Market development with Port Investor no FP
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Market development with Port Investor no FP Presentation Transcript

  • 1. 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 50,000 targets 1-5 5,000 markets + Develop 500 investment 10-20 models Engage 50-100 Market intelligence and scanning Matching propositions 1,000-5,000contact@port-investor.comwww.port-investor.com
  • 2. 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!contact@port-investor.comwww.port-investor.com
  • 3. 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!contact@port-investor.comwww.port-investor.com
  • 4. 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 1,000-5,000 Step 0 Purpose Target Proposition Create the foundationcontact@port-investor.comwww.port-investor.com
  • 5. 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.contact@port-investor.comwww.port-investor.com
  • 6. APPENDIX Just a few of the many opportunitiescontact@port-investor.comwww.port-investor.com
  • 7. Market development… …port expansion and new ports potential Port zones are natural growth engines for the economy. The Port Property Dry Port Oil Storage potential to develop and expand to generate economic growth and trade for most Cruise Bio ports far exceeds their current Fuel footprint. Logistic This includes the development Bulk Zone of trade hubs, free zones, industry zones and other Trade Energy concepts. Hub Hub For investors this gives potential to invest in some of the most valuable industry Intermodal Hub Free Zone In-Port Industries property and port infrastructure.contact@port-investor.comwww.port-investor.com
  • 8. Market development… …acquisition potential Among the big acquisition opportunities are the portfolios of many shipping …just a few examples… lines that are expected to face Target Transaction value Acquiring party a difficult period and port Portek portfolio $146mn Mitsui owners - some of which are Tin Can Container Terminal (Zim lines $154mn China Merchants 47.5% share) looking to do a.o. PPP type Malta Freeport (CMA CGMs 50% share) $285mn Yildirim Group deals that essentially are asset DPW Australia portfolio (75% share) $1.5bn Citi Infrastructure Investors Chennai International Terminals (Sicals Not reported PSA International sales. 27% sare) ACS Dragados Spanish port portfolio €720mn JP Morgan led consortium Many single asset owners also Yantian International Container $520mn Cosco Pacific sit with acquisition Terminals (APM Terminals 9.7% share) opportunities, some with full Poti Sea Port (80% share) Not reported APM Terminals Santos - BTP (50% from MSC) Not reported APM Terminals ownership of a terminal or a port and some with majority or minority holdings in specific assets.contact@port-investor.comwww.port-investor.com
  • 9. 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.contact@port-investor.comwww.port-investor.com
  • 10. Market development… …collaboration potential (2) The port industry has TERMINAL OPERATORS thousands of different APM Terminals operators and port owners that Oiltanking are ready to collaborate for ICTSI different types of projects at Vopak different stages of the project in different geographies. PORT OWNERS Port of Rotterdam Likewise on the side of the Shanghai International Port Group parties actually owning cargo Abu Dhabi Terminal Company there are many that either Santos Port Group have a need to get better market access on the sea side CARGO OWNERS or have existing facilities that Shipping lines they wish to outsource. Mining and mineral companies Energy companies Industrial Zonescontact@port-investor.comwww.port-investor.com
  • 11. Market development… …collaboration potential (3) The global investment fund INVESTMENT FUNDS AND PRIVATE EQUITY sector manages more than Macquarie Infrastructure Group $100 trillion. Many want to “get Brookfield Infrastructure Partners real” (assets) and “go direct” JP Morgan Infrastructure Fund (ownership) - they want real Citi Capital Advisors assets with real purpose. Owners or developers of port SOVEREIGN FUNDS assets are in an ideal position to Abu Dhabi Investment Authority tap into that. China Investment Corporation Government of Singapore Investment Corporation Many of the major funds prefer Malaysia Mining Corporation getting in after the development and optimization of a given port PENSION AND INSURANCE FUNDS asset 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)contact@port-investor.comwww.port-investor.com
  • 12. Market development… …collaboration potential (4) IMMEDIATE COVERAGE FOR INVESTORS For those with an interest to enter, The PI Consortium expand or invest in a specific region (e.g. A new model for investors, developers and operators China) and covering all the key markets within months. Shipping lines Asia Industrials Latin America REAL ENGAGEMENT Fabrication Middle East Our on the ground network directly engages the local decision makers CARGO OWNERS PORT PARTNERS COMPLEMENTARY A group of leading firms with complementary skills and objectives CONSORTIUM enabling a strong proposition towards ports. DEVELOPERS INVESTORS OPERATORS SYNERGISTIC AND NO RISK No heavy regional setup or local office Free Zone Pension Fund Container before you start running Marine Infra. Private Equity Oil & Liquid Construction Sovereign Fund Dry Bulkcontact@port-investor.comwww.port-investor.com
  • 13. APPENDIX The deal pyramid step by stepcontact@port-investor.comwww.port-investor.com
  • 14. The PI Deal Pyramid… Step 4 Deal Closing the deal …an overview $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 foundationcontact@port-investor.comwww.port-investor.com
  • 15. Step 0… …defining purpose What is the purpose? Why are you looking for an acquisition, developmen ts or partnerships? Purposecontact@port-investor.comwww.port-investor.com
  • 16. Step 0… …identifying the target What specifically is relevant for you to target, who to partner with or what to develop? Purpose Targetcontact@port-investor.comwww.port-investor.com
  • 17. Step 0… …creating the proposition With the target in mind what is your proposition to them? Why should someone welcome your investment, collaborate or partner with you? Purpose Target Propositioncontact@port-investor.comwww.port-investor.com
  • 18. Step 1… …focus Deal This is about getting your market intelligence Develop and scanning in place. It is about getting the right targets in sight. Expose and Engage Without it you are going to be wasting valuable time and Focus resources while others cut deals. 1,000-5,000 Purpose Target Propositioncontact@port-investor.comwww.port-investor.com
  • 19. Step 2… Deal …engagement This is about creating Develop true engagement – it is not about desk research it is about on the ground direct contact Engage with the real decision 50-100 makers and getting your proposition out Focus there in the right form. 1,000-5,000 Purpose Target Propositioncontact@port-investor.comwww.port-investor.com
  • 20. Step 3… Deal …development This is about fast- Develop tracking and developing real leads, creating 10-20 substantial opportunities and Engage creating real leverage 50-100 to close the deal. Focus 1,000-5,000 Purpose Target Propositioncontact@port-investor.comwww.port-investor.com
  • 21. Step 4… Deal …deal $1bn Goal! Now use all the great Develop efforts you did in step 0 to 3 to make many more! 10-20 Engage 50-100 Focus 1,000-5,000 Purpose Target Propositioncontact@port-investor.comwww.port-investor.com
  • 22. APPENDIX Choosing your scopecontact@port-investor.comwww.port-investor.com
  • 23. 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 Mangalore Developer 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+ billioncontact@port-investor.comwww.port-investor.com
  • 24. 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 10-20 Step 2 Focused Engage the most relevant market engagement 50-100 Step 1 Market intelligence Focus among the many and scanning 1,000-5,000contact@port-investor.comwww.port-investor.com
  • 25. APPENDIX About Port Investorcontact@port-investor.comwww.port-investor.com
  • 26. 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.comcontact@port-investor.comwww.port-investor.com