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 +0.23% 1,110.00p 1,100.00p 1,120.00p 1,110.00p 1,107.50p 1,107.50p 2,118 08:33:22
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Industrial Transportation 370.2 95.2 103.2 11.8 392.53

Ocean Wilsons Share Discussion Threads

Showing 1251 to 1273 of 1275 messages
Chat Pages: 51  50  49  48  47  46  45  44  43  42  41  40  Older
DateSubjectAuthorDiscuss
30/8/2017
12:55
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
18:36
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
15:14
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
12:46
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
07:55
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
21:00
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
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
Chat Pages: 51  50  49  48  47  46  45  44  43  42  41  40  Older
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P:32 V: D:20170919 18:55:50