Camellia Share Discussion Threads

[exbroker] 14/1/2014 23:43

The index exit was the reason for the fall, look at the graph the year low was the auction on the Friday of index week, wish I had bought more than 1400 in the auction, I did add a few the next week so average is ok. If they go back in the look for over £100 as a starting point.

[coolen] 14/1/2014 21:34

Exbroker, welcome back to the Cam thread.

The stock has certainly missed out on recent market strength elsewhere.

Is it commodity prices that are holding this back or more affected by tumbling out of the index ?

[exbroker] 09/1/2014 15:25

I am still a holder, they are better today as the seller was bid and did not sell any if he reappears they may go easier. I am in for more than the few pounds a share I am up at the moment, they could go back to £100 by end June.

[piedro] 08/1/2014 15:01

What a lovely company.
Seemingly not understood by the market in general,
or too much work

- LOL

[exbroker] 13/7/2013 12:26

Its not a difficult strategy but it requires a bit of work and discipline. The best results are in the liquidity trades each year at the annual review in June.
Buy those going in before the market finds out and sell to the trackers, then buy those coming out for liquidity and hold for min 3 months, longer if the liquidity looks to indicate a return to the index the following year.
Find beach and palm tree or Test match and relax........

[bronco buster] 04/7/2013 10:29

Exbroker .Your earlier warning proved a good shout.I sold, having held CAM for ages.A tenfold increase over the years is very welcome,even though I missed out on the recent high.Hopefully the proceeds,now re-invested will continue to bear fruit.B.B.

[it_trader] 04/7/2013 10:04

I came here looking for value and stumbled across your strategy Exbroker. Loving it at the mo.

I know the volume isn't too great but hey that plays a part no doubt.

[exbroker] 24/6/2013 18:18

I could not get the borrow so went long at 8000 in the auction and added further today at just above that level.

[it_trader] 24/6/2013 09:45

Cheers for that Exbroker I will do that. Am I right in presuming when you found out about the index de-listing you have shorted Camellia down, and then going long from 8000 as you've indicated?

[exbroker] 23/6/2013 23:15

Focus on small caps for your research and look at those that enter and exit the small cap index for liquidity reasons, they offer the best trades, that's 20 years of trading them not a spreadsheet talking!!

[it_trader] 23/6/2013 22:33

Interesting strategy. I may do some research on the impact tracker buying/selling has on securities of differing fundamental qualities.I got in around 8500. Only a a small portion, with the illiquidity, small float etc holding me back. Not sure I'm as confident as you on the immedite short term return to value, but hey it'll be fun watching.

[exbroker] 21/6/2013 19:55

Index tracking is what i do. FTSE.com has the details, but its a black art not a science, which makes it so much more fun.
I bought a few in the auction at 8000, the index volume is not over and there is an active seller, who may be at the higher levels. I think that around here they are an interesting investment.I will buy more if i can at around 8000

[it_trader] 21/6/2013 12:24

Exbroker: Where did you find out about CAM leaving the index?

[it_trader] 21/6/2013 12:02

Yeah I get that impression too, or they would have done a stock split years ago.

I'm invested here but with the board not really caring about shareholder value in the traditional sense i.e. whether the stock price is rising, and a low divi yield, I'm not sure for how long.

[exbroker] 20/6/2013 15:51

It is all ypou describe but the management have no interest in being a public company, its an accident of history and with a 50% holder who have cross directors what is going to change and why?

[coolen] 20/6/2013 15:50

One reason is that the market's last respected tea sector analyst retired in 1987.

[it_trader] 20/6/2013 10:29

Any ideas why this share doesn't seem to grab the imagination? Is it the price, low volume, smallish free float?

It seems quality and cheap to me.

[exbroker] 20/6/2013 10:05

I only get the FT on a weekend, the world has gone electronic now!!
Misc food producers is how I would classify it but with all the other non food bits who knows.

[coolen] 19/6/2013 22:49

As I stopped buying the rag when it rose to 1/3d each day, can you tell me whether Camellia is still listed under "Teas" in the FT, or is it under some other Plantations category ?

[exbroker] 18/6/2013 22:14

Let the sellers sell they have to deal relative to the index close, we have the luxury of dealing absolute! I smell value, I small burnt tracker, I smell a long term great opportunity!

[exbroker] 18/6/2013 15:29

Coolen we do seem to overlap on a number of stocks, GLE and CGS being just 2.

[exbroker] 18/6/2013 14:10

The stock will be very volatile this week and will have heavy volume on Friday into the close, this is your opportunity to buy cheap stock to help the trackers out, use a limit and get your broker to display it on the SETS board, all proper brokers can do this. Make sure it is good for the closing auction of Friday that the indexing price so could be the low point as well, Look at the graph for RE. from June last year they fell out mid June and look at the bounce back.

[coolen] 18/6/2013 09:29

Another tumble today. Any thoughts ?

[coolen] 10/6/2013 22:41

Exbroker, thanks for that.

Presumably flat commodity prices rather than any slowdown with the banking side are the cause of the recent slide ?