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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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Affle 3i
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Digitalization And Connected Devices Will Boost Advertising Opportunities
Key Takeaways Unique automation and AI deployment enable profit growth to outpace revenue, with continued margin expansion driven by regulatory tailwinds and proprietary tech investments. Expansion in high-growth markets and emerging digital consumption trends position Affle 3i to exceed revenue growth expectations and capitalize on new ad format opportunities.
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₹2.12k
FV
13.0% undervalued
intrinsic discount
23.95%
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
5 days ago
author updated this narrative
Valeura Energy
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Southeast Asia Oil Expansion Will Spur Production Amid Transition Risks
Key Takeaways Aggressive reserve replacement and exploration efforts drive sustained production growth, extended field life, and long-term earnings visibility. Strong Southeast Asian market position and financial flexibility enable premium pricing, robust margins, and rapid value-accretive M&A opportunities.
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CA$16.00
FV
45.3% undervalued
intrinsic discount
-7.09%
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
5 days ago
author updated this narrative
FACC
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Growing Air Travel Will Drive Composite And eVTOL Expansion
Key Takeaways FACC's expertise in advanced composites and recognition as a top supplier position it for higher-margin, recurring revenues and long-term profit expansion. Strategic moves into expanding markets and operational efficiency initiatives drive diversified growth and higher, more resilient profitability.
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€12.00
FV
40.8% undervalued
intrinsic discount
9.68%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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5 days ago
author updated this narrative
Lovisa Holdings
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Digital Expansion And Urbanization Will Unlock Retail Appeal
Key Takeaways Accelerated store expansion into new global markets and enhanced omnichannel strategy position Lovisa for significant revenue and market share growth. Sustained margin improvements, innovative product cycle, and digital engagement drive brand relevance and support structurally higher profitability.
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AU$35.00
FV
5.0% undervalued
intrinsic discount
19.94%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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5 days ago
author updated this narrative
Bemobi Mobile Tech
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Smartphone Adoption And Digital Payments Will Spark Global Opportunities
Key Takeaways Rapid international expansion, scalable digital services, and strong cross-sector wins position Bemobi for outsized recurring revenue growth and margin expansion in emerging markets. Dominance in microfinance, proprietary technology, and network effects could make Bemobi a default digital transformation partner, driving long-term earnings and lower customer churn.
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R$26.00
FV
21.7% undervalued
intrinsic discount
-18.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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5 days ago
author updated this narrative
Audinate Group
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Cloud Solutions And Embedded Software Will Reshape Digital AV Ecosystems
Key Takeaways Accelerating software adoption, SaaS leadership, and network effects position Audinate for dominant market share, recurring revenue, and sustained margin expansion. Strong cash reserves and disciplined M&A enable entry into AI, IoT, and automation, unlocking high-value markets and multi-year above-market growth.
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AU$17.20
FV
62.9% undervalued
intrinsic discount
21.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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5 days ago
author updated this narrative
STMicroelectronics
AN
AnalystHighTarget
Consensus Narrative from 19 Analysts
Electrification And Digitalization Will Accelerate SiC And GaN Expansion
Key Takeaways Accelerated growth in automotive and Edge AI segments, aided by robust design wins, expanding ecosystem, and advanced microcontroller launches, is set to boost margins and leadership. Strategic manufacturing diversification and major capacity investments enhance resilience to geopolitical risks, positioning for strong multi-year revenue and net margin expansion.
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€33.07
FV
32.7% undervalued
intrinsic discount
10.38%
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
Yubico
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Digital Identity Trends Will Drive Passwordless Technology Adoption Worldwide
Key Takeaways Expanding enterprise adoption, regulatory-driven demand, and new subscription models could rapidly accelerate recurring revenue and position Yubico for substantial upside growth. Industry-leading margins, deep cloud integration, and leadership in passwordless authentication support sustainable premium pricing and strengthen Yubico's status as a key infrastructure provider.
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SEK 250.00
FV
44.7% undervalued
intrinsic discount
20.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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5 days ago
author updated this narrative
Resolute Mining
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Syama Automation And Global Gold Demand Will Expand Operations
Key Takeaways Sustained cost reductions, strong gold prices, and immediate asset monetization are set to boost liquidity, margins, and drive superior earnings and cash flow growth. Advancements in exploration, ESG practices, and robust investor demand position Resolute for long-term expansion, improved financing, and enhanced shareholder returns.
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AU$1.80
FV
65.3% undervalued
intrinsic discount
5.33%
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
5 days ago
author updated this narrative
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