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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
16
users have liked this narrative
0
users have commented on this narrative
35
users have followed this narrative
7 days ago
author updated this 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
7 days ago
author updated this narrative
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doValue
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Focus On Cost Management And Gardant Integration Will Improve Operational Efficiency
Key Takeaways Gardant acquisition and strategic expansion into non-NPL assets drive revenue growth and diversification, enhancing net margins and earnings stability. Strong client trust, operational efficiencies, and a solid capital structure bolster market share, ensuring increased future revenues and financial flexibility.
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€2.57
FV
0.1% undervalued
intrinsic discount
12.08%
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
AcadeMedia
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Acquisition Of Touhula And Adult Education Expansion Will Strengthen Future Prospects
Key Takeaways Strategic international expansions, including in Germany and Finnish acquisitions, are expected to enhance revenue and profitability, driving future growth. Strong performance in Adult Education and adaptation to Swedish voucher changes highlight potential sustained revenue growth and operational stability.
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SEK 92.50
FV
2.5% undervalued
intrinsic discount
6.06%
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
4 days ago
author updated this narrative
Gibson Energy
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Edmonton Terminal Expansion And Gateway Projects Will Improve Future Market Position
Key Takeaways Strategic infrastructure projects and focus on crude exports are key catalysts for revenue and earnings growth, enhancing market positioning and shareholder value. Cost-saving initiatives and a disciplined capital allocation strategy aim to improve margins and strengthen the balance sheet, supporting financial performance and dividend growth.
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CA$25.35
FV
2.4% undervalued
intrinsic discount
-8.63%
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
4 days ago
author updated this narrative
Trican Well Service
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Electrification And Technology Initiatives Will Reduce Costs And Improve Efficiency
Key Takeaways Investments in electrification and tech modernization are set to boost margins and earnings through enhanced efficiency and cost reduction initiatives. Strategic partnerships and location investments aim to expand market share and boost revenues by reducing logistics costs and accessing new regions.
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CA$6.54
FV
15.5% undervalued
intrinsic discount
9.63%
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
4 days ago
author updated this narrative
Orla Mining
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Acquisition Of Musselwhite Mine Will Increase Production Capacity
Key Takeaways The transformational acquisition of the Musselwhite Mine is expected to significantly enhance production and future revenues. Successful integration and cost efficiencies from the Musselwhite Mine could improve operating margins and boost earnings.
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CA$18.47
FV
22.6% undervalued
intrinsic discount
46.48%
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
Angel One
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Digital Expansion And AI Adoption Will Transform India's Markets
Key Takeaways Growing presence in rural and underserved markets, along with diversified financial offerings, is expanding client base and boosting overall revenue potential. Investments in technology and regulatory trends are improving margins, operational efficiency, and competitive positioning in a consolidating digital financial services landscape.
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₹2.83k
FV
3.9% undervalued
intrinsic discount
9.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
4 days ago
author updated this narrative
J. Kumar Infraprojects
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Metro And Tunnel Projects Will Leverage Engineering Capabilities In FY '26
Key Takeaways Strategic focus on technically demanding projects enhances engineering capabilities and positions the company for future earnings growth with differentiated offerings. Operational stability and growth are supported by conservative financial management and strategic focus on high-margin projects, improving EBITDA margins.
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₹961.20
FV
24.7% undervalued
intrinsic discount
15.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
4 days ago
author updated this narrative
Wonderla Holidays
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
New Chennai Park Will Begin Operations Next December, Adding Income Stream
Key Takeaways The Chennai park launch and strategic investment in current parks could enhance revenues, diversify income, and improve guest experiences. Digital transformation and non-ticket revenue growth aim to increase profitability through operational efficiencies and higher margin streams.
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₹843.50
FV
23.2% undervalued
intrinsic discount
21.20%
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
4 days ago
author updated this narrative
Freightways Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Express Package And Business Mail Will Gain Market Share Via Improved Service Quality
Key Takeaways Strategic enhancements in air fleet and automated facilities should lower costs, boost efficiencies, and improve earnings. Market gains and operational optimizations in various divisions are likely to increase revenue, margins, and overall earnings.
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NZ$11.31
FV
0.009% overvalued
intrinsic discount
5.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
4 days ago
author updated this narrative
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