Divergent Capital Investment Research

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August 2024

Notes from Cipher Pharmaceuticals' Planet Microcap Interview dated 21 August 2024.
Cipher's CEO, Craig Mull, and President of U.S. Operations, Bryan Jacobs, have discussed their future aspirations for Cipher post-Natroba acquisition in…
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Estimate of Cipher Pharmaceuticals' Potential Future Operating Income Post-Natroba Acquisition.
Cipher's Natroba acquisition has fundamentally changed the business's future trajectory and its potential future value.
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Divergent Capital
OTC-Listed, U.S. Nanocap with High-Insider Ownership, No Institutional Ownership, 26% of Market Cap in Cash & Investments, High ROIC…
An introductory elevator pitch for an interesting nanocap investment idea potentially warranting further investigation.
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Divergent Capital
Initial Thoughts on Cipher's Acquisition of ParaPRO's, "Natroba"
Cipher Pharmaceuticals has purchased ParaPRO's scabies and headlice drug, "Natroba", for total consideration of $89.5 million USD.
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July 2024

Haypp Group AB: A Fly-Wheel Business Surfing the Nicotine Pouch Tidal Wave, Positioned to Thrive Amidst Intense Competition
Haypp Group AB is a Swedish microcap that offers a potential multi-bagger investment as an online retailer of reduced-risk products.
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Divergent Capital
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Haypp Group AB: Write-Up Preview
Haypp Group AB is a Swedish microcap that offers a potential multi-bagger investment as an online retailer of reduced-risk products.
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Divergent Capital
2

June 2024

May 2024

BQE Water: Write-Up Preview
BQE Water is a high-quality Canadian microcap that offers a potential multi-bagger investment opportunity over the next 20 years.
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Moberg Pharma AB: A Royalty on an Innovative Treatment for a Condition Affecting Hundreds of Millions of People Globally
Moberg Pharma, an obscure Swedish microcap, offers a potential homerun investment due to its development of an innovative treatment for onychomycosis…
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Divergent Capital
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Cipher Pharmaceuticals: A High ROIC Legacy Business at a Fair Price with a Free Call-Option on Two Unpriced Catalysts
Cipher offers a stable, cash-generative legacy business; able, well-incentivised management; and two near-term catalysts with the potential for…
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Divergent Capital
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My Value Investing Conceptual Framework in the Tradition of Graham, Buffett and Munger.
This piece contains an overview of the principles that comprise my investment philosophy.
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