Camellia Share Discussion Threads

[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 10:47

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 05:45

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 11:26

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 10:57

Thank you for the information Most interesting

[cmackay] 20/9/2019 00:36

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 22:16

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

[piedro] 19/9/2019 07:50

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

[cmackay] 19/9/2019 00:28

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

[coolen] 18/9/2019 22:22

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

[piedro] 18/9/2019 08:59

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

[piedro] 24/4/2019 07:31

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.

[nerdlinger] 16/11/2018 08:16

more the former, certainly not a breakfast tea

[coolen] 15/11/2018 21:30

Like you Nerdlinger, it would be good to purchase our own teas as I try to do with Camellia's avocados. Following on from that, is the Margaret's Hope more of a light afternoon Darjeeling or a stronger Assam type, please ?

[nerdlinger] 14/11/2018 08:12

Thanks for the link coolen, I now know how to pronounce Camellia. I finally placed my order with Goodricke on their website, it might take a while to ship but I will update with a review of our tea. Incidentally that Margaret's Hope high grade tea I got was nice but I don't think the high price was justified,

[coolen] 03/11/2018 20:35

Video on You Tube of Camellia's "Margaret's Hope" tea garden is worth a view.

[nerdlinger] 03/11/2018 08:42

Thanks Piedro, I just tried buying some from that website but just got errors. I was able to register but the online payment doesn't work. I'll try it again later. EDIT: tried again using Internet Explorer instead of Edge but no joy, emailed Goodricke. The delivery charge is high but the unit cost of the product is low so it looks like a good option for buying in bulk if it gets fixed.

[piedro] 03/11/2018 08:11

How about ... Goodricke@GoodrickeTea Whether as a morning ritual or an after meal craving, as a means to unwind or as a host to celebration, this Diwali, gift your loved ones premium teas from a range of Goodricke gift packs. #GharBulao Goodness with Goodricke. Shop Now - https://bit.ly/2Ai0IlA

[coolen] 02/11/2018 23:04

I believe much of Camellia's teas goes to blenders. But if you buy avocados, chose those with a "Kenya" label. Good chance they will come from Camellia's Nairobi-listed "Kakuzi" subsidiary. Technically, their Kakuzi subsidiary is still fully listed on the LSE under the stock code "KAKU" and duly makes its RNS announcements each half-year. I believe Kakuzi is having a great year in terms of P&L. Sadly, there is presently no market-maker since Winterflood gave up due to the red-tape of registering Kenyan shares. Since you kindly raised the question, Nerdlinger, I shall investigate further about whether we can buy unblended Camellia tea.