MIRA INFORM REPORT

 

 

Report No. :

301934

Report Date :

06.01.2015

 

IDENTIFICATION DETAILS

 

Name :

SHAWCOR LTD.

 

 

Registered Office :

25 Bethridge Road, Toronto, Ontario M9W 1M7

 

 

Country :

Canada

 

 

Financials (as on) :

30.09.2014

 

 

Year of Incorporation :

1954

 

 

Legal Form :

Public Company (TMX = SCL

 

 

Line of Business :

Provides various technology-based products and services for the pipeline, pipe services, petrochemical, and industrial segments of the oil and gas industry, and other industrial markets worldwide.

 

 

No. of Employee :

8,000

 

 

RATING & COMMENTS

 

MIRA’s Rating :

Ba

 

RATING

STATUS

PROPOSED CREDIT LINE

41-55

Ba

Overall operation is considered normal. Capable to meet normal commitments.

Satisfactory

 

Status :

Satisfactory

 

 

Payment Behaviour :

No complaints

 

 

Litigation :

Clear

 

 

NOTES :

Any query related to this report can be made on e-mail : infodept@mirainform.com while quoting report number, name and date.

 

 

ECGC Country Risk Classification List – September 30, 2014

 

Country Name

Previous Rating

(30.06.2014)

Current Rating

(30.09.2014)

Canada

A1

A1

 

Risk Category

ECGC Classification

Insignificant

 

A1

Low

 

A2

Moderate

 

B1

High

 

B2

Very High

 

C1

Restricted

 

C2

Off-credit

 

D

 


 

CANADA ECONOMIC OVERVIEW

 

As a high-tech industrial society in the trillion-dollar class, Canada resembles the US in its market-oriented economic system, pattern of production, and high living standards. Since World War II, the impressive growth of the manufacturing, mining, and service sectors has transformed the nation from a largely rural economy into one primarily industrial and urban. The 1989 US-Canada Free Trade Agreement (FTA) and the 1994 North American Free Trade Agreement (NAFTA) (which includes Mexico) touched off a dramatic increase in trade and economic integration with the US, its principal trading partner. Canada enjoys a substantial trade surplus with the US, which absorbs about three-fourths of Canadian merchandise exports each year. Canada is the US's largest foreign supplier of energy, including oil, gas, uranium, and electric power. Given its abundant natural resources, highly skilled labor force, and modern capital plant, Canada enjoyed solid economic growth from 1993 through 2007. Buffeted by the global economic crisis, the economy dropped into a sharp recession in the final months of 2008, and Ottawa posted its first fiscal deficit in 2009 after 12 years of surplus. Canada's major banks, however, emerged from the financial crisis of 2008-09 among the strongest in the world, owing to the financial sector's tradition of conservative lending practices and strong capitalization. Canada achieved marginal growth in 2010-13 and plans to balance the budget by 2015. In addition, the country's petroleum sector is rapidly expanding, because Alberta's oil sands significantly boosted Canada's proven oil reserves. Canada now ranks third in the world in proved oil reserves behind Saudi Arabia and Venezuela.

 

Source : CIA

 

 

Company name and address

 

SHAWCOR LTD.

 

Headquarters:              25 Bethridge Road, Toronto, Ontario M9W 1M7 – Canada

 

Telephone:                    +1 416-743-7111

 

Fax:                              +1 416-743-5927

 

Website:                                   www.shawcor.com

                                    www.canusacps.com

 

Corporate ID#:              9075640

 

State:                           Federal

 

Judicial form:                Public Company (TMX = SCL)

 

Date incorporated:        01-01-2015

 

Date founded:               1954

 

Stock:                           64,489,249 shares issued and outstanding

 

Market capitalization:     CAD 2,689,846,576=

 

Name of manager:         Stephen M. ORR

 

 

ACTIVITIES & OPERATIONS

 

History:

 

Business issued from the merger of:

- SHAW PIPE PROTECTION LIMITED

- 9098658 CANADA INC.

- FLEXPIPE SYSTEMS INC.

- SHAWCOR LTD

 

Business:

 

ShawCor Ltd., an energy services company, provides various technology-based products and services for the pipeline, pipe services, petrochemical, and industrial segments of the oil and gas industry, and other industrial markets worldwide.

 

 

It operates in seven divisions: Bredero Shaw, Flexpipe Systems, Shaw Pipeline Services, Canusa-CPS, Guardian, DSG-Canusa, and ShawFlex.

 

The Bredero Shaw division provides internal and external corrosion protection systems, insulation coating systems, and weight coating systems for onshore and offshore pipelines, as well as pipe coating services for oil and gas producers, pipe mills, pipeline owners, and pipeline construction contractors.

 

The Flexpipe Systems division manufactures and sells spoolable composite pipe systems that are used for oil and gas gathering, water transportation, CO2 injection, and other corrosive applications.

 

The Shaw Pipeline Services division provides ultrasonic and radiographic pipeline girth weld inspection services to pipeline operators and construction contractors.

 

The Canusa-CPS division manufactures and markets heat shrinkable sleeves, adhesives, sealants, and liquid coatings for use in pipeline joint protection systems and girth weld corrosion protection applications.

The Guardian division provides a range of tubular management services, including mobile and in-plant inspection, as well as refurbishment and rethreading of drill pipes, production tubing, and casing.

 

The DSG-Canusa division manufactures heat-shrink tubing, sleeves, molded products, kits, and accessories for protection and sealing applications in electrical, electronic, automotive, and communications markets.

 

The ShawFlex division manufactures control and instrumentation wires and cables for thermocouple, power, marine, and robotics applications.

 

The company was formerly known as Shaw Industries Ltd. and changed its name to ShawCor Ltd. in May 2001.

ShawCor Ltd. was founded in 1954 and is headquartered in Toronto, Canada.

 

 

Staff:    8,000

 

Operations & branches:

 

At above address, we find the corporate office, factory and warehouse, owned.

 

The Company maintains several branches in Canada, including:

 

1050, 202-6th Avenue S.W.

Calgary, Alberta T2P 2R9

 

1824 Crowchild Trail N.W.

Calgary, Alberta T2M 3Y7

 

185 Dorval Avenue

Dorval, Quebec H9S 5J9

 

and others.

 

SHAREHOLDERS & MANAGERS

 

Shareholders:

 

The Company is listed with the Toronto Stock Exchange under symbol SCL.

 

The major shareholder (+50%) is:

 

CDS & CO

28 The Esplanade, Toronto, Ontario M5W 1G4

 

 

Other shareholders include:

 

SHAW HOLDING SARL

123 Av. De la Faiencerie, Luxembourg

 

SHAW INTERNATIONAL SARL

123 Av. Faiencerie, Luxembourg

 

 

Management:

 

John F. PETCH is the Chairman.

 

Stephen M. ORR is President and CEO

He has been the Chief Executive Officer and President of ShawCor Ltd. since May 1, 2014 and September 3, 2013 respectively. Mr. Orr served a senior executive position with a leading global energy services company.

He has more than 20 year career with ShawCor Ltd. and served in senior roles in many locations throughout North America, Europe and the Asia Pacific region. He has been a Director of ShawCor Ltd. since May 1, 2014.

 

Other Directors include Pamela S. PIERCE, Kevin J. FORBES,

Denis H. FREEMAN, Derek S. BLACKWOOD, Charlene VALIQUETTE, John T. BALDWIN,

James W. DERRICK, William P. BUCKLEY, and Paul ROBINSON

 

Gary S. LOVE is the CFO.

 

 

Subsidiaries &

Partnership:      Several worldwide

 

 

On January 5, 2015, ShawCor Ltd. announced today that it has completed the acquisition of Dhatec B.V. for an undisclosed amount.

Dhatec is a Netherlands based company which designs, assembles and markets engineered pipe logistics products and services which mitigate damage and enhance safety and efficiency in the manufacturing, coating, handling, transportation, preservation and storage of pipe.

Dhatec's estimated revenue in 2014 is approximately US$25 million.

 

 

FINANCIALS

 

On attachment:

- 10K 2013

- 2nd 10Q 2014

 

 

On November 6, 2014, ShawCor Ltd. reported unaudited consolidated earnings results for the third quarter and nine months ended September 30, 2014.

 

For the quarter, the company’s revenue was CAD 469,597,000 against CAD 525,848,000 a year ago.

Income from operations was CAD 10,932,000 against CAD 104,877,000 a year ago. Income before income taxes was CAD 9,046,000 against CAD 101,770,000 a year ago. Net income for the period was CAD 6,345,000 or CAD 0.09 diluted per share against CAD 72,384,000 or CAD 1.21 diluted per share a year ago. Cash provided by operating activities was CAD 66,356,000 against CAD 5,474,000 a year ago. Purchases of property, plant and equipment was CAD 21,988,000 against CAD 19,224,000 a year ago. Purchases of intangible assets were CAD 32,000 against CAD 450,000 a year ago. Adjusted EBITDA in the third quarter of 2014 was CAD 71.3 million, a decrease of CAD 57.0 million, or 44%, from the third quarter of 2013. The decrease in operating income was due to lower gross profit of CAD 2.2 million as a result of a 6.9 percentage point decrease in gross margin, primarily due to more unfavourable product mix, partially offset by a reduction in SG&A expenses of CAD 1.2 million and the increase in revenue. The increase in revenue was driven by higher heat shrink tubing product volumes, particularly in the automotive sector, combined with higher shipments of wire and cable products to the North American electrical utilities and the impact of foreign exchange on revenue

 

For the nine months, the company’s revenue was CAD 1,390,065,000 compared to CAD 1,437,790,000 a year ago. Income from operations was CAD 169,544,000 against CAD 272,538,000 a year ago.

Income before income taxes was CAD 158,958,000 against CAD 264,556,000 a year ago. Net income for the period was CAD 115,695,000 or CAD 1.90 diluted per share against CAD 196,432,000 or CAD 3.11 diluted per share a year ago. Cash provided by operating activities was CAD 97,060,000 against CAD 7,313,000 a year ago. Purchases of property, plant and equipment was CAD 54,743,000 against CAD 57,471,000 a year ago. Purchases of intangible assets was CAD 90,000 against CAD 522,000 a year ago. The increase in revenue is due to increased shipments of wire and cable products to the North American electrical utilities, combined with increased heat shrinkable product shipments in all three regions and the impact of foreign exchange on revenue. The increase in operating income was primarily due to SG&A expenses were lower by CAD 2.1 million in 2014 compared to 2013. The company reported impairment charges of CAD 41.4 million in the third quarter of 2014.

 

 

Banks:  Royal Bank of Canada

           

 

LEGAL FILINGS

 

Legal filings & complaints:

 

As of today date, there is no legal filing pending with the Courts.

 

 

Secured debts summary:   None

 

 

COMPANY CREDIT HISTORY

 

National Credit Bureaus gave a satisfying credit rating.

 

According to our credit analysts, during the last 6 months, payments of imports were currently made on terms.

 

The Company is developing a strong business.

 

The Company is in good standing.

This means that all local and federal taxes were paid on due date.

 

The risk is low.

 

 

Our opinion:

 

A business connection may be conducted.


 

FOREIGN EXCHANGE RATES

 

Currency

Unit

Indian Rupees

US Dollar

1

Rs.63.39

UK Pound

1

Rs.96.84

Euro

1

Rs.75.67

 

 

INFORMATION DETAILS

 

Analysis Done by :

DIV

 

 

Report Prepared by :

ANK

 


 

RATING EXPLANATIONS

 

RATING

STATUS

 

 

PROPOSED CREDIT LINE

>86

Aaa

Possesses an extremely sound financial base with the strongest capability for timely payment of interest and principal sums

 

Unlimited

71-85

Aa

Possesses adequate working capital. No caution needed for credit transaction. It has above average (strong) capability for payment of interest and principal sums

 

Large

56-70

A

Financial & operational base are regarded healthy. General unfavourable factors will not cause fatal effect. Satisfactory capability for payment of interest and principal sums

 

Fairly Large

41-55

Ba

Overall operation is considered normal. Capable to meet normal commitments.

 

Satisfactory

26-40

B

Capability to overcome financial difficulties seems comparatively below average.

 

Small

11-25

Ca

Adverse factors are apparent. Repayment of interest and principal sums in default or expected to be in default upon maturity

 

Limited with full security

<10

C

Absolute credit risk exists. Caution needed to be exercised

 

 

Credit not recommended

--

NB

                                       New Business

 

--

 

This score serves as a reference to assess SC’s credit risk and to set the amount of credit to be extended. It is calculated from a composite of weighted scores obtained from each of the major sections of this report. The assessed factors and their relative weights (as indicated through %) are as follows:

 

Financial condition (40%)            Ownership background (20%)                  Payment record (10%)

Credit history (10%)                   Market trend (10%)                                Operational size (10%)

 

 

PRIVATE & CONFIDENTIAL : This information is provided to you at your request, you having employed MIPL for such purpose. You will use the information as aid only in determining the propriety of giving credit and generally as an aid to your business and for no other purpose. You will hold the information in strict confidence, and shall not reveal it or make it known to the subject persons, firms or corporations or to any other. MIPL does not warrant the correctness of the information as you hold it free of any liability whatsoever. You will be liable to and indemnify MIPL for any loss, damage or expense, occasioned by your breach or non observance of any one, or more of these conditions

This report is issued at your request without any risk and responsibility on the part of MIRA INFORM PRIVATE LIMITED (MIPL) or its officials.