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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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Tecan Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Expansion Into South Korea And FDA Approval To Support Future High-Value Medical Device Production
Key Takeaways Expansion into South Korea and FDA approval in Malaysia bolster Tecan's production and revenue growth potential in medical devices. Innovations in genomics and proteomics could drive demand and revenue as new technologies gain market traction.
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CHF 225.02
FV
26.4% undervalued
intrinsic discount
3.85%
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
Evertz Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Digital Video And Cloud Transition Will Expand Broadcast Networks
Key Takeaways Rising demand for high-quality video and digital infrastructure upgrades is fueling a robust sales pipeline and long-term revenue growth. Transition to software, cloud-based solutions, and a diversified customer base is driving higher margins, stable recurring revenue, and stronger market position.
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CA$13.92
FV
13.4% undervalued
intrinsic discount
5.00%
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
4 days ago
author updated this narrative
Morgan Sindall Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Expanding Housing And Mixed Use Partnerships Will Strengthen Future Market Position
Key Takeaways Focus on expanding Partnerships in Housing and Mixed Use seen as long-term growth driver for market share and earnings. Strong cash reserves and strategic project focus enhance potential for sustained growth and earnings stability.
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UK£46.80
FV
3.6% undervalued
intrinsic discount
3.05%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
4 days ago
author updated this narrative
Exsitec Holding
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Norway Operations And Power BI Integration Will Unlock New Opportunities
Key Takeaways Strategic acquisitions and expanded offerings drive potential revenue growth and enhance net margins through increased service efficiency and cross-selling opportunities. Operational efficiency improvements and a sustainable talent pipeline set the stage for margin expansion and capacity growth across multiple regions.
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SEK 179.00
FV
24.6% undervalued
intrinsic discount
8.30%
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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4 days ago
author updated this narrative
Sudarshan Chemical Industries
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Acquisition Of Heubach Will Expand Global Reach And Product Offerings In 2025
Key Takeaways Acquisition of Heubach Global Pigment business and successful CapEx projects are expected to boost revenue through product and geographic expansion. Improved leverage ratio and robust export growth anticipate enhanced earnings through reduced interest expenses and favorable product mix.
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₹1.16k
FV
7.7% overvalued
intrinsic discount
10.22%
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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4 days ago
author updated this narrative
Australian Finance Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Broker Technology Investments And Fintelligence Acquisition Will Strengthen Future Prospects
Key Takeaways Investment in broker technology and equity acquisitions enhance distribution revenue and efficiency, boosting EBITDA and future growth prospects positively. Improved net interest margin and subscription income growth signal enhanced financial performance, with lower funding costs supporting increased net profit margins.
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AU$2.15
FV
0.9% overvalued
intrinsic discount
9.25%
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
Mader Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expansion Into Energy And Transport Logistics Will Diversify Future Revenue Streams
Key Takeaways Mader Group aims for geographical and industry diversification with a strategic focus on energy and transport logistics for increased revenue streams. The company's financial strategy includes a net cash goal within 12 months for growth investments and expansion in North America and other key markets.
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AU$6.56
FV
10.8% overvalued
intrinsic discount
11.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
4 days ago
author updated this narrative
Real Matters
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Tier 1 Client Expansion And Excess Capacity Will Unlock Opportunities
Key Takeaways Expansion with Tier 1 lenders and strategic investments aim to grow U.S. Title and Appraisal segments, driving future revenue growth. Strong financial position with no debt and solid cash reserves enables seizing growth opportunities and maintaining earnings stability.
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CA$7.68
FV
29.8% undervalued
intrinsic discount
21.14%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
4 days ago
author updated this narrative
QleanAir
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expansion Into US Cleanroom Segment Will Open Future Opportunities
Key Takeaways Focus on industrial air cleaners in Europe and APAC could drive significant revenue growth leveraging product versatility and addressing critical application areas. Supply chain consolidation and new service partnerships are anticipated to enhance cost efficiency, boosting net margins and profitability.
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SEK 22.00
FV
4.5% undervalued
intrinsic discount
9.86%
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
4 days ago
author updated this narrative
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