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Highwood Asset Management Ltd V.HAM

Alternate Symbol(s):  V.HAM.WT

Highwood Asset Management Ltd. is an oil and gas exploration and production company. It is engaged in the ownership and oversight of various operations with a primary focus on oil and gas production, with operations also in midstream energy and land holdings of metallic minerals. The Company conducts its operations in Western Canada, primarily in the province of Alberta. The Company operates in a single segment. Its metallic minerals segment includes industrial metal and mineral assets. Its Wabsaca River Sales Line is located 450 kilometers north of Edmonton and delivers onto the Plains Rainbow System. It operates at a capacity of approximately 20,000 bpd as an open access carrier with set published tolls.


TSXV:HAM - Post by User

Comment by Loughatorickon Mar 21, 2024 1:13am
105 Views
Post# 35944267

RE:RE:RE:RE:Short Positions

RE:RE:RE:RE:Short PositionsOk...I will bite,

HAM is definitely risky with high debt load and large $ 40 million CAPEX plans.
However, the company has no choice but to drill in order to retire the debt. The
compnany is producing at 5,000 bpd which is  just below the 2024 budgeted production
of 5,200 bpd.. Given the current production level and 2024 CAPEX, the budgeted production
levels seem quite doable and given $ 80 WTI, the budgeted  2024 revenue seems reasonable.

it was been a month and half since the last NR. Given all the planned activities,it would be
nice to know how things are progressing.

i noticed today that only 500 shares were traded on the  Toronto exchange.
Despite the risk associated with a junior oil producer, I still feel shorts are very vulnerable.














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