Member Info for CheshireLad

My buy also showing as a sell...

GLA LTH

Thanks D14MOND,

Though WTI was well up last week! You see how it works, nothing is static it's up and down and never the same. You're welcome to your opinion that WTI may average $45 for the year? My opinion being it will be higher $60 - $65 range, despite what Trump says. You need to take what Trump says with a pinch of salt, a bit like what most on here think of what you say most of the time.

Don't forget, as it's convenient to do so, HNR is not wholly reliant on Oil, and we should see an income diversification sometime this year, possibly on multiple fronts, IMO.

GLA LTH

D14MOND,

please can you also show your calculations based on an average WTI being $60 & $65. I think it better you show the breakdowns, side by side, assuming an average WTI price of $50, $55, $60, & 65......it's only fair.

GLA LTH

Hi,

Now set up on the genuinehnrholders@gmail.com, much appreciated. Looking forward to 2019, should be a good one, and I will keep adding when funds allow......payday only a week away :-)

GLA LTH

Hi,

Message sent to genuinehnrholders@gmail.com, with supporting evidence. If there is anything else then please let me know either via Twitter @lad_cheshire, or, via email address which is similar to my username on here and twitter.

Thanks in advance.

Hi blacksheep,

Thank you for the reply, I'll send an email over shortly, do you require at the same time to include evidence of my holdings? Desensitized accordingly.

Hi @citytilidie66,

Thanks for your post, as I don't have premium access I've messaged you on Twitter in order for the instructions to join the expended HNR group.

Much appreciated for your time and I look forward to your reply :-)

Hi Fadec,

Thanks for the come back. I've already created a Twitter account, but I'm currently locked out of it for some reason? CheshireLad@lad_cheshire. I'll await an update from one you guys regarding either Twitter or another platform being available in order to expand the group size.

Appreciated as always.

GLA LTH

Fadec92 \ blacksheep15,

Is that correct that I could now apply to join the Twitter group? If so please confirm, as I will create a Twitter profile, hopefully similar to my username on lse and once registered Ill be able to send evidence of holdings. Please confirm if I'm free to create a Twitter account on the assumption I can join the #HNR Twitter group?

Much appreciated in anticipation of a response.

GLA LTH

to HD, JBatch, & BS for replying and adding to the discussion.

As always it's very informative and even though I was aware of most of the topics discussed I think the talk is more aligned with what how the BB should be progressing as we move forward. We will never move forward fast enough for some individuals, however, just hearing and outlining the avenues the company can or may take over the course of the forthcoming years is reassuring I think for all. The share capital re-structure is an interesting one and I do remember the RKB post of the time, however, in tandem as Jbatch states the company will have to grow fast to fend off any predators once the cat is out of the bag regarding project success.

Regarding Twitter, BS I wasn't aware your group is limited to 50. Therefore, please keep us, the BB, informed regarding any change in Twitter policy or expansion to other platforms, of which I personally only use FB for social media purposes, although I am part of a few investor groups on FB.

I hope everyone takes something from the discussion and the cordial nature, long may it continue!

GLA LTH and keep adding

Hi Dave,

To clarify, my thinking of takeover/buyout is not in this year, or even in 2020. It would be a fair way off at this moment in time. However, everybody has their own view and invests/trades accordingly. At some point I'm sure you'll be thinking of the best way of crystallising your own investment, as will RP, CL et al. Therefore, how is this best achieved, sell in to a rise, off the back of what? Incidentally, a takeover/buyout, although hostile, can happen if an offer is made then RP and the board are duty bound, within reason, to put it to the shareholders, which they are themselves, regardless of volume at the time, if there is no leaky ship. A fair way off at this time mind you, but that's my viewpoint of how the HNR story will play out, eventually.

GLA LTH

We are a very small fish in an ocean; I do not expect HNR to grow to be an independent O&G E&P and/or O&G service tech provider, currently Schlumberger is trying it’s hand at expanding and being both. We are HNR, therefore how does RP & CL see, from their own personal perspectives, making good on their own investments, are they going to sell into a rise, with their shareholdings, I think not, IMO. The same would also apply for HopefulDave, although I would like to hear from HD how he sees HNR eventually playing out, as my views are, I think, aligned with RP, CL, and other larger shareholders. The money is to be made off the back of a proven successful tech and/or asset. You only have to look at the merger & acquisitions taking place stateside over the past year to understand, anything else, IMHO, is just noise.

Theories welcome!

GLA LTH

There has been much conjecture over recent days regarding the performance of the company during 2018. Therefore, it’s been widely acknowledged by both the negative & positive camps that we are all here to essentially make money, with our investment, or, gamble as some have now eluded to.

I’m a long term holder, being in just over 2 and a half years, and although not a large holding compared to some others, I do own approximately 0.128% of the company, and yes I’m underwater like most PI’s. However, I’m, and never was, under any illusions that the East Denver project would provide a suitable return for my investment and on this point I agree with JJAL. I’m not part of the Twitter group, but may apply in the future if I decide to register for Twitter that is? Therefore, at this time and starting the New Year with good thoughts I’m really curious to garner how individuals think the HNR story will play out?

I’m of the ilk, considering RP’s and CL’s holdings, that the investment we have made is pointing towards a takeover (with RP’s approval), or at the very least the sale of the tech, or, asset JV? I mean how do you honestly see a reward for your investment and the opportunity to crystallise said investment? We have invested in the acumen of RP and as someone has previously stated on this board, what’s in PM’s brain. I see no change to that, and the ED or WD play’s no part in that thinking, EOR inclusive of the Nitrogen, and, Helios is and are the plays where will hopefully be afforded the opportunity to crystallise our investment through effectively a liquidity event of sorts. How and which play will eventually provide this is open to question, and these, at this point of our journey, I would like to turn the talk towards

Regarding myself there are others on the board that have far greater insight into the company than I, and direct contacts with the board members. I’m not opening a debate to obtain inside information, and I don’t believe any of the larger PI holders are privy to anyway; I’m after some musings on how the HNR story may eventually play out? My theory, as stated above, would be for a takeover/buyout/JV upon the proving of the tech and/or asset, and patents. I would think a lowball takeover at 50p with a maximum of £3.00 per share based on how the HNR story unfolds, hence why I’m accumulating, I bought more yesterday. Alternatively, if there is not a takeover, a “revenue contribution” of some sort of buyout, of tech and/or asset, may be forthcoming, which in turn would be booked accordingly and reflected in the share price granting the opportunity to crystallise our shares……

I've been buying more constantly since October through to New Years Eve. Over the whole of 2018 I grew my holding by 200% and will continue to buy at these prices when the opportunity arises.

GLA LTH

and not in the UK! GLA LTH

4ODM1ND

"Highlands, the London-listed natural resources company, notes the recent fall in its share price and wishes to remind investors that management does not expect the setback at its West Denver shale operations, as announced on 19 November 2018, to have any impact to the Company's near-term financial performance.
Highlands continues to generate revenues from its operations at the East Denver Colorado shale project and the Board expects the revenues to increase significantly with the commencement of production from the 6 new wells in December 2018. Importantly, the Company anticipates delivering sufficient cashflow to cover its overheads for 2019.
In addition, whilst also early stage, the Company's water resources business is also contributing revenue to Highlands.
Significant progress has also been made with Highlands' nitrogen, project in Kansas. The Company remains in discussions with several parties with regard to commercialising this project and the directors anticipate a revenue contribution during 2019.
Highlands will be announcing its Interim Results for the six months ended 30 September 2018 on Thursday 13 December 2018, at which time it will provide further detail on the progress the Company is making with these and its other projects."

GLA LTH

Me too, but only when I've replied to D14MOND and referenced Chis Lynas and/or Guarav Sharma.......strange.

I did experience similar issues once on the PMO board, strangely it was only when replying to a particular de-ramper on that board also, think his user was "andy_p". He also had thousands of posts from his history deleted. Possibly someone working for LSE or new someone at LSE, one can only summarise??????

GLA LTH

I would say, overdone some would say, others would disagree. It's a strange one though, do we really think a placing is coming?......not for me. I will gladly acknowledge the fact if one does arrive, but I would be in the JJAL camp with that one. As HD points out we are marked down for a project which had hardly got off the ground with funding unknown and let's face it minimal cost expenditure attributed to WD at this time, however, on the same token WD was never priced in? Does seem strange?

What we do know is shortly (within a month or thereabouts) we are going to have another 6 wells coming online on a free carry, circa 450K - 600K a month, dependent on POO. Will we be given the credit by the market for this extra revenue, I would think we'll move back up to the 12p - 15p range by new year, I'd be extremely disappointed if we don't..

We know there are a lot of PI LTH with large blocks of shares, myself included. I suspect there are more after today, and the savvy may have drip fed the re-bought again, each to their own and I don't have a problem with that. I treat my own holdings in x 2 batches, with differing averages for both, and after a day like today it's a little crumb of comfort when looking at the spreadsheet. The drop is artificial, I mean how do the MM get their hands on lot's of shares which are in sticky hands, panic them into selling with an exaggerated drop could be one way? It's obviously not the main reason for the drop, we know why, poor management was, but again this information was already in the public domain.

Now is the time when RP needs to deliver concrete contracts and deals for Nitrogen and DTU outlining specific income streams which can be booked accordingly.

GLA LTH

A Christmas bonus is required, or I might kidnap RP.....only joking Robert, festive cheer please! GLA LTH

I hope so, income is required or at least outlined in better strategical comms from the BoD. Patience is thin on the ground at the moment, we need a bit of momentum, a bit of festive cheer to come our way :-) GLA LTH