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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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Allied Digital Services
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Global Expansion And AI Strategies Will Boost Future Success
Key Takeaways Strategic wins with multinationals and government sectors may significantly boost future revenue through increased global technology spending. Expansion into U.S. and Europe, coupled with AI and innovative strategies, could enhance profitability and stabilize net margins.
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₹200.00
FV
14.1% undervalued
intrinsic discount
16.17%
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
4 days ago
author updated this narrative
Truecaller
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Emerging Mobile And Digital Security Trends Will Shape Future Markets
Key Takeaways Strong expansion in emerging markets and increased demand for security features are driving robust user growth and subscription uptake, boosting recurring revenue and profitability. Diversified revenue streams from B2B services and proprietary ad tech improve margin stability, reduce reliance on ads, and support long-term profit growth through network effects.
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SEK 77.83
FV
33.6% undervalued
intrinsic discount
20.25%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
4 days ago
author updated this narrative
International Petroleum
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Blackrod Phase 1 Project Will Drive Future Production Capacity
Key Takeaways Significant investment in Blackrod Phase 1 is expected to enhance future revenue through increased production capacity. Share buybacks and effective cost management may boost profitability and increase earnings per share.
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CA$23.10
FV
0.6% overvalued
intrinsic discount
14.25%
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
4 days ago
author updated this narrative
IIFL Finance
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Microfinance Stabilization And Gold Loan Recovery Will Strengthen Future Outlook
Key Takeaways Supportive regulatory changes and easing liquidity could enhance revenue growth, reduce borrowing costs, and improve net margins through strategic expansions. Recovery in gold loans and improved microfinance collections can boost asset quality and stabilize earnings, reinforcing financial strength and market position.
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₹525.00
FV
1.6% undervalued
intrinsic discount
19.22%
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
4 days ago
author updated this narrative
Green Thumb Industries
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Partnerships With Magnolia Bakery And DoorDash Will Expand Market Reach
Key Takeaways Strategic investment in new products, partnerships, and key growth markets aims to drive revenue growth and capture new consumer demographics. Expansion in cultivation and operational capabilities in newly legalized states seeks to meet demand and improve margins through efficiencies.
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CA$17.39
FV
50.4% undervalued
intrinsic discount
4.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
4 days ago
author updated this narrative
BP
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Improved Efficiency And Capacity Projects Will Shape Future Resilience
Key Takeaways Improvements in operational efficiency and cost management could boost BP's future revenue and net margins through better asset utilization. Strategic divestments and joint ventures may support capital investments, enhance financial stability, and improve shareholder returns.
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UK£4.19
FV
5.0% undervalued
intrinsic discount
-2.38%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
152
users have followed this narrative
4 days ago
author updated this narrative
AUB Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Integration Of Tysers And Global Expansion Will Strengthen Future Prospects
Key Takeaways International expansion and integration strategies are set to bolster revenue growth and margin expansion, enhancing future earnings. Strategic investments and operational improvements are expected to drive sustained profitability and achieve target margins in key segments.
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AU$36.19
FV
7.5% undervalued
intrinsic discount
15.60%
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
4 days ago
author updated this narrative
Scandi Standard
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Overvaluation Risks Will Scrutinize Capacity Upside Amid Evolving Poultry Markets
Key Takeaways Expectations for sustained demand and premium pricing may prove optimistic if consumer trends shift toward plant-based proteins or regulatory pressures increase costs. Anticipated volume growth from capacity expansions relies on flawless execution, with operational delays or integration issues posing risks to earnings and efficiency.
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SEK 81.00
FV
17.8% overvalued
intrinsic discount
5.05%
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
4 days ago
author updated this narrative
Betsson
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Growth In Latin America And Europe Will Ignite Digital Entertainment
Key Takeaways Strong growth and strategic expansion in regulated and emerging markets support future revenue opportunities and broader user acquisition. Ongoing investment in technology and sustainability initiatives enhances operational efficiency, regulatory compliance, and long-term earnings stability.
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SEK 178.33
FV
7.1% undervalued
intrinsic discount
6.90%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
49
users have followed this narrative
4 days ago
author updated this narrative
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