Ocean Wilsons (holdings)... Share Discussion Threads

[muangsing] 14/9/2013 14:06

Thanks flyfisher

Regards

[4spiel] 13/9/2013 20:34

Always been a very volatile share and one I got very wrong - I look forward to it being 250p so I can buy it again. But it is an oddity is it not . listed in Bermuda and with a large share portfolio I think but also very sensitive to Brazilian Real. The pictures in an old brochure a few years old you get the feel that this was into shipping ports and commodities geared. Its so unreliable so I stay in ALAI for now I like my divis I like my money to pay its way and ALAI is well spread across good bonds in these companies in Brazil -some time this will be worth another go -and Brazil has a lot of healthy young people with aspirations.

[muangsing] 13/9/2013 19:57

Does anyone know what the new ticker symbol is for wilsonsons brazil?

I can't seem to find it

Regards

[piedro] 20/8/2013 15:49

That's good news
It's most annoying to have researched a company
Follow it through its growing pains and then they
are taken out.

[trytotakeiteasy] 20/8/2013 13:00

Piedro... Ocean Wilson and so effectively Wilson sons have large shareholdings from Hansa Trust which is controlled by a family... so no takeovers here...

[marben100] 20/8/2013 12:36

Worth noting that a significant proportion of revenues (around 1/3) are denominated in US$, whereas costs are in BRL. ;0)

[piedro] 20/8/2013 12:29

TTTIE,
A buyer would presumably wish to take out Ocean Wilson first to gain control.
The price being about right.

From the Wilson Sons Q2-13 report, the equity value attributable to owners of the company was $492.723m ($6.93/share)

Thus, Ocean Wilsons 58.25% = $287.0m
plus Investment portfolio = $223.5m
Total = $510.5m @ $1.56/£1 = £327.2m
For 35.363m shares = £9.25/share

I am rather naive regarding financial matters and currency, logistics being my speciality so please correct my calculations as necessary.

[trytotakeiteasy] 20/8/2013 09:30

Wilson won't be sold as Ocean wilson have a large stake and aren't selling... Brazil profits are translated into USD.... so weak Brazil Real will hit results for sometime.

[piedro] 19/8/2013 17:15

Is that really a risk or an illusion?

Maersk in Brazil
Brazil is a key growth market for Maersk. We share a common interest with Brazil in promoting economic development, national competitiveness and prosperity for Brazil's population.
Since 1977 we have been building up our presence investing USD 5 billion in shipping, port operations and offshore oil activities. .... ....


Wilson Sons is only a small morsel for the big boys

[trytotakeiteasy] 16/8/2013 16:19

Key risk here I guess is the Brazilian Real which keeps on tanking..

[piedro] 19/7/2013 22:14

The missing link ...



Brasco tem nova unidade no Rio de Janeiro
05/07/2013
A Brasco, empresa de logística offshore do Grupo Wilson Sons, concluiu na última terça-feira (2) a aquisição da Briclog, que agora passa a se chamar Brasco Caju. A companhia já possui uma base de apoio offshore em Niterói (RJ) e opera também em Salvador (BA) e São Luís (MA). .... ....
hxxp://www.brasco.com.br/imprensa/noticias/brasco-tem-nova-unidade-no-rio-janeiro

Translation
Brasco has new unit in Rio de Janeiro
05/07/2013
Brasco, offshore logistics company of Wilson Sons Group, concluded on Tuesday (2) the acquisition of Briclog, which will now be called Brasco Caju. The company already has an offshore support base in Niterói (RJ) and also operates in Salvador (BA) and São Luís (MA).
"With the acquisition of the new base, Brasco reinforces its strategic positioning within Guanabara Bay, with assets in prime location to service the exploration and production of the Campos, Santos and Espírito Santo basins," said executive director Brasco Renata Pereira.
The new unit will triple Brasco's capacity to serve vessels, since after upgrading works, the Caju base will have six berths, while in Niterói there are three berthing areas. To support the activities, Brasco will start a backup area for storage of equipment. The area is close to the base, and also in the Caju neighborhood.
The company intends to expand its customer base. Prior to the acquisition, Briclog operated for just one company, but with the addition of works and wharf area it will be possible to increase the volume of turnover.
"Excellence in health practices, safety and environment (HSE), which is the core of our value proposition to customers, differentiates us in the market to capture new clients for the installation," said Renata.
Currently, Brasco Caju has a staff of 137 direct employees, that volume will grow gradually in accordance with the addition of new customers. To train the new employees, the company has a Training Center, which coordinates a robust program based on a training matrix for each function. Besides the integration program, each employee requires specific training and workload. Regularly Brasco conducts internal recycling through specialized training courses or in partnership with customers. Furthermore, the leaders of the company are committed to promoting best practices in people management.
"The result of these initiatives is very positive," said the executive. "Brasco stimulates the internal development of talent and thus registers low replacement turnover."

[piedro] 13/6/2013 23:58

PRESS RELEASE
Analysis of the Impacts of the Fire in the Guarujá II Shipyard Warehouse
Wilson Sons Limited ("Wilson Sons" or the "Company") (BM&FBovespa: WSON11) announces that it is in an advanced stage of analysis of the impacts of a fire which occurred in the Guarujá II shipyard warehouse on Wednesday, May 15, 2013. The Company holds insurance policies covering the damage to the warehouse and materials inventory used in the shipbuilding process. The Company´s insurers were activated immediately after the incident and are conducting the claims process with an expected deductible for Builder´s Cost insurance, fixed per vessel, and for damage to Property, together estimated at one million Brazilian reais.
The Company considers that the eventual delay in the delivery of vessels will be limited due to the similarity of components previously ordered for subsequent vessels to be built. There were no injuries as a result of the fire.
Wilson Sons maintains full insurance coverage aimed at the prevention and protection against risks inherent in their operations, taking into account mainly the assets of its clients, its facilities and equipment, and continuity of operations. Insurance policies are contracted with accredited insurers and renewed periodically, following Company policies and procedures.

[piedro] 11/6/2013 20:21

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flyfisher 10 Jun'13 - 10:14 - 835 of 838 0 0
Wilson sons reports improved operational volumes for may 2013

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Brazil's Wilson Sons Posts TEU Volume Growth in May
JOC Staff | Jun 10, 2013 4:19PM EDT
Wilson Sons reported that its container terminals in Brazil handled a total of 77,600 20-foot-equivalent units in May, jumping 14 percent from 68,100 TEUs in the same month in 2012.
Tecon Rio Grande moved 53,600 TEUs in May, increasing 13.8 percent year-over-year, and Tecon Salvador moved 24,000 TEUs, rising 14.4 percent.
Year-to-date, the Brazilian shipping company's terminals handled 347,100 TEUs, inching up 0.3 percent compared to the same period last year. Tecon Rio Grande moved 236,900 TEUs, down 1.8 percent, while Tecon Salvador handled 110,200 TEUs, improving 5.1 percent
hxxp://www.joc.com/port-news/terminal-operators/wilson-sons/brazils-wilson-sons-posts-teu-volume-growth-may_20130610.html

Previous articles:
20 Mar 2013 - Wilson Sons' Profit Soared in Fourth Quarter, Year
11 Jan 2013 - Volume at Wilson Sons' Terminals Rises 7.7 Percent

[piedro] 10/6/2013 23:54

Explains WSON's new strategy of developing the coastal trade - IMO

MSC gets serious about Asia-ECSA
Mediterranean Shipping Company (MSC) clearly has no intention of being left behind in the race to acquire greater economies of scale between Asia and East Coast South America. By launching its own 'Ipanema' service, it has thrown down the gauntlet to other carriers, many of whom also have expansion in mind despite poor trading prospects. ...
hxxp://ciw.drewry.co.uk/features/msc-gets-serious-about-asiaecsa/#.UbZSLeevHHQ

Also:
hxxp://goo.gl/SnNjy

[piedro] 10/6/2013 12:25

Thank you Mark,
someone gave you a thumbs ▲



seems ADVN are backpeddling somewhat
see discussion on the URL bb

[marben100] 10/6/2013 11:33

Hi Piedro,

Ridiculous, I agree. If these petty restrictions, to try to force people to subscribe, continue, suggest you start a thread on s t o c k o p e d i a , where it is much easier to make well-formatted posts with images anyway.

Cheers,

Mark

[flyfisher] 10/6/2013 10:14

Wilson sons reports improved operational volumes for may 2013 .

hxxp://wilsonsons.riweb.com.br/Default.aspx?linguagem=en

[piedro] 29/5/2013 15:02

ADVFN not allowing 'images' or text editing.

If this ... discrimination continues
I can stop posting !!!

[piedro] 29/5/2013 14:38

Apologies M.T.Glass for overrunning your bb but Wilson Sons are making news.
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Tecon Salvador é alternativa para escoamento de commodidites na Bahia
O potencial exportador de commodities agrícolas via Salvador é hoje uma realidade, em especial para os produtores baianos. Além de se localizar na menor distância das áreas produtoras, as vantagens competitivas do porto da capital baiana também envolvem redução do custo do frete rodoviário, menor risco de acidentes, evitando roubo de cargas e avarias, entre outras vantagens. Esse será o tema debatido nesta quarta-feira (29) pelo Tecon Salvador durante a Bahia Farm Show, na palestra conduzida pela gerente comercial, Patricia Iglesias. .... ....
http://www.wilsonsons.com.br/imprensa/noticias/tecon-salvador-e-alternativa-para-escoamento-commodities-na-bahia

TRANSLATION:
Tecon Salvador is an alternative route for commodities in Bahia
The export potential of agricultural commodities via Salvador is now a reality, especially for producers of Bahia. In addition to finding the shortest distance from the producing areas, the competitive advantages of the port of Salvador also involve reducing the cost of road freight, less risk of accidents, preventing cargo theft and damage, among other advantages. This will be the topic discussed on Wednesday (29) by Tecon Salvador during the Bahia Farm Show, the lecture conducted by commercial manager, Patricia Iglesias.
Expanded and modernized following investments of R $ 180 million, Tecon Salvador - operated by Wilson Sons Group - has been a pioneer in leading projects of containerization for new loads, aiming to expand its participation in the distribution of agricultural production. For two consecutive years, Salvador made experimental shipments non-GM soy, the latter of which involved a load of 22 tons that went to the port of Yokohama, Japan. This year new shipments of Bahian soybeans are expected.
"Salvador is at a distance of 900 km from the largest agricultural producing region of the state, west of Bahia. Meanwhile, the port of Santos is 1700 km. Besides the qualitative economy of the exporting process, adding greater productivity, financial savings can be from $ 695 per container of cotton exported by Salvador instead of Santos, for example, " explains Iglesias.
Currently, cargo ships may have immediate access to a berth. In its new structure, Tecon has two piers, modern port facilities, in addition to scheduled gate services, docking windows and streamlined operations in the yard.

Bahia Farm Show in Luis Eduardo Magalhães (Brazil), happens May 28 to June 1. The lecture "Export of Agricultural Commodities," Patricia Iglesias, will be on the 29th from 14h in the Auditorium Hall Covered (ABAPA).

[piedro] 21/5/2013 11:44

The new law ...

TUESDAY, 21 MAY 2013
Brazil's Port Reform, a game changer
Brazil's Port Reform is a game changer, says Michel Donner, senior advisor at maritime consultancy firm Drewry. In an interview, he told Port Finance International that future investment opportunities would likely be with container terminals, especially dry bulk terminals in the North East. .... ....


... I expect Wilson Sons to be tendering for a 'Tecon' concession in Suape where they have their new logistics centre + plus in other northern ports.

[piedro] 21/5/2013 11:35

The Wilson Sons business ...

[rambutan2] 15/5/2013 14:54

Thanks for the postings Piedro.

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