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% 945.00p 930.00p 960.00p 945.00p 945.00p 945.00p 210 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Industrial Transportation 360.9 47.2 29.5 30.5 334

Ocean Wilsons (holdings)... Share Discussion Threads

Showing 1151 to 1173 of 1375 messages
Chat Pages: 55  54  53  52  51  50  49  48  47  46  45  44  Older
DateSubjectAuthorDiscuss
21/4/2016
17:22
I bought a shareholding yesterday, very illiquid but I can see good value here, I think this another stock that could benefit significantly from recovering commodity prices. The Brazilian economy will improve once there is a political cleansing process IMHO . In the meantime the yield is very attractive and at some point , who knows when, they may get their act together on the investments front but that'll be a bonus rather than a necessity. Fascinating history as well
rhomboid
21/4/2016
15:54
Last of The Mohicans 28 Mar'16 - 17:35 - 1119 of 1130 0 0 Henchard, The investments held for trading were valued as follows ... --- Thanks LOTM, only just looked in again on this thread.
henchard
21/4/2016
14:07
Thanks LOTM.
spooky
21/4/2016
13:32
Hi , Piedro, is trying to tell you that the 1st of the overseas built PSV for the Wilson's joint venture is due to be delivered, unfortunately as we all know the sector is in the doldrums at the moment & there is little demand for foreign registered PSV's. Hence one of the 3 ordered a couple of years ago was cancelled, but we're still getting the other 2. Plus the ones being built in our own shipyard, but as they are Brazil registered, they have long term contracts already in place. LOTM
last of the mohicans
21/4/2016
12:22
I was going to invite you for a sightseeing cruise around the Guanabara bay Spot rates must be around USD25,000 per day and getting cheaper. Lunch at Caju perhaps?
piedro
21/4/2016
11:46
And why would you choose to mention that, it isn't exactly very relevant to an investment in OCN.Am i missing something or do you own the ship?
spooky
21/4/2016
11:07
en route from China
piedro
21/4/2016
11:05
from Marinetraffic.com http://tinyurl.com/htv7zad
piedro
21/4/2016
09:58
Piedro, very cryptic, would you care to explain?
spooky
21/4/2016
09:55
'Pardela' expected to arrive at Rio de Janeiro today :-) AIMHO
piedro
20/4/2016
16:54
Brazil's problems being resolved + excellent summary of activities AIMHO
piedro
04/4/2016
08:08
Last of The Mohicans - The investment management strategy is over complex, costly and goes for hedge funds, private equity etc. They bought into Pershing Square recently which is Bill Ackman's vehicle and got trounced on Valeant. Would be much better in an index fund. However, the mangers - Hanseatic - appear to believe they are much cleverer than everyone else and so go for complex funds that underperform. Shame as it takes the shine off Ocean Wilsons and undermines the investment case. I.e. a stake in a Brazilian port operator and the full ownership of underperforming investment assets!
trytotakeiteasy
28/3/2016
17:35
Henchard, The investments held for trading were valued as follows in 2007 at $272.834M in 2008 at $209.994M in 2009 at $238.662M in 2010 at $260.544M in 2011 at $226.797M in 2012 at $221.582M in 2013 at $244.969M in 2014 at $236.491M in 2015 at $2??.???M Says it all really, when you look at how much some of the main markets have risen compared to 2007 & our portfolio is still underwater in comparison. LOTM
last of the mohicans
28/3/2016
15:35
Wilson Sons share price up on the 4Q15 earnings release ... ... but has dropped after today's webcast
piedro
27/3/2016
18:31
I'm still more than happy to hold. Wilson & Sons has been very resilient in a fairly dire Brazilian economy over recent years. I'ms sure it will continue to prosper. Management are sound.
topvest
23/3/2016
13:52
"Tecon Salvador beats productivity record on the 4th March with 92.6 movements/hour"
piedro
23/3/2016
13:01
From the Wilsons Sons 4Q-15 Earnings Release ... Equity attributable to owners of the Company = US$ 432.912m Shares in issue... 71.144m Equity / Share.... US$ 6.085
piedro
22/3/2016
22:37
Lotm,all those thing you say are presumably the reason that it's at a 33% discount to NAV. Another point to consider is: how realistic is the Wilson Bros share price beareing in mind that it has one significant majority shareholder ?
gfrae
22/3/2016
20:35
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.
henchard
22/3/2016
12:23
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
22/3/2016
10:32
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.
varies
22/3/2016
09:40
I make the current discount 38%. Probably a bit more in reality as investment portfolio should have appreciated since year end.
darlocst
03/3/2016
00:41
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. .... .... http://tinyurl.com/jhv8zhv
piedro
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