Share Name Share Symbol Market Type Share ISIN Share Description
Cambium Global LSE:TREE London Ordinary Share JE00B1NNWQ21 ORD NPV
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 7.50p 7.25p 7.75p 7.50p 7.50p 7.50p 0.00 07:52:49
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Forestry & Paper 0.0 -2.1 -3.2 - 7.66

Cambium Global Share Discussion Threads

Showing 2826 to 2850 of 2850 messages
Chat Pages: 114  113  112  111  110  109  108  107  106  105  104  103  Older
DateSubjectAuthorDiscuss
02/2/2017
21:36
Voloume seems high but the price has not moved
robizm
29/12/2016
22:13
robizm, I was estimating a similar total return. Approx 2 years to sell everything, and 5p-6p operating/closure costs to come off the 22p NAV. spob, I think the NAV is now prudent. They are selling Hawaii and the timber at Tocantins at book value and if you check the last accounts they've applied significant discounts to valuations received by an independent external valuer for the Brazilian assets. 15% for Tocantins, and 30% for Minas Gerais.
hugepants
29/12/2016
21:49
Hopefully they are at a stage where they can a least pay back say 16p to share holders. Only bought in recently at 7p and hoping to double my money. Brexit done them a big favour
robizm
29/12/2016
16:02
The trend in tangible asset value over the years is quite horrific for this company Any reasons to believe that trend has levelled out ? NTAV last 5 years 68.2m 60.4m 40.5m 19.3m 15.5m
spob
27/12/2016
22:02
Yep. Including the timber sale then my approx NAV breakdown is; Cash = 4p Hawaii = 2.5p Tocantins (land) = 6.5p Minas Gerais (timber & land)= 9p Total NAV = 22p Ongoing running costs approx 2p per annum.
hugepants
23/12/2016
16:55
The timber has been sold for 3 million give or take
robizm
21/12/2016
20:46
interims released after hours. http://www.investegate.co.uk/cambium-globaltimber--tree-/rns/interim-report/201612211720565357S/ NAV = 22p. Up from 19p due to exchange rates. Operating costs, mainly forestry costs,still too high but you'd expect to decrease significantly once Hawaii sold (hopefully imminent. Cash is in escrow awaiting landlord consent) and Toncatins timber sold next year. They are selling stuff at NAV which is a good sign.
hugepants
07/11/2016
15:09
Yes sale of "substantially all" the timber at the Toncatins property announced. http://www.investegate.co.uk/cambium-globaltimber--tree-/rns/timber-disposal/201611070700084373O/ The book value of the Toncatins property as of end March 2016 is £7.9M which comprises the timber and the bare land. That's 9.5p per share. Does anyone know what proportion of the valuation is timber and what is land?
hugepants
07/11/2016
14:04
Hmmm - liquidation - sniff
luckymouse
03/11/2016
11:11
Off topic: Does anyone know of a table which compares UK tree species and their water absorption characteristics? I.e. how many litres of water a tree will absorb over a given period.
praipus
03/11/2016
11:07
Off topic: Does anyone know of a table which compares UK tree species and their water absorption characteristics? I.e. how many litres of water a tree will absorb over a given period.
praipus
16/10/2016
21:28
All things being equal then NAV should be approx 22p per share after knocking off 1p for ongoing costs. Big exposure to Brazil and the assets aren't exactly liquid but given you can buy at under 6p that's quite a discount for a liquidating trust
hugepants
16/10/2016
09:07
Good spot. Though it wouldn't surprise me if the muppets in charge here were unable to take advantage.
lionheart79
13/10/2016
19:25
The Brazilian Real has increased in value by 28% versus Sterling since the last reporting date (30 April 2016). Given 80% of TREE's assets are denominated in the Real that should result in a pretty big NAV uplift. =================== At the reporting date the Group's exposure to foreign currency in regards to all foreign operations, including all assets and liabilities, was as follows (expressed in Sterling): 30 April 2016 Brazilian Real 12,513,808 United States Dollar 1,646,29 The Group is subject to concentration risk in relation to its exposure to US Dollars and Brazilian Real. The Group holds 11% (2015: 17%) of its net assets in US Dollars and 80% (2015: 74%) of its net assets in Brazilian Real.
hugepants
05/9/2016
20:23
Rath Dhu (really?) have gone from 2.6% to 14.6% http://www.investegate.co.uk/cambium-globaltimber--tree-/rns/holding-s--in-company/201609051507119891I/ No indication who sold.
hugepants
24/8/2016
21:19
Yep it would appear the investment manager was completely clueless. A cat could have done a better job. I'm not expecting 20p back, not unless timber prices rise significantly, but 12p-14p looks a reasonable target. How long it takes is another matter.
hugepants
24/8/2016
13:37
I'd be very happy to get 20p back here but I'm simply not prepared to risk any new investment to try and claw back past losses The graph is a laughing stock. At a time where forestry had performed reasonably well this has only ever looked to plumb new depths. The management and board should be reassigned to bin lorry collections once this sorry debacle is finally over.
lionheart79
23/8/2016
19:57
Busy here. Liquidation taking a while but must admit to buying a few of these. Like most companies with overseas assets TREE will have benefited from the sterling weakness. NAV probably up 10%. So NAV is probably about 20p now including knocking off 1p for costs.. That NAV is split 80% in Brazil, 10% Hawaii and 10% cash. Last results stated they were close to finalising sale of Hawaii for a slight premium to book. Also say they are harvesting (and selling) wood in Brazil next year as a prelude to disposing of the land. Operating costs still too high at 2p per annum but they say these are reducing all the time and the upcoming results will show improvement. Clearly a big exposure to Brazil here but risk reward looks good to me at a 70% discount to NAV (buy price is under 6p which is below the mid-price).
hugepants
14/11/2015
10:40
I thought there was a solid base at 57p when I bought! Will invest my money with the monkeys next time.
lionheart79
27/10/2015
09:44
Yesterday's forced seller @ 5p creates an opportunity methinks. The NAV could easily be written down due to various reported issues. But cash of circa 3p per share gives this a solid base. NAV 23p per share as last reported, and there are no intangibles on balance sheet, so that's all land, property, timber, equipment, cash.
bozzy_s
27/10/2015
08:52
nav 23p buy price 6.5p
praipus
08/9/2015
18:25
incredible. muppettry on the grandest scale.
lionheart79
21/1/2015
13:08
I've decided not to participate in the tender, in the vague hope the capital raised from the disposal of remaining assets will be higher than expected. Also 20% doesn't amount to a lot of cash for me.
lionheart79
07/1/2015
17:49
I'm tendering my basic entitlement.
topvest
07/1/2015
10:23
View: if you hold the NAV should rise as a result of the tender. Vulnerability to the underlying is increased for better or worse. I'm tendering some because I need the money. I followed a value arbitrage investor in (see WAM thread). http://uk.advfn.com/cmn/fbb/thread.php3?id=24182742
praipus
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