Camellia Share Discussion Threads

[cjohn] 08/8/2022 08:34

Is there a single CAM business that it would make sense NOT to sell? Is there a single business with a decent sustained ROC?

[russman] 08/8/2022 05:44

Cashflow is pretty meaningless for CAM valuation. For example BF&M Limited stake has value but negligible cashflow (unless sold)

[piedro] 07/8/2022 11:35

Russman, Initially I thought .. "obviously ROCE will be low as from investing in new plantations till getting a reasonable return will take 6-8 years" So I had a look at the cash flow ...

[russman] 05/8/2022 17:33

ROCE is too low.

[piedro] 05/8/2022 12:42

Bardsley England@BardsleyEngland First Harvest of 2022 Bardsley Bramley crop #startofseason - - - #bramley #bramleyapples #apples #britishapples #topfruit #british #season #pickingseason #harvest #appleharvest #farm #farming #fruitfarming #orchard #appleorchard #crop #applecrop - obviously.

[piedro] 03/8/2022 16:35

Kakuzi Is Banking Product Diversification To Boost Value By Soko Directory Team / Published May 18, 2022 hTTps://sokodirectory.com/2022/05/kakuzi-is-banking-product-diversification-to-boost-value/ PS: there is also a China deal for the sale of Kenyan black tea

[piedro] 30/7/2022 10:37

Right on, the obvious has been too obvious to be noticeable. Over the last seven years with Thomas Franks as CEO there have been gradual changes at Camellia, Kakuzi and other of their subsidiaries which perhaps are only now starting to come to fruition. Whether these changes will give rise to a profitable and successful company is questionable and remains to be seen. The China deal for avocados has been an important priority for the Kenyan gov. in their fight against poverty {new port, production controls and exports} AIMHO BWDIK

[russman] 29/7/2022 18:06

if in doubt, state the obvious.

[piedro] 29/7/2022 16:25

Kakuzi Plc@Kakuzi_Plc Kakuzi PLC has commenced the field harvesting and pre-shipment preparation for an inaugural Hass variety avocado consignment to be shipped out to China this weekend.

[russman] 13/7/2022 04:46

Goodricke formed by the merger of 8 Sterling Tea companies 1978. 2022 Sell more of their Tea. Great idea; go for it.

[russman] 06/7/2022 06:57

& Kakuzi's opportunity capital cost appears to be lost to CAM.

[piedro] 05/7/2022 09:04

Kakuzi have updated their website and there do seem to be changes going on but slowly as planted seedlings take 4-6 years to mature and another number to reach full production.

[russman] 05/7/2022 05:45

Kakuzi - is their strategic nemesis so far. Kakuzi needs to be "fixed" as their top management priority.

[piedro] 03/7/2022 09:19

Does this help?

[russman] 03/7/2022 07:54

BoD - missed AGM communication opportunity. Kakuzi - discuss their plans in less than ten words...........

[piedro] 01/7/2022 12:44

Russman, To whom are you referring?

[russman] 30/6/2022 17:46

All talk, no imperative.

[piedro] 30/6/2022 12:04

EM, It has been going on for quite some time starting with getting rid of the finance/banking business but only recently have they begun to openly state, {or realize}, their intentions ... "As previously reported the Group continues its strategy to expand the Agriculture division to further diversify both by crop and location, and to dispose of non-core assets." ... if I remember correctly, previously it was to expand the principal crops {tea, avocados and macadamia}

[eezymunny] 30/6/2022 09:09

Interesting goings-on. CAM pushing for sale of BF&M? CAM´s share of TBV at BF&M is about 90m quid. I´ve no idea what it might sell for. BF&M say, as you´d expect, that investment losses this year, but higher rates will be beneficial longer term. Will be interesting to see what happens. Does look more and more like some well overdue shaking things up going on.

[piedro] 30/6/2022 02:20

Agricultural revenue may be broken down as follows ... TEA - ESTATES {estate production & manufacturing} and TEA - OTHER {instant tea, branded tea & tea rooms} make up 80% of the revenues. With only two years of 'trading profit' information to go on I am not able to make a judgement as to the profitability of the individual segments, but it would appear that on good years macadamia and avocados are much higher margin than tea.

[ilad60] 29/6/2022 23:39

Hamilton, Bermuda, 29 June 2022— BF&M Limited (“BF&MR21; or the “Company”;) (BSX: BFM) announced today that following discussions with its principal 37.4% shareholder, the Board of Directors (the “Board”) has initiated a review of strategic alternatives (the “Strategic Review”) to maximize shareholder value and which may include the sale of the Company.