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 10,409 00:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Industrial Transportation 360.9 47.2 29.5 35.5 362

Ocean Wilsons (holdings)... Share Discussion Threads

Showing 1126 to 1148 of 1375 messages
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LoTM, I like the Wilson Sons business and OCN's current discount to NAV, but your post has got me thinking. Thanks. I will take a closer look at the investments arm, and cash returns to shareholders versus cash flowing to directors and others over the years before going any further.
What you think its great that we pay our own directors fees for running the business. They then create an investment fund, pass the running of it to another company that many of them have connections to & lose $2.5M a year in fees & 10% of any out performance profits that occur in any given year. That same company doesn't buy individual stocks & shares, there job is simply to then pass on some of the funds to other fund groups, who get a piece of the action in the form of annual fees themselves & in the case of some hedge funds a massive cut of any profits the fund makes. Totally flawed system that has yield shareholders very little in the time its been created compared to those running them. They would have been better buying low cost index funds. On the FTSE, Dow & Nasdaq. We'd have got a far better ROI. Varies, your memory must be short, if you've held them that long, then you should remember the savage dividend cuts as well. LOTM
last of the mohicans
All things considered, I regard the maintenance of the dividend as very satisfactory. We would all like to have sold our shares at £14 a few years ago but, having held these shares since the price was 40p and received a handsome dividend every year, I am very satisfied. As for the portfolio management charges, out-performance is worth paying for.
I make the current discount 38%. Probably a bit more in reality as investment portfolio should have appreciated since year end.
CONFIRMED ... Use It or Lose It: Big Oil Moves to Drill in Brazil But Not Because Things Improved March 1, 2016 by Bloomberg By Peter Millard Major oil producers are beginning to confront the need to develop offshore prospects in Brazil, or lose them. Total SA and BP Plc are starting to search the market for drilling rigs, helicopters and support vessels for deepwater Brazilian fields even as the industry endures its worst downturn in a generation, three people involved in the projects said. .... ....
I've doubled up here and at Hansa trust. Ocean Wilsons has held up very well really in adverse market conditions. Indeed in local currency the Wilson & Sons share price is holding up very well. It's always difficult to predict the bottom. There are signs that the share price is stabilising, but this has happened once before. I'm more than happy to hold long term. At some point they may still have a demerger of the investment portfolio. Emerging market currencies are bound to bounce back at some point, but maybe 6 months or so off would be my guess. Of course, we may all be wrong and this is a value trap, but I think not.
31 Dec 2015 .. Year end est NAV per share : U$ 9.76 Wilson ( 41.444m shs @ R 32.99 Fx R3.9608 to $ ) Portfolio using 31 Oct 15 value U$ 6.96 ps ... total U$ 16.72 ps = 1134p ( FX $1.4746 to £ ) . Recent Director buying at 775p on a 31.6% discount . Beginning to look good value if you think Brazilian Real has bottomed . Plenty of caveats .. not least if you view Wilson Sons as a quasi oil service company rather than a port operator ( eg similar to the old Tidewater US ) then the stock is too expensive .. We probably need the oil price to recover . Big question how dependent is WSON33 on Petrobras ... and if the answer is very .. then will we find Wilson being dragged into the high level corruption charges . Over to you Topvest and Piedro
Translation of: hTTp:// SECRETARY OF PORTS ORDINANCE- 609-A, OF 17 DECEMBER 2015 Approves, on a preliminary basis, the Plan of Investments made by the company Tecon Salvador SA, for the port rental of Lease Agreement No.012/2000 - CODEBA, located in the Port Salvador. THE MINISTER OF STATE HEAD OF SECRETARIAT PRESIDENCY OF THE REPUBLIC OF PORTS, in use of the attributes conferred upon him by items I and II of the only paragraph of art. 87 of the Federal Constitution and in accordance with art.24 of Law 10,683, of May 28, 2003, with the art. 57, chapter and § 1 of the Law No. 12,815, of June 5, 2013, and with art. 2, V and art. 42 II of Decree No. 8033 of June 27, 2013, decides: Art. 1 - Approve, on a preliminary basis, the Investment Plan submitted by Tecon Salvador SA, for The port lease object Lease Agreement No. 012/2000 - CODEBA, located in the Port of Salvador. Art. 2 - Forward the administrative proceedings SEP No. 00045.003584 / 2014-62 to the National Agency of Transportation Aquaviá-rivers - Antaq for analysis and demonstration of the Feasibility Study Technical, Economic and Environmental – EVTEA presented by the company. Art. 3 - Upon completion of the procedure laid down in previous article, the case should be returned to the Secretary of Ports the Presidency - SEP / PR for final deliberation and the assigning of Amendments to Lease Agreement No. 012/2000- CODEBA, if they met all legal requirements. Art. 4 - This Ordinance shall enter into force on the date of its publication. HELDER BARBALHO
Just doubled up here. Hopefully, the share price is starting to stabilise. Great company with a good long term future I think.
Some big trades just gone through as we await the end of month Trading Volumes ...
Hansa Trust has some pretty rubbish holdings eg All Leisure and Blinkx.
Yes, but there is great opportunity in this share in my opinion. We are not far off the whole share price being represented by the investment portfolio (worth £4.50 a share) and Wilson & Sons (a great business) thrown in for free. Watching closely and already doubled my position in Hansa Trust.
A catastrophic chart, support looks around 430?
arlington chetwynd talbot
FWIW ... PRESS RELEASE Wilson Sons Limited (“Wilson Sons” or “the Company”), a public held company traded at BM&FBovespa under the ticker WSON33, announces to all its shareholders that Wilson Sons Ultratug Offshore (“WSUT”), a subsidiary in which Wilson Sons has a 50% interest, has completed the original contract with Petrobras for the Platform Supply Vessel Fragata, which was effective for 8 years plus two additional extensions of 90 and 60 days respectively. The vessel was in these operations from April 2007 until 7 October 2015. The vessel is second placed behind another WSUT vessel for contracts in its´ category in the April 2015 public bid process conducted by Petrobras that is now awaiting conclusion. The Platform Supply Vessel (“PSV”) is 3,000 deadweight tons. Rio de Janeiro, 8 October 2015. Felipe Gutterres Ramella Legal Representative and Investor Relations ie., it's "PPT" {available promptly}
Might be of interest to people 'hTTp://' target='window'> LOTM
last of the mohicans
August's numbers at Wilson & sons are very interesting to say the least. RG had a really good month, TS showed an improvement on last year. The big surprise was a fall in the Towage numbers, which somehow came from left field compared to previous months which had all shown steady growth. LOTM
last of the mohicans
CONFERANCE/WEBCAST - about to start Rio de Janeiro, Brazil, 19 August 2015 English (Simultaneous Translation) Time: 10 am (NY) / 3 pm (London) / 11 pm (Brasilia) Webcast: hxxp:// Dial-in access: +1 646 843 6054 (NY), 44 203 051 6929 (London) Live audio, slide broadcast, and replay available at: gla
Looks like patience is need for at least two years!!!!!!! tough to see Brazil getting back on track recently given commodity price weakness.
Hi Flyfisher, Thanks :) finally found it, not by the usual methods thou, which is why I thought they hadn't issued it. I wouldn't say the numbers were that strong being inflated by 11,500 more empty TEU's at RG than in July 2014. Nevertheless better than they might have been given the state of the Brazil economy. Thanks for the info Piedro, interesting development going forward :) LOTM
last of the mohicans
LOTM, Re: T.Salvador The 'ideal' is one thing but they can only work within the space available - it is a question of logistics Re: T.Rio Grande Wilson Sons and Braskem seal partnership for operation in terminal Terrible translation - {in Brazilian} hTTp://
LOTM, July trading volumes were released a couple of weeks ago and were very strong. You will find them on the wilsons website.
Hi Piedro, Ideally I think they would be best served with 2 berth of say 350M & another of close to 300M. Half year results are out, don't look too bad. EBITDA up quite a bit I don't see any figures yet for July's traffic numbers, however this is interesting hTTp:// Which would indicate that June's good numbers at RG were followed up with something similar in July. LOTM
last of the mohicans
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