Market Development with Port Investor
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Market Development with Port Investor

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Market Development with Port Investor Market Development with Port Investor Presentation Transcript

  • MARKETDEVELOPMENT With Port Investor
  • 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! 50,000 Deal Tens of 5,000 thousands 1-5 Thousands of targets of markets Develop 500 Hundreds of investment models + 50-100 10-20 Engage Market intelligence and scanning Matching propositions 1,000-5,000
  • What? Bulk Financial investor Singapore Dampier Corpus Christi London Southampton Shanghai Hamburg Gladstone Bergen Wilhelmshaven Container Rotterdam New York Primorsk Taichung Calais$10+ million Operator Tianjin Nantong Bremen Bombay Baltimore Ningbo Vancouver Long Beach Barcelona Forth Ports Guangzhou Yantai Corpus Christ Sao Sebastiao Bilbao Greenfield Brownfield Qingdao Hong Kong Nanjing Kitakyushu Algeciras Pohang Lake Charles Trieste Pittsburgh Yanbu Qinhuangdao Tangshan New Orleans Texas City Karachi Dalian Itaqui Grimsby Baton Rouge New Mangalore Developer Majority Busan lianyungang Beaumont Saldanha Bay Tampa Nagoya Tubarao Huntington Paradip Milford Haven Shenzhen Marseilles Constantza Jeddah Odessa Acquisition Oil & Liquid South Louisiana Houston Newcastle Kobe Mobile Hampton Roads Tees Manila Leghorn Paranagua Antwerp Amsterdam Ports St. Petersburg Alexandria Paulsboro Ulsan Osaka Valencia Taranto Tarragona Logistic Zone $100+ million Chiba Port Hedland Tanjung Pelepas Sepetiba Plaquemines Dunkirk Gothenburg Tampa Valdez Texas City Port Kelang Richards Bay Madras Jubail Liverpool Rizhao Hay Point Jawaharlal Nehru Tanjung Priok Savannah Yingkou Novorossisk Los Angeles Zeebrugge Brisbane Seed investor Free Zone Kaohsiung Tokyo Genoa Mormugao Lubeck Inchon Santos Calcutta Durban Pascagoula Yokohama Le Havre Izmit Duluth-Superior Angra dos Reis Minority $1+ billionWhether 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!
  • Who?Pension funds, terminal operators, free zone developers, insurance funds, oil storage 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!
  • How? Step 4 Deal Closing the deal 1-5 Step 3 Develop Deal development 10-20 Step 2 Engage Engage the most relevant 50-100 Step 1 Market intelligence Focus among the many and scanning 1,000-5,000Step 0 Purpose Target PropositionCreate the foundation
  • Now! Contact us on contact@port-investor.com...…and let us help you start developing the propositions you want! For more information on our market development process and the opportunities in the market place please refer to the appendices.
  • APPENDIX Choosing your scope
  • How can we help you… All constituents have different needs as concerns the target locations and the type of investments. These are just a small handful of examples.…relevant scope (1) Bulk Financial investor Singapore Dampier Corpus Christi London Southampton Shanghai Hamburg Gladstone Bergen Wilhelmshaven Container Rotterdam New York Primorsk Taichung Calais$10+ million Operator Tianjin Ningbo Nantong Vancouver Bremen Long Beach Bombay Barcelona Baltimore Forth Ports Guangzhou Yantai Corpus Christ Sao Sebastiao Bilbao Qingdao Nanjing Algeciras Lake Charles Pittsburgh Greenfield Brownfield Hong Kong Kitakyushu Pohang Trieste Yanbu Qinhuangdao Tangshan New Orleans Texas City Karachi Dalian Itaqui Grimsby Baton Rouge New MangaloreDeveloper Majority Busan Nagoya lianyungang Tubarao Beaumont Huntington Saldanha Bay Paradip Tampa Milford Haven Shenzhen Marseilles Constantza Jeddah Odessa South Louisiana Newcastle Mobile Tees Leghorn Acquisition Oil & Liquid Houston Kobe Hampton Roads Manila Paranagua Antwerp Amsterdam Ports St. Petersburg Alexandria Paulsboro Ulsan Osaka Valencia Taranto Tarragona Chiba Tanjung Pelepas Plaquemines Gothenburg Valdez Logistic Zone $100+ million Port Hedland Sepetiba Dunkirk Tampa Texas City Port Kelang Richards Bay Madras Jubail Liverpool Rizhao Hay Point Jawaharlal Nehru Tanjung Priok Savannah Yingkou Novorossisk Los Angeles Zeebrugge Brisbane Seed investor Free Zone Kaohsiung Inchon Tokyo Santos Genoa Calcutta Mormugao Durban Lubeck Pascagoula Yokohama Le Havre Izmit Duluth-Superior Angra dos Reis Minority $1+ billion
  • How can we help you… Each constituent have different needs as concerns the deal pyramid. Some look for solutions all the way from market intelligence to…relevant scope (2) closing actual deals, others only up to and including engagement of the relevant authorities and potential partners. Step 4 Deal Closing the deal 1-5 Lead Step 3 development Deal development 10-20Step 2 FocusedEngage the most relevant market engagement 50-100Step 1 Market intelligenceFocus among the many and scanning 1,000-5,000
  • APPENDIXJust a few of the many opportunities
  • Market development……port expansion and new ports potentialPort zones are natural growthengines for the economy. Thepotential to develop and Port Property Dry Port Oil Storageexpand to generate economicgrowth and trade for most Bio Cruiseports far exceeds their currentfootprint. Fuel Logistic Bulk ZoneThis includes the developmentof trade hubs, free zones,industry zones and other Trade Energyconcepts. Hub HubFor investors this givespotential to invest in some of Intermodal Hub Free Zone In-Port Industriesthe most valuable industryproperty and portinfrastructure.
  • Market development……acquisition potentialAmong the big acquisitionopportunities are theportfolios of many shipping …just a few examples…lines that are expected to Target Transaction value Acquiring partyface a difficult period and Portek portfolio $146mn Mitsui Tin Can Container Terminal (Zim lines $154mn China Merchantsport owners - some of which 47.5% share)are looking to do a.o. PPP Malta Freeport (CMA CGMs 50% share) $285mn Yildirim Group DPW Australia portfolio (75% share) $1.5bn Citi Infrastructure Investorstype deals that essentially Chennai International Terminals (Sicals Not reported PSA Internationalare asset sales. 27% sare) ACS Dragados Spanish port portfolio €720mn JP Morgan led consortium Yantian International Container $520mn Cosco PacificMany single asset owners Terminals (APM Terminals 9.7% share) Poti Sea Port (80% share) Not reported APM Terminalsalso sit with acquisition Santos - BTP (50% from MSC) Not reported APM Terminalsopportunities, some with fullownership of a terminal or aport and some with majorityor minority holdings inspecific assets.
  • Market development……collaboration potential (1)Greenfield MATCHING $1bn Over the course of a port infrastructure project • Private Equity the nature of the investment changes from stage • Construction Development Company Port Group to stage. Investors (as well as operators and developers) all have different preferences, some Oil are more suitable for green-field whereas others • Investment Operator look for mature facilities. Likewise each Fund Growth • Operator constituent brings its own set of strengths and Container skills to the table that amongst others can allow Operator the undertaking of larger projects. • Pension Fund Bulk Maturity Operator SYNGERGIZING (1 + 1 = 3) Ultimately this is all about finding synergies Investment between parties with different skills and needs to Fund accelerate development that may not otherwise have been possible or less attractive.
  • Market development……collaboration potential (2)The port industry has TERMINAL OPERATORSthousands of different APM Terminalsoperators and port owners that Oiltankingare ready to collaborate for ICTSIdifferent types of projects at Vopakdifferent stages of the projectin different geographies. PORT OWNERS Port of RotterdamLikewise on the side of the Shanghai International Port Groupparties actually owning cargo Abu Dhabi Terminal Companythere are many that either Santos Port Grouphave a need to get bettermarket access on the sea side CARGO OWNERSor have existing facilities that Shipping linesthey wish to outsource. Mining and mineral companies Energy companies Industrial Zones
  • Market development……collaboration potential (3)The global investment fund INVESTMENT FUNDS AND PRIVATE EQUITYsector manages more than Macquarie Infrastructure Group$100 trillion. Many want to “get Brookfield Infrastructure Partnersreal” (assets) and “go direct” JP Morgan Infrastructure Fund(ownership) - they want real Citi Capital Advisorsassets with real purpose.Owners or developers of port SOVEREIGN FUNDSassets are in an ideal position to Abu Dhabi Investment Authoritytap into that. China Investment Corporation Government of Singapore Investment CorporationMany of the major funds prefer Malaysia Mining Corporationgetting in after the developmentand optimization of a given port PENSION AND INSURANCE FUNDSasset and want substantial deal Ping An (2nd biggest Chinese insurance fund)size - often $100+ million. Ontario Teachers Pension Fund ATP (biggest Danish fund) APG (biggest Dutch fund, 3rd biggest globally)
  • Market development……collaboration potential (4)IMMEDIATE COVERAGE FOR INVESTORSFor those with an interest to enter, The PI Consortiumexpand or invest in a specific region (e.g. A new model for investors, developers and operatorsChina) and covering all the key marketswithin months. Shipping lines Asia Industrials Latin AmericaREAL ENGAGEMENT Fabrication Middle EastOur on the ground network directlyengages the local decision makers CARGO OWNERS PORT PARTNERSCOMPLEMENTARYA group of leading firms withcomplementary skills and objectives CONSORTIUMenabling a strong proposition towardsports. DEVELOPERS INVESTORS OPERATORSSYNERGISTIC AND NO RISKNo heavy regional setup or local office Free Zone Pension Fund Containerbefore you start running Marine Infra. Private Equity Oil & Liquid Construction Sovereign Fund Dry Bulk
  • APPENDIXThe deal pyramid step by step
  • The PI Deal Pyramid… Step 4…an overview Deal Closing the deal $1bn Develop Step 3 Deal development 10-20 Step 2 Engage Engage the most relevant 50-100 Step 1 Focus Market intelligence and scanning 1,000-5,000 Step 0 Purpose Target Proposition Create the foundation
  • Step 0……defining purposeWhat is the purpose?Why are you looking foran acquisition,developments orpartnerships? Purpose
  • Step 0……identifying the targetWhat specifically isrelevant for you totarget, who to partnerwith or what todevelop? Purpose Target
  • Step 0……creating the propositionWith the target in mindwhat is your propositionto them? Why shouldsomeone welcome yourinvestment, collaborateor partner with you? Purpose Target Proposition
  • Step 1……focus DealThis is about gettingyour market intelligence Developand scanning in place. Itis about getting theright targets in sight. Expose and EngageWithout it you aregoing to be wastingvaluable time andresources while others Focuscut deals. 1,000-5,000 Purpose Target Proposition
  • Step 2……engagement DealThis is about creatingtrue engagement – it is Developnot about desk researchit is about on theground direct contact Engagewith the real decisionmakers and getting 50-100your proposition outthere in the right form. Focus 1,000-5,000 Purpose Target Proposition
  • Step 3……development DealThis is about fast-tracking and developing Developreal leads, creatingsubstantial 10-20opportunities and Engagecreating real leverageto close the deal. 50-100 Focus 1,000-5,000 Purpose Target Proposition
  • Step 4……deal Deal $1bnGoal! Now use all the greatefforts you did in step 0 to 3 Developto make many more! 10-20 Engage 50-100 Focus 1,000-5,000 Purpose Target Proposition
  • APPENDIX About Port Investor
  • 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: contact@port-investor.com