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FINANCIAL CHRONICLE™ » FINANCIAL CHRONICLE™ » Collecting Ideas about Lanka IOC

Collecting Ideas about Lanka IOC

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1Collecting Ideas about Lanka IOC Empty Collecting Ideas about Lanka IOC Thu Aug 15, 2013 2:21 pm

stockback


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
Please give your valuable ideas about LIOC.N0000.
current price level. and future expectation.

2Collecting Ideas about Lanka IOC Empty Re: Collecting Ideas about Lanka IOC Thu Aug 15, 2013 4:14 pm

celtic tiger


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@stockback wrote:Please give your valuable ideas about LIOC.N0000.
current price level. and future expectation.
Good pick.check the old links of LIOC in the forum.

3Collecting Ideas about Lanka IOC Empty Re: Collecting Ideas about Lanka IOC Thu Aug 15, 2013 6:42 pm

Balanced_Views


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@stockback wrote:Please give your valuable ideas about LIOC.N0000.
current price level. and future expectation.
Its a great share - worth around 35

4Collecting Ideas about Lanka IOC Empty Re: Collecting Ideas about Lanka IOC Thu Aug 15, 2013 6:51 pm

Redbulls

Redbulls
Director - Equity Analytics
Director - Equity Analytics
@Balanced_Views wrote: Its a great share - worth around 35
Really?

I do have around 5000, could you please by at that price?

(Before commenting, please refer Smallville's previous comment about yourself in the following thread
http://forum.srilankaequity.com/t30216-how-is-tjl#178428 )

5Collecting Ideas about Lanka IOC Empty Re: Collecting Ideas about Lanka IOC Sun Aug 18, 2013 9:14 am

Balanced_Views


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@Redbulls wrote:
@Balanced_Views wrote: Its a great share - worth around 35
Really?

I do have around 5000, could you please by at that price?

(Before commenting, please refer Smallville's  previous comment about yourself in the following thread
http://forum.srilankaequity.com/t30216-how-is-tjl#178428 )
well some people have made worse comments about your posts

6Collecting Ideas about Lanka IOC Empty Re: Collecting Ideas about Lanka IOC Sun Aug 18, 2013 9:35 am

rainmaker


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@ Balanced View and others who hold this share

LIOC is a low equity (net worth) oil importer. Low net worth oil importers are dangerous.

They borrow to sell oil at a fixed price. A lot can go wrong.

However if they start paying dividends and if there is another price hike (esp diesel) this would be ok

7Collecting Ideas about Lanka IOC Empty Re: Collecting Ideas about Lanka IOC Sun Aug 18, 2013 10:18 am

Balanced_Views


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@rainmaker wrote:@ Balanced View and others who hold this share

LIOC is a low equity (net worth) oil importer. Low net worth oil importers are dangerous.

They borrow to sell oil at a fixed price. A lot can go wrong.

However if they start paying dividends and if there is another price hike (esp diesel) this would be ok
LIOC is backed by a huge Indian company which is 10 times the size of any other importer - their debt-equity ratio is fine. LIOC has retained earnings of 6.801 billion with not even half of that as borrowings

LIOC is one of the best buys at the moment

8Collecting Ideas about Lanka IOC Empty Re: Collecting Ideas about Lanka IOC Mon Aug 19, 2013 9:19 am

Hawk Eye

Hawk Eye
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
The diversification from fuel to other products such as bitumen and other products for automobiles may have made significant change in revenue & GP Margin .The GP margin is improving YoY. Company transformed itself from a Gross Loss situation to Gross Profit from negative 1% to positive 7%. These are achieved by better resource management, product diversifications  and the oil prices in international market

Year Revenue   GP %
2008/09 47.6Bn -1%
2009/10 50.2Bn -1%
2010/11 51.7Bn 3%
2011/12 60.4Bn 7%
2012/13 75.1Bn 7%

Fuel & Lubricants
LIOC has 102 fully owned petrol stations and 42 franchised stations. 12 Lube Distributors
Lanka IOC also earned USD 118mn as foreign exchange exporting servo lubricants, and also exploring the possibilities to expand to the other South East Asian countries


Bitumen
Sri Lanka’s vision to provide accessibility to all parts of the country and to have a high and quality mobility road network in the country for the transportation of passenger and goods, a distinct emphasis has been given on road development. Road transport has become a priority sector because of the need to restore regionally balanced living conditions and economic opportunities for all Sri Lankans. Various important road infrastructure projects are under way.

New project implementations include

• Construction of expressways and highways,
• Widening of highways,
• Reduction of traffic congestion,
• Road maintenance and rehabilitation,
• Bridge rehabilitation and construction.

All these activities have resulted in increased requirement of bitumen. In 2012 LIOC  has been able to cater to the increased market demand for bitumen and has registered a volume growth of 167% during

Bunkering
Lanka IOC has entered into the bunkering fuels business recently in a large way and has made a significant stride in this sector. Supplies are undertaken through nominations received from local shipping agents, shipping agents from overseas, bunker brokers and through direct nominations.

Number of vessels bunkered by LIOC is 60 at the moment

Bunker Fuelling Services – Various Ports in SriLanka
Colombo - Within port and OPL
Galle - Within port and OP
Trinco - Within port and OPL on specific demand


LIOCs GP will have a negative impact if the Oil barrel prices in international market goes up and the distribution prices in Sri lanka not increased accordingly. Oil barrel prices can go up once the demand starts increasing, which can happen once the high spending Economis starts showing positive indicators.

The chances are remote that Srilanka will keep the price down when the oil prices goes up in the world market due to the operational inefficiencies in PETCO.

Therefore the chances to report good results in 2013/14 is very high for LIOC.

9Collecting Ideas about Lanka IOC Empty Re: Collecting Ideas about Lanka IOC Mon Aug 19, 2013 11:00 am

Balanced_Views


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@Hawk Eye wrote:The diversification from fuel to other products such as bitumen and other products for automobiles may have made significant change in revenue & GP Margin .The GP margin is improving YoY. Company transformed itself from a Gross Loss situation to Gross Profit from negative 1% to positive 7%. These are achieved by better resource management, product diversifications  and the oil prices in international market

Year Revenue   GP %
2008/09 47.6Bn -1%
2009/10 50.2Bn -1%
2010/11 51.7Bn 3%
2011/12 60.4Bn 7%
2012/13 75.1Bn 7%

Fuel & Lubricants
LIOC has 102 fully owned petrol stations and 42 franchised stations. 12 Lube Distributors
Lanka IOC also earned USD 118mn as foreign exchange exporting servo lubricants, and also exploring the possibilities to expand to the other South East Asian countries


Bitumen
Sri Lanka’s vision to provide accessibility to all parts of the country and to have a high and quality mobility road network in the country for the transportation of passenger and goods, a distinct emphasis has been given on road development. Road transport has become a priority sector because of the need to restore regionally balanced living conditions and economic opportunities for all Sri Lankans. Various important road infrastructure projects are under way.

New project implementations include

• Construction of expressways and highways,
• Widening of highways,
• Reduction of traffic congestion,
• Road maintenance and rehabilitation,
• Bridge rehabilitation and construction.

All these activities have resulted in increased requirement of bitumen. In 2012 LIOC  has been able to cater to the increased market demand for bitumen and has registered a volume growth of 167% during

Bunkering
Lanka IOC has entered into the bunkering fuels business recently in a large way and has made a significant stride in this sector. Supplies are undertaken through nominations received from local shipping agents, shipping agents from overseas, bunker brokers and through direct nominations.

Number of vessels bunkered by LIOC is 60 at the moment

Bunker Fuelling Services – Various Ports in SriLanka
Colombo - Within port and OPL
Galle - Within port and OP
Trinco - Within port and OPL on specific demand


LIOCs GP will have a negative impact if the Oil barrel prices in international market goes up and the distribution prices in Sri lanka not increased accordingly. Oil barrel prices can go up once the demand starts increasing, which can happen once the high spending Economis starts showing positive indicators.

The chances are remote that Srilanka will keep the price down when the oil prices goes up in the world market due to the operational inefficiencies in PETCO.

Therefore the chances to report good results in 2013/14 is very high for LIOC.

Very nice post - yes LIOC is one of the best shares

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