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
  -10.50p -0.93% 1,117.50p 1,115.00p 1,120.00p 1,147.50p 1,117.50p 1,147.50p 6,580 12:40:54
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Industrial Transportation 370.2 95.2 103.2 11.6 395.18

Ocean Wilsons Share Discussion Threads

Showing 1251 to 1274 of 1275 messages
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DateSubjectAuthorDiscuss
21/11/2017
15:58
Strange that this has had an almost 10% fall in the last week. Wilson Sons share price looks quite strong in Brazil, so perhaps this is an opportunity to add.
galeforce1
13/11/2017
12:12
Solid hold imo in any portfolio wishing to diversify away from Brexit, and interested in the healthy non-Sterling dividend.
dozey3
13/11/2017
09:29
A good portfolio performance in Q3 and after the recent rise in the share price OCN still trades at a 25% discount to a SOTP valuation.
flyfisher
20/10/2017
03:07
hTTps://www.wilsonsons.com.br/noticia/brazilian-terminal-upgrades-tos-for-more-megaship-traffic 17/10/2017 - Brazilian Terminal Upgrades TOS for More Megaship Traffic The deal with Navis, a part of Cargotec Corporation, is part of a larger, multi-year investment in the latest infrastructure, technology and automation solutions for the terminal, enabling Tecon Salvador to optimize operations and support changing business requirements for larger ships and container volumes. Located in the state of Bahia, Tecon Salvador is the leading dock operator in Northern Brazil, and the only terminal in the country with exclusive roadway access to the BR-324 highway, connecting trucks to the terminal without interference with city traffic, speeding up the cargo release time as a result. Presently, the terminal handles 310,000 TEUs annually and averages approximately 60 moves per hour. Demir Lourenço, Terminal Managing Director, Tecon Salvador, said: “Our goal is to offer the best possible service to our customers and the N4 terminal system was the only choice to help us achieve new levels of efficiency and productivity. “N4 came highly recommended due to its success at some of the world’s leading container terminals. "We are confident that its application here at Tecon Salvador will help solidify our position as one of the most modern facilities in Brazil.” Chuck Schneider, Vice President and General Manager, Americas, said: “Like many other container terminals globally, Tecon Salvador is eager to demonstrate its commitment to the continuous improvement of its infrastructure, technology, people and processes in order to align with customer needs. “The implementation of N4 delivers on this promise. "We are proud to partner with Tecon Salvador on this undertaking and are confident that the terminal and its customers will soon see marked benefits with the new N4 system in place.” ---------------------------------------------------------------- You could say its them following Tecon RG hTTps://www.wilsonsons.com.br/news/tecon-rio-grande-upgrades-to-n4-tos 05/5/2017 - Tecon Rio Grande upgrades to N4 TOS The developments at the terminal in southern Brazil are expected to increase productivity by 45% according to the TOS provider. The facility, which is a subsidiary of Wilson Sons Group, manages 98% of the containerised cargo that passes through the Port of Rio Grande. With 24/7 operations, the terminal currently handles 720,000 teu annually with an average of 55.5 berth moves per hour. Following the N4 implementation and acquisition of new equipment, Tecon RG is targeting an increase in moves per hour from 55.5 to 80 through the end of 2017 and then to 100 as of 2018. The terminal recently acquired 11 new pieces of quay and yard equipment, and upgraded to N4 as part of its larger initiative to optimise operations. Paulo Bertinetti, terminal executive president director at Tecon RG, said that the N4 project was part of the terminal’s modernisation, preparing it to deal with larger vessels and the “challenging business environment”. The terminal selected N4 after working with the Navis platform for several years. Chuck Schneider, Navis vice president and general manager, Americas, said: “Thanks in large part to consolidation taking place within the industry, Tecon RG is facing a tremendous increase in cargo volumes arriving on megaships in the coming years. “Despite the rising volume, the terminal is committed to providing its customers reliable service, strong productivity, and efficient, automated processes through its investments in new equipment and systems.” Tecon RG is also utilising Navis’s PrimeRoute, Expert Decking and AutoStow optimisation modules. As a next step in their engagement, the terminal will implement a Navis Business Intelligence project to unlock terminal system data and provide operational insights for terminal improvements to its management team. LOTM
last of the mohicans
11/10/2017
11:33
FWIW, Edison Investment Research: Ocean Wilsons Holdings Making headway in a challenging environment 11 October 2017 | Investment companies, Ocean Wilsons Holdings, Update Download printable PDF http://www.edisoninvestmentresearch.com/?ACT=18&ID=19702&LANG=
piedro
10/10/2017
12:12
Dozey3, when considering the activity figures for September and October,{when we get there}, please bear in mind that c.5 hurricanes will have passed through the Caribe during that period, disrupting the shipping apart from other damages ....
piedro
10/10/2017
09:25
Btw I agree with tttie’s comments. Ups and downs are to be expected, but for diversification away from the UK with generous dollar denominated dividend and prospects of growth OCN is a strong hold IMO.
dozey3
10/10/2017
07:36
Today’s activity figures seem rather better than previously. https://www.investegate.co.uk/ocean-wilsons-hldgs--ocn-/rns/trading-volumes/201710100700031279T/.
dozey3
03/10/2017
12:14
LOTM - you raise valid points but I think your overall slant is unduly bearish. Brazil is just exiting a two year downturn. Wilson Sons has a very inexpensive P/E rating and offers a good dividend. Container terminal and tugboat demand are the two two key drivers and are linked to Brazil's economic recovery. Wilson Sons recently held an investor day and is optimistic about container terminal and tugboat demand. Wilson Sons is the leading tugboat business in Brazil. At the end of the day the forecast Wilson Sons P/E is 10.7X for 2018 with a 4.7% yield and 9.6X in 2019 with a 5.2% yield. Borrowing is at a very low rate of interest. EBITDA is expected to cover interest 28X in 2017 and net debt to EBITDA is expected to be 1.5X. In my view, you are focusing on a small part of the business to extrapolate an unwarranted bearish case.
trytotakeiteasy
03/10/2017
12:07
WSON33 share price in on new multi year highs and yet OCN lags £3 below highs and is at a 35% discount to a SOTP valuation, which is at the higher end of its range. Growth should come from an improvement in the brazilian economy and an improvement in ports capacity and efficiency.
flyfisher
27/9/2017
23:36
Trytotakeiteasy, Where's the future growth coming from ? Tecon Salvador, has legal issues to get over before it can expand any further. There's no sign of them buying up or even trying to buy up / start up another container terminal. Towage has little room for growth at the moment. Ship building is doing very little, as is bonded warehousing. All that debt has to be repaid on the PSV fleet & $100M plus invested in oil & gas and doing nothing with a ticking time limit is another noose around the company. The numbers you refer to are low, but always will be, there's not that many oil & gas players in the first place. Yes it was a small share in 2016 because day rates and margins everywhere else in the sector were being squeezed, but that's the sector they pinned there hopes on for real growth in the coming years and its now going to be delayed considerably. Yes flyfisher the recent rise in the WSON33 share price is strange when you take into account all of the above. LOTM
last of the mohicans
27/9/2017
11:27
Last of the Mohicans - I meant not significant relevant to the current drivers of total profit for Wilson Sons. Only 17% of clients are related to offshore support. Only 17% of 2016 EBITDA was driven by the offshore Vessels JV. See slides 5 and slides 27 below: http://ri.wilsonsons.com.br/ShowApresentacao/Institutional-Presentation---September-2017?=X9CE16iBDgaVZhXpOB9MFw== The reality is that the business is driven by towage and container terminal ports. Both areas made up 78% of 2016 total EBITDA. With Brazil's economy recovering and trade on a growing global trend the backdrop is positive for Wilson Sons.
trytotakeiteasy
27/9/2017
11:12
Fair point LOTM, but a greater issue was announced with the Q1 results of WSON33, with the Brazilian Federal Government having lifted the payroll tax exemption from 1 July 2017, with a net EBITDA impact of approx US$5.8M. Rather surprisingly in light of that announcement, the wson33 share price has shrugged it off and been very firm, having increased by over 20% in recent weeks. With hindsight, the company went into the O&G j/v at the top of the cycle and is getting no return for it.
flyfisher
27/9/2017
03:39
It's much more significant than most of you are realising. The company invested a lot of money building the 2nd oil & gas facilities of BRASCO (cost $44M to buy + assumed debts of $14.5M for the 30 year lease see 2013 annual report). Can't find the exact cost yet but it made up a good chunk of the $100M of capex in 2014 (probably close to $45M) to build the berths etc. Then there is the $257M of debt for the 50/50 joint venture that owns the PSV fleet. So if there sitting idle a total waste of assets that constantly depreciate in value. LOTM
last of the mohicans
26/9/2017
19:36
Not good news, but hopefully not too significant.
topvest
26/9/2017
10:02
Not really sure this has much impact at all. This part of the business isn't a significant contributor to Wilson Sons profits. The main drivers are tugboats (towage) and the container terminal ports. The majority of Wilson Sons clients are trade related rather than in energy.
trytotakeiteasy
26/9/2017
06:39
Looks as though knock on effect from low oil prices/Petrobras/ ? Braziilian politics Potentially not good for share price - Alredy marked down before market opens https://www.investegate.co.uk/ocean-wilsons-hldgs--ocn-/rns/wilson-sons-limited--psv-contract-negotiations/201709260700077741R/
pugugly
30/8/2017
11:55
OCN's Interim statement (issued August 9th) for the 6 months to end of June looks encouraging. Am surprised the share price hasn't seen more a pop. An opportunity, I think, and I've beed adding. Looks like good value. 35% discount to NAV. Container ports much busier. Brazilian maritime logistics generally picking up. If the divi rises from this years $63cents to maybe $70cents that's a 5% yield. http://otp.investis.com/clients/uk/ocean_wilsons/rns_teaser/regulatory-story.aspx?cid=1632&newsid=899853
galeforce1
21/8/2017
17:36
Piedro & LOM - Many thanks for your input - OW is a long term holding for me as a play on Brazil PLUS of course the discount which might at sometime narrow.
pugugly
21/8/2017
14:14
Video of Piedro's story hTTps://www.youtube.com/watch?v=9-TPFIR89LE News story link hTTp://maritimebulletin.net/2017/08/12/45-containers-fell-from-container-ship-cargo-looted-brazil/ Piedro I remember when Ocean Wilson's used to have its own dredge, then sold it to used in the USA because no-one wanted dredging done in Brazil for over 2 years !!! The tighter things are manovering ships the more Tugs will be required to do the job, more $$$ for the company. LOTM
last of the mohicans
21/8/2017
11:46
That silting has been a problem for many years hence the queue of waiting vessels. More of a problem is getting the channel dredged and last week 50+ containers got dropped into the water due to freak wave. Many Brazilian ports require permanent dredging and some in the south were shut last week due to rough water caused by heavy rains.
piedro
21/8/2017
06:55
FT Today "Silting in the port of Santos .. .. is forcing ships to carry 220 containers less per vessel to avoid the risk of grounding" Not sure if any implications .
pugugly
15/8/2017
20:00
hTTps://www.wilsonsons.com.br/noticia/tecon-rio-grande-bate-recorde-de-produtividade 09/8/2017 - Tecon Rio Grande sets productivity record Tecon Rio Grande, the container terminal of the Wilson Sons Group, registered a historic record of productivity in port operations in July. On July 25, 140 movements per hour were made during the operation of the Monte Tamaro ship, on the East Coast line of North America. This record was obtained with an average use of 3.32 STS (Super Post Panamax Ship to Shore), equipment responsible for the movement of containers between the ship and the yard. Each STS obtained an average productivity of 29.98 movements per hour. This is the second record recorded in the month. The first occurred with the ship Monte Aconcágua, on July 11, when 122.18 movements per hour were made. The highest result so far was 121.04 movements / hour, registered in August 2012, with the ship Maersk Lima, In operation that used five STS cranes. Among the main factors that contributed to the increase in productivity are the commitment and constant training of the team, the start of the operation of three new STSs and eight RTGs (Rubber Tire Gantry Cranes used in moving the containers in the yard), The acquisition of new patio tractors (trucks) and the implementation of the new Navis N4 system. "With the acquisition of new cranes and technology, an investment of R $ 146 million, Tecon Rio Grande has consolidated itself as one of the best containers terminals in the country's supply of equipment, with nine STS and 22 RTG, capable of serving the largest Ships that climb the Brazilian ports, "says Paulo Bertinetti, director-president of the terminal. Among the main factors that contributed to the increase in productivity are the commitment and constant training of the team, the start of the operation of three new STSs and eight RTGs (Rubber Tire Gantry Cranes used in the movement of the containers in the yard), The acquisition of new patio tractors (trucks) and the implementation of the new Navis N4 system. LOTM
last of the mohicans
13/6/2017
09:33
Edison investment search Ocean Wilsons Holdings Wilson Sons’ Q1 shows further resilience 13 June 2017 Ocean Wilsons Holdings, Update, Investment companies hTTp://www.edisoninvestmentresearch.com/research/report/ocean-wilsons-holdings3/full
piedro
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P:33 V: D:20171121 16:06:53