Highlands Natural Resour... Share Discussion Threads

[zengas] 15/6/2016 10:10

log for starters its nothing naïve about it

it's a recent new company.
I've read their prospectus long ago so don't need to revert to companies house thanks.

The thing is you've no concept or idea when buying assets cheaply and creating value from them early stage. Been here before when licences were bought for a few hundred $k and people asked how could a deal be done at a much higher value. Make your own enquiries and dd.

[yasx] 15/6/2016 10:10

Herschel K - 24 May 2016 - 22:36:29 - 5391 of 6844
Well.....as luck would have it I happen to know someone that works for Halliburton.......

(Keya, it was Halliburton not Schlumberger)

I am not going to post his response when I asked if he had heard of DT Ultravert and explained what it is expected to do in terms of refracking.

Suffice to say I will not be selling any tomorrow or any time soon.

H
--------------------------

Well, this Halliburton chap (assuming he exists) told you a tale and the shares have since dropped from around the highs of 80p (at which you were declaring yourself a buyer) to the current 44p. Any other shorts he might suggest?

Chuckle chuckle.

[loglorry1] 15/6/2016 10:07

No Zengas to trade successfully you have to (amongst other things) spot when the value assigned by the market is out of step with true value - take a position and wait for the anomaly to disappear. WShak has a tremendous track record in getting this right. Twitter followers have very little to do with it and are more to do with his success as an investor than the other way around.

[wshak] 15/6/2016 10:07

Zengas,

Wshak to 'trade' successfully, you need others to think or be influenced likewise into selling or going short - and why I believe that the use of Twitter is nothing more than a vehicle to spread that influence.

You are missing one key point. Every share that I have been bearish on over the last few years has continued to perform abysmally long after I have declared a profitable exit. if all I was doing was temporarily influencing others to sell shares, surely the shares would bounce once I said I no longer had an interest?

I made this clear in my post here:



Every stock that I've mentioned with a bearish perspective on Twitter over the last few years is there and you can check what's happened to them long after I closed my short.

To insinuate that I am merely influencing shares for short term gain is not only offensive, it is demonstrably wrong if you care to check. I short over-promoted junk for a reason - the companies concerned have no long term prospects at the prices at which I short - that's the reason why the prices continue downwards long after I'm gone.

@WShak1

[yasx] 15/6/2016 10:06

Well, how about I show you up for the buffoon you are:

"Herschel K - 25 May 2016 - 16:33:21 - 5597 of 6842

do you honestly believe what you've just written?

"you'd only see 19% of them at most in dividends"

I wouldn't be here for the dividends - if they agreed capex-free royalty deals with O&G companies across the US and Worldwide, on the back of the tech being successful, the market they are targeting is worth $50 billion per annum.........the capital growth here would be so staggering that I wouldn't need a dividend thanks, even if they only got 5% of that market.

I remind you once again, that the current market capitalisation of HNR at 65p is c.£23m

-------------

Now, tell me, have they captured a fraction of this 50 billion dollar market? No, thought not. Any testing? No, thought not.

Can you remind me what the market cap is now at 45p, given you were so keen to remind readers it was so low at 65p. Chuckle chuckle.

Confirmation that you have been left holding the parcel.

In goes the boot.

[herschel k] 15/6/2016 09:59

just showing you up for what you are yas

[loglorry1] 15/6/2016 09:59

@Zengas you are either very naive or something else. Just look at the accounts of Opera Investments PLC

The Helium assets were bought very recently for a fraction of the value they now place on them although that value is now being paid in shares of a company which is clearly worth almost nothing.

And in the face of all this you claim they have multi million pound value.

Log

[yasx] 15/6/2016 09:58

Herschel,

Why not instead address the concerns I have raised? Can you? No, thought not.

One ugly bearish hammer candle likely to form today given this retracement. I still think single digits is possible in due course.

You still holding the parcel Herschel?

[herschel k] 15/6/2016 09:52

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 Ãâ;€šÃ‚£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 Ãâ;€šÃ‚£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 DT Ultravert 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.

[yasx] 15/6/2016 09:46

Rally all but fizzled out..

[yasx] 15/6/2016 09:39

15.6.06
Rapidly commercialising 75% owned patents of DT Ultravert, a disruptive diverter "re-fracking" technology with significant potential to transform the multi-billion dollar oil and gas industry"

Yawn.

15.6.2016 "First testing of DT Ultravert technology to commence in Q3 2016, at no cost to the Company"

There is a subtle shift here - it is now a case of undertaking the first test by September, no indication of when further tests will be carried out or the date by which results will be reported.

15.06.2016 "Bolstered management team to drive through commercialisation of DT Ultravert technology "

By way of hiring a relatively youthful engineer in a marketing role, something his resume indicates he has no experience of.

15.6.16 "Highlands Chairman Robert Price said, "Our first year on the London Stock Exchange has been incredibly exciting"

Indeed - they purchased DT ultravert for a paltry sum and indicated would begin tests as early as March and complete tests by September. By the end of June they have yet to start any tests. Anything else of significance? Not apart from the purchase of several pieces of acreage for tiny sums, none of which have had any exploration testing or developmental work. So, in brief, a year of virtually nil activity although one can describe it as incredibly exciting if one wishes so to do.

15.6.2016
"
By taking advantage of depressed markets we have been able to grow our portfolio from nothing to a number of highly prospective assets from which we intend to deliver significant results. I look forward to the remainder of 2016 as we continue to grow whilst commercialising DT Ultravert, which could be a disruptive force in the oil and gas market, alongside leading oil field services companies."

Remove the words could and might and there is your answer. I too, for instance, might claim the ability to develop a technology that is a disruptive force in the oil and gas space, but I rather doubt anyone will pay me millions merely because I claim that.

15.6.2016 " this technology's ability to disrupt the multi-billion dollar oil and gas industry is clearly evident."

Really? How? Oh, if tests are successful - chuckle chuckle.

I could go on - the results could be summed up as follows:

We purchased Ultravert for a few hundred thousand, listed on the main market and have since done nothing of any significance other than purchased a few pieces of acreage for a few hundred thousand. We undertook two placings and therefore have cash of less than a million. Testing has been delayed till possibly September. The current market cap? Oh dear!

[dorset64] 15/6/2016 09:34

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 Ãâ;€šÃ‚£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 Ãâ;€šÃ‚£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 ÃÂ;¢Ã¢;‚;¬Ã;…â̈́4;œDT UltravertÃ02;¢ââ364;šÂ¬Ã¯Â¿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.

[thelung] 15/6/2016 09:34

no one saw value in your views on NUFC! :-)

[yasx] 15/6/2016 09:20

As for the results, well, same tired old lines about potential and capturing a hare of a multi billion dollar market.

[yasx] 15/6/2016 09:19

Technically, this is playing out just wonderfully. It bounced from 40p as expected, and now we have in play a perfect H & S pattern.

Plenty of downside yet.

[wshak] 15/6/2016 09:11

Zengas,

Your 2300 followers on Twitter don't seem that interested this am on your ridiculous tweets. You'll need to get more influence over them to get your short to work.

My tweets don't affect market prices in the short term. If I have people who are interested in my views, I'd hope it's because I have a reputation for trading in the same direction of my comments over the last 16 years. I'm not shy about giving my views on corporate jiggery pokery either. Perhaps people see some value in that?

@WShak1

[chiva20] 15/6/2016 09:08

WShak I said earlier you sound desperate, this trash talk from you and your chum log smack of anxiety. Go find a stock without an positive rns attached to it for the day or post what you're having for breakfast on twitter. This is just damaging your credibility

[wshak] 15/6/2016 09:02

Johndee,

I have made my views quite clear. I think that HNR is a promotional stock - one that has a story attached to it that appeals to retail investors. This often makes the shares go up in the short term, but there is little correlation between the market value and the true value of the assets, so the shares eventually crash back to earth.

Cautious investors should read the prospectus, and watch the interviews on Proactive Investors - a site which is paid to host soft interviews from companies looking to promote their prospects.

@WShak1

[loglorry1] 15/6/2016 09:01

The only point of this transaction is to make it look like there is substantial value in the Helium assets.

However if that were true why enter into the transaction where HNR are swapping those assets for near worthless shares. Just keep the valuable assets and the value will out.

Makes no sense and I suspect everyone knows that but are happy to portray it otherwise.

Log

[zengas] 15/6/2016 08:57

I don't expect you to see any value Wshak when you're short.

No disrespect but to say the £20k/m is coming from HNR is pure distortion of the facts as usual - It's coming from a separate listed PLC.

Your 2300 followers on Twitter don't seem that interested this am on your ridiculous tweets. You'll need to get more influence over them to get your short to work.

[perch3] 15/6/2016 08:56

I thought you'd gone to school for the day Wshak ?