Camellia Share Discussion Threads

[coolen] 11/6/2022 22:58

Re their desire to "improve share price performance":

I see that their quoted subsidiary Kakuzi has a full London Stock Exchange Listing. which presumably CAM pay for.

But no market maker and thus a blank share price quote.

[russman] 11/6/2022 07:25

Def need to "focus" their business strategy.
What is the long term plan.
4 divisions - diverse, global hotchpotch.
ROCE poor.

[eezymunny] 10/6/2022 09:48

"As announced in the AGM statement in June, the Board of Camellia is undertaking a series of measures aimed at re-balancing the Group's portfolio of investments in order to take better advantage of its strengths, and thereby to improve profitability and share price performance"

They clearly have their eye on the miserable share price performance. I´d launch a buy back at these levels while the share price in the (historic) doldrums.

[crumppot] 10/6/2022 09:42

The company has plenty of cash.

[crumppot] 10/6/2022 09:41

I have written to the MD to ask for an increase in dividends but I seem to be a single voice. Please can other shareholders write to Malcom Perkins?

[value hound] 10/6/2022 09:22

I agree with the sentiment and it's patently undervalued as it has been forever - and I hold shares, but to be realsitic, there's very little chance af any outer as it's >half owned by Camellia Holdings which is, in turn, controlled by a charitable trust. So in effect, we have shares in a social enterprise. We could, OTOH, see a much-improved yield.

[nerdlinger] 10/6/2022 09:09

Surprised how low this goes considering it is (from memory) immune to takeover attempts by way of majority holding in trust. Could the beneficiary (Perkins?) take it private though, theoretically?

[eezymunny] 10/6/2022 08:36

Tea auction prices have been interesting. I reckon profitability might surprise to the upside big time. And still valued at only about half tangible book (tho unclear what real value a lot of the stuff has).

100% upside from here doesn´t seem too wild an expectation?

[piedro] 05/6/2022 09:38

It can be seen that they are expanding their avocado production



The chart for macadamia does not show any growth due to the
loss of the Wales Estate

Does anyone have data for the state of worldwide supply and
demand?

[piedro] 05/6/2022 09:20

Finally, in the Annual Report we have been
given the revenues and operating profit for
some individual crops.

From my calculations:

Revenue/mature hectare {£/ha}
................... 2020 ........ 2021
MACADAMIA ...... 4,639.5 ..... 3,716.4
AVOCADO ....... 18,563.5 .... 17,817.0
TEA ............ 5,535.2 ..... 5,437.1

- Are my numbers correct and are they meaningful?

[c3479z] 01/6/2022 09:44

a very rare mention for Camellia in the times today
makes the point that half of the capitalisation is covered by investments, collections and cash.


my view -not altogether impressed with the management of the company eg following a fire at their premises years ago Abbey metal processing never recovered, made consistent losses and now has been sold....
lots of moving parts with the company, so very difficult to analyse.

[cjohn] 10/5/2022 09:36

These are so cheap, mildly decent results will push the share price up.

[piedro] 05/5/2022 21:50

Boystown,

I have sent an email inquiry to the company.
I suggest you do the same as they can be very slow in replying

GLA

[piedro] 05/5/2022 14:02

... your link ...

Kenya's Talai clan petitions Prince William over land eviction
By Anne Soy, BBC News, Nairobi

[boystown] 04/5/2022 20:40

DAK whether this will affect CAM?

hxxps://www.bbc.co.uk/news/world-africa-61320475

[piedro] 23/12/2021 16:22

Nope, but thanks anyway.

This is somewhat like what I'm looking for ...


... but on the website the latest, as above, is for Sale N°32 and we are now up to Sale N°51

And, here we get Sales of the year to Sale N°47

[eezymunny] 23/12/2021 15:24

There are some tea auction prices on the Camellia website pieric. Don't know if that's what you're looking for...

[piedro] 23/12/2021 07:02

Where can i find the latest Siliguri Tea Auction prices?

On the STAC website they are not up to date and
I have heard that Goodricke gardens are fetching
good prices

[value hound] 22/12/2021 07:59

Not too shabby today. Knowing CAM, the share price will probably whoosh up by 10 pence (in the old money that is :-)

[piedro] 19/11/2021 09:56

Unilever to sell its Tea business ekaterra
... ekaterra is the world's leading Tea business, with a portfolio of 34 brands including Lipton, PG tips, Pukka, T2 and TAZO®...
...
The transaction perimeter excludes Unilever's Tea business in India, Nepal and Indonesia as well as Unilever's interests in the Pepsi Lipton ready-to-drink Tea joint ventures and associated distribution businesses...


Interesting deal which raises the questions
- what will CVC Capital Partners Fund do with ekaterra?
- and, why keep the India, Nepal and Indonesia parts?

[piedro] 13/10/2021 15:23

Does anyone have any news of Bardsley?

This is by Ross Goatham - AC Goatham & Son
"We haven’t known a growing season like it in the last 40+ years."
The first of this season's apples were picked in early August at English top fruit grower AC Goatham and Son, this was three weeks later than in a normal year. ...

[cjohn] 27/9/2021 15:25

flyfisher

"It looks to me that the company should divest many non core and investment assets and focus on its core strengths, if it has any!"


They said in the last report that that is what they're intending to do.

I've picked up 200 more shares this morning. Happy to buy more, when there's such a discount to TBV.

I agree with previous posters that they are long-term under-performers; so in theory, there is huge scope for improvement.

[loganair] 20/9/2021 12:13

Not surprised to see Camellia share price up when much of the stock market is down today.

[crumppot] 20/9/2021 08:36

The Camellia PT is owned by Gordon Fox, who is de facto the main shareholder in Camellia. He has been involved in the company for many years