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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
10
users have followed this narrative
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Phillips 66
MS
mschoen25
Community Contributor
room for higher margins
Phillips 66 (PSX) is often considered undervalued for several reasons. Investment analysis typically looks at various factors to determine if a company's stock might be undervalued and whether it has the potential to achieve higher profit margins.
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US$268.71
FV
53.5% undervalued
intrinsic discount
3.00%
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
27 days ago
author updated this narrative
VFD Group
WA
WaneInvestmentHouse
Community Contributor
Strong Q1 2025 Earnings Propel Investor Confidence at VFDgroup
Strong Q1 2025 Earnings Propel Investor Confidence at VFDgroup VFDgroup delivered a robust first-quarter result for the period ended March 31, 2025, posting impressive growth in both gross earnings and bottom-line performance. The group’s profit before tax climbed by 35.4% to ₦4.12 billion (Q1 2024: ₦3.04 billion), reflecting a strong rebound in core operations, higher investment returns, and improved financial asset valuations.
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₦66.72
FV
80.5% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
5
users have commented on this narrative
16
users have followed this narrative
about 1 month ago
author updated this narrative
Wema Bank
WA
WaneInvestmentHouse
Community Contributor
Wema Bank Delivers Robust Q1 2025 Earnings with 270% YoY Profit Growth
Wema Bank Plc has kicked off 2025 with impressive momentum , reporting a profit before tax (PBT) of ₦41.16 billion for Q1 2025—a remarkable 269% increase from the ₦11.15 billion recorded in Q1 2024. The result reflects the bank’s ongoing transformation and earnings resilience despite macroeconomic pressures.
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₦11.47
FV
73.5% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
3
users have commented on this narrative
12
users have followed this narrative
about 1 month ago
author updated this narrative
Livestock Feeds
WA
WaneInvestmentHouse
Community Contributor
Q1 result: Strong Topline Growth but Rising Finance Costs Erode Bottom Line
Q1 result: Strong Topline Growth but Rising Finance Costs Erode Bottom Line The latest unaudited results for the period ended 31 March 2025 reflect a business navigating a delicate balance between robust revenue growth and escalating finance costs. Despite an impressive top-line surge, bottom-line profitability was significantly pressured by debt-related expenses , leaving room for both cautious optimism and strategic reassessment.
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₦10.00
FV
10.0% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
8
users have commented on this narrative
8
users have followed this narrative
about 1 month ago
author updated this narrative
Japaul Gold & Ventures
WA
WaneInvestmentHouse
Community Contributor
Japaul Group Posts Strong Q1 2025 Results with 131% Surge in Turnover and Profit Growth
Japaul Group has delivered a robust performance in Q1 2025, showcasing signs of operational efficiency and improved topline momentum. The company’s unaudited financial results for the period ended March 31, 2025 , revealed a 131% year-on-year increase in turnover , with substantial growth in gross and net earnings.
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₦0
FV
1.0k% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
2
users have followed this narrative
about 1 month ago
author updated this narrative
Skyway Aviation Handling
WA
WaneInvestmentHouse
Community Contributor
SAHCO Plc Delivers Record ₦28.9 Billion Revenue in 2024, Declares 60 Kobo Dividend Amid Expansion Push
SAHCO Plc Delivers Record ₦28.9 Billion Revenue in 2024, Declares 60 Kobo Dividend Amid Expansion Push Skyway Aviation Handling Company (SAHCO) Plc has posted an impressive ₦28.9 billion in revenue for the 2024 financial year , representing a 74.8% year-on-year growth from ₦16.5 billion in 2023. The announcement was made during the company’s 15th Annual General Meeting (AGM) , held virtually.
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₦72.95
FV
12.3% overvalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
about 1 month ago
author updated this narrative
TRIP
Tripple Gee
WA
WaneInvestmentHouse
Community Contributor
Tripple Gee Posts ₦1.39 Billion Loss in Q1 2025 as Margins Collapse and Costs Surge
Tripple Gee Posts ₦1.39 Billion Loss in Q1 2025 as Margins Collapse and Costs Surge Tripple Gee & Company Plc ended its financial year on March 31, 2025 , with a devastating turnaround in performance , plunging from a modest profit of ₦7 million in FY 2024 to a loss after tax of ₦1.39 billion. The result reflects a year of margin deterioration, surging finance costs , and intense cost pressures, putting significant strain on the company's profitability and equity position.
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₦1.99
FV
76.4% overvalued
intrinsic discount
9.47%
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
about 1 month ago
author updated this narrative
Daar Communications
WA
WaneInvestmentHouse
Community Contributor
Daar Communications Q1 Result - aims for a future with an 8.6% profit margin increase
DAAR Communications Plc showed meaningful top-line growth in Q1 2025, though still ended the quarter with a net loss of ₦91.4 million. This marks a substantial improvement from the ₦502.5 million loss recorded in Q1 2024, driven by stronger revenue and reduced one-off impairments.
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₦0.60
FV
35.0% overvalued
intrinsic discount
0.11%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
3
users have followed this narrative
about 1 month ago
author updated this narrative
Haldane Mccall
WA
WaneInvestmentHouse
Community Contributor
Haldane McCall Plc Q1 result Delivers Steady Profit Amid Revenue Decline and Operating Cost Pressures
Haldane McCall Plc posted a profit before tax of ₦252.6 million in Q1 2025, largely stable year-over-year despite a dip in topline revenue and rising cost dynamics. The unaudited financials reflect a company navigating cost pressures and liquidity constraints, yet still delivering resilient bottom-line performance.
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₦4.53
FV
5.1% undervalued
intrinsic discount
20.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
13
users have followed this narrative
about 1 month ago
author updated this narrative
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