High Arctic Energy Services Inc

HWO-T

Analysis and Opinions about HWO-T

Signal
Opinion
Expert
HOLD
HOLD
May 16, 2016

Likes this a lot. It has been one of those abnormally strong businesses, in an environment where most businesses have been quite challenged. This is part of an LNG play in that it provides services to LNG players that are based in Papua New Guinea. They are currently going through some contract renegotiations and have a pretty concentrated customer base. Wait until the contract negotiations come up.

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Likes this a lot. It has been one of those abnormally strong businesses, in an environment where most businesses have been quite challenged. This is part of an LNG play in that it provides services to LNG players that are based in Papua New Guinea. They are currently going through some contract renegotiations and have a pretty concentrated customer base. Wait until the contract negotiations come up.

DON'T BUY
DON'T BUY
February 23, 2016

(Market Call Minute.) Not a fan of service companies. These guys are outside of Canada, but even so not a name he would want to touch.

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(Market Call Minute.) Not a fan of service companies. These guys are outside of Canada, but even so not a name he would want to touch.

COMMENT
COMMENT
January 15, 2016

This is energy services and they are going to get caught up with that. Has a very pristine balance sheet with a net cash position, and this is going to protect them for the downturn. They are going to get through this.

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This is energy services and they are going to get caught up with that. Has a very pristine balance sheet with a net cash position, and this is going to protect them for the downturn. They are going to get through this.

COMMENT
COMMENT
December 23, 2015

Operates in Canada, but has a big operation in Papua New Guinea. In that environment they are quite well established and are doing well. This stock has quite dramatically outperformed the oil/gas services market over the last 12 months. Sold off really sharply in the last couple of weeks and he expects that somebody, from a portfolio point of view, wants to be out of the stock by the end of the year. The slowdown in energy may eventually hit Papua New Guinea. Has a very small position that he is just going to hang onto. Thinks it goes lower before it goes higher. He is optimistic on energy for next year, particularly in the 2nd half of the year.

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Operates in Canada, but has a big operation in Papua New Guinea. In that environment they are quite well established and are doing well. This stock has quite dramatically outperformed the oil/gas services market over the last 12 months. Sold off really sharply in the last couple of weeks and he expects that somebody, from a portfolio point of view, wants to be out of the stock by the end of the year. The slowdown in energy may eventually hit Papua New Guinea. Has a very small position that he is just going to hang onto. Thinks it goes lower before it goes higher. He is optimistic on energy for next year, particularly in the 2nd half of the year.

BUY
BUY
November 18, 2015

It has been on his Radar screen. It has been a very thin trader so hard to get in and out of. They have operated very well. They pay a nice dividend. And they released good earnings recently. They tend to invest some of their cash in other service companies. They never turn into strategic investments. It is just a market timing and investment standpoint. 5.1% dividend.

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It has been on his Radar screen. It has been a very thin trader so hard to get in and out of. They have operated very well. They pay a nice dividend. And they released good earnings recently. They tend to invest some of their cash in other service companies. They never turn into strategic investments. It is just a market timing and investment standpoint. 5.1% dividend.

BUY
BUY
November 16, 2015

A nice gem of a company. Extremely well run. What is holding it back is sentiment and the fact that one of their customers was the subject of a takeover and there was talk of them losing the business if it succeeded. He thinks they will do fine, however.

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A nice gem of a company. Extremely well run. What is holding it back is sentiment and the fact that one of their customers was the subject of a takeover and there was talk of them losing the business if it succeeded. He thinks they will do fine, however.

COMMENT
COMMENT
November 11, 2015

One of the best companies in the service sector. The reason it is doing so well is that it is hiding in Papua New Guinea with a fantastic drilling operation that is feeding into one of the newest, largest LNG facilities that Exxon (XOM-N) has built. Have a tremendous amount of backlog to work on to fill up that LNG facility for many, many years. He is seeing continual insider buying on this.

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One of the best companies in the service sector. The reason it is doing so well is that it is hiding in Papua New Guinea with a fantastic drilling operation that is feeding into one of the newest, largest LNG facilities that Exxon (XOM-N) has built. Have a tremendous amount of backlog to work on to fill up that LNG facility for many, many years. He is seeing continual insider buying on this.

WATCH
WATCH
October 8, 2015

He likes this name. They drill especially for Gas. If you are drilling where gas prices are healthy you are okay. There was some concern about a partner a month ago being bought out and that was weighing on the stock. If that clears up then it has room to run.

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He likes this name. They drill especially for Gas. If you are drilling where gas prices are healthy you are okay. There was some concern about a partner a month ago being bought out and that was weighing on the stock. If that clears up then it has room to run.

WATCH
WATCH
August 12, 2015

Has owned this stock in the past and is currently looking at it. It is an energy service company. They have been getting caught in the down draft. They have something that is a little different because they have operation off shore that are related to natural gas. Natural gas is a local market. It may be a buying opportunity here, but he needs to do a bit more research. It is interesting and pays a decent dividend. It is profitable and is showing some decent numbers here.

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Has owned this stock in the past and is currently looking at it. It is an energy service company. They have been getting caught in the down draft. They have something that is a little different because they have operation off shore that are related to natural gas. Natural gas is a local market. It may be a buying opportunity here, but he needs to do a bit more research. It is interesting and pays a decent dividend. It is profitable and is showing some decent numbers here.

BUY
BUY
July 23, 2015

There is some insider buying. They have a drilling contractor with a full suite of assets. It is a huge LNG project. They will have to keep drilling wells to feed it. It is not that well known.

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There is some insider buying. They have a drilling contractor with a full suite of assets. It is a huge LNG project. They will have to keep drilling wells to feed it. It is not that well known.

PAST TOP PICK
PAST TOP PICK
June 17, 2015

(A Top Pick May 12/14. Down 24.6%.) When energy started to decline, he had to get out of all energy stocks, particularly energy service companies. They haven’t cut their dividend, and are actually expected to build their EBITDA next year, so he still very much like’s the name. They operate in Papua New Guinea which has extremely complicated work with big expensive rigs that they have to drop in to remote areas. Have a two-year “take or pay” contract, and are expected to grow their EBITDA.

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(A Top Pick May 12/14. Down 24.6%.) When energy started to decline, he had to get out of all energy stocks, particularly energy service companies. They haven’t cut their dividend, and are actually expected to build their EBITDA next year, so he still very much like’s the name. They operate in Papua New Guinea which has extremely complicated work with big expensive rigs that they have to drop in to remote areas. Have a two-year “take or pay” contract, and are expected to grow their EBITDA.

COMMENT
COMMENT
June 12, 2015

A very interesting company. Just met with them recently and are quite intrigued by them. As a service company, it is probably one that will be rolling (?) in cash flow in 2015. Based in Papua New Guinea. Supplying rigs for drilling, this is needed because of the rough terrain. One of the main things that concerns her is that they are not well diversified. Have some cash in the books right now, so there is an opportunity for them to acquire something or to increase the dividend a little. 5.2% dividend yield.

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A very interesting company. Just met with them recently and are quite intrigued by them. As a service company, it is probably one that will be rolling (?) in cash flow in 2015. Based in Papua New Guinea. Supplying rigs for drilling, this is needed because of the rough terrain. One of the main things that concerns her is that they are not well diversified. Have some cash in the books right now, so there is an opportunity for them to acquire something or to increase the dividend a little. 5.2% dividend yield.

BUY
BUY
May 6, 2015

Bulk of their business is in Papua New Guinea, a relatively inefficient oil/gas service market where they get very nice margins for their contracts. This is a growth area. They are doing really well and in a sense they are swimming against the tide of what is happening with so many of these oil/gas service companies. Given what has happened in Western Canada in the last 24 hours, there is not a lot of domestic risk there. Reasonably priced. As oil continues to drift higher, things will only get better here.

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Bulk of their business is in Papua New Guinea, a relatively inefficient oil/gas service market where they get very nice margins for their contracts. This is a growth area. They are doing really well and in a sense they are swimming against the tide of what is happening with so many of these oil/gas service companies. Given what has happened in Western Canada in the last 24 hours, there is not a lot of domestic risk there. Reasonably priced. As oil continues to drift higher, things will only get better here.

TOP PICK
TOP PICK
March 30, 2015

They confused everyone with the name. Their biggest earnings generator is in New Guinea. They have an island and two new rigs being built. Good solid dividend of 5%+ and a good revenue stream.

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They confused everyone with the name. Their biggest earnings generator is in New Guinea. They have an island and two new rigs being built. Good solid dividend of 5%+ and a good revenue stream.

BUY
BUY
December 24, 2014

He would have no problem adding to this position at this time. However, if you are looking for some stocks that can go a long way, he likes this, but likes today’s 3 Top Picks more.

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He would have no problem adding to this position at this time. However, if you are looking for some stocks that can go a long way, he likes this, but likes today’s 3 Top Picks more.

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