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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
13
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28
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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
50.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
32
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11 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
2.4% undervalued
intrinsic discount
9.68%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
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9
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Burckhardt Compression Holding
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Decarbonization, Hydrogen And LNG Trends Will Underpin Future Progress
Key Takeaways Sustained demand for clean energy, LNG, and marine infrastructure drives robust order growth, strong revenue streams, and high-margin service opportunities for Burckhardt Compression. Digital services, operational improvements, and a growing installed base support margin expansion, recurring revenues, and long-term profitability.
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CHF 728.00
FV
1.6% undervalued
intrinsic discount
3.77%
Revenue growth p.a.
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0
users have liked this narrative
0
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12
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Bora Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
US Facility Modernization Will Secure Future Specialty Success
Key Takeaways Strategic shift to high-value CDMO services and facility upgrades has improved margins, driven growth, and positioned the company for market share gains. Operational excellence, regulatory strength, and a focus on U.S. manufacturing enhance customer retention, pricing power, and long-term growth amid stable sector demand.
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NT$1.00k
FV
17.5% undervalued
intrinsic discount
20.05%
Revenue growth p.a.
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0
users have liked this narrative
0
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7
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Kalmar Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Container Challenges And Eco Orders Will Shape Long-Term Prospects
Key Takeaways Slower-than-expected market growth and customer caution may limit revenue expansion and increase margin volatility amid ongoing global and industry uncertainties. High market expectations for electrification and premium pricing could be challenged by regulatory costs, competitive pressure, and slower adoption, dampening future earnings potential.
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€35.00
FV
10.9% overvalued
intrinsic discount
4.06%
Revenue growth p.a.
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0
users have liked this narrative
0
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8
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International Workplace Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Flexible Workspace Demand Will Foster Valuable Opportunities
Key Takeaways Rapid growth in flexible, franchised workspace models and broader market diversification are strengthening revenue streams and margin potential. Ongoing digital investments and global scale reinforce market leadership, operational efficiency, and sustainable cash generation.
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UK£2.56
FV
12.9% undervalued
intrinsic discount
2.79%
Revenue growth p.a.
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0
users have liked this narrative
0
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3
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Himadri Speciality Chemical
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Large-Scale LFP Cathode Expansion Will Catalyze Global Advanced Materials Demand
Key Takeaways Expansion into specialty materials and first-mover positioning in LFP cathode manufacturing drive global competitiveness and potential for sustained margin improvement. Strategic partnerships, backward integration, and branded B2C diversification reduce dependency risk, broaden revenue streams, and enhance pricing power.
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₹500.00
FV
0.4% undervalued
intrinsic discount
26.10%
Revenue growth p.a.
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0
users have liked this narrative
0
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2
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Wallenstam
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Stockholm And Gothenburg Demand Will Drive Future Expansion
Key Takeaways High occupancy rates and ongoing residential project development support stable rental income, revenue growth, and resilience in key urban markets. Investments in renewable energy and efficiency, alongside disciplined capital return, drive margin expansion and signal strong future earnings potential.
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SEK 44.80
FV
2.9% overvalued
intrinsic discount
6.40%
Revenue growth p.a.
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0
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0
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0
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Grupo Mateus
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Brazil Retail Expansion Will Unlock New Urban Markets
Key Takeaways Expansion in underserved Brazilian regions and disciplined store strategy support sustained growth, stronger productivity, and long-term profitability improvements. Margin resilience is underpinned by efficiency gains, channel transformation, and conservative financial management, enabling benefits from formalization and industry consolidation.
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R$9.31
FV
18.6% undervalued
intrinsic discount
18.36%
Revenue growth p.a.
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0
users have liked this narrative
0
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8
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Burford Capital
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Litigation Finance Adoption And Global Diversification Will Unlock Potential
Key Takeaways Growing acceptance of litigation finance and portfolio diversification positions the company for sustained revenue growth and margin expansion. Strong cash generation and realization from mature case assets support rapid capital redeployment and improved predictability of future earnings.
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US$19.70
FV
30.1% undervalued
intrinsic discount
12.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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2
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Kojamo Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Helsinki Urban Migration And Digitalization Will Transform Rental Markets
Key Takeaways Strong urbanization and persistent housing supply constraints support higher occupancy, rent growth, and long-term revenue gains in core Finnish markets. Digitalization and operational enhancements enhance tenant retention, drive efficiency, and position the company for margin expansion and stable profitability.
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€10.77
FV
4.3% overvalued
intrinsic discount
1.12%
Revenue growth p.a.
Set Fair Value
0
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0
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4
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