemicals
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Rising Renewable Trends And Asian Growth Will Elevate Specialty Markets
Key Takeaways Expansion into specialty chemicals, sustainable products, and Asia positions Mitsui for accelerated revenue growth, margin improvement, and reduced earnings cyclicality. Operational streamlining and global diversification create opportunities for higher profitability and cross-business synergies amid rising demand in healthcare and agrochemical markets.
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JP¥5.30k
FV
34.9% undervalued
intrinsic discount
2.96%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
Saga Communications
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Blended Advertising And Radio Products Will Fuel Future Success
Key Takeaways Digital transformation and blended advertising are expected to positively impact revenue, leveraging local market presence and digital sales growth. Cost management and potential sale of tower assets aim to enhance margins, improve financial performance, and boost shareholder value.
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US$18.00
FV
24.7% undervalued
intrinsic discount
2.07%
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
4 days ago
author updated this narrative
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