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HZR - Hazer Group

Discussion in 'Stocks 0-H' started by So_Cynical, Oct 22, 2015.

  1. So_Cynical

    So_Cynical The Contrarian Averager

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    The Hazer group IPO closes tomorrow 4 weeks ahead of the closing date in the prospectus, not surprising that they had little trouble raising 5 million with such interesting 'blue skyish' technology. The Hazer group is looking to commercialise the Hazer Process, a process that produces high grade synthetic graphite and hydrogen from iron ore and natural Gas.

    http://www.hazergroup.com.au/

    I have applied for 11000 shares as they will need to raise additional capital via a couple of option issues.
     
  2. So_Cynical

    So_Cynical The Contrarian Averager

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    Listing tomorrow, new video out that explains the Hazer technology...massive blue sky.
    ~
     
    Last edited by a moderator: Dec 30, 2016
  3. So_Cynical

    So_Cynical The Contrarian Averager

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    Traded between 0.205 and 0.31 over the last 5 days closing at 0.275 this afternoon with average daily volume of around a million shares, 41 million on issue...volume should settle down soon i would think.

    Issue price of 20c im sitting pretty so far, for my first IPO im impressed at the easy money.
     
  4. Muschu

    Muschu Well-Known Member

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    Up 15% on the back of no announcement.

    Increased trades and volume.

    Wonder what's going on....
     
  5. Muschu

    Muschu Well-Known Member

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    Now in a trading halt.
     
  6. So_Cynical

    So_Cynical The Contrarian Averager

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    Entitlement option issue update.

    http://www.asx.com.au/asxpdf/20160302/pdf/435jz5dvpgfrkn.pdf

    One option for every 4 shares held at an issue price of 1c per option, expiry 31 Dec 2018, share issue price of 30c

    Very rarely have i come out of a cheap option issue losing money...keen on these considering the expiry date and price. 30c Dec 2018 seems a fair punt.
     
  7. Muschu

    Muschu Well-Known Member

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    I have a very small holding but don't really get this option offer....I imagine something will come through to me to explain.

    Does this mean 1c per share now with the option of paying the other 29 on or before 12/2018?

    Excuse my naivety SC... I was born that way...

    Took a random punt on HZR is this month's ASF comp
     
  8. So_Cynical

    So_Cynical The Contrarian Averager

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    All Aust shareholders will receive an offer document in time, it will be personalised and show the amount of shares held by you at the offer date and thus the amount of options you are entitled to buy, one option for every 4 shares held, for example i have 10000 shares so will be entitled to 2500 options at a price of 1c per option ~ 2500 x 0.01 = $25

    I will use my banks Bpay facility to pay them the 25 bucks and they issue me 2500 options that i can either sell on market anytime before expiry on the 31 Dec 2018, or convert the options to shares by paying the exercise price of 30c per share 2500 x 0.30 = $750 giving me an extra 2500 shares to add to my original holding of 10000.

    The total price paid for the extra shares being 0.31c..hope this makes the options situation clear as mud.
     
  9. Muschu

    Muschu Well-Known Member

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    Many thanks SC.. I hold 20,000 of these at an average of 28.5c. So I've just got in front these past couple of days!

    I don't get why HZR is asking for a mere 1c / share? If the share price, for some reason, goes to 20c then who would pay out the balance of the 30c before 31 Dec 2018.

    As an investor is my hope that the SP will go to a higher figure, say 50c, and I'll only be paying 31C?

    I should know but how many shares have been issued and how much will HZR raise if everyone takes up this offer?

    Bit of a dumbo when it comes to options... :)
     
  10. So_Cynical

    So_Cynical The Contrarian Averager

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    Asking 1c because they want to reward current holders and they want all the options to be taken up, its a roundabout way to raise capital, if all the options get turned into shares at 30c each, HZR will pocket an extra 3.6 mill or so increasing the market (cap Shares on issue) by 25% or so.

    if the shares go to 20C then the options are near worthless depending on the time till expiration, the time is a big component of price, but not as much as the actual SP of HZR shares, at over 31c all the options are "in the money" and will follow the SP up cent for cent.
     
  11. Muschu

    Muschu Well-Known Member

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    Thanks heaps for that SC..... I didn't get this at all previously... Only early morning over here in the enlightened West and I've learned something already... :)

    Enjoy the day.
     
  12. Muschu

    Muschu Well-Known Member

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    Has the enthusiasm over the options offer waned? Curious how people react....
     
  13. Telamelo

    Telamelo Well-Known Member

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    HZR - Bullish Breakout to new 52 week high's !

    HZR with only 50M shares on issue.. breakout to new 52 week high's @35c!

    17/03/16 HAZER GROUP AGREEMENTS FOR GRAPHENE AND DEMONSTRATION PLANT SCALE UP
     New agreement with UWA to develop Hazer technology for production of graphene
     UWA will identify conditions to improve quality and quantity of graphene
     New partnership with chemical engineering group Kemplant to assist in development and design of demonstration plant
     Hazer will continue to own all IP through both agreements

    Stochastic Oscillator
    %K(14,3): +72.2 %D(3): +59.0

    RSI(14) : +70.1

    33 buyers for 1,113,573 units vs only 8 sellers for 103,671 units

    Please dyor as always

    Cheers tela
     
  14. Muschu

    Muschu Well-Known Member

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    Re: HZR - Bullish Breakout to new 52 week high's !

    Yes looking very positive and still cheap imo.. Declaring small hold. I'm in WA and am not an engineer but, in researching, checked it out with some - who are not associated with the company.
     
  15. So_Cynical

    So_Cynical The Contrarian Averager

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    The thing that some don't understand is that IF they can commercialise the process and IF that process can produce Hydrogen and Graphite at a lower cost than current methods of production, Hazer won't necessarily build a large scale commercial plant, they can just licence the technology and take a cut.

    No massive capex, cap raisings, just sell licences.
     
  16. Telamelo

    Telamelo Well-Known Member

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    'Hazer Process'

    Hazer holds intellectual property rights to a chemical engineering process, developed at the University of Western Australia, to turn natural gas into hydrogen.

    While the use of natural gas "cracking" to create hydrogen has been well researched since the 1960s, the "Hazer Process" has two key differentiators that Hazer believes will allow it to become commercially viable.

    Rather than discarding the carbon byproduct generated through the process as waste, it is used to create saleable graphite, as well as the hydrogen, which in turn creates substantially lower carbon dioxide emissions.

    It also uses iron ore as an alternative catalyst to other more expensive materials, reducing the cost and complexity of the process.

    Global hydrogen production in 2014 was estimated at over 64 million tonnes, at a total value of more than US$100 billion.

    The most significant geographic markets were Asia (43%) and Europe (23%).

    It is used primarily used in the petroleum refining process to crack heavy hydrocarbons to produce liquid fuels, and as a feedstock for ammonia production.

    Hazer’s strategy in this space will be to target the growing markets for low-cost synthetic graphite with high-purity and crystallinity ”“ which are connected to the expansion of the electric vehicle industry.

    The Hazer approach is prospective in that it will pursue the commercialisation of clean technology which is less expensive and more energy efficient.

    The company’s core technology will achieve this by using natural gas (instead of independent primary clean energy supplies) and iron ore to produce clean hydrogen and synthetic graphite products destined for growing global battery markets.

    'Goals for commercialisation'

    The company and UWA have applied for three patents associated with the process.

    Hazer believes there is scope for the "clean technology" to replace the standard method of hydrogen production. Hydrogen is a key feedstock for ammonium nitrate production which is used in fertiliser and explosives.

    "Wesfarmers are quite a big player in hydrogen production in Australia so this is potentially a technology that offers a cleaner cheaper way to do it for them," Mr Pocock said.


    www.smh.com.au/business/mining-and-resources/wesfarmers-mineral-resources-back-hazer-group-float-201...

    www.afr.com/news/special-reports/resources/hazer-says-new-process-ready-for-commercialisation-201509...

    www.nexttechstock.com/hazer-ipo/


    ---------------------------------------------
    Please dyor as always

    Cheers tela
     
  17. Telamelo

    Telamelo Well-Known Member

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    "There is more than 10 times more Graphite than Lithium, in a lithium ion battery". Graphite demand is increasing and set to explode in 2020 when the tesla battery mega factory goes into full production.

    Synthetic graphite is currently worth upwards of $2000/ton (up to 20k) but if this 'Hazer process' gets traction they are actually expecting to crash the world price. They are also thinking that it may be possible to dominate the natural graphite market.

    The Hazer process 'blows the whole industry away' given it's huge potential to become very disruptive to both the Graphite and Hydrogen markets.

    Disruptive technology......

    Billion dollar industry......

    Cheap process = $$$$$

    dyor


    Cheers tela
     
  18. So_Cynical

    So_Cynical The Contrarian Averager

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    All Time high of 35c today :) options issue prospectus released.

    • 1c per option
    • 1 option for every 4 shares held
    • Exercise price of 30c
    • Expiry 31st December 2018
    • Offer closing date 20th April
    • ASX listing of options on the 29th April

    Excellent.

    http://www.asx.com.au/asxpdf/20160321/pdf/435zyl16rm8jb0.pdf
     
  19. tinhat

    tinhat Pocket Calculator Operator

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    I'm not a shareholder and but it might be interesting to see at what price the options trade at in the medium term. Might be worth taking a small speci punt on a few options at some point.
     
  20. Telamelo

    Telamelo Well-Known Member

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    Gift of a lifetime imho and Well Done to HZR Management!

    Nice strong bullish close with a pick up in volume/momentum.. should see us make further new high's tomorrow imo

    26 buyers for 850,813 units vs only 6 sellers for 63,675 units

    please dyor

    Cheers tela
     

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