[email protected]www.port-investor.com Why? Thousands of ports, assets and projects… …hundreds of different investment models… …an infinite amount of opportunities! The challenge – how to tap the potential? Too little time – too few resources… Too big – too small… Too expensive – too risky… Too early – too late… The solution – risk free market engagement and effective deal creation! + Deal Develop Engage M arket intelligence and scanning 1-5 10-20 50-100 1,000-5,000 Matching propositions 500 investme nt models 5,000 markets 50,000 targets
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Whether it is acquisitions, green fields, majority, minority, mature assets, high upside propositions, oil, container or bulk…
Whether in China, Middle East, Europe, Latin America or any other nation or region…
The opportunities exist or can be created!
Singapore Dampier Corpus Christi London SouthamptonShanghai Hamburg Gladstone Bergen WilhelmshavenRotterdam New York Primorsk Taichung CalaisTianjin Nantong Bremen Bombay BaltimoreNingbo Vancouver Long Beach Barcelona Forth PortsGuangzhou Yantai Corpus Christ Sao Sebastiao BilbaoQingdao Nanjing Algeciras Lake Charles PittsburghHong Kong Kitakyushu Pohang Trieste YanbuQinhuangdao Tangshan New Orleans Texas City KarachiDalian Itaqui Grimsby Baton Rouge New MangaloreBusan lianyungang Beaumont Saldanha Bay TampaNagoya Tubarao Huntington Paradip Milford HavenShenzhen Marseilles Constantza Jeddah OdessaSouth Louisiana Newcastle Mobile Tees LeghornHouston Kobe Hampton Roads Manila ParanaguaAntwerp Amsterdam Ports St. Petersburg Alexandria PaulsboroUlsan Osaka Valencia Taranto TarragonaChiba Tanjung Pelepas Plaquemines Gothenburg ValdezPort Hedland Sepetiba Dunkirk Tampa Texas CityPort Kelang Richards Bay Madras Jubail LiverpoolRizhao Hay Point Jawaharlal Nehru Tanjung Priok SavannahYingkou Novorossisk Los Angeles Zeebrugge BrisbaneKaohsiung Tokyo Genoa Mormugao LubeckInchon Santos Calcutta Durban PascagoulaYokohama Le Havre Izmit Duluth-Superior Angra dos Reis
operators, shipping lines, sovereign wealth funds, bulk operators, logistics zone operators, private equity funds, construction companies, industrials, general
investment funds, port groups…
…that wish to invest…that wish to operate…that wish to develop…that wish to partner
…that wish to collaborate
The great thing about this?
There are many more potential partners to cooperate and find solutions with than there are competitors!
Market development……port expansion and new ports potential
Bio Fuel
Cruise
Dry Port Oil Storage
In-Port Industries
BulkLogistic Zone
Free Zone
Port Property
Intermodal Hub
Energy Hub
Trade Hub
Port zones are natural growth engines for the economy. The potential to develop and expand to generate economic growth and trade for most ports far exceeds their current footprint.
This includes the development of trade hubs, free zones, industry zones and other concepts.
For investors this gives potential to invest in some of the most valuable industry property and port infrastructure.
Market development……acquisition potentialAmong the big acquisition opportunities are the portfolios of many shipping lines that are expected to face a difficult period and port owners - some of which are looking to do a.o. PPP type deals that essentially are asset sales.
Many single asset owners also sit with acquisition opportunities, some with full ownership of a terminal or a port and some with majority or minority holdings in specific assets.
…just a few examples…
Target Transaction value Acquiring partyPortek portfolio $146mn MitsuiTin Can Container Terminal (Zim lines 47.5% share)
$154mn China Merchants
Malta Freeport (CMA CGM's 50% share) $285mn Yildirim GroupDPW Australia portfolio (75% share) $1.5bn Citi Infrastructure InvestorsChennai International Terminals (Sical's 27% sare)
Not reported PSA International
ACS Dragados Spanish port portfolio €720mn JP Morgan led consortiumYantian International Container Terminals (APM Terminals' 9.7% share)
$520mn Cosco Pacific
Poti Sea Port (80% share) Not reported APM TerminalsSantos - BTP (50% from MSC) Not reported APM Terminals
MATCHING Over the course of a port infrastructure project the nature of the investment changes from stage to stage. Investors (as well as operators and developers) all have different preferences, some are more suitable for green-field whereas others look for mature facilities. Likewise each constituent brings its own set of strengths and skills to the table that amongst others can allow the undertaking of larger projects.
SYNGERGIZING (1 + 1 = 3)Ultimately this is all about finding synergies between parties with different skills and needs to accelerate development that may not otherwise have been possible or less attractive.
PORT OWNERSPort of RotterdamShanghai International Port GroupAbu Dhabi Terminal CompanySantos Port Group
CARGO OWNERSShipping linesMining and mineral companiesEnergy companiesIndustrial Zones
The port industry has thousands of different operators and port owners that are ready to collaborate for different types of projects at different stages of the project in different geographies.
Likewise on the side of the parties actually owning cargo there are many that either have a need to get better market access on the sea side or have existing facilities that they wish to outsource.
INVESTMENT FUNDS AND PRIVATE EQUITYMacquarie Infrastructure GroupBrookfield Infrastructure PartnersJP Morgan Infrastructure FundCiti Capital Advisors
SOVEREIGN FUNDSAbu Dhabi Investment AuthorityChina Investment CorporationGovernment of Singapore Investment CorporationMalaysia Mining Corporation
PENSION AND INSURANCE FUNDSPing An (2nd biggest Chinese insurance fund)Ontario Teachers Pension FundATP (biggest Danish fund)APG (biggest Dutch fund, 3rd biggest globally)
The global investment fund sector manages more than $100 trillion. Many want to “get real” (assets) and “go direct” (ownership) - they want real assets with real purpose. Owners or developers of port assets are in an ideal position to tap into that.
Many of the major funds prefer getting in after the development and optimization of a given port asset and want substantial deal size - often $100+ million.
IMMEDIATE COVERAGE FOR INVESTORSFor those with an interest to enter, expand or invest in a specific region (e.g. China) and covering all the key markets within months.
REAL ENGAGEMENTOur on the ground network directly engages the local decision makers
COMPLEMENTARYA group of leading firms with complementary skills and objectives enabling a strong proposition towards ports.
SYNERGISTIC AND NO RISKNo heavy regional setup or local office before you start running
The PI ConsortiumA new model for investors, developers and operators
This is about getting your market intelligence and scanning in place. It is about getting the right targets in sight. Without it you are going to be wasting valuable time and resources while others cut deals.
This is about creating true engagement – it is not about desk research it is about on the ground direct contact with the real decision makers and getting your proposition out there in the right form.
All constituents have different needs as concerns the target locations and the type of investments. These are just a small handful of examples.
Greenfield Brownfield
Acquisition
Container
Bulk
Oil & Liquid
Logistic Zone
Free Zone
Majority
Minority
Financial investor
Developer
Operator$10+ million
$100+ million
$1+ billion
Seed investor
How can we help you……relevant scope (1)
Singapore Dampier Corpus Christi London SouthamptonShanghai Hamburg Gladstone Bergen WilhelmshavenRotterdam New York Primorsk Taichung CalaisTianjin Nantong Bremen Bombay BaltimoreNingbo Vancouver Long Beach Barcelona Forth PortsGuangzhou Yantai Corpus Christ Sao Sebastiao BilbaoQingdao Nanjing Algeciras Lake Charles PittsburghHong Kong Kitakyushu Pohang Trieste YanbuQinhuangdao Tangshan New Orleans Texas City KarachiDalian Itaqui Grimsby Baton Rouge New MangaloreBusan lianyungang Beaumont Saldanha Bay TampaNagoya Tubarao Huntington Paradip Milford HavenShenzhen Marseilles Constantza Jeddah OdessaSouth Louisiana Newcastle Mobile Tees LeghornHouston Kobe Hampton Roads Manila ParanaguaAntwerp Amsterdam Ports St. Petersburg Alexandria PaulsboroUlsan Osaka Valencia Taranto TarragonaChiba Tanjung Pelepas Plaquemines Gothenburg ValdezPort Hedland Sepetiba Dunkirk Tampa Texas CityPort Kelang Richards Bay Madras Jubail LiverpoolRizhao Hay Point Jawaharlal Nehru Tanjung Priok SavannahYingkou Novorossisk Los Angeles Zeebrugge BrisbaneKaohsiung Tokyo Genoa Mormugao LubeckInchon Santos Calcutta Durban PascagoulaYokohama Le Havre Izmit Duluth-Superior Angra dos Reis
Each constituent have different needs as concerns the deal pyramid. Some look for solutions all the way from market intelligence to closing actual deals, others only up to and including engagement of the relevant authorities and potential partners.
InduStreams was founded in 2011 with a mission to create a more transparent, connected and informed infrastructure market place.
We launched Port-Investor.com in July 2011, a specific sector pilot with focus on port investing and the global port industry.
Current state of affairs
200+ port groups and 1,000+ executives and decision makers in the network and increasing China Port Investor and other regions are being launched Specific concepts in development with select investors and port groups
The Vision
Connecting all substantial port markets (5,000+ globally) with investors (1,000+ globally) Creating a transparent and informed market place driven by industry leaders and experts Unleashing the potential inherent in this sector by creating thousands of new investment
opportunities (we expect investment potential to exceed $1 trillion)
Want to know more or simply engage……contact us on: