Camellia Share Discussion Threads

[glassboy] 19/12/2016 12:21

Yes gradually returning to its origins as a pure tea gardens play.

It appears this deal leaves them with well over £100m in net cash.

With Camellia Private Trust owning 52% and Alcatel Pension Fund 12%, that £100m is enough to buy out all the other shareholders around the current £10 level. There appears little purpose in it being listed.

Alternatively Goodricke has been making noises about acquiring more tea gardens, so perhaps the £100m becomes funding for that.

Gb

[piedro] 19/12/2016 08:29

Pruning operation slowly progressing.
There are still more engineering firms to go.

AIMO

[piedro] 11/11/2016 07:54

Doubled nut sales needed to sell record 2016 pistachio crop
By the time they brought in the last of their 2016 harvest in mid-October, California pistachio growers, who produce 98 percent of the U.S. crop, set a new record – a whopping 902 million pounds (in-shell), according to the Administrative Committee for Pistachios. ...

[piedro] 15/9/2016 16:25

Kenyan avocado exports record 10% increase
Kenyan avocado exports have recorded a 10 percent increase annually for the last few years.
According to Keitt Exporters Ltd Managing Director Asif Amin, the demand for Kenyan avocados has been on an upward trend for the last three years as exporters, as well as growers, have done their best in meeting the international market standards. ... ...
hxxp://www.freshplaza.com/article/163524/Kenyan-avocado-exports-record-10-procent-increase

[piedro] 05/8/2016 15:19

More on almonds

Reinvigorated almond crop expected in California
A colder, wetter winter is one of the reasons California's almond growers are expecting a large crop this season. Though water continues to be an issue, this year's almond crop is expected to be larger than last season's partly because there's more water available. ...
hxxp://www.freshplaza.com/article/161578/Reinvigorated-almond-crop-expected-in-California

[piedro] 03/8/2016 08:44

Kakuzi [KAKU] results available

[piedro] 27/7/2016 15:38

... enjoying the BREXIT ride :-)

[piedro] 16/7/2016 11:08

Bump in California almond forecast
The latest almond crop forecast for California has this year's almond production up over last year's production by almost eight percent. The objective measurement report, which was released on Wednesday, has this year's crop bigger than what was estimated in the subjective report released in May.
According to a survey conducted by the USDA's National Agricultural Statistics Service, California's 2016 almond production is forecast at 2.05 billion meat pounds – that would make it 7.9 percent larger than last year's crop.
The objective reported noted good bloom conditions, and the bloom period was characterized as fast and uniform. Compared to the previous season's winter, this most recent winter was better for the almond crop in terms of chill hours and precipitation. Though many areas are still suffering from lingering water shortages, trees have been recovering from drought conditions.
Publication date: 7/12/2016
Author: Pieter Boekhout
Copyright: www.freshplaza.com

[piedro] 15/7/2016 15:25

Ate Kalsbeek, Halls:
“Avocado volume smaller, demand larger than last year again”
The avocado market remains sky-high. “We are out of green avocados, and there is a shortage. They cannot touch the ground, and we can only barely fulfil our programmes. Prices are increasing to 13 euros for green avocados, and the market for Hass avocados is also good,” says Ate Kalsbeek of Dutch sales office Halls. He also predicts a good market for the coming weeks. “Total volumes are not larger than last year, and consumption has been growing faster than production for a number of years already, which explains the tight market to a large extent.”

“Especially demand for ready-to-eat show an increase, because we are purely focusing on constantly delivering quality. We will not make concessions to this. We will receive avocados from South Africa until the beginning of October. Furthermore, we have supply from Peru, but that is not excessively high. The first arrivals from Tanzania and Kenya are on their way. Until November we expect weekly arrivals from our Kenyan partner Kakuzi, the largest cultivator in all of Africa who supplies constant quality.”
For more information:
Ate Kalsbeek
Halls
www.hallsbv.nl

[piedro] 21/6/2016 07:42

Cheers coolen, keeps me on the ball

Just getting round to looking up all the Tea Gardens - {at least 60}

[coolen] 20/6/2016 22:21

Piedro, many thanks for these updates.

[piedro] 20/6/2016 16:47

California on track for very nice pistachio crop
“All weather indicators have been very positive this season and we are expecting a very nice pistachio crop,” says Adam Cooper, vice president of marketing, Wonderful Pistachios. This year’s crop is expected to be bigger than last year’s, but Cooper feels it is too early to comment on size. ... ...
Publication date: 6/20/2016
Author: Marieke Hemmes
Copyright: www.freshplaza.com

[piedro] 08/6/2016 17:07

S. African farmers benefit from increased nut demand

Macadamia farmers in Mpumalanga are set to rake in huge profits this harvesting season, thanks to an increase in demand from the United States and Chinese markets. The harvest season is now in full swing and more nuts are being brought into factories for processing.

Valley Macadamias Group's Alan Sutton says, “This year, it’s been a difficult year agriculturally for the farmers because the drought has obviously reduced the yields and affected the size and proportions of the nuts. But market conditions are looking pretty good with regards to the exchange rate; the rand/dollar exchange is in favour of farmers and the market conditions overseas are very good because the demand for the produce is high.”

A kilogram of macadamia nuts sold at about five dollars this year, that’s over R75 in local currency. It was less than that the previous year. Buyers are, however, insisting on quality nuts.

Sutton says, "The emphasis is on the farmer to produce a better quality nut, which can be exported into the market, of which they will be prepared to pay for it. But obviously, they are not going to pay for rubbish. They want quality.”

Source: farmingportal.co.za/bizcommunity.com

Publication date: 6/8/2016

[piedro] 03/6/2016 15:16

Thank you jambo192

Business as usual.

[piedro] 03/6/2016 15:13

Almond news from California ..

Despite price drop
Growing almonds still profitable in California
A recent report indicates strong consumer demand for almonds, suggesting that production of the nut will remain profitable for most California growers, despite a sharp drop in prices since last summer. However, it also highlights looming challenges for nut growers in the southern Central Valley.
Rabobank’s assessment says Golden State almond producers are expected to harvest some 2 billion pounds this fall, which roughly equals the record crop of 2011-12.
Not coincidentally, that high level of production has come as prices paid to growers have dropped to about $2 per pound, less than half what they were as recently as August, when the industry was still benefiting from past production shortfalls and a strong U.S. dollar.
Rabobank’s report says the good news for growers, at least in the long term, is rising demand for the nuts.
“More plentiful harvests and, now, lower prices will again encourage more consumption of almonds,” reads the report released late last month. It was authored by Rabobank’s senior fresh produce analyst, Vernon Crowder.
Two aspects of the report were less than optimistic for local growers.
First, it says almond prices probably won’t rise above $2.33 per pound, their average during the last decade, for another two to three years. But once prices reach that point, the report predicts, they won’t drop below it for at least 10 years.
Perhaps more importantly to Kern’s farming industry, Rabobank predicts more and more almond orchards in the southern Central Valley will be converted to other crops because of unreliable surface water supplies.
Bakersfield-area almond grower Richard Enns agreed the nut remains profitable for many local growers. But he said low prices are tempting owners of older, less productive orchards to consider replanting them with other crops.
“It is questionable if they'll go back to almonds, or maybe they'll go to pistachios or table grapes,” he said, adding that almond prices will likely rebound once the global economy fully recovers from the recession.

Source: bakersfield.com
Publication date: 6/3/2016

[piedro] 28/4/2016 15:28

TTT1,
Thank you.

[thomasthetank1] 28/4/2016 14:27

Read Panmure Gordon & Co's note on CAMELLIA, out this morning, by visiting hxxps://www.research-tree.com/company/GB0001667087
"FY15 results are in line with our expectations. Volatility in CAM’s portfolio, particularly around pricing for “critical-for-group-profits” crops such as tea is, however, causing near-term profit disruptions, but favourable long term, sustainability-oriented strategies and decisive actions from the new management team should reward shareholders over the long-term. We are therefore lowering our headline FY16 PBT* to £12m (from £25.1m) but maintain our ..."

[crumppot] 20/4/2016 16:07

Good luck!

[piedro] 20/4/2016 14:03

I rang the company this morning and the lady said she would chase up the person to whom she forwarded it.

[crumppot] 18/4/2016 14:28

Sorry I don't

[piedro] 18/4/2016 14:19

Thank you for the suggestion.

Do you have his e-mail?

[crumppot] 15/4/2016 17:01

Write to Malcolm Perkins.
He should reply.

[piedro] 15/4/2016 16:57

Perhaps this ...

KENYA: Avocado disease hits Kenya
Over the next two years, if uncontrolled, a disease known as Phytophthora could potentially wipe out avocado and macadamia trees in Murang’a and neighbouring counties in Kenya. ...


- I have written to the company but no reply

[crumppot] 15/4/2016 15:11

Why has the share price fallen so much?