Global Ports Share Discussion Threads

[mjb252] 20/5/2022 16:40

Im right with you on all the below. (What a quiet board this is btw - a good sign usually) Was also a bit ruffled by the selling out of the II but I believe the share straddles the recovery of both tourism and trade (uncorking the supply) which eventually must bounce back in the longer term. War and inflation not helping in the short term rear view mirror - but a faint heart never won the heart of a fair maiden

[jun_man] 20/5/2022 14:46

Still holding these, and some glimmer of hope in the 12 month update. Will be interested to see the port by port breakdown when they publish the full results.

Looks like Lansdowne have sold almost their entire stake (7%) per the RNS this morning. That's c.20% of the free-float, so interested to see where the shares were placed and if a new significant shareholder comes on the scene.

I'm bullish on the cruise industry in general, and think they've made the right calls on the Nassau investment etc. But it feels like it's going to be at least three years until the leverage is under control.

[casholaa] 16/5/2022 18:16

Thanks. You know, I read it, re-read it and read it again. I can't trust my eyes anymore.

[livewireplus] 16/5/2022 17:51

That's a different company with similar name .... not related to GPH.

[casholaa] 15/5/2022 13:17

Doh doh doh

[idriveajag] 21/4/2022 11:47

GPH should jump back to around 400p by the look of it, based on the strong recovery for the last Quarter and the good outlook for the summer ahead.

[km18] 21/3/2022 12:08

Global Ports Holding is known as an independent cruise port operator which is currently segmented into two business areas: cruise port operations and commercial port operations. The cruise port operations segment includes Creuers, Valletta Cruise Port and Ege Ports-Kusadasi. Its commercial port operations segment include Port of Adria-Bar. As an independent cruise port operator, the Company holds a position in the cruise port landscape, with an integrated platform of cruise ports serving cruise liners, ferries, yachts and mega-yachts. Its portfolio includes over 15 ports in eight countries. Given these cutting-edge initiatives along with the firm’s diversified funding structure, the independent cruise port operator was able to enhance EBITDA to £4.4m from (£8.8m) loss. As a result, the firm is expected to optimise organic growth in 2022, illustrated by P/B ratio of 2.96x. Furthermore, Global Ports Holding is currently trading at a P/E ratio of 1.2, significantly below the industrials sectors, signifying that the security is undervalued and is expected to surge in value.

[livewireplus] 11/3/2022 17:03

Well I sat in front of the monitor all day and didn't see a single Global Ports trade - will have to take the monitor in for repair :-)

[livewireplus] 11/3/2022 08:11

Indeed ... good luck and see if there is any share price action today ...

[eaaxs06] 11/3/2022 07:56

The numbers look very impressive, but where the share price goes today is anyone's guess?

Whatever happens, good luck everyone, Sid.

[livewireplus] 11/3/2022 07:44

RNS : Trading statement for nine months to 31 December 2021

[magic] 16/2/2022 18:39

It feels like this segment is starting to be interesting, on the assumption there will be no more nasty covid strains.
I don't think this sector is liked very much at the moment, with false starts and all. Monitoring this with other Cruise equities


The shares are on the main FTSE market, with the safeguards that entails.

It looks like the majority owner is keen for a higher share price.
They seem to have developed their cruise business further in the last 2 years, enabled by selling off their shipping interests. I would hope they got some reasonable prices for those, considering the shipping rate increases.

The stock hasn't moved for around a year at around 130p.
The stability I think is a good sign.

I wonder though if share price goes up, the cos will raise capital through share issues.

Shareholder Holding Change % Held
Global Yatirim Holding AS 39.0m -226.2k 62.14
Lansdowne Partners (UK) LLP 4.1m 0.0 6.47
Första AP-Fonden 2.5m 0.0 4.03


Some encouraging US developments, although seems like some further level drops needed.

U.S. CDC eases warnings for cruises
Royal Caribbean CruisesRoyal Caribbean Cruises
News
Yesterday 10:15 pm
Feb 15 - The U.S. Centers for Disease Control and
Prevention (CDC) on Tuesday eased its warnings for cruise ships
by a notch from the highest level, seven weeks after the health
agency advised Americans against going on cruises.

[livewireplus] 09/2/2022 12:51

So price is presently 133 / 135 this lunchtime. Let us see what it is in 3, 6, 9, 12 months time ....

[1bbernie] 09/2/2022 12:43

yes it would, don't forget that the price came from 700p to 100p even before the covid problem had risen. Just a piece of advise take or leave, I do not care, have a look at the holding price here in Turkey and its graph, then perhaps you might get an idea on what I am talking about.

[livewireplus] 09/2/2022 11:58

Well that was an informative second post for you ... Would that have also been your advice when the share price was well below 100p ?

[1bbernie] 09/2/2022 09:17

do not waist your money and time on this share, just do your research on the CEO of this company, you will know what I mean

[livewireplus] 31/1/2022 18:12

RNS: Interim Results 2021

[mjb252] 27/1/2022 10:00

Sp today reflecting the additional investment reqd for the port extension?

[livewireplus] 27/1/2022 07:30

RNS out for Tarragona Cruise Port agreement

[robsy2] 18/1/2022 11:21

hxxps://www.globalportsholding.com/traffic-statistics


More traffic stats out yesterday showing some more progress. I would expect the share price to track any improvement in these figures and have bought some more shares this morning.

[robsy2] 14/1/2022 17:38

Yes indeed.
Sentiment is more supportive of cruise travel stocks like Saga so we may be turning the corner here. I think this monthly publication of the traffic figures is a great move , providing they are accelerating upwards of course . Should focus investors on the recovery. This could go very well from here on .

[robsy2] 15/10/2021 15:26

More positive news i see. Expanding their footprint sounds positive to me anyway. Gotta trade their way out of this somehow.

[toffeeman] 27/9/2021 16:12

Lord Mandelson –Senior Independent Board Member couldn't write the script!

[1bbernie] 27/9/2021 15:48

sorry to say that the owner of this company is one of the biggest crooks ever, in Turkey he has a terrible reputation of seeing his own investors as enemies, stated twice on twitter and on TV that his share should have a value of 14tl and 20tl, price of it is currently at 2.06tl