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Weekly Picks
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
35
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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Snam
KG
kgmaik89
Community Contributor
Energy infrastructure for a sustainable future: Hold
strong economic moat: no competitor, Licensed by the state - very profitable business (Net Margin > 30%) Risk: uncertain future gas transition demand due to reduction of fossil fuel usage (-5...15 % 2023-2027) Chance: multi molecule gas plattform (H2, CO2, Biomethane) -> Prepare Infrastructure (Backbone, industry enabler), Ruxit -> more LNG, gas from Africa -> access EU via meditarian sea highly capitel intesiv (huge Capex), onging Investments (H2 ready -> H2 proof, CCS Ravenna, Biomethan platform, Duel Fuel compressor stations, methan leakage monitoring, Iot, Digitaliziation... ), 40 % EU Taxonomie conform Critical infrastructure: H2/CCS Transition in Europe, diversified (stake in few european pipline operator) South H2 corridor (3300 km): Most cost-effective corridor (€ 0.4-0.6/kg to Germany) with embedded line pack storage Baa2, BBB+, Italy has 30% stake
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€5.06
FV
0.8% undervalued
intrinsic discount
7.00%
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
9 months ago
author updated this narrative
NVIDIA
BA
Bailey
Equity Analyst
Enterprise Hardware Segment To Drive Sales As AI Takes Over
Key Takeaways Nvidia is poised to capture a larger share of the growing Data Centre market thanks to class leading hardware supporting the most demanding applications Nvidia's hardware is the best on market for AI applications and greater AI implementation will mean greater the demand for Nvidia hardware. Nvidia's DRIVE autonomous vehicle platform opens the door for Nvidia to flourish in a $300 Billion market.
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US$141.74
FV
22.4% overvalued
intrinsic discount
17.20%
Revenue growth p.a.
Set Fair Value
144
users have liked this narrative
15
users have commented on this narrative
96
users have followed this narrative
9 months ago
author updated this narrative
NeXGold Mining
RO
RockeTeller
Community Contributor
If gold hits $4,000 per oz
--- NexGold Mining Stock Potential Analysis 1. Current Situation : NexGold Mining, with its Goliath-Goldlund project, is set to begin production in 2027, with an initial annual production of 120,000 ounces.
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US$9.46
FV
94.2% undervalued
intrinsic discount
0%
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
9 months ago
author updated this narrative
Aris Mining
RO
RockeTeller
Community Contributor
potential stock price of Aris Mining at $4,000 per ounce of gold
To calculate the potential stock price of Aris Mining at $4,000 per ounce of gold, we would follow these steps: 1. Current Production Metrics: - By the end of 2025, Aris expects to be mining around 450,000 oz annually.
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US$63.00
FV
88.3% undervalued
intrinsic discount
93.33%
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
9 months ago
author updated this narrative
Palantir Technologies
AL
AlexLovell
Community Contributor
Great Stock, overvalued
Palantir has a lot of potential but the current valuation already prices this in (and more). P/E Ratio: Current P/E ratio of 237.8 isn't sustainable.
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US$13.25
FV
1.1k% overvalued
intrinsic discount
16.79%
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
9 months ago
author updated this narrative
Jaguar Mining
RO
RockeTeller
Community Contributor
if gold reaches $4,000 per oz
To estimate Jaguar Mining’s stock price if gold reaches $4,000 per ounce, we will follow a similar approach as with Steppe Gold, adjusting for Jaguar’s specific production and financial situation. ### Key Assumptions: 1.
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CA$28.00
FV
85.7% undervalued
intrinsic discount
56.34%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
9 months ago
author updated this narrative
Steppe Gold
RO
RockeTeller
Community Contributor
If gold reaches $4,000 per ounce
To estimate Steppe Gold’s stock price if gold reaches $4,000 per oz, we'll take into account several key factors including production growth, costs, and valuation multiples. Here's how we can approach it: ### Key Assumptions: 1.
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CA$17.50
FV
93.0% undervalued
intrinsic discount
0%
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
9 months ago
author updated this narrative
Orezone Gold
RO
RockeTeller
Community Contributor
if gold reaches $4,000 per oz
To estimate Orezone Gold’s stock price if gold reaches $4,000 per oz, we will consider several factors such as production growth, costs, and potential valuation multiples. Here’s the step-by-step process: ### Key Assumptions: 1.
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CA$14.00
FV
91.9% undervalued
intrinsic discount
121.12%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
4
users have commented on this narrative
2
users have followed this narrative
9 months ago
author updated this narrative
Talisker Resources
RO
RockeTeller
Community Contributor
if gold reaches $4,000 per oz
To estimate Talisker Resources' stock price if gold reaches $4,000 per oz, let's consider several key factors like production ramp-up, resource base, and potential profitability. Since Talisker is in early stages and lacks formal studies (PEA/PFS), we'll use rough estimates for production and profitability based on available information.
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CA$6.00
FV
90.7% undervalued
intrinsic discount
0%
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
9 months ago
author updated this narrative
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