Camellia Share Discussion Threads

[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.

[ilad60] 29/6/2022 23:37

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.

[russman] 24/6/2022 07:28

Eastern is now Camellia / Kakuzi.
PGI Holdings have agribusiness that turned over $1.5m last year. Tea/Nuts/Logistics.
Def need to fix Kakuzi for a start. A relic or an opportunity.

[russman] 24/6/2022 07:18

Yes - that Legg. Some bits in his Tudeley Holdings related to MP Evans.

[coolen] 20/6/2022 22:54

Was 1970s tea and coffee entrepreneur Konrad Legg the creator of PGI, when he listed it on the Stock Exchange as "Eastern Produce plc" ? In turn, did EP, an thus Leggover, not own Kakuzi ?

[russman] 20/6/2022 18:28

MARSHALL MONTEAGLE empire has some peripheral agribusiness; more of a logistics business now.

[russman] 20/6/2022 18:15

No news whether Roditi managed to "escape" Russia sanctions.
Disappeared off their website

[russman] 20/6/2022 17:28

Tea & Macadamia in common.

[skanjete2] 20/6/2022 11:20

Do you still have some shares in Plantation & General?
Have you any idea how the company has evolved since then?
I sold out before the delisting and haven't followed PGI since then.

[russman] 20/6/2022 05:42

Plantation & General Plc (PGI delisted) never did sell their historic agribusiness. Could bulk Kakuzi up. That would be a start. Tea & Macadamia in common.