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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% 665.00 650.00 680.00 670.00 665.00 665.00 5,500 08:00:02
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Industrial Transportation 306.2 62.2 99.9 6.3 235

Ocean Wilsons (holdings)... Share Discussion Threads

Showing 1276 to 1299 of 1375 messages
Chat Pages: 55  54  53  52  51  50  49  48  47  46  45  44  Older
DateSubjectAuthorDiscuss
18/7/2018
07:53
looks like it was up another 5% in Brazil
ntv
18/7/2018
07:42
many thanks for the epic code Flyfisher
ntv
17/7/2018
20:20
I think its Wilson Sons that is up for sale, rather than Ocean Wilsons. I can see Ocean Wilsons becoming an investment company.
topvest
17/7/2018
19:32
i would happily accept £13 for a sharp exit
ntv
17/7/2018
19:13
All very interesting. Think the Group is effectively now open to a bid.
topvest
17/7/2018
12:52
"Wilson Sons, one of Brazil's largest port, maritime and logistics services operators, has decided to put up for sale four assets to maximize business value. Yesterday, the board of directors approved the beginning of a formal process involving investments in container terminals and logistics, according to the relevant fact sent to the market. The company did not report what or how much they are, but Valor found that they are the two container terminals, Tecon Salvador and Tecon Rio Grande, and two customs facilities - the Logistics and Industrial Customs Center in Santo André (SP) and the customs station of Suape (PE)." www.valor.com.br/empresas/5663577/wilson-sons-poe-venda-4-ativos-de-portos-e-logistica So it seems Wilson Sons is not being sold, continuing to hold the remaining maritime services businesses. And presumably plenty of cash!
glassboy
17/7/2018
12:02
NTV Thanks. The interest in Wilson Sons is worth, if I remember rightly, about 70% of OCN's assets. In the event of OCN selling this for cash and distributing most of the proceeds amongst us, we might well receive about £7 per share. I believe that UK shareholders would then be treated for CGT as having made a proportionate disposal. For example a holder of 1,000 shares might receive £7,000 and retain shares worth £7,000 xc. If the cost of his shares was £500, then 7/14ths of this cost would be attributed to the cash distribution and 7/14ths to the shares retained. So his gain for CGT on the cash distribution would be £6,750. We are, of course, a long way from such an outcome.
varies
17/7/2018
11:30
i agree varies, i think it will be the chinese CGT would only be payable if the whole company was bought and as no deal has been done yet i shouldn't worry maybe they will pay a special dividend if a deal is done. only thoughs close to the company will know. if a only amount of the business is sold they probably only pay down debt imho
ntv
17/7/2018
09:07
These container ports will certainly interest the Chinese who have, for example, built huge ports in Sri Lanka and, I believe, Somalia. Whether the Brazilian government would let the Chinese buy them is another matter. A large holding (say 30% ???) in Sociedad Quimica (SQM), a huge lithium mining company in Chile, became available last year and the Chilean government refused to let the Chinese buy this. I have held OCN shares for over 30 years (bought at under 50p). I see from the graph that the share price peaked at £14 in 2011 but I believe we may now see a significant rise in our asset value. The Saloman family still control OCN, partly through Hansa Trust, and I have no idea what their intentions may be. If Wilson Sons can be sold, then we might reasonably expect a distribution of the proceeds. There are likely to be substantial liabilities to Brazilian tax and, for many of us, to CGT. I am holding on.
varies
17/7/2018
08:49
Trying to sell the parts of the business where competition is increasing, ie container terminals and logistics. I recollect it closed some low margin logistics operations a few years ago. Whether it can divest them is another matter. I see it as an admission of lack of potential in these divisions.
flyfisher
17/7/2018
08:43
wson33, will put the brazilian market quote on your monitor.
flyfisher
17/7/2018
08:16
galeforce1 have you got a link to the Brazilian share price substantial value could be unlocked here
ntv
17/7/2018
08:00
Sounds to me like a decision to exit the container terminals business. I see that Wilsons is up 5% in Brazil.
galeforce1
17/7/2018
07:53
An interesting announcement indeed from Wilson Sons Limited, albeit their announcements always lack sufficient clarity in my view. Looks like a move to unlock shareholder value...are they talking about selling the whole business or just a part of it?
topvest
25/5/2018
10:17
There's often a dip at this time of year, when OCN has gone ex-dividend. Perhaps the company should consider paying an interim and a final dividend, rather than paying the whole dividend once a year. Personally I think this is a good share to hold log-term for income and capital growth. It's paying almost 5%, and it's a solid business that should continue to grow its profits. The political backdrop in Brazil is always a bit worrying, but you can say that about some other countries I can think of - for instance the UK!
galeforce1
25/5/2018
09:53
Sold out. EM, especially in South America seem to be having a torrid time at the moment. Lorry drivers strike in Brazil. Think we'll have another market correction which will impact the investment portfolio. So, don't think it's looking good for OCN at the moment. Will probably be back at some time in the future. Good Luck
podgyted
19/3/2018
08:00
Good results today: https://www.investegate.co.uk/ocean-wilsons-hldgs--ocn-/rns/preliminary-results/201803190700050649I/ “ José Francisco Gouvêa Vieira, Chairman of Ocean Wilsons, commented:"The Group delivered a strong performance in 2017 from both our Brazilian and investment portfolio businesses. Profit before tax for the year increased US$28.0 million to US$145.5 million compared to US$117.5 million principally due to strong gains from the investment portfolio and increased operating profit. Revenue for the full year grew 9% to US$496.3 million principally due to higher port terminal and logistics revenue." And dividend up 11%. Has cemented its Place in my portfolio as immune to Brexit, probably Trump and Sterling.
dozey3
16/2/2018
16:59
It's not a very liquid share, and the free float isn't that big. Less than 25,000 shares traded today. Only takes a persistent seller to push the price down a few %, or a persistent buyer to push it up a few %. These dips are usually a buying opportunity in OCN. There's certainly been no obvious bad news. The container port volumes report for Q4 was good. But we'll know more when we see the preliminary results at the end of March.
galeforce1
16/2/2018
12:08
why the drop here, closed out flat but it is falling away getting close to support
ntv
03/1/2018
12:15
One of Stockopedia's NAPS for 2018...
wirralowl
03/1/2018
09:50
Steady progress
ppreston1
28/12/2017
13:08
Looking better. Buyers are starting to return. Hopefully reached the bottom. Just bought a few more.
ppreston1
21/12/2017
10:32
There goes the 200 dma. No idea what's driving these down but getting pretty uncomfortable now. Cheap as chips based on broker estimates.
ppreston1
20/12/2017
20:57
Yes, I would guess at that being a good call. Think it will bounce soon.
topvest
Chat Pages: 55  54  53  52  51  50  49  48  47  46  45  44  Older
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