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FR
FrugalBull
Community Contributor
Enterprise, AI & Cloud Growth Ahead, Waiting For the Right Price 💸
Catalysts AI Integration (Atlassian Intelligence & Rovo) Atlassian is strongly positioned to leverage AI to increase workforce efficiency, particularly in large enterprises and is actively embedding AI across its product suite. In 2024 it introduced Atlassian Rovo , an AI teammate that uses Atlassian’s “teamwork graph” to help enterprise users find information across their tools and act on insights quickly.
View narrativeUS$204.74
FV
10.6% overvalued intrinsic discount19.00%
Revenue growth p.a.
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32users have followed this narrative
3 days ago author updated this narrative
TO
Tokyo
Community Contributor
Good foundation, but now it's all about the next steps
Update from 10.03.2025 Now proftiability is no longer ahead, Todd McKinnon reached profitability! In SWS Overview it is staded: "Became profitable this year" Under 2.1 now you can see the break even to $28M.
View narrativeUS$147.87
FV
26.4% undervalued intrinsic discount18.45%
Revenue growth p.a.
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47users have followed this narrative
4 days ago author updated this narrative
DZ
Dzitkowskik
Community Contributor
XTB's Path to 100–120 PLN by 2028 Amid Market Volatility
1. Current Data Snapshot (as of March 6, 2025) XTB is a Warsaw-based brokerage firm specializing in retail and institutional trading of financial instruments, including CFDs, forex, stocks, and ETFs. Here’s what we can infer from available data up to this point: Stock Price Performance: XTB hit an all-time high of 78.00 PLN on January 21, 2025, with a market cap around 7.89 billion PLN (as per TradingView data).
View narrativezł100.96
FV
34.2% undervalued intrinsic discount15.00%
Revenue growth p.a.
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18users have followed this narrative
3 days ago author updated this narrative
DA
DailyInvestors
Community Contributor
Pre-Market Explosion
Organigram Holdings Inc. has seen some significant developments in the past four months: ✓ Acquisition of Motif Labs: In December 2024, Organigram acquired Motif Labs, a Canadian cannabis company, for C$90 million upfront.
View narrativeCA$6.74
FV
78.8% undervalued intrinsic discount17.00%
Revenue growth p.a.
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2users have followed this narrative
3 months ago author updated this narrative
DU
Duffelbag65
Community Contributor
Best vs worst case scenarios
In the most optimistic scenario, TGS capitalizes on its merger with PGS, leveraging the cost synergies of over $50 million annually. This creates a significant financial buffer, allowing the company to focus on strategic growth while optimizing operational efficiencies.
View narrativeNOK 180.00
FV
45.3% undervalued intrinsic discount175.54%
Revenue growth p.a.
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16users have followed this narrative
3 months ago author updated this narrative
TO
Tokyo
Community Contributor
The "Porsche" of Internet Switches
My main narrative for ANET: Young company (founded 2004, IPO 2014), disrupting CISCO in the High Speed Switch Market (for Datacenter, Cloud and AI) Very successful introduction of Fast Internet Switches for Brokerage (High Speed Trading) Internet Speed will continuously increase to meet “tactile internet” capabilities (control robots or vehicles over distance (through internet) with nearly no delay) Perfect fit of Arista HW and Arista SW, as known from Apple devices, leads to high customer satisfaction and customer binding I focus also on: More equity than debt. Ratio is at 0%.
View narrativeUS$127.06
FV
36.9% undervalued intrinsic discount15.00%
Revenue growth p.a.
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42users have followed this narrative
3 months ago author updated this narrative
RO
RockeTeller
Community Contributor
B2Gold at $4,000 Gold
Key Assumptions: Production (2025): 1.2M oz gold annually. Costs: AISC $1,200/oz.
View narrativeCA$30.55
FV
86.3% undervalued intrinsic discount65.73%
Revenue growth p.a.
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5users have followed this narrative
3 months ago author updated this narrative
FA
FactsNotFiction
Community Contributor
Significantly undervalued due to several years of reliance on poor UK funding options moving to US based investment.
Active Pipeline: HG-CT-1 - Hemogenyx CAR-T for R/R AML + expanding to pediatrics in H1 2025 targeting FLT3 which has recently been proven as an extremely promising and effective target. Significant interest in CAR-T treatments with each treatment 200k+, licensing deals in the range of 500m->1bn+ (including milestone payments) CDX - Building on same FLT3 target expands use of bi-specific antibody to a whole range of blood borne cancers and diseases including auto-immune.
View narrativeUK£80.00
FV
97.7% undervalued intrinsic discount0%
Revenue growth p.a.
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3 months ago author updated this narrative
RO
RockeTeller
Community Contributor
Vox Overview and Stock Price Projection (at $4,000 Gold and $100 Silver)
Key Metrics: Royalties: Over 60, with 6 producing and 10+ expected by 2025. Revenue: 2021: $3.6M.
View narrativeCA$10.98
FV
66.2% undervalued intrinsic discount97.21%
Revenue growth p.a.
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2users have followed this narrative
3 months ago author updated this narrative
RO
RockeTeller
Community Contributor
Triple Flag Precious Metals Overview and Stock Price Projection (at $4,000/oz Gold, $100/oz Silver)
Key Financials: Royalties: 236 (32 producing). 2024 Guidance: 100k–115k GEOs. 2024–2028 Average Production: 140k GEOs/year.
View narrativeUS$50.19
FV
62.7% undervalued intrinsic discount102.64%
Revenue growth p.a.
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2users have followed this narrative
3 months ago author updated this narrative
RO
RockeTeller
Community Contributor
Sandstorm Gold Overview and Stock Price Projection (at $4,000/oz Gold)
Key Financials: 2024 Forecast: 80,000 oz production; $160M cash flow. 2029 Forecast: 155,000 oz production; $250M cash flow.
View narrativeUS$20.00
FV
67.8% undervalued intrinsic discount38.10%
Revenue growth p.a.
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1users have followed this narrative
3 months ago author updated this narrative
RO
RockeTeller
Community Contributor
Sandstorm Gold Overview and Stock Price Projection (at $4,000/oz Gold)
Key Financials: 2024 Forecast: 80,000 oz production; $160M cash flow. 2029 Forecast: 155,000 oz production; $250M cash flow.
View narrativeCA$20.00
FV
54.6% undervalued intrinsic discount28.25%
Revenue growth p.a.
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1users have followed this narrative
3 months ago author updated this narrative