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
  +2.50p +0.24% 1,057.50p 1,055.00p 1,060.00p 1,057.50p 1,055.00p 1,055.00p 3,552 11:52:23
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Industrial Transportation 370.2 95.2 103.2 10.8 373.96

Ocean Wilsons Share Discussion Threads

Showing 1226 to 1249 of 1250 messages
Chat Pages: 50  49  48  47  46  45  44  43  42  41  40  39  Older
DateSubjectAuthorDiscuss
13/6/2017
10:33
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
23/5/2017
15:40
Hyundai Loyalty to call at Tecon Rio Grande tomorrow 339.62mts x 45.67mts
piedro
16/5/2017
08:25
With the WILSONS share price having risen in brazil and a gain in the investment portfolio during the first quarter it looks like a current SOTP valuation for OCN of 1662p, so at 1100p it currently trades at a 34% discount. Quite possible that the discount will narrow to the more normal 20%-25% range at which it has typically traded over recent years.
flyfisher
02/5/2017
15:53
Piedro - I can't quite figure this out as it seems to be a very technical legal dispute. The ports division is a reasonably large profit driver. Will have to see what happens long-term I guess.
trytotakeiteasy
29/4/2017
01:35
Well well well, I'm surprised the Company has not mentioned it,{re: #1213} ... Federal Judge determines suspension of work at the Port of Salvador but then ... Brazilian ports prep for general strike ... and it's Friday - Labour Day in Brazil Monday, so nothing ­± till Tuesday
piedro
14/4/2017
12:10
Translation: A preliminary court decision suspended the works to expand the container terminal at the port of Salvador. The decision was made by the judge of the Federal Regional Court of the 1st Region, João Paulo Pirôpo, who says that the work should only be feasible through a bidding process, which did not occur. The decision was signed on 6 April. The judge disputes the agreement to renew the concession of the port ... ... the company has 30 days to present documents related to the work. Tecon, which took over the management of the container terminal in 2000, said it has not yet been notified of the decision. EDITED: 17/04/2017 - left out the most important part Not noticed ??
piedro
12/4/2017
00:32
PRESS RELEASE Wilson Sons Limited (BM&FBovespa: WSON33) announces to its shareholders that it has become aware that the Federal Government of Brazil (União), Nacional Waterways Transport Agency (Antaq) and Bahia Port Company (CODEBA) are being officially notified by a Regional Federal Court of the decision requesting suspension of the works for expansion of Tecon Salvador. Wilson Sons Limited and its subsidiary Tecon Salvador S.A. are not included in the action and have not been indicted but the company will take all the necessary measures to ensure expansion of the terminal. ... oops !!
piedro
11/4/2017
22:35
PRESS RELEASE Wilson Sons Limited (BM&FBovespa: WSON33) announces to its shareholders that the shipyard subsidiary Wilson Sons Estaleiros Ltda has signed a contract to construct two azimuth tugboats for Saam Smit Towage do Brasil S.A. (“Saam Smit”), to be delivered within twenty months of payment of the first installment of each vessel. The vessels have a length of 24 metres and a beam of 11 metres with bollard pull of 70 tonnes. The tugboat project is designed by Damen Gorinchem Shipyards, who have been working with Wilson Sons in Brazil for more than 20 years. The Director of Wilson Sons Shipyards, Adalberto Souza confirmed "the signature of this contract reinforces the competitive offering that Wilson Sons has for the execution and delivery of quality of vessels, against a backdrop of the notably difficult moment for the Brazilian naval industry". The firm order book of the shipyard increases to 6 tugboat, being 4 for Saam Smit and another 2 for Wilson Sons Towage. Saam Smit has options for 2 more {the total was 6}
piedro
07/4/2017
22:56
07/04/2017 - Operational Data Offshore Vessel days down - Cormoran finished contract with Petrobras and now on the Spot Market Otherwise, Terminals and Towage improving, showing fruits of CAPEX AIMO
piedro
31/3/2017
13:24
P-69 arrives in Brazil to complete construction work
piedro
31/3/2017
13:18
Tugboat teamwork ... {where is the ghost?} Screenshot taken 28/03/2017 - south of Angra dos Reis
piedro
27/3/2017
16:04
Would agree with the comments here. The investment portfolio is very badly run and I have said this for a long-time. Lots of high fee funds and complicated strategies such as long/short and private equity. The Wilson Sons business is difficult to call given Brazilian weakness. A somewhat disappointing year with unnecessary underperformance in the investment portfolio. The 5% yield and the currency tailwind is positive... however, it is understandable why the shares are at a discount to NAV..
trytotakeiteasy
27/3/2017
13:02
Agreed, results hinge on exchange rates, but that's one of the main attractions and reasons for holding. Investment portfolio abysmal' goes some way to explaining ridiculous discount to asset value. Dividend up by 15% and has risen double digit for some years now. V good yield. Strange mixture offputting to many investors helping depress price. All makes it worth a small percent of my diverse portfolio, especially whilst Brexit rumbles on and it's not started yet.
dozey3
27/3/2017
11:58
Results looked OK. Big dependency on exchange rate movements though, otherwise flat (I think, quite complicated to study).
hpcg
27/3/2017
09:31
LOTM Yes. The OCN investment portfolio is really good example of an investment manager trying to be too clever. If they'd only just bought something really straightforward like a S&P 500 tracker! But the good thing is that with OCN the investment portfolio is thrown in for nothing, so its poor performance is less painful for shareholders than it might be.
galeforce1
27/3/2017
09:13
For all the non-believers I hope you've had a close look at the investment portfolio. A truly horrendous performance, the privilege of which just cost shareholders $2.5M That's on top of the fees that go to all the fund of funds that the investment manager invests in. They run into several million $$$ but never show up on the accounts. Any totally independent board of directors would have sacked the fund management group for such a horrendous underperformance. OCN won't of course because of the links between certain directors & Hansa and there vested interests. That $230M would be far better deployed either in the Brazilian business or used to buy back OCN shares on the market. The portfolio lost a lot of money during the crash from which its never fully recovered since, nevermind moving higher like many markets have. Time investors wrote to the board of directors & told them point blank, things need to change. The cosy status quo is no longer a valid option. LOTM
last of the mohicans
25/3/2017
15:17
Brazilian asset prices have got well ahead of a recovery which has not started, possibly getting worse. Oil complex is continuing to wind down, not up. The chart doesn't look great at the moment. There are assorted areas of support but only the future will tell if these hold.
hpcg
25/3/2017
01:20
Wilson & Sons profit for the year $85.1M, dividend raised from 50 cents to 52 cents, but OCN no longer pay-out the full amount received. Although the fall of the £/$ exchange rate will probably mean a rise in the OCN dividend when announced next week Conditions currently difficult in various markets within Brazil. LOTM
last of the mohicans
24/3/2017
17:52
Dozey3, Wilson & Sons results come out after the market in Brazil closes today, probably after 9pm UK time. OCN will then release its results on Monday, going by the past history of it all. LOTM
last of the mohicans
24/3/2017
16:18
riskvsreward - indeed. This is how I was following OCN up for the past few months. However I sold as currently not bullish on OCN! I agree entirely that it is the best way to play it.
hpcg
24/3/2017
16:06
I thought results were due on 22nd March; am I wrong? Considering adding in view of non-Sterling yield on offer and non-exposure to Brexit shenanigans.
dozey3
07/3/2017
07:54
Press Release ANNOUNCEMENT TO SHAREHOLDERS Wilson Sons Limited (BM&FBovespa: WSON33) announces to its shareholders that on 5 March 2017 its TECON Salvador container terminal took delivery of three rubber-tyre gantry (RTG) cranes. The equipment, valued at US$4.9 million, forms part of the Company’s ongoing commitment to increase capacity and improve efficiency across all its Brazilian port infrastructure assets. The equipment will be installed on the terminal patio. The equipment was purchased from Shanghai Zhenhua Heavy Industries (ZPMC). The acquisition of the equipment reflects the Company's commitment to terminals productivity gains and efficiency improvements. Wilson Sons recently renewed the Salvador terminal concession in November 2016 for a further 25 years until 13 March 2050, and the Company is obligated to complete minimum expansion and maintenance capital expenditure through the end of the concession. The investments in the Second Amendment are divided into R$398 million (Three hundred and ninety eight million Brazilian Reais) related to the expansion of the terminal and R$317 million (Three hundred and seventeen million Brazilian Reais) related to maintenance, using values of base date December 2013. These investments will be completed in phases during concession to guarantee the terminal to reaches a dynamic capacity of 925 thousand TEUs per year.
piedro
08/2/2017
08:41
Good trading volumes update from wilsons last night.
flyfisher
28/12/2016
23:05
The new Tecon Rio Grande equipment is already on the way! They left on December 25th of China and are expected to arrive in Brazil in January 2017. See the video on hTTps://www.facebook.com/WilsonsonsBR They'll have few excuses left after this main bottleneck has been sorted for not getting those ships unloaded much quicker etc. LOTM
last of the mohicans
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