Camellia Share Discussion Threads

[exbroker] 10/6/2013 10:15

Warning it looks as if Camellia will fall out of the index on June 21 for lack of trades, this will mean the trackers are sellers, expect volume and volatility.

[anhar] 08/7/2011 09:37

Not much traffic on this thread but I like Camellia. The Motley Fool has just published a favourable review of it as a value share.

[crumppot] 24/11/2010 16:34

Share price falling a little. Has anyone any thoughts on Camellia??

[crumppot] 29/10/2010 16:08

share price increased a lot recently. Near all time high.

[crumppot] 21/10/2010 12:45

Nice to see the recent share price increase. any thoughts on this one?

[rhm] 22/8/2008 09:25

Yes, you can add Leopard Minerals to the list. 100% loss. Just a brief note, no real post-mortem. Leopard Minerals haven't filed accounts at Companies House so the money could have gone anywhere. Looking at the original prospectus there's a case for it having been mis-sold to investors in my opinion.

[pnepne] 19/6/2008 15:54

This company should be viewed with extreme caution as the list of shares that they have pumped and dumped seems to be growing all the time, there are very few if any sucess stories and the majority of the investmetns have lost over 90% , would like others peoples comments on them and there dubious practises

Companies that they have help get away only to collapse

HTT hot tuna 50p to 2p
MNSS appears to be a big loss
Belitung Zinc 90% loss and turned into IVK shares

i am sure there are others

Be careful with this lot

[crumppot] 26/11/2007 15:58

this company is undervalued. the problem is working out what it is really worth. their major shareholder g fox wants them to be valued at a low price so that they can keep buying in shares themselves. alcatel the belgian pension scheme has realised this and bought in substantial amounts of shares. i have been a holder for a long time as i think that at some point the share price will more accurately reflect what the co is really worth. camellia tries and keep a very low profile. their head office itself is a mansion and has fantastic picture collection of mainly french impressionists - worth millions i would estimate. all of it undervalued as they are not using the IFRS method. whenever they sell assets they always seem to make large profits as they are in the books at historical cost rather than market/fair value.

[camelia fitzcleator] 06/8/2007 11:52

Looking good boys.

[camelia fitzcleator] 06/8/2007 11:50

What a nice little rise.

[crumppot] 08/6/2007 15:24

This company does its best to hide its assets. I like the way they cannot give an indication of the next 6 months - ridiculous. They make an enormous profit on the sale of an asset, how many others do they have like this? They do not revlaue any of their assets on a yearly basis as other companies do. Apparently their headquarters building is a very palatial country house - worth millions. It is proably on their balance sheet at next to nothing. The majority shareholder Fox wants to keep the share price down so he is not noticed.

[davebowler] 07/9/2006 16:30

As Darryl Hall and John Oates said,'Oh, Camellia'!

[ch3riton] 06/5/2006 14:58

New Annual report arrived this morning.

On several occasions I have spent perhaps 2 or 3 hours going through this company's report, serious wet-towel study. Each time I afterwards concluded that I still knew nothing much about what it (Camellia) is really worth. Just felt frustrated at the waste of time!

Well I fell for it again. Even more information, but somehow, what you really want to know is missing. For example, Collections have gone up, from I think £4m to £6m. Is that a revaluation, new purchases, or perhaps just a reclassification?

Note 1 reveals that in Engineering, I think all UK, assets of £14m are producing an operating profit of £228,000. Could this include some property potential?
In agriculture, assets of £164m are producing a profit of £6.5m.

Looking at the not that spectacular profit on asset sales, and the balance sheet value of £263m I fell back on a wild guess, that assets might exceed this figure by £100m. Allowing for 30% tax, that#s £24.60 or so per share.
Added to £92.60 of balance sheet value, gives £117 asset value. Not that fantastic a buy given all the uncertainties, IMHO.

Fractale directs us to websites in Dutch/Flemish, I can just about guess "log in as temporary visitor" but still cant make head or tail of what they are saying!

Perhaps someone else can identify what the asset value gems might be to get at a better estimate?

[davebowler] 05/5/2006 12:36

This surely is a good play on soft commodities. Anybody heard Jim Roger's views on this topic?

[Abuse team] 30/4/2006 15:44

Post removed by ADVFN

[fractale] 30/4/2006 14:44

jhan66,

MC Perkins, CEO, expressed his concers only about the gain arising from changes in the value of biological assets due to implementation of IFRS.

Management of Camellia is always cautions in press releases.

Tea prices were at bottom prices the last years. Once tea prices arise, profit of Cam 'll also arise. Soft commodities & real assets are in an positive trend.

Their is enough volume (liquidity) for private persons perhaps not for institutionals. But a Belgian Pension Fund have build up a participation of 7.24 % in Camellia.

Fair value is higher than NAV if you add the 32m £ of depreciation on buildings. The value of the buildings soared sinds acquisition. For example see 2 pictures from bulding in Linton Park and Wrotham Place at

[cockneyrebel] 27/4/2006 21:56

yep, true. Still trading below NAV tho on top of that.

CR

[jhan66] 27/4/2006 17:22

1% yield & illiquid share doesn't work for me but I admire the Chairman's frankness & concern that the exceptional gains be viewed as exactly that.

`I expressed my concerns about including such amounts in the income statement and nothing has occurred over the last year to alleviate such concerns. We will continue to identify these changes in fair value on the face of the income statement and myadvice to shareholders is to view such changes, whether they be increases or reductions, with extreme caution and not to rely on them when assessing the performance or value of the company.'

[cockneyrebel] 27/4/2006 16:25

Results just out - is that correct?

Trading about 10% below NAV at first glance and £20m profit?

£230m mkt cap.

Looks interesting

CR

[davebowler] 11/4/2006 13:40

I'm in the U.K. I've been following them for 2 years as an investor-I bought them for their asset value and exposure to soft commodities.

[fractale] 04/4/2006 22:01

davebowler,
From which country are you ?
I'm from Belgium. How many years are you following Camellia ?

[magerta] 29/3/2006 16:00

This is just great stock info

[davebowler] 29/3/2006 15:48

Fractale- good analysis.