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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
59.7% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
2 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
13.5% 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
15
users have followed this narrative
8 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
3
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
2 days ago
author updated this narrative
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Ratos
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Merger Synergies And Capital Efficiency To Drive Future Success
Key Takeaways Strategic mergers and restructuring efforts are expected to enhance profitability, improve EBITA margins, and optimize operational efficiency. Strong cash flow and efficient capital management support potential growth and profitability improvements through reinvestment opportunities.
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SEK 46.04
FV
24.5% undervalued
intrinsic discount
1.27%
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
6 days ago
author updated this narrative
Silk Logistics Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Technology Integration And Secon Acquisition Will Enhance Efficiency And Expand Logistics Services
Key Takeaways Optimization of Port Logistics and IT integration could enhance net margins and earnings by reducing costs and improving asset utilization. Acquisitions and ESG investments may drive revenue growth, attract eco-friendly clients, and strengthen the business pipeline for stable future earnings.
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AU$2.11
FV
0.5% overvalued
intrinsic discount
6.08%
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
6 days ago
author updated this narrative
TKP
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Acquisitions Of Lilycolor And Novarese Will Strengthen Operations Amid Tourism Growth
Key Takeaways Strategic acquisitions and facility expansions are expected to drive operational efficiencies and boost revenue through increased service offerings and occupancy rates. Focus on capital efficiency and shareholder returns, through share buybacks, aims to enhance earnings per share and support growth initiatives.
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JP¥1.78k
FV
6.8% overvalued
intrinsic discount
23.81%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
CELSIA E.S.P
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Tesorito Plant And Debt Reduction Will Secure Future Success
Key Takeaways Strategic initiatives in renewable energy and debt reduction are expected to boost revenue and improve financial health through lower costs and enhanced margins. Energisa program's share buyback and new market investments aim to strengthen operations, increasing earnings per share and shareholder value.
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Col$4.93k
FV
5.6% undervalued
intrinsic discount
46.73%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
6 days ago
author updated this narrative
Mitchell Services
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Decarbonization And Mineral Shift Will Secure A Resilient Future
Key Takeaways Shifting focus from coal to minerals positions the company to maintain stable revenues despite coal sector challenges. High-performing Loop decarbonization and expected rigorous improvements will likely boost future revenues and profitability.
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AU$0.45
FV
37.8% undervalued
intrinsic discount
5.45%
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
6 days ago
author updated this narrative
Hanza
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Acquisitions Of Orbit One And Leden Will Improve Operational Efficiency And Expand Global Reach
Key Takeaways HANZA’s decentralized structure and strategic acquisitions could drive revenue growth through regional expansion and improved operational efficiencies. Strong cash flow and the 2025 plan position HANZA well for profitability, margin improvement, and financial stability.
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SEK 85.96
FV
25.6% overvalued
intrinsic discount
13.39%
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
6 days ago
author updated this narrative
Banco Itaú Chile
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Digital And ESG Trends Will Shape Latin American Banking
Key Takeaways Digital investments and high client satisfaction position Banco Itaú Chile for gains from digital adoption, improved client acquisition, and revenue growth. Strong risk management, sustainability leadership, and upgraded credit ratings support resilient earnings, funding advantages, and access to emerging sustainable finance opportunities.
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CL$15.52k
FV
18.5% undervalued
intrinsic discount
21.16%
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
6 days ago
author updated this narrative
Puuilo Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
New Stores, Private Labels And Automation Will Secure Long-Term Success
Key Takeaways Expansion strategy and increasing private label share are key drivers for future net sales growth and improved profitability. Automation and financial strategies enhance efficiency and stability, supporting earnings growth and shareholder returns.
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€13.13
FV
0.3% overvalued
intrinsic discount
12.17%
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
6 days ago
author updated this narrative
Kenmare Resources
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Efficient Mozambique Mine Operations Will Encounter Regulatory And Market Risks
Key Takeaways Completion of capital projects is poised to boost production capacity and efficiency, potentially enhancing revenue and EBITDA margins. Strategic focus on a low-cost position and high product demand supports potential earnings and profit margin growth.
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UK£6.59
FV
50.4% undervalued
intrinsic discount
2.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
6 days ago
author updated this narrative
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