Highlands Natural Resour... Share Discussion Threads

[datait] 17/6/2016 12:03

XTR WILL RISE SOON TRACY I SAID IT WOULD REACH 10P BOUGHT IN AT 13P SOLD AT 14P THEN BOUGHT AT 12P THEN JUST UNDER 10P

[falia] 17/6/2016 12:02

CHL GUYS TRIBUNAL WIN ABOUT TO BE ANNOUNCED

[datait] 17/6/2016 12:00

10P EASY NEXT TARGET

[datait] 17/6/2016 11:55

how low can you go how low can you go.......

How are you doing Tracy everything you touch falls weeeeeeeeeeeeeeeeeeee Just like your knickers hahahahaha

[kreature] 17/6/2016 11:47

"Cantor Fitzgerald have set a target price of 149p on its stock."

Send them to the FCA

[bad gateway] 17/6/2016 11:47

If it doesn't work then todays sellers have got a very good price but to be fair that risk has always been out in the open. Even at the irrational exuberance of 80p we all knew that.

[pathai3] 17/6/2016 11:44

Eland Oil & Gas PLC financially sound and has great earnings growth forecasts ‘BUY’
17th June 2016

Cantor Fitzgerald have set a target price of 149p on its stock. This indicates the analyst now believes there is a potential upside of 578.64% from today’s opening price of 25.75p.

[bandflex] 17/6/2016 11:19

You are right but their are more than a few warrants, and if it does not work?

[bad gateway] 17/6/2016 11:18

"If" the tech works bandflex this market will be so shocked those few warrants will seem like a fart in a hurricane.

[bandflex] 17/6/2016 11:12

Robert Price has the majority of Founder warrants 23.7m, which seems very greedy to me.

[bandflex] 17/6/2016 11:06

If you don't have the info already these are the warrants

Founder warrants 27million at 5p

Broker warrants 1million at 5p

Investor warrants 3.5milion at 10p

Diversion warrants 30million at 25p

St Brides warrants 0.05million at 10p

Advisory board 1.5million at 25p

A total of 63.05million to add to the original 30million shares in issue.

Some have already been exercised, if they are all exercised it would mean 200% dilution and 93.05million shares in issue.

Which at a share price of 35p would give a market cap of £32.6m.

That does not seem to bad if the tech is all they claim it to be, the problem is the share price will get hammered every time the warrants are exercised because their will be a constant flow of cheap shares which the warrant owners can forward sell down to the warrant issue price as has been seen.

The best hope is that investment funds buy up the warrant issues with a view to holding long term but I don't think that will happen until the tech is proven.

So IF the tech works their should hopefully be an eventual upside to all this though it may be some time away.

[gazza102] 17/6/2016 10:39

Could be, maybe, might etc etc.

[bigego] 17/6/2016 10:39

Tracy,

Some believe in the power of knowledge after the event.

Makes you look very clever, then again?

[tracy_moore] 17/6/2016 10:37

Where were all you experts when this was at 60p ?

[ssnichani] 17/6/2016 10:17

wardy333, I know that feeling. Hope you make up and more from somewhere else.

[bigego] 17/6/2016 10:08

Likely it was posts of this nature that attracted the 'novice investors'

Talks of a 100 bagger from a long standing ADVFN poster likely raised awareness and the 'sheep' bought in.

When the author of the piece below sold out and went on the negative it was likely again thought by most to be pure sour grapes. How could you proclaim a '100 bagger' one minute and then be negative the next?

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

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 £4mln. Moreover, it is not an AIM listed dud but has a full listing on the main £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 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.

[dorset64] 17/6/2016 10:06

The Q&A just posted on HNR website, did a 6 year old kid write it FFS!!!

The very first question/Answer:

What is the Company’s core focus?

Highlands’ core strategy is focused on commercialising our refracking DT Ultravert technology. Its strong revenue potential, if proven to be the disruptive technology the Company believes it has the potential to be, could be company-making.
=================================================

Clear as mud then.

[tidy 2] 17/6/2016 09:47

https://audioboom.com/boos/4706044-economist-jim-mellon-tells-you-to-vote-out/embed/v4?image_option=full&link_color=%2355ACEE&source=twitter_card&utm_campaign=detailpage&utm_content=card&utm_medium=social&utm_source=twitter

[kreature] 17/6/2016 09:46

A shareholder action group required imo.

[bandflex] 17/6/2016 09:45

What is going to happen if the tech is well received and the share price rises then the institution exercises the warrants and floods the market with cheap shares....

it will make no difference how high the share price has gone it will crash back down simply because of the huge number of new shares.

And don't forget those 23.7million founder warrants that Price has in addition to this 30million, they have an exercise price of just 5p not 25p, the same thing will happen when he exercises those.

If he had any ethics he would cancel the majority of his founder warrants.