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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
23
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
28
users have followed this narrative
10 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
0% overvalued
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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IG Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Freetrade Acquisition And International Expansion Will Strengthen Market Position
Key Takeaways Acquisition of Freetrade and improved product offerings may enhance customer base and revenue through diversified self-directed investment options. Focus on efficiency, cost reduction, and international expansion aims to improve margins and drive revenue and earnings growth.
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UK£12.33
FV
7.5% undervalued
intrinsic discount
3.57%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
48
users have followed this narrative
about 18 hours ago
author updated this narrative
Technip Energies
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Investing In Decarbonization And TPS Will Open New Market Opportunities
Key Takeaways Focus on high-margin segments and strategic investments in decarbonization can drive growth and improve earnings through proprietary solutions. Robust commercial pipeline and strategic acquisitions support revenue visibility and enhance earnings potential.
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€34.50
FV
7.4% overvalued
intrinsic discount
7.44%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
about 18 hours ago
author updated this narrative
Steadfast Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Investments In InsurTech And International Expansion Will Improve Operational Efficiency
Key Takeaways Competitive pricing, premium rate increases, and strategic acquisitions in international markets bolster revenue growth and operational efficiencies. Technology investments and management strengthening are anticipated to improve net margins through streamlined operations and enhanced risk management.
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AU$6.73
FV
12.2% undervalued
intrinsic discount
4.63%
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
about 18 hours ago
author updated this narrative
Aspen Pharmacare Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Commercial Pharma And GLP-1 Expansion Will Empower Future Progress
Key Takeaways Steady commercial pharma growth through strategic market focus in China and Russia enhances revenue stability. GLP-1 and insulin manufacturing expansion offers substantial long-term revenue and margin growth potential.
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R122.06
FV
0.2% undervalued
intrinsic discount
2.77%
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
about 18 hours ago
author updated this narrative
Neoenergia
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Brazil Renewables Will Drive Growth Amid Operational Risks
Key Takeaways Neoenergia's focus on renewable expansion and grid modernization aligns with global decarbonization trends, supporting long-term growth and improved operational efficiency. Regulatory clarity, organic customer growth, and disciplined deleveraging strengthen earnings predictability and enhance shareholder returns.
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R$31.35
FV
21.9% undervalued
intrinsic discount
-3.19%
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
about 18 hours ago
author updated this narrative
Valmet Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Operating Model Reforms And Biomaterial Focus Will Unlock Efficiency
Key Takeaways Simplified structure, local accountability, and digitalization initiatives are set to improve margins, stability, and recurring high-margin service revenues. Strategic focus on circularity, sustainability, and automation positions Valmet for long-term growth and expanding high-margin order backlog.
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€28.59
FV
9.3% overvalued
intrinsic discount
2.59%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
26
users have followed this narrative
about 18 hours ago
author updated this narrative
Logista Integral
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Pharma Italia Integration And SGEL Libros Acquisition Drive Growth, But Declining Tobacco Sales Pose Risks
Key Takeaways Logista's diversification strategy and acquisitions in sectors like pharmaceuticals could drive future revenue growth and strengthen its market position. Effective management of tobacco-related factors and a robust dividend policy suggest stable shareholder returns and potential attractiveness despite external economic challenges.
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€31.63
FV
12.6% undervalued
intrinsic discount
-48.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
22
users have followed this narrative
about 18 hours ago
author updated this narrative
SCHOTT Pharma KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
High Demand For GLP-1 Drug Storage Will Spur Future Expansion
Key Takeaways Strong focus on higher-value solutions and expansion projects are key to boosting revenue, margins, and production capacity. Strategic partnerships and demand for drug containment solutions drive revenue growth, with recovery in core markets supporting earnings and cash flow.
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€30.04
FV
15.3% undervalued
intrinsic discount
10.81%
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
about 18 hours ago
author updated this narrative
Vibra Energia
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
New Service Stations And BR Mania Stores Will Expand Market Presence But High Leverage May Strain Future Operations
Key Takeaways Expansion into new markets and improved reseller relationships are expected to enhance revenue, net margins, and competitiveness. Strategic cost reductions and efficiency improvements will likely boost earnings, cash flow, and financial stability.
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R$26.21
FV
22.9% undervalued
intrinsic discount
3.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
about 18 hours ago
author updated this narrative
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