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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
users have commented on this narrative
34
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
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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ADF Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
New Contracts And Work-Sharing Will Balance USMCA Risks
Key Takeaways Work-sharing and strategic facility use aim to stabilize margins and increase capacity amid production fluctuations. Efforts to secure USMCA exemptions and new contracts aim to improve margins and bolster future revenue streams.
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CA$10.00
FV
0.5% undervalued
intrinsic discount
0.27%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
3 days ago
author updated this narrative
Avanti Feeds
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Expansion Into Japan, Korea, And Europe Will Boost Shrimp Exports And Diversify Income Sources
Key Takeaways Expanding into Japan, Korea, and Europe could reduce U.S. market reliance and boost revenues through diversified income sources. Strategic joint ventures and product upgrades in less competitive foods could enhance net margins and revenue growth.
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₹824.50
FV
11.5% undervalued
intrinsic discount
5.29%
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
3 days ago
author updated this narrative
V-Guard Industries
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Expansion Into Solar Rooftop Solutions Will Strengthen Electronics Segment
Key Takeaways Enhanced in-house manufacturing and new facility expansion are expected to drive gross margin improvements and revenue growth in the Consumer Durables segment. Diversifying revenue through the non-South market and expanding solar solutions could stabilize revenue streams and improve electronics segment margins.
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₹435.58
FV
7.8% undervalued
intrinsic discount
12.52%
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
3 days ago
author updated this narrative
Nickel Industries
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
ENC Commissioning And Hengjaya Mine Expansion Will Boost Production Capability
Key Takeaways Accelerated ENC commissioning and Hengjaya Mine expansion are anticipated to boost production and sales, enhancing revenue potential. Improved cash flow from VAT refunds and deferred payments strengthens finances, enabling investment and earning stability.
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AU$0.97
FV
19.1% undervalued
intrinsic discount
16.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
50
users have followed this narrative
3 days ago
author updated this narrative
Grupo Traxión. de
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Solistica Acquisition And Cargo Modernization Will Expand Market Opportunities
Key Takeaways The Solistica acquisition and modernization of the cargo division are expected to enhance revenue growth and improve efficiency, positively impacting margins. Expansion in key markets and a focus on ESG initiatives could drive revenue growth, reduce costs, and enhance brand value.
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Mex$36.11
FV
53.0% undervalued
intrinsic discount
12.05%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
3 days ago
author updated this narrative
Fintel
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Fintech Acquisitions And Integration Will Unlock New Synergies
Key Takeaways Fintel's acquisition and integration strategy aims to drive efficiencies and increase revenue through a unified platform, capitalizing on scale and cross-selling opportunities. Expanding SaaS and subscription models, along with new product investments, enhances earnings stability, margin improvement, and shareholder value growth.
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UK£3.40
FV
29.1% undervalued
intrinsic discount
7.27%
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
3 days ago
author updated this narrative
MediaAlpha
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Data Science And Carrier Partnerships Will Drive Future Opportunities
Key Takeaways MediaAlpha aims to leverage growth in auto and Medicare Advantage markets, enhancing revenue and future earnings prospects. Investments in technology and partnerships are set to drive advertising efficiency and improve operating leverage.
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US$16.07
FV
32.3% undervalued
intrinsic discount
9.53%
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
3 days ago
author updated this narrative
Invesco Mortgage Capital
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Increased Investment In Agency RMBS And Treasury Futures Will Stabilize Future Earnings
Key Takeaways Capital structure improvement and diversified interest rate hedges aim to enhance margins and stabilize earnings, leveraging U.S. Treasury futures to mitigate volatility. Strategic allocation to Agency RMBS and CMBS targets revenue growth and stability, supported by favorable market conditions and attractive risk-adjusted returns.
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US$7.83
FV
1.7% undervalued
intrinsic discount
42.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
3 days ago
author updated this narrative
Stabilus
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Growth In Industrial Powerise Segment Will Improve Margins And Revenue Stability
Key Takeaways Stabilus' strategic shift towards industrial segments, enhanced by automation tech and the DESTACO acquisition, aims to stabilize earnings and improve margins. Improving supply chain efficiency and resolving working capital issues positively impacts free cash flow, while reduced CapEx strengthens financial health.
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€42.71
FV
41.5% undervalued
intrinsic discount
2.59%
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
3 days ago
author updated this narrative
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