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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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Paragon Banking Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Commercial Lending Shift And Tech Investments Will Improve Operational Efficiency
Key Takeaways Strategic investment in technology and AI aims to enhance efficiency and customer experience, driving improved net margins and earnings growth. Shifting focus to higher-margin commercial lending and robust loan growth supports future revenue and net interest margin expansion.
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UK£9.92
FV
3.3% undervalued
intrinsic discount
3.05%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
3 days ago
author updated this narrative
Australian Clinical Labs
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
AI And New Genetic Tests Will Drive Future Operational Improvements
Key Takeaways Expansion into genetic molecular testing and operational efficiency initiatives are set to bolster revenue growth and enhance net margins. Strategic acquisitions domestically and internationally offer accelerated growth potential by expanding market share and leveraging synergies.
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AU$3.74
FV
24.3% undervalued
intrinsic discount
4.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
3 days ago
author updated this narrative
Acerinox
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Haynes Acquisition And 20% NAS Expansion Will Strengthen Future Market Position
Key Takeaways The acquisition of Haynes International and focus on core markets enhance Acerinox's market share and revenue potential in high-demand sectors and regions. Investments in sustainability and selling non-core assets strengthen the balance sheet, supporting strategic growth in profitable sectors and boosting future earnings.
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€13.31
FV
23.8% undervalued
intrinsic discount
10.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
3 days ago
author updated this narrative
Interroll Holding
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
New Leadership And SAP HANA 4 Implementation Set To Streamline Operations
Key Takeaways Leadership changes aim to enhance operational excellence and market position, potentially boosting revenue and net margins through strategic innovation. Digitalization and market expansion, particularly in emerging markets, are expected to drive efficiency, revenue growth, and profitability through cost reduction and new customer bases.
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CHF 2.34k
FV
3.6% overvalued
intrinsic discount
6.20%
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
K+S
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Anticipated Potash Demand Increase Will Strengthen Future Prospects
Key Takeaways Anticipated potash demand and strategic production adjustments promise to enhance revenue and improve net margins. Expected pricing and capacity growth, alongside salt business improvements, could bolster earnings stability and future growth.
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€15.15
FV
1.9% undervalued
intrinsic discount
2.25%
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
3 days ago
author updated this narrative
Personal Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Digital Channels And Platform Efficiencies Will Expand Insurance Options
Key Takeaways Expanding digital insurance channels and new strategic partnerships support growth in revenues and recurring income streams. Exploring acquisitions and new insurance products could enhance market reach and contribute to earnings growth.
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UK£3.68
FV
9.8% undervalued
intrinsic discount
11.29%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
3 days ago
author updated this narrative
Elkem
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Silicones Review And Carbon Capture R&D Will Improve Competitiveness
Key Takeaways Strategic review and operational improvements, especially in China, may enhance competitiveness and increase earnings upon completion by year-end. Diverse geographical presence and R&D initiatives in sustainability could drive revenue growth and strong net margins amid global trade tensions.
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NOK 26.40
FV
7.0% undervalued
intrinsic discount
36.56%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
3 days ago
author updated this narrative
Even Construtora e Incorporadora
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
High Margin Projects And RFM Partnerships Will Expand Market Reach
Key Takeaways Focus on high-margin projects and strategic partnerships drives revenue growth and improves net margins through increased cash generation. Robust capital structure with low debt enables flexible dividends and operational investments, supporting earnings and reducing financial risk.
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R$7.79
FV
10.6% undervalued
intrinsic discount
8.88%
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
First Pacific
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Noodles, Telecom, Mining And Utilities Will Achieve Future Success
Key Takeaways Strong sales growth in Indofood's Noodles division and international markets could boost revenue and profitability, impacting net margins positively. Contributions from Metro Pacific’s utilities and early fintech expansion by PLDT support anticipated revenue and earnings growth potential.
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HK$6.99
FV
9.0% undervalued
intrinsic discount
2.73%
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
3 days ago
author updated this narrative
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