Camellia Share Discussion Threads

[piedro] 19/8/2020 14:08

FYI, Global Tea Prices Rise Unexpectedly by Dan Bolton August 14, 2020 https://tinyurl.com/yx96qmyg Indian Tea’s Sustainability Story by Aravinda Anantharaman June 25, 2020 https://tinyurl.com/y57ckcqu

[piedro] 18/8/2020 07:06

Getting rid of Horizon Farms. There is plenty more pruning to be done. Will the Brazilian farm also go? South America is becomming more stable and has a good climate for Avocados and the Argentine tea plantations are reasonably respectable. AIMO

[mach100] 09/7/2020 22:42

Still wouldn't touch this even with Prince Charles's large wad. The changing climate, over production, new regulation in Kenya, Covid 19 in India could mean you get royally screwed over.

[coolen] 09/7/2020 15:30

Good call of yours Tired(not so old)Broker at 7750. Just traded at 8200.

[piedro] 03/6/2020 16:24

" I wouldn't leave my teabag in here for too long!" That's just what is necessary here. This is a long term recovery play where the rearrangement of assets will take years. IMHO, BWDIK.

[mach100] 28/4/2020 22:23

The update was disappointing and I am only surprised it didn't fall yesterday. Maybe like those automated coffee-makers there is a delay switch. Given that there are quite a few beaten down shares whose prospects are more blended that Camellia I wouldn't leave my teabag in here for too long!

[tiredoldbroker] 28/4/2020 11:36

The recent share price weakness is a buying opportunity at 7750 offered.

[piedro] 06/1/2020 11:54

FWIW, From their latest presentation H1 2019 STRATEGIC HIGHLIGHTS  Completed the acquisition of two tea estates in Assam  Signed an agreement to acquire a 466Ha farm in SA  Further investments in Agriculture: - Trial of blueberries at Kakuzi in Kenya is progressing well - The Simpson dam wall and spillway project at our Mambedi estate in SA is now completed - Trial planting of avocado near Kitale in Kenya continues with encouraging early results - Continue to make progress with registration of the land purchase in Tanzania  Successful launch of Camellia’s first ESG report

[piedro] 06/12/2019 11:39

I think that the nationalisation threat has been accounted for in the share price for quite some time. IMO the present {recent} downgrading is due to the crisis with tea - climatic effects, wage claims and low prices. Malawi Heatwaves Threaten Tea Yields and Livelihoods https://tinyurl.com/wel8xwb Kenya Tea Output Well Below Expected https://tinyurl.com/vpz7kls - that's from Malawi and Kenya but reports from India are no better

[coolen] 20/11/2019 22:44

Nationalisation threat of British owned estates in Kenya ?

[piedro] 20/11/2019 10:09

World Bank Predicts Recovery of Tea Prices in 2020 By Dan Bolton November 18, 2019 According to World Bank projections, the Beverage Price Index is expected to increase 2% in 2020, following a 5% decline in 2019. This month the World Bank revised its economic forecast of beverage prices upward and predicted the downward trend will stabilize in 2020. ... https://tinyurl.com/st2mpdv

[cmackay] 16/10/2019 11:47

Promising! Topography looks good, single lane planting doesn't maximise yield per hectare but IMHO it does allow for better growth. Clones appear healthy. I would like to see the development of these bushes.

[piedro] 16/10/2019 06:45

Camellia@CamelliaPlc The team from HO planting new tea at Savani Estates Camellia Square! - Eastern Produce, Kenya - I had hoped we would get a hint of Tanzania

[cmackay] 20/9/2019 12:26

My pleasure. Always happy to talk tea, feel free to message me if you have any questions. If I don't know the answer, I know someone that does.

[piedro] 20/9/2019 11:57

Thank you for the information Most interesting

[cmackay] 20/9/2019 01:36

Rajah Banerjee has recently sold Makaibari to his nephew, who owns a great number of Assam tea estates. I know him well. His new company is called Rimpocha Teas. Orange Valley is owned by a company I can't recall the name of right now, but they have about half a dozen estates in India. Neither of them supply anyone, they are the pinnacle of tea growing and are sold as single estate orthodox teas. Makaibari has the record for highest price achieved at auction (private sakes gave achieved even higher).

[coolen] 19/9/2019 23:16

Makaibari history (but unsure whether the guy still owns it): hxxps://www.thunderbolttea.com/makaibari-tea-estate-rajah-banerjee/

[piedro] 19/9/2019 08:50

cmackay, Who owns Makaibari and Orange Valley and who do they supply?

[cmackay] 19/9/2019 01:28

Castleton and Margaret's Hope are both decent Darjeeling estates. Makaibari and Orange Valley are better though.

[coolen] 18/9/2019 23:22

Kakuzi retains a full London share listing, but no marketmaker. Why cannot the guys at Camellia remedy this ?

[piedro] 18/9/2019 09:59

Camellia@CamelliaPlc It’s an exciting day at #Kakuzi with our first blueberry crop being harvested

[piedro] 24/4/2019 08:31

World Tea Expo Publishes New White Paper, ‘The Next Wave in Tea’ By Aaron Kiel April 22, 2019 https://tinyurl.com/y2g6vemm

[nerdlinger] 27/11/2018 17:20

I am drinking Castleton Vintage Darjeeling Tea. Nice cuppa. I'm not a connoisseur so I can't really add much other than that it is light and has a tiny bit of a green tea flavour. There was no email correspondence following the purchase and the tracking on the website didn't recognise my order number but the parcel came by Royal Mail today, well packed and intact, so 13 days from placing the order. When I have finished my current batch of Chinese breakfast tea I'll pile into the Chai CTC and Khaass which will determine how regularly I use this service in future.