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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
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0
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34
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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
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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
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Arcadis
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Urbanization, Climate Adaptation And Digitalization Will Unlock Resilient Markets
Key Takeaways Arcadis' digital transformation and strategic focus on climate adaptation are expected to drive higher revenue growth, expanding margins, and premium project wins beyond market forecasts. Scaling high-value projects and energy sector expertise positions Arcadis for sustained operating leverage, enhanced cash flow, and increased opportunity for acquisitions and capital returns.
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€75.00
FV
43.2% undervalued
intrinsic discount
-3.75%
Revenue growth p.a.
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0
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0
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0
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4 days ago
author updated this narrative
PBF Energy
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
California Challenges And Martinez Restarts Will Shape Refining Prospects
Key Takeaways Narrow feedstock differentials and rising RIN prices are compressing net margins, threatening earnings despite potential revenue gains. Regulatory challenges and insurance recovery delays are straining liquidity and may result in volatile revenue, impacting financial stability and operational efficiency.
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US$14.66
FV
64.8% overvalued
intrinsic discount
-4.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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4 days ago
author updated this narrative
ADMA Biologics
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Regulatory Challenges Will Restrain Margins While Process Improvements Brighten Outlook
Key Takeaways Heavy dependence on a limited product range and potential reimbursement cuts expose ADMA to risks in revenue stability and margin durability. Advances in alternative therapies and increased pricing pressure from healthcare consolidation may limit long-term growth and profitability.
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US$20.96
FV
14.1% undervalued
intrinsic discount
22.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
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4 days ago
author updated this narrative
Turkcell Iletisim Hizmetleri
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
5G, Cloud And Smartphone Trends Will Drive Digital Expansion
Key Takeaways Positioning as a regional data hub and leveraging advanced infrastructure may drive revenue growth and margin outperformance beyond current market expectations. Integration of digital services and strong demographic tailwinds foster durable, high-margin growth, while renewable energy investments provide cost and earnings stability.
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₺193.63
FV
52.2% undervalued
intrinsic discount
33.91%
Revenue growth p.a.
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0
users have liked this narrative
0
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1
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4 days ago
author updated this narrative
Arkema
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Low-Carbon And Electrification Will Fuel Specialty Materials Demand
Key Takeaways Accelerated integration, operational discipline, and innovative products are driving faster-than-expected margin gains and robust revenue growth across multiple high-value specialty markets. Regionalized manufacturing and surging global demand for sustainable materials position Arkema for resilience, premium pricing, and above-peer earnings growth despite rising protectionism.
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€100.00
FV
35.2% undervalued
intrinsic discount
3.32%
Revenue growth p.a.
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0
users have liked this narrative
0
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0
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4 days ago
author updated this narrative
Western Union
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Americas Headwinds Will Suppress Revenue And Profit Margins
Key Takeaways Transaction slowdowns in North America and Latin America are impacting revenue growth and putting pressure on net margins. Reduced outbound remittances in Latin America signal a decline in transaction volumes, affecting future revenue potential in these markets.
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US$7.50
FV
14.4% overvalued
intrinsic discount
-0.36%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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4 days ago
author updated this narrative
Page Industries
AN
AnalystHighTarget
Consensus Narrative from 25 Analysts
Growing Middle Class And Digital Retail Will Drive Apparel Demand
Key Takeaways Deeper penetration in smaller cities, premiumization, and e-commerce growth could significantly outperform forecasts, driving sustained revenue growth and higher profit margins. Enhanced supply chain efficiency and focus on emerging segments like women's and kidswear position the company for margin expansion and market share gains ahead of competitors.
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₹57.50k
FV
19.5% undervalued
intrinsic discount
16.10%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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Five Below
AN
AnalystLowTarget
Consensus Narrative from 20 Analysts
Digital Trends Will Erode Traditional Retail Models Despite Remediation Efforts
Key Takeaways The shift to online shopping and aggressive store expansion threaten traditional revenue streams, while rising costs and labor market pressures squeeze profitability and margins. Reliance on trend-driven goods and persistent supply chain challenges expose the company to earnings volatility, inventory risks, and ongoing pressure on gross and operating margins.
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US$96.30
FV
44.0% overvalued
intrinsic discount
9.79%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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4 days ago
author updated this narrative
Thermax
AN
AnalystHighTarget
Consensus Narrative from 21 Analysts
Global Decarbonization And Clean Energy Trends Will Drive Industrial Growth
Key Takeaways Accelerating focus on high-margin, technology-driven and sustainable projects is likely to drive sustained margin expansion and outsized revenue growth. Expansion into green chemicals, global partnerships, and new sectors strengthens diversification and positions the company for resilient, long-term market leadership.
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₹4.42k
FV
15.5% undervalued
intrinsic discount
13.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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4 days ago
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