Highlands Natural Resour... Share Discussion Threads

[morgan20] 18/7/2016 19:54

19 minutes 8 seconds onwards talks about HNR's DT Ultravert technology:

hxxp://www.lsesharetalk.com/share-news/highlands-natural-resources-talk-to-lse-share-talk-about-the-sale-of-warrants/

[new tech] 18/7/2016 12:16

Mandell said the (DTU) technology “is a new way to re-frack wells, which is the Holy Grail right now in the oil & gas industry.”

[morgan20] 18/7/2016 11:45

I noticed HNR got a positive mention in last weeks Shares magazine saying now is the time to get back in with the DT Ultravert testing starting from July to September and at no cost to HNR. Any success and it could be transformational for the share price - 200p to 300p for starters.

[morgan20] 18/7/2016 11:44

hxxp://www.technavio.com/report/global-industrial-gases-helium-market

"Technavio’s market research analyst predicts the helium gas market to grow at a CAGR of around 9% during the forecast period. The rapid growth of the R&D sector is driving the growth of this market. Helium is used as a cryogenic coolant in most of the cutting edge energy and defense research. Liquid helium is also being used widely in quantum mechanics to study the atomic structure and behavior of subatomic particles such as neutrons, protons, and electrons. Such increasing research efforts is contributing to the demand for helium."

So their helium acreage looks like a sound investment.

[andrbea] 18/7/2016 09:12

Look at the value being attributed to the world's (very scarce) helium projects. sort of makes me think hnr is way undervalued...

July 10 2016

Helium gas in Lake Rukwa could be worth $3.5 billion,’ experts say

[bad gateway] 18/7/2016 07:16

Good to see them pushing ahead with the helium despite market jitters on the prospect. Shows some confidence imo.
Did think myself it was likely hnr who pulled out of the opera deal after it became obvious that hnr's investors were against it and they allowed opera to make that comment about the helium prospect not being of interest to them anymore as part of the breakdown.
Still DTU that counts here short term imo but will be interesting to see who comes in on this prospect and at what terms.

[monkeymonkey] 18/7/2016 07:15

Highlands Natural Resources plc ('Highlands' or 'the Company')

Helios Two Leasing and Development Update



Highlands Natural Resources, the London-listed natural resources company, is pleased to announce that it has significantly increased its land position in the core of the Helios Two prospect area, which is located in Custer, Carter and Fallon counties, Montana, to 74,657.41 acres through the acquisition of an additional 15,623.59 acres. This new acreage was acquired for a total cash consideration of $53,734.16.



Highlands' management is advancing conversations with several parties including international industrial gas companies and oil and gas companies as potential JV partners.



Highlands CEO Robert B. Price said, "We increased the size of our Helios Two Project in Montana due to the compelling initial expectations set by RPS Knowledge Reservoir in its Competent Persons Report regarding the recoverable natural gas and helium volumes and projected net present value for the project. We are confident that we can maximise value by developing the asset together with industry partners.



"We believe that Helios Two may represent a significant bypassed resource. Our exploration and resource identification process often leverages data that is not available through standard industry databases or online resources. We hope shareholders will share in our excitement for the project and look forward to providing the market with updates in respect to our partner discussions as well as developments elsewhere in our portfolio, where our main priority is to commercialise our DT Ultravert refracking technology."

[dice1950] 16/7/2016 14:32

Chart of the Day: Highland Natural Resources (HNR)
16th July 2016

[nocky44] 16/7/2016 11:34

a good week all round, got my portfolio into the positive after seeing it half in value post brexit, and plenty of upside to come i believe, timed my last couple of top ups here at what seems to be a great price, thanks to RTW1 or continued research and i ll see you all at the 1p party, have a good weekend all :-)

[glenkaz] 15/7/2016 22:41

Mmm I'm 20% up today!as just got in feel soz for peps got In the 70"s but boomtime Monday ! Gla!

[andrbea] 15/7/2016 14:36

same sector article

Competing With Giants
As a small company, RockPile can be nimble and innovative, which is also encouraged as part of the company’s culture. For example, the containerized Sandbox technology developed by RockPile and a partner company has led to much greater efficiencies in moving proppant and delivering it to the wellsite, evolving the way industry has transported and handled sand the past 60 years.

“We have done things quite differently than most of the industry,” Dacar says. “That’s the luxury of being a small company. You can be very versatile and reactive with the ability to change quickly. We have patents pending on other technologies that we think the industry will find very applicable. We’re striving to bring some of that innovation to our industry.”

And although the industry is currently experiencing hard times, Dacar believes it will serve to spur more and greater efficiencies, reducing costs and significantly advancing the industry.

“Every time we come out of a downturn, the technology that comes out is just fascinating to me, and it’s happening again,” he says. “The last year has been very tough, but people have their noses to the grindstone. The amazing thing about this industry is that it bounces back every time. It always comes back stronger than the last.”

RockPile is maintaining its presence in the Bakken and plans to be there for the long haul when prices rise and activity picks up. Dacar thinks that could be another year to 18 months. For now, the expansion into Texas is helping to keep frack crews busy and RockPile’s business growing.

“I love North Dakota, and it’s my roots. To be able to go full circle—start there and come back 32 years later—start my own business and be part of that community again was important to me,” he says.

Some of the children of those Dacar recruited to work at RockPile—including his own son—are now beginning to work in the oil and gas industry in the Bakken.

“It’s like passing the torch off to the next generation,” he says. “I felt very good about seeing a lot of the second generation hitting the oil patch. Seeing them come from the community and starting to grow with the community has been very exciting and very satisfying.”

[apfindley] 15/7/2016 11:48

Sudden bit of activity here.Take a look at GWMO too for tenbagger potential from £1m market cap.Build a position now, before the crowds arrive

[bad gateway] 15/7/2016 10:41

Strong move here today. Speculators on the upcoming tests or leaky ship?

[datait] 15/7/2016 08:27

British Bulls now have LGO as a BUY

[datait] 15/7/2016 08:24

LGO on the move folks get in there quick

[dafad] 15/7/2016 07:08

From opera interim today

July 2016, the Directors of Opera announced that it has reached a heads of terms agreement with Highlands Natural Resources plc ("Highlands"), to acquire all of the issued share capital of Highland's subsidiary, Highlands Helium Development Limited. On 11 July 2016, the Directors announced that the agreement between Opera and Highlands had been terminated as it did not fit within the investment criteria of Opera. The Company incurred no material due diligence costs relating to this potential transaction.

[kreature] 14/7/2016 21:26

Well I can hardly believe that they did a second interview on camera

[e j blythe] 14/7/2016 19:21

escapetohome

didumms...

[dice1950] 14/7/2016 05:16

Highlands Natural Resources (HNR:AIM) Hot air out of Highlands
14th July 2016

Valuation becoming more realistic as helium deal breaks down The collapse of a £4 million sale of its Montana helium project (11 Jul) to Opera Investments(OPRA) has put further pressure ...

[stevedawn] 13/7/2016 18:34

The nupty blocked me as I predicted sub 40p when it was in the 60's.
Whos laughing now. If only he had listened.

[dorset64] 13/7/2016 14:47

yasX - 21 Feb 2016 - 15:27:01 - 539 of 3249

Investors in oil/gas minnows who have lost heavily might be able to recover their losses and more by backing what I consider to be an absolute steal in HNR (Highlands Natural Resources). This is not a minnow miner as the name suggests, but a company that is in the process of undertaking field trials to prove the Divert Technology for refracking wells. The world leader in this space is Schlumberger, who are really on the hunt for a technology that can tackle this problem. If any reader needs evidence of the appetite that Schlumberger and other majors have for this type of thing, just look at the recent deal Schlumberger signed with Energy Recovery after 6 months of trials - they paid $75m upfront, coupled with a $50m first year milestone payment as well as considerable ongoing royalties. ERI shares more than trebled in price on the same day on that announcement (ERI had a market cap of $130 mln prior to the deal, rising to $440 mln on announcement of the deal). Divert, the offering from HNR, is said to be far superior relative to other offerings

Anyway, Schlumberger have already taken an interest in HNR/Divert and have signed a license deal to evaluate the trials which begin in a matter of weeks. They have further agreed that they have the right to subscribe to up to 33pc of HNR shares based on a five year NPV value of royalty income. The fracking/refracking market is a trillion dollar business. But, that is where it begins. The current market cap of HNR is, wait for it, a ludicrous $4mln. Yes dear readers, this is not a typing error. A mere ÃÆ;’â€;šÃâS64;šÃ218;£4mln. Moreover, it is not an AIM listed dud but has a full listing on the main market. The CEO has not taken a salary and has invested some ÃÆ;’â€;šÃâS64;šÃ218;£650k of his own cash. This from the Company:

"By re-fracking a well using Diverter Technology, oil can be released without the cost of a re-drill. Development of innovative oil field technology is likely to represent a highly disruptive force in the market, and whoever develops a cost effective and efficient process may control this multi-billion-dollar market. Diversion believes that with ÃÆ;’ÃR18;¢Ã¢â€šÂ¬Ã…Ã;¢â‚;¬Å“DT UltravertÃ02;ƒÂ¢Ã¢â€šÂÂ;¬ÃƒÂ¯Ã;‚¿Â½ it may have such a breakthrough and is currently in licensing discussions with major recognised oilfield service companies." and

Considering the potential upside available if the technology proves successful, and the low capex required to roll out this type of business, which has a royalty-based revenue structure, the Board believes this is a very significant opportunity. This technology trend is likely, in one form or another, to reshape an industry that is projected to earn over US$1,100 billion

This really could be a stunner, and if the trials demonstrate success, this is a one hundred bagger or more in the making. Early indications from an October release from Schlumberger were very promising indeed. But, the stock is very tightly held and there is not much around and so it is not easy to get hold of a stake. The CEO holds 42%, so he certainly thinks a lot of it and has skin in the game to make sure this Company does well, having put in 650k of his own money.There are only 29 million shares in issue.

Separately, the Company also has a oil and gas lease in North Dakota, and may make similar acquisitions.

I cannot think of a more compelling opportunity on the London market - this should be trading right now at ten times the current price on early indication of potential and scope, and, if proven, well, the sky is the limit. Given the Directors are taking no salary, but instead have thrown their own cash at it, it is not one of those minnows orchestrated to justify excessive remunerations for doing very little. These guys are active, and they are looking to capture a stake in a colossal market - they have made inroads with Schlumberger, and as yet the market has not noticed.

This could move like some of the early dot com companies which went up by multiples on an almost daily basis.

I am long HNR.
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yasX 12 Jul'16 - 10:40 - 2738 of 2740

As anticipated, now back in the teens.......

Oh well. Still going lower yet.

[dorset64] 13/7/2016 14:46

PMSL @ yasX.....

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zangdook 12 Jul'16 - 20:50 - 2739 of 2739

"a potential one hundred bagger....."
"As anticipated, now back in the teens"

[milliecusto] 13/7/2016 13:36

Nice to see keya get a new hole ripped

[yasx] 13/7/2016 09:29

Indeed he has - chuckle chuckle.