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
  0.00 0.0% 1,025.00 1,010.00 1,040.00 1,025.00 1,025.00 1,025.00 3,639 00:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Industrial Transportation 360.9 47.2 29.5 35.6 362

Ocean Wilsons (holdings)... Share Discussion Threads

Showing 1101 to 1124 of 1375 messages
Chat Pages: 55  54  53  52  51  50  49  48  47  46  45  44  Older
DateSubjectAuthorDiscuss
13/8/2015
01:19
LOL And what are the "right berth sizes"? And for which year? They started out with 2 berths of 240 and 220 mts In the 2010 expansion they increased the berth and yard area by 177-200 mts to give 2 berths of 240 and 377 mts. If their concession is renewed with the new CAPEX project, they will only be able to extend the principal berth by 400-500 mts (depending on the allowance) and it will also mean reclaiming land for the yard area.
piedro
12/8/2015
23:36
Interesting find Piedro :) Maybe they will get the right berth sizes the next time !! LOTM
last of the mohicans
12/8/2015
09:13
CABOTAGEM PUXA CRESCIMENTO DO TECON SALVADOR 11-08-2015 O crescimento de 12% na movimentação de cabotagem e de 5% no longo curso, registrados no primeiro semestre, reforçam os argumentos do Tecon Salvador sobre a necessidade da antecipação da renovação da concessão em troca de um investimento de R$ 537 milhões. Atualmente, o terminal consegue receber dois navios ao mesmo tempo. Com a expansão, seria possível trabalhar com três embarcações simultaneamente. Ele movimentou, na cabotagem, 24 mil TEUs (contêineres de 20 pés) no primeiro semestre, contra 21,4 mil no mesmo período de 2014. ... ... http://tinyurl.com/ofplkqe Translation: COASTAL TRAFFIC PULLS TECON SALVADOR GROWTH 08/11/2015 The 12% growth in the movement of cabotage and 5% over the long haul, recorded in the first half, reinforce the arguments of Tecon Salvador on the need to advance the renewal of their concession in exchange for an investment of R $ 537 million. Currently, the terminal can receive two ships simultaneously. With the expansion, it would be possible to work with three vessels simultaneously. They moved, by cabotage, 24,000 TEUs (20-foot containers) in the first half, against 21,400 in the same period 2014. ... ...
piedro
30/7/2015
12:59
TECON RIO GRANDE AUMENTA SUAS EXPORTAÇÕES EM 8,3% 28-07-2015 Publicado em Portos e logística O Terminal de Contêineres do Porto do Rio Grande (Tecon Rio Grande) fechou o primeiro semestre com saldo positivo na exportação e na cabotagem. No acumulado dos seis primeiros meses do ano, foram exportados 95,6 mil TEUs (unidade equivalente a 20 pés), o que representou um crescimento de 8,3% em relação ao mesmo período de 2014. O mês de junho foi o grande destaque, com 19,7 mil TEUs movimentados - 36,4% superior ao ano passado. ... ... http://tinyurl.com/phpwvp6
piedro
30/7/2015
12:56
TTIE, The medium-term share price could be difficult to predict if it is to be tagged to the Brazilian economy but Wilson Sons are holding up very well IMO and are getting the right sort of write-ups by the local press. I would go so far as to say that they are well protected in most sectors
piedro
29/7/2015
20:12
Piedro - hmmm maybe I have called this wrong medium-term. Brazil Real seems to be plunging. We shall see.
trytotakeiteasy
23/6/2015
20:50
Piedro - markets look ahead. at the recent share price Wilson Sons is on around 11X forecast earnings for 2016 and 9.3X for 2017. The yield for both years is 5%. So if the share price of Wilson Sons picks up, which it should over time, and the Brazil real at least stops depreciating then Ocean Wilsons asset value will go higher. The crux is when the worsening of the Brazilian economy starts to decelerate and we can see the corner in sight. Things should turn around by 2016 at the latest. These are my working assumptions anyway. The bottom line is that Wilson Sons is a great long-term stock which should see strong long-term results. Spoke too soon. Share price down again!! At least the investment portfolio balance of £4.72 a share should provide some support. Now 53% of the market value of Ocean Wilsons.
trytotakeiteasy
16/6/2015
15:38
tttie, I like your optimism. Did you know that one of the services offered at their dry-ports is relabelling imports for the Brazilian market - "tropicalization"
piedro
16/6/2015
14:04
My take is that Brazil economy will be under pressure for the remainder of 2015 and may start to recover in 2016. The cheap Brazil Real may spur exports of certain goods such as agricultural commodities. However, it will serve to curb imports along with weak consumer demand. Crux is when Brazil Real starts to stabilize and then strengthen. When this happens the asset value of the Wilson Sons stake will increase in sterling terms. Current situation is very frustrating but things should start to improve in a year's time
trytotakeiteasy
16/6/2015
14:00
something more to think about ... Maersk Line sees lag in Latin American ports Jun 15th, 2015 In the short and medium term, it will be difficult for Latin America and Mexico to receive latest generation ships carrying 18,000 to 20,000 TEUs, even with the opening of the expanded Panama Canal. .... .... hxxp://thebulletinpanama.com/2015/06/maersk-line-sees-lag-in-latin-american-ports/ - interesting times :-)
piedro
15/6/2015
15:41
lots of important news .... FILA DE NAVIOS CAUSA PREJUÍZO BILIONÁRIO À PETROBRAS 15-06-2015 07:06 http://tinyurl.com/q9owbuq ... but this is a Brazilian company now
piedro
04/6/2015
17:06
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. .... .... http://tinyurl.com/ngvv7xz 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. .... ....
piedro
25/3/2015
00:41
Wilson & Sons results are out, not very bonny reading LOTM
last of the mohicans
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. ... ... http://tinyurl.com/popvoto
piedro
06/3/2015
06:45
Strike not completely over yet ... Brazil truck disruptions diminish as president signs trucking bill http://tinyurl.com/ppdcjae Brazilian labour protests block ports http://tinyurl.com/lempyzh
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
piedro
05/3/2015
16:46
Piedro, will that have a material effect on wilsons. thanks.
flyfisher
05/3/2015
15:01
o/t, they are starting to move TEUs again now that the strike is over
piedro
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?
mozy123
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.
flyfisher
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?
mozy123
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
piedro
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