Cambium Global Timberland Share Discussion Threads

[odvod] 24/4/2018 15:00

are there any trees left to cut? NAV atm? liquidation progress?

[odvod] 07/2/2018 17:03

good point at this time I think

[kaos3] 06/12/2017 07:39

trees growing slowly

[topvest] 04/10/2017 08:41

I've sold the very few I had. The running costs are so high in Brazil that I can't see any upside. Better to take the circa.9p on offer and take the loss. I won't be investing in overseas timber again. Its a very poor investment. Glad its not sitting in my portfolio anymore and reminding me weekly on what a rubbish investment I made....over and out!

[hugepants] 06/8/2017 20:46

It was a good buy at 6p 12 months ago, not so sure now with the Hawaii sale dragging on and costs not being reduced by as much as I would have expected. Having said that there is probably a decent profit still to be made here but I sold out a few months ago when they said they were reviewing the listing. I assume the Hammar sees no point in it now. After all he won't be able to trade out his position. He is in for the duration.

[rjmahan] 31/7/2017 18:40

Realy conflicted on this - Like cash sales / asset but what makes holders think that they can sell Brazil asset before cash drains away ?

I can't see it but I really would like to as this is right up my street and I am very short of new, good, ideas

[kaos3] 31/5/2017 12:44

not so smooth sailing

[mad foetus] 02/5/2017 20:32

The only thing I know about the chairman is that when he dumped his wife his teenage son smacked him in the mouth, causing some damage. He is also a bit of a specialist at taking directorships at problematic funds.

[euclid5] 02/5/2017 20:14

From today's update

"The Board is actively seeking ways to continue reducing overheads, including re-assessing the justification for continuing with the costs of a public market listing"

[runwaypaul] 29/4/2017 19:46

that's what they all say.gl

[jimbowen30] 29/4/2017 18:44

Would expect this to move up substantially at some stage.

[mad foetus] 28/4/2017 14:21

Hammer has bought another million shares

[hugepants] 21/4/2017 23:17

The Hammar has increased from 11% to 21%

[hugepants] 30/3/2017 14:46

The Hammar is still buying. He is now above 11%

[nesty1760] 10/3/2017 17:59

Still no news yet. I think we will get news by the end of March IMHO!

[nesty1760] 01/3/2017 16:24

I would think it is sooner though I gather it is in 3 stages of different lands etc.

Someone bought 10% and due to the buyer track record. IMHO I would say 12-18 months wasn't on his agenda. More like present to 4 months!

[odvod] 01/3/2017 11:41

am I right that there might be NAV realisation by first selling wood in Brasil, then land mass and only Haiti remains if? But 80 % realisation? It just feels like it reading the reports and confirmed by recent buying. in 12 -18 months?

[nesty1760] 27/2/2017 21:25

Certainly value in this share. Very tightly held

[mad foetus] 27/2/2017 20:00

At an £8-9m market cap, mostly tightly held presumably at this stage, it won't take much interest to move this, but as it is being wound up anyway, it probably doesn't matter too much either way.

[nesty1760] 27/2/2017 15:58

Nice to hear fellas.
I do think a bag is certainly in the making. Hammar bought 10% people like him don;t throw in that money on a whim. Just a question of waiting for the news.

The one thing which goes against it. Hardly anyone know anything about TREE. It will only be when the RNS is announced (assuming it is good), that the herd will start piling in!

[jimbowen30] 27/2/2017 14:34

I've bought a chunk too