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  5. HAM: Do you have any information about this company. [Highwood Asset Management Ltd.]
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Q: Do you have any information about this company. Looks like a troubled past from the stock charts but looks like the revenue growth shows things are changing. Any info you could add.
Asked by Tim on October 08, 2024
5i Research Answer:

HAM is an oil and gas explortation and production company. It's a small $88.7M company with a very cheap valuation of 3X forward earnings. It does not pay a dividend, earnings estimates have been rising, and year-over-year revenue growth has been strong. It has become quite profitable, and its equity balance is strong at $114M compared with a market cap of $88.7M. Its share price has seemed to bottom at the beginning of this year, and the recent trend is encouraging. Its production has been rising over the past year, and it is an encouraging trend. Fundamentally, the company looks to be in a strong position, but its sales and earnings have fluctuated greatly in the past, and this is likely reflected in its valuation. As part of a high risk position, we would be OK with a position here, while being mindful of its small-cap risks and position sizing.