Fundamental Analyses, Contrarian Cashflows

Contrarian Cashflows

Fundamental Analyses

The purpose of Contrarian Cashflows is to document my investment research and share it with everyone who is interested in value investing. My long term aspiration for Contrarian Cashflows is to become a platform for professional investors and serious amateurs where they can get inspiration and discuss investing-related topics.
I plan to publish one company deep dive per month that is guided by my investment approach. All information I use for my write-ups is publicly available and most of the time directly sourced from public filings issued by the respective companies. To guarantee maximum transparency, for every post I provide a list of all used sources in the resources section.
Contrarian Cashflows is built around the principles of respect, honesty, open-mindedness and a touch of humour. Please consider these principles in any engagement interaction with me, other readers and the content on this blog. Misbehaviour is not tolerated.
If you want to reach out to me directly, the best way is via LinkedIn, Twitter or email. You can find the details at my homepage contrariancashflows.com

Thematic (Sector/Industry)

Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help you kickstart the week ahead with fresh insights.
Because these ideas are the result of my first-level idea generation process, they require more in depth research. Therefore, the ideas will often be concise, with occasional references to valuable work from other practitioners that I encourage you to explore.
If you have something fascinating to share that could benefit me and the wider community, don’t hesitate to send it my way—I’d love to hear from you!

Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help you kickstart the week ahead with fresh insights.
Because these ideas are the result of my first-level idea generation process, they require more in depth research. Therefore, the ideas will often be concise, with occasional references to valuable work from other practitioners that I encourage you to explore.
If you have something fascinating to share that could benefit me and the wider community, don’t hesitate to send it my way—I’d love to hear from you!

Your Partner for Growth, Hybridan

Hybridan

Your Partner for Growth

Our passion is raising growth capital for exciting, fast growth companies that want to take their business to the next level. We raise capital for companies both listed and unlisted in the most efficient manner possible and pride ourselves as being one of the few consistently profitable broking firms in the City. This has been achieved through a highly disciplined approach when seeking to create both corporate and institutional relationships.

Equity Bottom-Up

London Stock Exchange Group / Equity Bottom-Up

<ul>
<li>London Stock Exchange: Main Market and AIM Halo Minerals 11.50p £12.6m (HALO.L)</li>
<li>The copper development Company focused on extracting critical minerals from legacy mining waste announced that its 100%-owned subsidiary, Minera Playa Verde SpA has formally filed an application with the Delegado Provincial de Chañaral for authorisation to conduct mining activities on Playa Grande de Chañaral under Article 17 Nº 1 of the Chilean Mining Code.</li>
<li>The Application requests permission to conduct mining activities on the beach areas containing historic tailings deposits and follows the EIA approval which was favourably granted in October 2025. </li>
</ul>


London Stock Exchange: Main Market and AIM Halo Minerals 11.50p £12.6m (HALO.L)
The copper development Company focused on extracting critical minerals from legacy mining waste announced that its 100%-owned subsidiary, Minera Playa Verde SpA has formally filed an application with the Delegado Provincial de Chañaral for authorisation to conduct mining activities on Playa Grande de Chañaral under Article 17 Nº 1 of the Chilean Mining Code.
The Application requests permission to conduct mining activities on the beach areas containing historic tailings deposits and follows the EIA approval which was favourably granted in October 2025. 


United Kingdom

hVIVO is a full-service early-phase Contract Research Organisation (CRO) and a global leader in human challenge trials. The company provides end-to-end clinical development services, specializing in conducting human challenge trials across various infectious and respiratory indications, and offers comprehensive virology and immunology laboratory services under the hLAB brand. It was founded in 1988 and is headquartered in London, United Kingdom.

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hVIVO (HVO LN)

Monday Delight: 28/07/25

Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help you...

Contrarian Cashflows

Hybridan Small Cap Feast: 7 May 2026

The Application requests permission to conduct mining activities on the beach areas containing historic tailings deposits and follows the EIA...

Hybridan

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