Ocean Wilsons (holdings)... Share Discussion Threads

[piedro] 15/6/2015 16:41

lots of important news ....

FILA DE NAVIOS CAUSA PREJUÍZO BILIONÁRIO À PETROBRAS
15-06-2015 07:06


... but this is a Brazilian company now

[piedro] 04/6/2015 18:06

FWIW ...

MAERSK ENTRA NO MERCADO BRASILEIRO DE REBOCADORES
01-06-2015 01:06
Líder mundial no transporte marítimo de contêineres, o Grupo Maersk anuncia sua entrada no mercado de rebocadores brasileiros. A medida foi possível a partir da compra do bloco controlador da operadora de rebocagem Transmar Serviços Marítimos, sediada no Rio de Janeiro. .... ....


Maersk enters the Brazilian tug market
World leader in shipping containers, the Maersk Group announced its entry into the Brazilian tug market. This was made possible through the purchase the controlling block of the towing operator Transmar Maritime Services, based in Rio de Janeiro. .... ....

[last of the mohicans] 25/3/2015 00:41

Wilson & Sons results are out, not very bonny reading

LOTM

[piedro] 23/3/2015 13:26

March 12, 2015
Rio Grande do Sul to Harvest Excellent Corn and Soybean Crops
While much of Brazil endured hot and dry conditions during December and January, that was certainly not the case in Rio Grande do Sul in southern Brazil. In fact, January rainfall in the state was the highest in thirty years. The state is generally noted for periods of dry weather during the summer resulting in lower yields, but this year it will be noted for having some of the very best crops in Brazil.
Both the corn and soybean crops in Rio Grande do Sul benefited from very good weather this entire growing season regardless of the stage of development or the location.
The full-season corn in the state is a little over 50% harvested, but in key corn growing regions such as Santa Rosa and Ijui, the corn is 80% and 90% harvested respectively. Corn yields from these two regions are in the range of 6,000 kg/ha (92.4 bu/ac) which is surpassing even the most optimistic early assessments. Estimates are that the corn production will exceed the 4.8 million tons estimated by the Emater/RS-Ascar (the extension service).
The soybeans in the state are also expected to be very high yielding. Approximately 80% of the soybeans are in the final pod filling stage and 2% of the crop has been harvested with yields in the range of 3,000 kg/ha or 43.5 bu/ac. If these early yields are sustained as the harvest progresses, the state could easily set an all-time record high soybean yield.
hxxp://www.soybeansandcorn.com/news/Mar12_15-Rio-Grande-do-Sul-to-Harvest-Excellent-Corn-and-Soybean-Crops

[piedro] 09/3/2015 22:03

Brazil’s Rio Grande moves forward on dredging as truck flow normalizes
Rob Ward, Special Correspondent
Mar 09, 2015 12:35PM
The Port of Rio Grande, in southern Brazil, shared a double dose of good news on Friday: truck flow operations had returned to normal and it’s moving forward with its dredging plans. ... ...

[piedro] 06/3/2015 06:45

Strike not completely over yet ...

Brazil truck disruptions diminish as president signs trucking bill


Brazilian labour protests block ports

[piedro] 05/3/2015 16:56

Where perishables are involved, lost goods are lost and, it could annoy their customers

It will temporarily affect the statistics and help the R$ fall further

AIMO

[flyfisher] 05/3/2015 16:46

Piedro, will that have a material effect on wilsons.
thanks.

[piedro] 05/3/2015 15:01

o/t,

they are starting to move TEUs again now that the strike is over

[mozy123] 05/3/2015 14:14

Yes so very little incentive to close the discount for other shareholders.

Similar to Hansa trust which is controlled by the same family?

I still cant work out why they would want all thier assets marked at c.30% discounts.

Raise some debt and hold both companies privatly surely?

[flyfisher] 05/3/2015 12:56

The company is controlled by a majority shareholder, it appoints the management. The investment portfolio came about as a result of their floating off part of the Brazilian company and was effected in order to diversify their risk.
Consider it as a listed family trust, accordingly it normally trades at a discount.

[mozy123] 05/3/2015 12:35

hi,

New here - can someone answer my very basic question?

The book value of the investment portfolio and the holding in wilson sons far exceeds the current share price.

Why does the company (wilson holdings) not sell off the assets?

Has the company ever been fully valued by the market?

[piedro] 20/2/2015 13:07

tttie,

- they are usually ahead of the game

[piedro] 20/2/2015 13:05

20/02/2015
Infraestrutura ganhará investimentos de U$$ 40 milhões em 2015
O Tecon Rio Grande projeta a manutenção do plano de investimentos em infraestrutura para esse ano .... ....
hxxp://www.guiamaritimo.com/gm_wp/noticias/infraestrutura-ganhara-investimentos-de-u-40-milhoes-em-2015/

- sorry, too lazy to translate
- DYOR

[trytotakeiteasy] 12/2/2015 11:44

we are screwed for the next few years.. that is my careful analysis!!! Brazil into recession.... low oil price... strong dollar.... probably a good time to pick up OCN but have to have a 5 to ten year view...

[piedro] 11/2/2015 09:42

TUESDAY, 10 FEBRUARY 2015
CMA CGM introduces larger capacity vessel to SEAS2 service
... The vessel will be used to bolster Brazilian exports, notably capacity of meat, poultry and fruits, thanks to its large capacity reefer plugs.
“The introduction of the CMA CGM TIGRIS in Brazil demonstrates [our] development strategy and confidence in the Brazilian market,” Duval added.


- take it easy.

[trytotakeiteasy] 10/2/2015 08:44

well Brazil heading into recession and trading volumes down in January... lower oil prices will hit results.... good business but will take time for it to start showing through.. maybe a couple of years..

[piedro] 09/2/2015 14:41

tttie,

Other carriers are putting in larger vessels
- the latest is "CMA CGM Tigris" - 10,600 TEU
- will call at Rio Grande ± 17 February

According to the Brasilian press, Wilson Sons
is supposedly applying for 4 new concessions

- I find myself with plenty of thoughts but few
opinions

Edited - Tigris visit for the 17 February
not the 07 as previously stated

[trytotakeiteasy] 09/2/2015 13:26

Piedro - so we are screwed?

[piedro] 04/2/2015 20:08

Maersk cuts capacity 10 percent on slowing Europe-Med-East Coast South America routes
Bruce Barnard, Special Correspondent
Feb 04, 2015 10:34AM EST
Maersk Line said it has cut capacity by 10 percent on the trade between the east Coast of South America and Europe and the Mediterranean in response to the “steady decline” in market demand.
Smaller vessels of between 4,500 and 6,500 TEUs are being phased in after the carrier reduced capacity and reefer plugs in line with slowing demand at the beginning of the year. .... ....

[piedro] 27/1/2015 20:04

South American view but it's .. uk.advfn.com

[darlocst] 27/1/2015 19:54

UK based & I see LSE:OCN

[m.t.glass] 27/1/2015 19:36

How strange. That's not what I see. My view of header shows LSE:OCN not NYSE:OCN

Same when viewed on different devices using different browsers. Are you using anything unusual to view? Are you at a non-UK location?

What is everyone else seeing? LSE:OCN or NYSE:OCN ?

I haven't changed the chart array since the thread began.

[piedro] 27/1/2015 19:16

MTG - this is what I have on the header ...
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