Added to YB: 2025-04-17
Pitch date: 2025-04-16
OCN.L [neutral]
Ocean Wilsons Holdings Limited
-8.31%
current return
Author Info
The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.
Company Info
Ocean Wilsons Holdings Limited, an investment holding company, engages in the management of a global investment portfolio.
Market Cap
GBP 643.4M
Pitch Price
GBP 12.87
Price Target
N/A
Dividend
6.71%
EV/EBITDA
9.82
P/E
-17.74
EV/Sales
N/A
Sector
Transportation Infrastructure
Category
special_situation
OCN - when the going gets tough....
OCN.L: Sell Wilson Sons stake (56.47%) to MSI for £437.8m net proceeds (£1.759/share). Tender offer coming for 20% of shares at £16.44 (14% upside). £1.22 dividend (6.7%) ex-div April 24. NAV to reach £21.23/share post-tender. Portfolio tilts to tech (25%), US (55%), hedge funds (22%). New PE strategy (25.8%) strong at 21.7% returns.
Read full article (3 min)