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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
10
users have followed this narrative
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Andean Precious Metals
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Operational Efficiencies At San Bartolomé Will Improve Output But Currency Fluctuations May Impact Margins
Key Takeaways Operational improvements and favorable foreign exchange conditions expected to enhance production output, reducing costs and bolstering margins at Golden Queen and San Bartolomé. Strategic capital moves, like share buybacks and exploration investments, indicate financial stability and could enhance shareholder value and future earnings.
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CA$4.33
FV
2.8% undervalued
intrinsic discount
10.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
4 days ago
author updated this narrative
CMS Info Systems
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Investing In AIoT Solutions Will Expand Services Into Non-BFSI Sectors
Key Takeaways Strategic expansion in retail and investment in AIoT solutions could bolster revenue and solidify market leadership in new sectors. Industry consolidation and ATM rate adjustments present opportunities for market share gains, potentially boosting revenue and margins.
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₹587.33
FV
16.8% undervalued
intrinsic discount
12.83%
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
EverQuote
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
AI-Powered Diversification Will Improve Lead Quality And Open New Market Segments
Key Takeaways Focus on AI and machine learning to enhance lead quality and command premium pricing could boost revenue and margins. Diversification into non-auto insurance markets and disciplined cost management promote sustainable revenue growth and improved financial performance.
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US$34.17
FV
24.8% undervalued
intrinsic discount
12.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
4 days ago
author updated this narrative
Stelrad Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Tightening European Building Regulations Will Spark Energy Efficient Home Upgrades
Key Takeaways Regulatory shifts toward energy efficiency and decarbonization drive demand for Stelrad's innovative radiators, supporting revenue growth and increased margins through premium product focus. Investments in electric radiators, supply chain resilience, and sustainability enhance market positioning, drive margin improvement, and reduce regulatory risk for long-term stability.
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UK£1.89
FV
7.9% undervalued
intrinsic discount
3.11%
Revenue growth p.a.
Set Fair Value
0
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
KAP
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Capacity Expansion And Debt Reduction Will Improve Future Market Position
Key Takeaways Expansion and restructuring initiatives are anticipated to enhance capacity, profitability, and operating margins across various segments, driven by market growth and operational efficiencies. Strategic focus on debt reduction and working capital management is expected to boost financial flexibility and improve net earnings in the medium term.
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R2.58
FV
33.3% undervalued
intrinsic discount
6.45%
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
Centerra Gold
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Mount Milligan's New Studies And Drilling Will Aim To Extend Mine Life
Key Takeaways Strategic capital allocation, including share buybacks and infrastructure investments, could enhance earnings per share and shareholder value. Expansion efforts and operational ramp-ups aim to boost production capacity, improve revenue streams, and enhance net earnings.
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CA$12.66
FV
20.4% undervalued
intrinsic discount
5.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
4 days ago
author updated this narrative
Sansera Engineering
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Semiconductor And Defense Expansion Will Strengthen Future Prospects
Key Takeaways Diversification into tech-agnostic, xEV, aerospace, and semiconductor sectors boosts revenue growth and enhances net margins through high-margin, high-value projects. Strategic pricing, cost-saving initiatives, and diversification are driving efficiency, improved ROCE, and consistent margin improvements, propelling overall earnings growth.
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₹1.57k
FV
13.7% undervalued
intrinsic discount
15.88%
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
Banca IFIS
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Digital Transformation Will Position The Company At The Forefront Of Customer Service
Key Takeaways Digital transformation and new platforms could enhance customer acquisition and boost future revenue through improved digital customer service. Strategic bond portfolio extension and expansion in leasing may stabilize net margins by reducing interest rate sensitivity.
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€25.96
FV
7.8% undervalued
intrinsic discount
7.97%
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
Concord Biotech
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expansion Into Oncology And Anti-Infectives Will Strengthen Market Position
Key Takeaways Strategic expansion into high-margin markets with new product introductions promises strong long-term revenue growth and improved net margins. Focus on renewable energy and new plant capabilities is enhancing operational efficiency, boosting margins and growth potential.
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₹1.94k
FV
2.9% undervalued
intrinsic discount
20.85%
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
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