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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
37
users have followed this narrative
8 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
35
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
4.3% 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
users have followed this narrative
8 days ago
author updated this narrative
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Descartes Systems Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
AI Adoption And Investments In MacroPoint Solutions Will Improve Efficiencies And Expand Services
Key Takeaways Continued investment in MacroPoint and Global Trade Intelligence solutions is expected to drive revenue growth and improve margins through increased customer adoption. Strategic acquisitions and AI integration are anticipated to enhance service diversity, operational efficiency, and long-term financial growth.
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CA$152.57
FV
3.3% undervalued
intrinsic discount
10.54%
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
5 days ago
author updated this narrative
Hunting
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Shift To Energy Transition And Middle East Expansion Will Improve Future Prospects
Key Takeaways Pivoting to energy transition markets like geothermal and carbon capture aims to drive future revenue and tap into high-growth sectors. Expanding orders with Middle East partners and cost-efficiency measures are expected to enhance growth and increase margins.
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UK£4.48
FV
30.1% undervalued
intrinsic discount
3.85%
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
5 days ago
author updated this narrative
NTG Clarity Networks
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Saudi Vision 2030 Will Unlock New Digital Markets
Key Takeaways Strategic expansion into Saudi Arabia and Gulf markets underpins growth, leveraging regional digitization initiatives and existing relationships. NTGapps platform and efficiency improvements expected to enhance margins and drive profitability.
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CA$4.15
FV
48.4% undervalued
intrinsic discount
25.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
5 days ago
author updated this narrative
Fasadgruppen Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Cost Savings Of SEK 20 Million Will Improve Operational Efficiency
Key Takeaways Successful integration and strategic acquisitions enhance future revenue growth prospects, improve margins, and position Fasadgruppen well in professional markets. Focus on deleveraging and operational efficiency should strengthen the financial structure and improve profitability metrics.
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SEK 35.00
FV
13.1% undervalued
intrinsic discount
12.53%
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
5 days ago
author updated this narrative
GQG Partners
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Rebranding To Quality Value And Abu Dhabi Expansion Will Open New Market Opportunities
Key Takeaways Rebranding to Quality Value targets broader market opportunities and increased revenue through expanded client interest in value branding. New strategic investments in Abu Dhabi and PCS expansion enhance diversity, revenue growth, and operational efficiency.
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AU$2.86
FV
25.2% undervalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
71
users have followed this narrative
5 days ago
author updated this narrative
Pearl Global Industries
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expanding Capacity In Bangladesh And Guatemala Will Optimize Production And Profitability
Key Takeaways Expanding operations in Bangladesh and Vietnam aims to optimize production and enhance earnings growth, leveraging multi-country presence and client relationships. Increasing production capacity via organic growth and partnerships seeks to boost revenue and impact earnings positively, tapping into new growth opportunities.
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₹2.09k
FV
28.5% undervalued
intrinsic discount
16.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
11
users have followed this narrative
5 days ago
author updated this narrative
Coats Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Expansion Into Digital Products And Composite Tapes Will Drive Future Opportunities
Key Takeaways Leadership in recycled products and expansion into new markets are poised to drive revenue growth and market share gains through innovation and sustainability. Operational efficiencies and pension derisking improve margins and capital allocation, enhancing earnings and shareholder value with strategic growth initiatives.
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UK£1.19
FV
36.4% undervalued
intrinsic discount
7.45%
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
5 days ago
author updated this narrative
Mrs. Bectors Food Specialities
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
New Facilities And Products Will Expand Market Reach
Key Takeaways Strategic pricing and cost-saving measures are expected to enhance profitability despite elevated commodity prices, improving margins by the end of FY '25. New facilities, product line expansion, and quick commerce growth aim to boost revenue and market penetration, reflecting positively on domestic and international earnings.
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₹1.68k
FV
13.7% undervalued
intrinsic discount
15.03%
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
5 days ago
author updated this narrative
Star Cement
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Silchar And Jorhat Projects Will Expand Capacity And Improve Future Earnings Potential
Key Takeaways Increased clinker capacity and infrastructure demand in the Northeast will boost revenue and support sustained volume growth. Efficiency improvements in clinker production and energy costs will enhance net margins and future earnings potential.
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₹237.91
FV
4.6% undervalued
intrinsic discount
12.58%
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
5 days ago
author updated this narrative
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