CHAIRMANS REPORT
GROUP ACTIVITIES
THE PAST YEAR HAS BEEN AN OUTSTANDING YEAR WITH THE GROUP REPORTING RECORD RESULTS. THESE RESULTS
ARE THE OUTCOME OF THE STRATEGIC DECISION TAKEN SOME YEARS AGO TO DIVEST OR CLOSE OUR CONTAINER
LINER SERVICES (WITH THE EXCEPTION OF THE SOUTHERN AFRICAN COAST) AND TO CONCENTRATE ON PRODUCT AND
CHEMICAL TANKERS AND BULK CARRIERS. THE CATALYST FOR OUR DEVELOPMENT IN THE LATTER FIELD WAS THE
ACQUISITION OF ISLAND VIEW SHIPPING WITH ITS TEAM OF KNOWLEDGEABLE AND TALENTED OPERATORS IN THE
30 000 DWT BULK CARRIER FIELD, TOGETHER WITH THE ACQUISITION OF A SMALL TEAM WITH SPECIALISED
KNOWLEDGE OF THE CAPESIZE AND PANAMAX VESSELS.
These markets were at their all time highs at the start of the
year and, although there was some volatility during the year,
markets at the end of the year were at similar levels.
The income generated as a result of the high markets and the
low cost of vessels contributed substantially to the groups
earnings growth.
The group has continued to manage its exposure to shipping
markets conservatively through the fixing out of a significant
portion of its fleet. The fixing out of further ships in high
markets and the investment in South African based freight
management businesses will position the group to achieve
continued earnings growth in the years ahead.
ECONOMIC ENVIRONMENT
The local economic environment has been dominated by the
strength of the Rand which has indirectly led to lower interest
rates, higher consumer confidence and consequently strong
growth in certain sectors of the economy. In spite of the effect
of the Rand on resource and other export driven industries,
the economy has still reflected a favourable growth rate.
The strong Rand has a negative impact on the groups results
through the translation of US Dollar earnings and assets and
through lower export volumes affecting the local freight
management operations.
Although the growth in the economies of the United States,
Europe and Japan has been muted over the last few years,
the gross domestic product growth in China has had a
significant impact on the global economy. The huge demand
for iron ore by China to fuel its growth and the spin-off
demand for other commodities have caused prices to rise
sharply and trade patterns to change substantially.
This demand, together with longer shipping voyages, port
congestion and a shortage in the supply of ships, have
resulted in the high shipping markets of the last 18 months.
In the view of most market analysts the expected continued
growth in China, signs of good economic growth in India and
anticipated recovery of the other major world economies
should ensure that shipping markets stay relatively strong for
some time.