Cambria Africa Share Discussion Threads

[ryan83] 01/12/2014 09:50

slowly stirring from its slumber

[tenapen] 30/11/2014 17:24

There was not a lot of selling volume going down, but i feel for Joe Public who did panic and sell. Absolutly no reason for it to be hit, other than the company is in Africa, IMO. I got a wee top-up on the cheap so happy days and ill continue to add in my small way going forward.

Regards.

[vyke82] 29/11/2014 12:10

Very hard to load

[vyke82] 29/11/2014 12:10

This is a good share to be in now. seller seems to have cleared. I see this ticked to 5 from here by end of year

[davidlloyd] 28/11/2014 14:50

nice to see volume on the buy side at long last.....

DL

[tenapen] 28/11/2014 13:44

Your correct vyke, I managed to put together another £250 buy just before the tick up, good for me. But on a general note of the African stocks i look at im feeling that the worst may be over in regards to thier SPs falling further even if it may be some time before they start to rise.

[vyke82] 26/11/2014 15:34

I bought only a small piece yesterday and they had to tick up the offer there is not much stock

[vyke82] 25/11/2014 15:00

reason is clear some funds are selling. Once the overhang is gone should be fine. This would fly on even low volume due to small MC. Imagine if only half of what is claimed from lonrho is satisfied that's would see 200% increase. The hotel was sold quite cheaply I have to say versus book value of 11m but it is a positive cash flow though reduces NAV

[davidlloyd] 25/11/2014 10:59

that is my opinion (significantly undervalued) but then value only rises if there is a demand, and clearly none of late.

DL

[vyke82] 25/11/2014 10:46

This seems quite undervalued. MC 1.8 mio and they just sold leopard hotel almost at same cash. All of their other assets are free. They must be worth smth.

[tenapen] 17/11/2014 17:20

YES, I'm a lot poorer but none the wiser.

Im sure we will find out the why's and where's at some point ! but for now.

Thinking allowed here. I wonder if the court case against Lonrho is taking place at the moment and its not going too well for CMB !.

[lekka] 17/11/2014 13:33

Added today LTBH

[davidlloyd] 17/11/2014 12:40

This hurts! Who is selling and why? Was expecting things to pickup here now the loss making element has been sorted. Very Strange.

DL

[lekka] 14/11/2014 20:02

Guess I was wrong (post 59) but like tenapen cannot see the cause of the decline.

Perhaps cash in bank and two growing businesses are concerning some...not me.

[tenapen] 14/11/2014 18:54

Well my c10k buy was later in the day swomped by3 x 475,000 sells :-0

After reciently selling the hotel for circa £2m and the company is now valued at c £2m were getting the company assets for free !.

I'm still not seeing the fire but the share price / share sales, says something is wrong !.

Regards

[tenapen] 04/11/2014 18:00

No smoke with out a fire !

But where is the fire ?

Time will tell us !.

[lekka] 28/10/2014 20:37

IMO it was one shareholder trying to sell as allowed by the broker. In small parcels and when able larger sizes (have had to do similar).

Not something to worry about except for the MMs' rapid panic !

A few decent buys will reverse the share price

[davidlloyd] 28/10/2014 19:48

Yes-
I hope it is not a leak of bad news.....
DL

[tenapen] 28/10/2014 18:29

Nine sales in three minutes at the closing bell today. It will be Interesting to see what this is all about !.

[tenapen] 23/10/2014 18:41

I agree with the above take on the results.

I will be adding as we go forward but there is no hurry for me to buy. Im thinking African stocks will be under a cloud for some time to come im afraid.

Regards.

[lekka] 23/10/2014 11:28

Common sense DL....evades me !

[davidlloyd] 23/10/2014 10:50

I would too but have rather too many of these already - and am conscious of the need to at least try to maintain a balanced portfolio :-)

Good luck!

DL

[lekka] 23/10/2014 10:24

With you DL..... but the bid is static and wondering if it's time to add.

[davidlloyd] 23/10/2014 10:18

Hello world!!

I see this as a very positive RNS - and we go south?

Humphh :-/

DL

[tenapen] 05/8/2014 17:55

A futher up-date in CMB's lawsuit against Lonrho. In the Indy no less.





Lonrho sued for fraudulent misrepresentation

Lawsuit also accuses Lonrho of breaches of contract and diversion of insurance claims

Mark Hollingsworth

Tuesday 05 August 2014

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