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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
12
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
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
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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Nuvoco Vistas
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
India Urbanization And Vadraj Cement Integration Will Unlock Opportunities
Key Takeaways Infrastructure growth, premium product focus, and expanded distribution strengthen demand outlook, margin improvement, and brand advantage for Nuvoco Vistas. Operational efficiencies, cost optimization, and disciplined funding reduce risks, enhance profitability, and improve market positioning in Western India.
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₹417.33
FV
1.7% undervalued
intrinsic discount
9.02%
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
30 minutes ago
author updated this narrative
Sabre Insurance Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Ambition 2030 Will Drive Market Expansion And Improve Operational Efficiency
Key Takeaways Expansion into motorcycle insurance and Sabre Direct could diversify revenue streams and improve operational efficiency, enhancing future revenues and net margins. Strong capital management, including share buybacks, is likely to increase earnings per share and support profit growth initiatives.
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UK£1.81
FV
17.8% undervalued
intrinsic discount
5.55%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
30 minutes ago
author updated this narrative
Central Petroleum
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Successful Mereenie Wells Will Boost Production Capacity By 30%, Improving Future Prospects
Key Takeaways New gas contracts and drilling success are anticipated to significantly enhance revenue and operational margins, driving future growth. Debt restructuring provides financial flexibility, enabling potential reinvestment opportunities and strengthening net margins.
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AU$0.20
FV
72.3% undervalued
intrinsic discount
20.39%
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
30 minutes ago
author updated this narrative
LifeVantage
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Global Expansion Will Continue With MindBody GLP-1 System And New Leadership
Key Takeaways Expansion of the MindBody system and enhancements to the Evolve plan are expected to drive significant revenue and profit growth. Recruitment of new leadership aims to improve operational efficiencies and boost margins through technology and digital enhancements.
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US$18.00
FV
23.0% undervalued
intrinsic discount
7.53%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
30 minutes ago
author updated this narrative
Nexity
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Recalibrated Offerings And Financing Solutions Will Drive Future Customer Demand
Key Takeaways Nexity's strategic transformation improves financial stability and positions it for better net margins and sustainability. Strong retail recovery, strategic partnerships, and innovative financing boost revenue potential and future earnings growth.
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€11.73
FV
18.0% undervalued
intrinsic discount
-3.27%
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
30 minutes ago
author updated this narrative
Metsä Board Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Kyro Efficiency And Simpele Renewal Will Boost Manufacturing Stability
Key Takeaways Operational improvements and strategic investments are expected to enhance earnings, profitability, and boost revenues from completed projects and mill efficiencies. Focus on strengthening cash flow and maintaining strong U.S. market relationships will support financial stability and potential revenue growth despite external challenges.
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€3.88
FV
15.0% undervalued
intrinsic discount
4.92%
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
30 minutes ago
author updated this narrative
Adeka
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Semiconductor Recovery And AI Investments Will Drive Future Opportunities In Electronics And Environmental Materials
Key Takeaways Restructuring into Electronics and Environmental Materials divisions aims to boost future revenue and margins through efficiency and collaboration. Expanding international markets and strategic focus on high-demand sectors could drive significant revenue growth and enhance shareholder value.
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JP¥3.41k
FV
12.8% undervalued
intrinsic discount
4.82%
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
30 minutes ago
author updated this narrative
Fino Payments Bank
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Digital Capabilities And SFB Transition Will Unlock New Opportunities
Key Takeaways Fino Payments Bank's digital shift and transaction strategy is set to boost revenue and margins through lower costs and internally managed services. Planned small finance bank transition and tech upgrades aim to expand service range, improve scalability, and enhance financial efficiency.
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₹345.00
FV
19.0% undervalued
intrinsic discount
20.24%
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
30 minutes ago
author updated this narrative
Century Plyboards (India)
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
New Production Facilities At Hoshiarpur And Badvel Will Improve Future Prospects
Key Takeaways New facilities and capacity expansion are poised to enhance revenue, margins, and market penetration in multiple segments. Strategic shifts in production and leadership could improve efficiency, product value, and profitability across key segments.
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₹824.84
FV
11.6% undervalued
intrinsic discount
15.43%
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
31 minutes ago
author updated this narrative
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