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.
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Thematic (Sector/Industry)

<ul><li>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.</li><li>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.</li><li>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!</li></ul>

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!

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

In last week's Compass we highlighted what we view as compelling signals that risk appetites are improving, which is bullish for the broad market. The trend of improving risk appetites has only continued over the past week and we are moving toward an outright bullish outlook.

In last week's Compass we highlighted what we view as compelling signals that risk appetites are improving, which is bullish for the broad market. The trend of improving risk appetites has only continued over the past week and we are moving toward an outright bullish outlook.

U.S. Equity Strategy: Small-Caps Re-Emerging As Leadership

Leading International Investment Research, Edison Investment Research

Edison Investment Research

Leading International Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

Equity Bottom-Up

Following the completion of its contracted two year engagement under the Tel Aviv Stock Exchange Research Scheme, Edison Investment Research is terminating coverage on Nano Dimension (NNDM). Please note you should no longer rely on any previous research or estimates for this company. All forecasts should now be considered redundant.

Following the completion of its contracted two year engagement under the Tel Aviv Stock Exchange Research Scheme, Edison Investment Research is terminating coverage on Nano Dimension (NNDM). Please note you should no longer rely on any previous research or estimates for this company. All forecasts should now be considered redundant.

Nano Dimension commenced commercial roll-out during H217 and has sold eight commercial grade DragonFly Pro printers so far. While there is considerable interest in the technology for structural electronics applications in addition to PCB prototyping, customers remain cautious about committing to purchase. We therefore reduce our estimates again and cut our indicative valuation from US$6.39/ADS to US$4.16ADS.

Nano Dimension commenced commercial roll-out during H217 and has sold eight commercial grade DragonFly Pro printers so far. While there is considerable interest in the technology for structural electronics applications in addition to PCB prototyping, customers remain cautious about committing to purchase. We therefore reduce our estimates again and cut our indicative valuation from US$6.39/ADS to US$4.16ADS.

Nano Dimension - First commercial sales refine proposition

Q317 marked Nano Dimension&rsquo;s first sale of a commercial-grade printer, the DragonFly Pro, which was to global manufacturing services giant, Jabil. In general, however, the sales cycle is proving much longer than management originally anticipated, so we are revising our estimates downwards to reflect a more cautious commercial roll-out and cutting our indicative valuation from US$7.04/ADS to US$6.39/ADS.

Q317 marked Nano Dimension&rsquo;s first sale of a commercial-grade printer, the DragonFly Pro, which was to global manufacturing services giant, Jabil. In general, however, the sales cycle is proving much longer than management originally anticipated, so we are revising our estimates downwards to reflect a more cautious commercial roll-out and cutting our indicative valuation from US$7.04/ADS to US$6.39/ADS.

Nano Dimension - First commercial sale inaugurates roll-out

Israel

Nano Dimension Ltd. is a 3D printing company. The Company focuses on the research and development of 3D printed electronics that includes a printer for multilayer printed circuit boards, and the development of nanotechnology based inks. Nano Dimension also supplies its nano inks to other fields in the electronics market.

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Nano Dimension (NNDM IT)

Monday Delight: 27/10/25

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

Contrarian Cashflows

U.S. Equity Strategy: Small-Caps Re-Emerging As Leadership

We continue to see compelling signals that suggest risk appetites are improving, which is bullish for the broad market. As a result, we are moving...

Vermilion Research

Nano Dimension - Termination of coverage

Following the completion of its contracted two year engagement under the Tel Aviv Stock Exchange Research Scheme, Edison Investment Research is...

Edison Investment Research

Nano Dimension - First commercial sales refine proposition

Nano Dimension commenced commercial roll-out during H217 and has sold eight commercial grade DragonFly Pro printers so far. While there is...

Edison Investment Research

Nano Dimension - First commercial sale inaugurates roll-out

Q317 marked Nano Dimension’s first sale of a commercial-grade printer, the DragonFly Pro, which was to global manufacturing services giant, Jabil....

Edison Investment Research

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