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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
12
users have liked this narrative
0
users have commented on this narrative
20
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
11.6% undervalued
intrinsic discount
50.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
9 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
1.4% undervalued
intrinsic discount
9.68%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
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Gulf Oil Lubricants India
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Partnerships With Nayara And Piaggio Will Expand Future Market Reach
Key Takeaways Strategic partnerships and premium product focus are poised to boost distribution, brand engagement, and revenue growth positively. Diversification into EV fast chargers and AdBlue signals potential revenue boosts and earnings support beyond traditional lubricants.
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₹1.67k
FV
26.0% undervalued
intrinsic discount
8.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
29 minutes ago
author updated this narrative
Pursuit Attractions and Hospitality
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Refresh, Build, Buy Strategy Will Drive New Opportunities Despite Impairment Charges
Key Takeaways The sale of GES strengthens Pursuit's finances, enabling investments in the Refresh, Build, Buy strategy for future revenue and EBITDA growth. Strategic acquisitions and expansion projects at iconic locations bolster growth through operational synergies and higher visitor capacity, supporting increased earnings.
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US$41.00
FV
23.1% undervalued
intrinsic discount
9.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
29 minutes ago
author updated this narrative
Hochschild Mining
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Transition To Full Production At Mara Rosa Mine Will Increase Output
Key Takeaways Expanding resources through exploration and transitioning to full Mara Rosa production could enhance revenue, profitability, and long-term stability. Cost optimization, new projects, and a new dividend policy are poised to strengthen financial health and investor confidence.
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UK£3.33
FV
12.9% undervalued
intrinsic discount
8.29%
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
29 minutes ago
author updated this narrative
MJ Gleeson
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expansion And Operational Improvements Will Increase Future Housing Deliveries
Key Takeaways Gleeson's expansion in site openings and improved operational efficiencies are set to boost future revenue and net margins. Strategic land sales, planning consents, and project partnerships are expected to drive revenue growth and profitability.
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UK£5.29
FV
30.6% undervalued
intrinsic discount
13.09%
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
29 minutes ago
author updated this narrative
Taseko Mines
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Florence Start-Up And Gibraltar Upgrades Are Set To Improve Future Production
Key Takeaways The advancement of projects and operational improvements are set to boost Taseko Mines' revenue growth and enhance its production capabilities. Strategic initiatives, including leveraging high molybdenum prices, are aimed at reducing costs and improving operating margins.
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CA$5.26
FV
10.6% undervalued
intrinsic discount
24.99%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
30 minutes ago
author updated this narrative
JinkoSolar Holding
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Supply Chain Optimization And ESS Expansion Will Secure Future Competitiveness
Key Takeaways Focused cost reduction and efficiency drive profitability, with net margins expected to improve through supply chain optimization and regional shipment strategies. Strategic expansion in energy storage and high-efficiency products drives revenue, supported by R&D advancements and market adaptability.
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US$33.52
FV
27.3% undervalued
intrinsic discount
13.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
43
users have followed this narrative
30 minutes ago
author updated this narrative
Mohawk Industries
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Renewed Housing Demand And Manufacturing Scale Will Fuel Industry Success
Key Takeaways Improving housing demand, favorable tariffs, and a focus on premium products are boosting Mohawk’s pricing power and potential for higher profitability as conditions recover. Strategic investments in automation, cost reduction, and geographic expansion are diversifying revenue streams and supporting long-term earnings stability.
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US$127.84
FV
8.8% undervalued
intrinsic discount
2.35%
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
30 minutes ago
author updated this narrative
AVI
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Automation And Hedging Will Strengthen Future Position In FMCG Sector
Key Takeaways Automation and operational leverage boost gross profit margins, promising improved future earnings and robust financial health for AVI. Strategic capital expenditure and effective hedging aim to enhance revenue and protect net margins in volatile environments.
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R107.60
FV
11.9% undervalued
intrinsic discount
5.55%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
30 minutes ago
author updated this narrative
Jyothy Labs
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
New Product Launches In Fabric And Personal Care Segments Will Drive Future Success
Key Takeaways Focus on expanding Fabric and Personal Care with new products and marketing could drive revenue growth. Leveraging manufacturing and distribution strengths could enhance margins and operational efficiencies.
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₹416.92
FV
18.4% undervalued
intrinsic discount
7.67%
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
30 minutes ago
author updated this narrative
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