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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
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0
users have commented on this narrative
22
users have followed this narrative
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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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Swiss Re
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
New Rigorous Measures Will Strengthen Resilience And Reduce Volatility In P&C And Life & Health Segments
Key Takeaways Strong pricing environment and disciplined underwriting in P&C Re segment drive revenue growth, despite volatility in markets. Strategic cost reduction initiatives and robust dividend growth signal confidence in enhancing shareholder value and future profitability.
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CHF 139.28
FV
6.0% overvalued
intrinsic discount
4.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
47
users have followed this narrative
about 5 hours ago
author updated this narrative
Compass Group
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Acquisitions Of Dupont Restauration And 4Service Will Create Future Operational Synergies
Key Takeaways Strategic focus on core markets and digital initiatives is expected to enhance organic revenue growth and improve future net margins. Acquisitions and expansion in underpenetrated regions provide long-term growth opportunities, supporting earnings and shareholder returns.
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UK£27.33
FV
3.0% undervalued
intrinsic discount
6.96%
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
about 5 hours ago
author updated this narrative
KRUK Spólka Akcyjna
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Upgrades And PLN 25 Billion Investment Will Transform Operations
Key Takeaways Continued strong recoveries in Poland and Romania signal robust revenue growth from these key markets, supporting overall company performance. Digital transformation and synergy gains from Wonga are enhancing efficiencies and profitability, while ongoing investments are set to expand KRUK's asset base.
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zł509.26
FV
20.3% undervalued
intrinsic discount
20.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
about 5 hours ago
author updated this narrative
Prataap Snacks
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Expansion Into Exports And Quick Commerce Will Boost Future Prospects
Key Takeaways Strategic focus on premiumization, exports, and quick commerce channels aims to boost revenue and diversify growth avenues. Cost-reduction and operational efficiency measures target margin stabilization and earnings improvement.
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₹1.18k
FV
12.5% undervalued
intrinsic discount
12.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
about 5 hours ago
author updated this narrative
Lundin Gold
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Plant Expansion Will Increase Throughput To 5,000 Tonnes Per Day, Improving Future Production
Key Takeaways Plant expansion and exploration efforts could boost revenue, profit margins, and production consistency, signaling robust growth potential. Dividend increases and strategic investments in self-generation reveal strong cash flow expectations, enhancing shareholder value and operational efficiency.
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CA$64.42
FV
0.3% overvalued
intrinsic discount
6.30%
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
about 5 hours ago
author updated this narrative
Minda
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
EV Partnership And Localization Will Transform India's Auto Components Sector
Key Takeaways Strategic partnerships and premiumization in EV components are key to driving revenue growth and improving margins. Localization and increased R&D investment enhance operational efficiency and innovation, supporting sustainable long-term financial growth.
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₹588.50
FV
12.3% undervalued
intrinsic discount
13.34%
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
about 5 hours ago
author updated this narrative
Vulcan Steel
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Operational Efficiencies And Aluminum Expansion Will Strengthen Future Resilience
Key Takeaways Disciplined cash flow and debt reduction initiatives are set to improve revenue resilience and potentially expand margins despite inflationary pressures. Geographic expansion and rollout of hybrid sites, alongside targeted product diversification, offer significant future revenue growth opportunities and improved net margins.
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AU$7.07
FV
8.4% undervalued
intrinsic discount
8.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
about 5 hours ago
author updated this narrative
Thomas Cook (India)
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Leisure Expansion And Digital Growth In Financial Services Will Boost Future Prospects
Key Takeaways Consolidating the Nature Trails brand could boost domestic revenue through Thomas Cook's strong distribution network. Growth in financial services and leisure expansion through an asset-light model may enhance revenue and improve earnings.
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₹218.00
FV
15.3% undervalued
intrinsic discount
12.11%
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
about 5 hours ago
author updated this narrative
Boreo Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Acquisitions And Operational Improvements Will Secure Estonia And Finland Markets
Key Takeaways Acquisitions and market penetration strategies are expected to boost revenue and earnings in Estonia and Finland. Operational efficiencies and strategic growth plans enhance profitability, ensuring stable margins and long-term potential amidst economic uncertainties.
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€16.50
FV
3.6% undervalued
intrinsic discount
7.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
about 5 hours ago
author updated this narrative
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