Ocean Wilsons (holdings)... Share Chat (OCN)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Ocean Wilsons (holdings) Ld	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%	810.00p	800.00p	820.00p	810.00p	810.00p	810.00p	3,311	07:43:20

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Industrial Transportation	360.9	47.2	29.5	27.7	286

Ocean Wilsons (holdings)... Share Discussion Threads

Showing 1351 to 1373 of 1375 messages

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Date	Subject	Author	Discuss
21/8/2019 14:47	Aracaju & varies - many thanks for your replies. Very helpful.	galeforce1	Read Full Thread Reply
19/8/2019 18:40	galeforce Somewhere in the annual report we are told how the directors decide on the dividend. If Wilson Sons reduces its dividend, then presumably OCN will too.	varies	Read Full Thread Reply
19/8/2019 17:11	There are no indications of anything particularly wrong with Ocean Wilsons in Brazil. It's just a cyclical downturn. The Chinese bought one maritime operator TCP Participações a few years ago, but for the declared aim of their "Belt and Road" initiative Wilson Sons is a better prospect.	aracaju	Read Full Thread Reply
19/8/2019 17:11	There are no indications of anything particularly wrong with Ocean Wilsons in Brazil. It's just a cyclical downturn. The Chinese bought one maritime operator TCP Participações a few years ago, but for the declared aim of their "Belt and Road" initiative Wilson Sons is a better prospect.	aracaju	Read Full Thread Reply
19/8/2019 16:14	Varies - thanks for your quick response. I think I'm up to speed on the ownership/control of OCN by the Salomon family via Hansa and their personal holdings. I thought they also managed the cash (for a fee) via a business in the CI, but perhaps I'm out of date there. What I'm less clear about is the operational performance of the business. Is there a problem here or are we just looking at a cyclical down-dip? Also, do you think the current generous divi is sustainable?	galeforce1	Read Full Thread Reply
19/8/2019 15:40	galeforce1 I have held shares for over 30 years and I suppose my average cost is about 40p. OCN is controlled by the descendants of Walter Salomon, a banker from Hamburg who came over to London, I believe, in the 1930's. He also controlled Rea Bros (merchant bankers)amongst other companies. He died many years ago and I believe that his son and son-in-law must now be their seventies. I believe that their children are now in control but you could check on the Hansa Trust web-site. I I rember rightly, the family hold about 25% of OCN directly and about 25% more through Hansa Trust where they have a majority of the voting shares. In the past the investment management business of OCN was very successful indeed but this was then delegated to others whose collective performance has been very moderate. I believe that the family will sell out at some point but this may not happen in my lifetime. I did think that this was about to happen when discussions about the future of the Brazilian business were announced 9 months ago and much regret not selling some of my shares then. In short I regard this as a long-term holding with a decent yield.	varies	Read Full Thread Reply
19/8/2019 15:09	Big drop in the share price here last week on slightly disappointing interim results. Revenues and profits are lower in the marine services part of the business. The container terminals seem to be doing OK. There's so much to like about OCN - no debt, lots of cash, modest valuation, great dividend. But it hasn't been a particularly successful investment for me so far. Would be interesting to hear anyone else's view on OCN's prospects. Is OCN's problem basically short term or something more serious and long term?	galeforce1	Read Full Thread Reply
24/7/2019 19:31	Thanks Piecro	sleepy	Read Full Thread Reply
24/7/2019 07:07	MATERIAL FACT Rio de Janeiro, 23 July 2019 – Wilson Sons Limited (B3: WSON33) (“Wilson Sons” or “Company”;), in furtherance to the Material Fact disclosed on 16 July 2018, informs that it has concluded the formal process to evaluate strategic alternatives involving its container terminal and logistics assets. The Board of Directors has decided not to engage in any transaction at this time.	piedro	Read Full Thread Reply
16/5/2019 07:30	LOTM- Analysis much appreciated.	pugugly	Read Full Thread Reply
16/5/2019 07:04	Pugugly The investment portfolio is just back up to the value it had 1 year ago. You can't monetise it, the directors control the company through there own holdings & those of Hansa which they and there family run. They get a nice wad of management fees paid to keep all there family members etc happy & employed. If you looked at the annual report you'd see that if the money had simply been invested in either the MSCI ACWI FM NR USD or MSCI Emerging Markets NR USD index the performance over the past 10 years would have been substantially better for shareholders. The fund has gained about 70% those other ones 150% & 115% respectively. LOTM	last of the mohicans	Read Full Thread Reply
15/5/2019 07:33	Trading poor but investments up "At 30 April 2019, the investment portfolio including cash under management amounted to US$276.3 million (31 December 2018: US$258.9 million). The investment portfolio represents US$7.81 (£6.01) per Ocean Wilsons share." So what are Wilson Sons Limited worth? And how (if at all) can it be monetised for shareholders? https://www.investegate.co.uk/ocean-wilsons-hldgs--ocn-/rns/quarterly-update/201905150700038921Y/	pugugly	Read Full Thread Reply
07/5/2019 08:57	ADVFN is hosting an investor event for a firm within Industrial Transportation; Avation plc, on the 21st May to find out about their future prospects. Sign up to attend this event: https://uk.advfn.com/stock-market/london/advfn-AFN/share-news/ADVFN-PLC-ADVFN-Investor-Event-for-Avation-plc/79847603	shiv1986	Read Full Thread Reply
30/3/2019 11:51	varies, re:"the mooted disposal of the container ports" The company, Wilson Sons, have never said that they were going to sell their container ports; only that they were doing a strategic review {which involves 'sounding' the market.	piedro	Read Full Thread Reply
30/3/2019 11:44	Danilo Oliveira INDÚSTRIA NAVAL 28/03/2019 - 15:46 Consórcio Águas Azuis construirá corvetas para a Marinha https://tinyurl.com/y4y7jb9u	piedro	Read Full Thread Reply
15/3/2019 11:20	I am disappointed to learn that the mooted disposal of the container ports has come to nothing yet but at least we are still getting our dividend.	varies	Read Full Thread Reply
15/3/2019 08:00	An idea of the towage competition ... From Camorim: Between the years 2019 and 2020, another 8 new 80-ton ships are planned, which will be built by Starnav, bringing the fleet to a total joint fleet to 43 azimuthal tugboats	piedro	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
12/11/2018 08:05	Quarterly update - Not happy reading and significant markdown on marekt opening.	pugugly	Read Full Thread Reply

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