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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Camellia Plc | CAM | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 0.00 | 0.00% | 4,520.00 | 01:00:00 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 4,520.00 |
| Industry Sector |
|---|
| GENERAL FINANCIAL |
| Top Posts |
|---|
Posted at 05/9/2023 11:12 by cjohn Piedro4 Sep '23 - 11:07 - 503 of 505It is quite obvious that most contributors here do not or do not wish to understand the changes that are happening with this company. Comments like this from our agricultural expert ... "You claim "expertise" in running large agricultural estates, but they are still making significant losses." ... are unhelpful and misleading 1.Actually, those comments are factual. They do say they are experts at running large agricultural estates in the interims. And I take that at face value. The problem is that the agricultural businesses are intrinsically low margin and therefore often unprofitable. Again, that isn't a matter of opinion: the interim report tells us that adjusted operating loss before tax for Agriculture increased 42% to 12.8m sterling. And we can break that down a little: Tea: trading loss of 11.2m Nuts and fruit: trading loss of 2.8m Other agriculture: trading profit of 0.3m The other issue is that they may be good at running agricultural estates, but they are poor at capital allocation. And this is why it would be best to return any capital realised from sales to shareholders. 2. We have a strong coterie of full-time value investors commenting on this board. I do not claim to be an "agricultural expert" - thank you for your kind words - but I am very experienced at analysing companies and understanding value and have made a living from doing so for many years, like others on here. So it's not a question of NOT understanding the direction the Company is going in: it's that we DO understand the direction the Company is going in and see it as destroying shareholder value. |
Posted at 12/11/2022 20:21 by coolen Piedro, you're doing far better than Camellia itself in terms of keeping present and potential investors informed. |
Posted at 02/9/2022 13:30 by tiredoldbroker CJohn, as a long-term investor in MP Evans, I'd suggest that agriculture can have very rewarding returns on capital for investors. CAM is a different beast, as its fortunes are tied to tea, but the basic notion that it all depends on opportunity and patience still hold good. The fact is, this is and will carry on being an agricultural business. If you feel that's not for you, at any point, then fine... but they're not going to become an insurance operation and sell off the plantations. My point is quite simply that with a very substantial, but little talked about asset (the stake in BF&M) likely to be realised within a reasonable time, this is the opportunity. It's a trading situation for investors, not a suggestion that you make this a cornerstone of your retirement planning. |
Posted at 18/9/2021 08:57 by loganair Quaero hold Camellia in their Argonaut Fund:Quaero Capital Funds (Lux) – Argonaut is a Deep Value Equity Fund that aims to produce substantial capital growth, by investing in micro capitalization mis-valued companies quoted on European stock markets. The fund focuses particularly on little-known or poorly followed smaller companies and situations that have been ignored by mainstream investors (often because they are considered to be too small to be of interest). The fund is managed with a rigorous “Value Investing” philosophy, aiming to limit potential downside in the selected shares, ensuring a “margin of safety”. As a result, after more than 10 years since launch the fund has showed itself to be counter-intuitively resilient during market falls. This “Long Only” fund is alternative by nature, but traditional by structure. It is not tied by country, index or sector weightings and invests opportunistically as situations arise. |
Posted at 14/5/2021 15:26 by piedro INVESTORPRESENTATION MAY 2021 - first time I've seen one of these - and the accounts were friendlier - IMO |
Posted at 27/4/2021 15:50 by piedro I wrote to the company asking when they would bereporting the Full year results - 21/04/2021. And have just received a surprise reply Dear ........ Thank you for your email. Please keep an eye on our investor relations page on our website for all company updates. Thanks, Becky |
Posted at 24/3/2021 11:55 by crumppot I agree. CAM have taken the necessary action to remedy the situation and investors can feel confident that CAM is now behaving to the highest ethical standards. |
Posted at 30/5/2014 19:24 by glassboy There was also a snippet in FT Alphaville last week (and in the Weekend FT paper) which said that Camellia had hired an Investor Relations professional and it was rumoured that broker coverage was about to begin. Almost like a normal company...Here's to closing the gap on book value this summer, up towards £120 / share. |
Posted at 22/8/2008 09:25 by rhm Yes, you can add Leopard Minerals to the list. 100% loss. Just a brief note, no real post-mortem. Leopard Minerals haven't filed accounts at Companies House so the money could have gone anywhere. Looking at the original prospectus there's a case for it having been mis-sold to investors in my opinion. |
Posted at 11/4/2006 13:40 by davebowler I'm in the U.K. I've been following them for 2 years as an investor-I bought them for their asset value and exposure to soft commodities. |
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