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Share Name Share Symbol Market Type Share ISIN Share Description
Ocean Wilsons LSE:OCN London Ordinary Share BMG6699D1074 ORD 20P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 1,215.00p 1,200.00p 1,230.00p 1,215.00p 1,215.00p 1,215.00p 1,624 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Industrial Transportation 367.5 107.7 164.0 7.1 429.66

Ocean Wilsons Share Discussion Threads

Showing 1326 to 1349 of 1350 messages
Chat Pages: 54  53  52  51  50  49  48  47  46  45  44  43  Older
DateSubjectAuthorDiscuss
16/11/2018
10:16
LOL I think the case of Tecon Sepetiba is interesting in this context. The then owner, Companhia Siderúrgica Nacional, offered them for sale a couple of years back. Wilson Sons was one of the bidders. See what happened !!
piedro
16/11/2018
09:43
https://www.joc.com/port-news/terminal-operators/wilson-sons/five-brazil-port-terminals-eyeing-sales-more-investment_20180930.html
aracaju
12/11/2018
15:57
Not a good set of results. Quite frankly, they can't afford to sell the container terminals other wise they'll be no growth, given how big towage is compared to what would be left. Yes the oil & gas stuff should pick-up but its not happening yet & they don't seem to have many other ideas on how to grow the business. Oh wait ……. maybe we're going to have another investment fund managed by Hansa LOTM
last of the mohicans
12/11/2018
12:33
Not that familiar with OCN but I see Wilson Sons (which I understand makes up about 2/3 of Ocean Wilsons, investment portfolio c.1/3) reported to the Brazilian and lux stock exchanges on Friday and it looks like the shares moved up quite sharply in Brazil. I don't know finer details eg whether it's the same reporting currency, reporting time, current price etc, but may be a sign some of the news had been priced in since the last announcement.
angusf77
12/11/2018
09:35
Pugugly Whilst the quarterly figures are disappointing, the lack of any reference to a sale of the ports seems more significant. Let us hope that the interested parties mentioned by Glassboy prove serious.
varies
12/11/2018
08:05
Quarterly update - Not happy reading and significant markdown on marekt opening.
pugugly
09/11/2018
10:41
October's trading volumes were good on several fronts hTTps://s3.amazonaws.com/mz-filemanager/3fcfe973-82ad-4ca1-b53d-b8ff5ffa0262/912dd017-093a-4f65-b95e-bfef41da92a5_Operational%20Data%20-%20Oct18%20-%20EN.pdf The container terminals are now ahead of this time last year. The number of empty containers moved is dragging the numbers down. LOTM
last of the mohicans
08/11/2018
09:28
Wilsons 3Q figs tomorrow. Perhaps we might get some news of the mooted asset sale, perhaps not. Shares firming on optimistic expectation maybe.
sspurt
05/11/2018
21:31
now that Brazil has a new president we might reasonably hope for some progress on the transactions mooted a couple of months ago
varies
18/10/2018
08:15
NTV - any obvious reason for that jump in the Wilsons Sons SP?
galeforce1
18/10/2018
07:32
A decent jump in Brazil last night
ntv
16/10/2018
09:42
4 joint ventures short listed to build the frigates Wilson Sons is in one of them
piedro
15/10/2018
11:46
If Wilson Sons has any offers to consider for any part of its business, then I am sure that the bidders will wait until the outcome of the current presidential election before committing themselves. The commanding lead of the non-socialist candidate in the first round is encouraging for OCN shareholders even if the Guardian and the BBC regard him as a cross between Mussolini and Donald Trump ! Let us hope for some good news in early November.
varies
11/10/2018
08:48
Business appears to be improving, not that it will make a lot of difference in a market like this
ntv
04/10/2018
07:20
Large move in Brazil yesterday I wonder if we have some news pending
ntv
15/8/2018
14:25
On re-reading the trading statement just issued I see that Wilson Sons had US$323 million of date excluding the Joint Venture and not c$260m as shown in me post no.1300. I apologise for this substantial mistake. $53m is repayable within 12 months leaving $270m for the longer term.
varies
15/8/2018
08:37
NTV Currency movements have always been a big factor here. I recall many years during which Brazilian bank credits and debits had to be adjusted for inflation and, of course, it has long been virtually impossible to borrow Rials without currency protection for the lender. I do not have my copy of the 2017 accounts to hand but find this note in the 2016 accounts on page 10 which is probably repeated in the 2017 accounts : "........................................... The Group's borrowings are principally US$ related .....(92%)... As a significant portion of the Group's pricing is denominated in US$ this acts as a natural hedge to our long-term exchange rate exposure. " Current net debt seems to be about $260 million excluding $267m of debt from the company's 50% share of borrowings in the Offshore Vessel joint venture. These borrowings are of a long-term nature and, I believe, are on favourable terms encouraged by the Brazilian government. This debt is, of course, all within Wilson Sons. OCN's investment portfolio is $ related and, therefore, provides protection against weakness of the £ against the $. Any purchaser of the Container Terminals etc will presumably assume most of this debt and relieve OCN of this currency exposure. Let us hope that a good offer is received soon.
varies
14/8/2018
07:49
hardly moved in Brazil yesterday so i guess they are still hoping for an assett sale. you would have thought they could do something to protect the currency movements alot of companies don't and i really don't understand why because in some cases it a huge swing in the balance sheet numbers and can vary from year to year
ntv
13/8/2018
12:36
Seems an over-reaction today. You can't control forex mvts. May be worth another top-up, given the potential sales that are afoot?
topvest
13/8/2018
12:13
In general I am not in favour of companies buying their own shares, because usually they time it badly. Here however it seems a no-brainier with the share price at a huge discount to assets.
dozey3
13/8/2018
10:53
NTV I agree with you. If this was not already my second largest holding, I would be buying more. What should surely govern the share price for the time being is the prospect of Wilson Sons selling its container ports and I do not see this as much diminished. The fall in profits seems to owe much to currency movements; these are often soon reversed. If the sale of the container ports comes to nothing, OCN are still worth about £10 per share as before. Just for once the investment side seems to be holding up reasonably well, given market conditions.
varies
13/8/2018
06:58
double post
ntv
13/8/2018
06:58
Brazilian price is now 47.35 after falling on Friday on Thursday there were a few trades over 50 so just got to wait for next Q's results or the sale of terminals that the market ignored when first annouced might get a chance to top at £10 today perhaps
ntv
13/8/2018
06:54
note wrong date in statement above
ntv
Chat Pages: 54  53  52  51  50  49  48  47  46  45  44  43  Older
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