Camellia Share Discussion Threads

[piedro] 15/4/2016 14:55

OVERVIEW GLOBAL AVOCADO MARKET
... Kenya aims to strengthen its position in the market
The Kenyan season, which usually lasts from March to July, has recently started. While torrential rains caused some problems for the sector, the production is good and demand shows an upward trend. The size of the Hass avocados is small, also because growers are harvesting early to take advantage of the good prices. The main market is Europe, particularly the Netherlands. A trader hopes to benefit from South Africa's downward prospects.

[piedro] 01/4/2016 16:08

FWIW,
Picked some up @ £81 yesterday

[piedro] 11/12/2015 14:43

South Africa Faces Worst Drought in Thirty Years
11 December 2015
SOUTH AFRICA - South Africa will be facing a disaster if it doesn’t rain by the end of December. Over the past year, El Niño has caused below average rainfall in many parts of the country, with some areas recording their lowest rainfall in fifty years. Dry climatic conditions is taking its toll on animal production and is threatening food security in the country. Glenneis Kriel reports. ... ...

[glassboy] 11/12/2015 11:19

Perhaps due to the plunging Rand... Camellia has wine and nut operations in South Africa, and of course tea and other activities in Malawi and Kenya. Though as we know Camellia take a very long term view of such matters.
Gb

[chrisdgb] 11/12/2015 09:51

Last results were pretty awful, El Nino weather...??

[piedro] 11/12/2015 09:01

Quite some fall to £84
Any ideas?

[hawks11] 27/8/2015 08:59

I looked in when I saw Panmure Gordon's Peter Ashworth reiterated a 'BUY' recommendation for CAMELLIA.
Is it the only aim share with a share price of nearly £100?.

[coolen] 13/7/2015 20:50

Thanks for the link Piedro.

"Malcolm Johnstone, managing director of food logistics specialist ACS&T, has been appointed president of the Food Storage & Distribution Federation (FSDF)."

A useful credit point for Camellia.

[piedro] 10/7/2015 11:09

INVESTMENT AND TURNOVER INCREASE SIGNALS STRONG FUTURE AT ACS&T
10 July 2015
Here at ACS&T, our latest financial results show turnover is up, whilst investing in both people and plant led to reduced operating profits.
Managing director Malcolm Johnstone said the results were in line with company expectations given the competitive environment in which our business operates. .... ....
hxxp://www.acst.co.uk/our-news/investment-and-turnover-increase-signals-strong-future-at-acst#.VZ-YR2a5_6w.twitter

[piedro] 29/4/2015 08:29

... Level 2

[piedro] 27/4/2015 17:31

Charles Stanley Securities - 23/04/2015 - BUY
-YEAR........EPS..........t/o..
2014 .... 212.10p..... £238.87m
-f15 ..... 14.20p .... £234.50m
-f16 .... 435.70p .... £240.10m
[source: Sharescope]

... anyone seen the note?

[piedro] 13/2/2015 15:37

Kenya warns dishonest nut dealers
BY PETERSON GITHAIGA
February 13th 2015
KAJIADO COUNTY: Government has moved in to arrest malpractices among nuts processing companies. Smuggling of raw nuts by unscrupulous business dealers is seeing metric tonnes of macadamia nuts illegally finding way to international markets. .... ....
hxxp://www.standardmedia.co.ke/business/article/2000151570/kenya-warns-dishonest-nut-dealers

[piedro] 27/1/2015 14:08

Bakery firm signs new distribution deal
26 January, 2015
By Bronya Smolen
ACS&T will distribute the frozen bakery goods
A frozen bakery company has signed a five-year contract with food logistics specialist ACS&T to distribute its products. .... ....

[piedro] 19/1/2015 14:49

Does this affecy Camilla?

Malawi: Mutharika Describes Magnitude of Floods the First of Its Kind
18/01/2015
By Arnold Namanja & Sellah Singini
President Peter Mutharika has described the magnitude of this year's flash floods as a disaster that has never happened before affecting a record fifteen districts in the history of the country. .... ....

[crumppot] 16/1/2015 15:24

I have held shares in Cam for years and done very well but I don't think the management are looking at any changes. They just plod along. I think they moved to AIM for IHT benefits and that they will be a big fish in a small pond. I have always though there assets are undervalued and are probably worth a lot more if they were ever sold off.

[pylewell] 12/1/2015 15:38

This share was recommended to us at the World Money Show 8.11.13 by Tim Price. Unfortunately I cant recall the great reasons given for buying it so silly me went and bought it without further research. I have seen information on Camellias website about its operations but know precious little else.
Could anyone update me on this share please? In particular I am interested to know why there was a 20% drop in price last year and what prospects for this year are likely to be.

[cassiopeia] 23/11/2014 06:23

However, away from the tabloid propaganda of the Mail, Sun and Express, most people hate the Tory party and everything it stands for, since it only serves the rich. #CameronMustGo still trending no 1 on my list.

[battlebus2] 22/11/2014 22:49

No it doesn't. Who else can run this country responsibly?
Farage has no substance and Ed is clueless. I'm afraid the calibre of those who become politicians has fallen in recent years imv and of the current bunch David Cameron is the most suitable to get this country back on its feet.

[cassiopeia] 22/11/2014 22:14

Over 70000 tweets #CameronMustGo gives a clear message.

[cassiopeia] 22/11/2014 20:30

Twitter is the antidote to the biased Tory press.

#CameronMustGo

[bench2] 14/11/2014 11:31

Why would the directors or management want to change the status quo . A perfect sinecure , with a stately home in Kent thrown in for good measure , plus fishing rights and a shoot . Also overseas visits to tea estates are not hard work , with sundowners on the veranda etc ... We will all be long gone before this leopard changes its spots .

[glassboy] 02/10/2014 15:18

Interesting they are bringing in a Corporate Finance guy as Deputy CEO…

www.investegate.co.uk/camellia-plc--cam-/rns/directorate-change/201410021502053259T/

… renewed focus on acquisitions, disposals or a restructuring in mind perhaps? Time to go wholly private? Or perhaps just line of succession stuff. With the long tradition of dealmaking, you might think another is in the tubes (eg. buy James Finlay off Swire, that would be nice).

I'd thought they were gradually becoming a pure play agriculture operation (now 2/3 of revenues and the best return on capital) but with the appointment of an MD of Agriculture, maybe they're sticking with the four divisions after all.

Gb

[exbroker] 19/9/2014 15:15

No in a word my highest bid was £84 so a big fat nothing done!
I will keep an eye on them but looking at the volumes I think the trackers are all gone.I only hold 600 now in an account for the kids so not as interested as I was, good luck to all who hold.