Camkids Share Discussion Threads

[deanroberthunt] 16/9/2014 11:58

rabbits in headlights..........

[the stigologist] 16/9/2014 11:41

this is brilliant no chart support to zero

will be great to see all these mug punters smashed up on NBU and CAMK

[the stigologist] 16/9/2014 10:35

stale bulls and mug pumpers probably don't want you to follow anthony boltons advice not to trust chinese companies because they are 'great liars'


StewJames 26 Jan'13 - 17:56 - 4176 of 4177 0 0

Joe, with the Chinese companies, there's the additional problem that the entire system within which they operate is hopelessly corrupt, and (from comments I've read by those with more than passing familiarity) that the business culture in China accepts as routine actions that would be considered deeply unethical here.

No shortage of dubious British AIM companies, I agree, but the problem is not so bad that you should just flat out avoid all of them. And yes, it is the UK regulators fault.

[the stigologist] 16/9/2014 10:34

for anybody who hasn't seen it yet...

this is what stale bulls and mug pumpers don't want you to read...

hxxp://www.moneyweek.com/investment-advice/penny-shares/penny-sleuth-why-i-dont-buy-chinese-stocks-on-aim-60618

Why I don’t buy Chinese stocks on AIM

By Tom Bulford

Sep 18, 2012


Greg Rudd, the brother of the former Australian prime minister, once met a Chinese businessman who gave him some prudent advice.

"You tend to see the good in people, Mr Rudd", he started. "People like you. You laugh a lot. But you’ll never make money in China with that attitude. You’ll only be taken advantage of. People will trade off you. They won’t pay you. The number one rule of doing business in China is this; never trust a Chinaman. Why would you as a foreigner trust a Chinese businessman when we as Chinese don’t trust each other?"

Now that advice is pretty close to the bone. But I’ve said it before in Penny Sleuth – you have to be very careful when you invest in a Chinese company. The record of AIM-listed Chinese companies is simply awful. And with so many still coming to market, there is a real chance that many private investors will end up making some very expensive mistakes…

[the stigologist] 16/9/2014 10:33

you say 'we've all read it' but the people on NBU thread saw it and didn't read it so it bears constant repetition

[nashwan123] 16/9/2014 10:15

Plz don't keep multi posting the Tom bulford article we've all read it and know the posters agenda! Anyway bargain hunters moving in on this high yielding stock.

[the stigologist] 16/9/2014 10:02

hxxp://www.moneyweek.com/investment-advice/penny-shares/penny-sleuth-why-i-dont-buy-chinese-stocks-on-aim-60618

Why I don’t buy Chinese stocks on AIM

By Tom Bulford

Sep 18, 2012


Greg Rudd, the brother of the former Australian prime minister, once met a Chinese businessman who gave him some prudent advice.

"You tend to see the good in people, Mr Rudd", he started. "People like you. You laugh a lot. But you’ll never make money in China with that attitude. You’ll only be taken advantage of. People will trade off you. They won’t pay you. The number one rule of doing business in China is this; never trust a Chinaman. Why would you as a foreigner trust a Chinese businessman when we as Chinese don’t trust each other?"

Now that advice is pretty close to the bone. But I’ve said it before in Penny Sleuth – you have to be very careful when you invest in a Chinese company. The record of AIM-listed Chinese companies is simply awful. And with so many still coming to market, there is a real chance that many private investors will end up making some very expensive mistakes…

[the stigologist] 16/9/2014 10:02

next shoe to drop?

anything chinese on AIM is now deeply suspect

bear in mind there were many NBU mug punters also in this so they may be selling CAMK to cover their NBU losses and margin calls

[nashwan123] 16/9/2014 09:56

Figures due any day now!
"Our R&D department has been working hard on our new product range that we will be showcasing to our distributors at the 2015 Spring / Summer Sales Fair, which will be held in Jinjiang on 4 August 2014. With regards to the proposed manufacturing facility that we outlined at the time of our final results, we can report that we are currently in advanced negotiations on a site which is located near to the train station in our home town of Jinjiang. We look forward to reporting further updates on both the Sales Fair and the land acquisition when we announce our interim results in September 2014."

[jimbo11] 16/9/2014 09:44

the clue is the big shareholders selling, noone sells when a co is on a PE of 1 or 2. They should be filling there boots, why are they selling. Does not make sens

[nashwan123] 16/9/2014 07:59

CAMK have been tainted by NBUs recent news that it's divi is being pulled. The fact is that CAMK are not in the same business (selling trainers) albeit a retailer. Thus far their figures have been good and have maintained a relatively high yielding dividend payment.Trading is also in line with market expectations.On the face of it the shares are looking a bargain.The scare mongers (shorters) are out to make hay that all Chinese business are dodgy.
For now I'll stick with facts and avoid sentiment.

[deanroberthunt] 16/9/2014 07:49

hxxp://www.moneyweek.com/investment-advice/penny-shares/penny-sleuth-why-i-dont-buy-chinese-stocks-on-aim-60618

Why I don’t buy Chinese stocks on AIM

By Tom Bulford

Sep 18, 2012


Greg Rudd, the brother of the former Australian prime minister, once met a Chinese businessman who gave him some prudent advice.

"You tend to see the good in people, Mr Rudd", he started. "People like you. You laugh a lot. But you’ll never make money in China with that attitude. You’ll only be taken advantage of. People will trade off you. They won’t pay you. The number one rule of doing business in China is this; never trust a Chinaman. Why would you as a foreigner trust a Chinese businessman when we as Chinese don’t trust each other?"

Now that advice is pretty close to the bone. But I’ve said it before in Penny Sleuth – you have to be very careful when you invest in a Chinese company. The record of AIM-listed Chinese companies is simply awful. And with so many still coming to market, there is a real chance that many private investors will end up making some very expensive mistakes…

[deanroberthunt] 15/9/2014 18:12

it's race to the bin for NBU & CAMK....

why do chinese co's list on AIM.....the answer is simple for those not in denial....

another busted flush..

[spectoacc] 13/9/2014 10:49

Yes, I'd bet on a slightly reduced (but not cut) divi. And JQW's 5p special shows that not all Chinese co's are Naibu.

[danieldruff2] 12/9/2014 11:20

Last year's interim was 2.3p and final 2p so not sure what to expect really. Hopefully there will be clarity going forward.

Last interims they said:
The Board continues to view the future with confidence and remains committed to its progressive dividend policy based on the Group's long-term prospects.

Last finals they said:
In reaching its decision about the final dividend, the Board, whilst remaining confident on the Group's prospects, has taken into account the meaningful investment programme discussed above.

My guess - interim of 1.5p

[edmundshaw] 12/9/2014 10:53

Dribbles? If Camkids doesn't at least maintain the divi they will get slaughtered imo, as they will be put in the same basket as Naibu.

Agree the company looks far better on management/trust. But the management has an uphill task on the sentiment front due to other chinese companies on AIM which have been dire. Proper appreciation will take quite a long time.

[philjeans] 12/9/2014 09:16

Quality of management here seems much higher than NBU.Far fewer mistakes!

Confident we'll be higher in a month or so.

[danieldruff2] 12/9/2014 09:08

All too predictable events at Naibu today have blown a hole in sentiment here. CAMK need to declare a decent dividend for the half year to underline the difference between this and NBU, and looking at the reported balance sheets and overall company profile, there is a big difference. If the dividend dribbles away here as well then so will the share price.

[gary1966] 12/9/2014 08:56

£27K of trades takes £4.5m off the market cap. As they say if I didn't laugh about it I would cry.

[danieldruff2] 06/9/2014 08:38

From "Asia Brand Association", "Asian Television", "People's Daily" Global Times "social" and "National Development and Reform Commission China Economic Information & Agency" and co-hosted event will be the ninth brand Saatchi September 9, 2014 in Hong Kong held. Asian brands first list - "2014 Asia Brand Top 500" will also be announced at this event!

The brand event CAMKIDS and Mr. Zhang Congming re-elected, "five hundred Asian" and "Chinese (industry) Brand Top Ten Innovative People"! As a young first brand outdoor sports, CAMKIDS steadily in the past year, the single-minded young people to create a professional outdoor, from the "professional" starting with its "function" conquer the majority of consumers in the individuality and innovation, leading the fashion, in products always reflect the movement of the fun!

CAMKIDS achievement was recognized by the market, it is the consumer's trust! The selected, Mr. Zhang Congming says: "CAMKIDS not just a brand, it is a healthy, sophisticated lifestyle CAMKIDS success, but also indicates that more and more children out of the city, toward the outdoors! toward the nature! I hope this way of life can continue, given China's kids a freer, broader space! "

[danieldruff2] 31/8/2014 14:06

August 15, 2014, CAMKIDS national tour training camp started! The national tour of the training camp will last for nearly a month, CAMKIDS headquarters training elites from half of China, traveling throughout Changchun, Wuhan, Shanghai, Xi'an, Changshu and other major cities! For the country hundreds CAMKIDS retail elite comprehensive, specific, scientific training! Comprehensive retail training content from theory to practical operation of the store, covering all aspects! The training not only in improving CAMKIDS sales ability, more emphasis to establish a channel of communication between headquarters and fixed-line marketers, so CAMKIDS headquarters and terminal retail closely linked!

This line of training team, not only have many years of professional training in the external expert first line, but also from CAMKIDS headquarters of the elite management team, is a team with a wealth of management experience in the first-class team! Everyone in this team, each with a number of expertise, years of training experience, not only from learning more from practice! Several marketing activities, this team has created several terminal sales record, and its expertise is subject to the up and down a praise! I believe each with their expertise to start from their own expertise, hands-on marketing elite to every one CAMKIDS most professional, the most concrete, the most rigorous training knowledge!

It is reported that, CAMKIDS national tour training camp from the corporate culture, marketing skills, product knowledge training, vocational training manager, store display techniques such as multi-pronged approach aims to return to competition in the market of sale terminals, start from the basic level sales, improve CAMKIDS team marketing capabilities, strengthen CAMKIDS team for the outdoor industry knowledge, knowledge of the use of retail for the brand promotion and management activities, as well as to carry out the daily management of the store, and will pass "and love peers" concept to sales terminal, delivered to every consumer who!

Terminal merchandise management, is the most basic part of the store management is the most important part. This product knowledge training, expertise from outside, outdoor product knowledge and product comparison CAMKIDS starting from the base to conduct a comprehensive analysis of comparison, which has targeted for CAMKIDS2014 autumn and winter product knowledge into analysis. In commodity operations, through various aspects of data collation, analysis and summary, trend forecasting and product portfolio of products under the so introduced mainstream products, improve merchandise sales force in order to achieve the purpose.

Terminal image management, including shelf space, product display, etc. aspects. CAMKIDS development so far, continue to upgrade and improve the shelf space, currently used is the third generation of its shelf space and brand trademark use has its own strict standards! Product image display terminal specification system is an important part of this training, CAMKIDS the theory and practice of parallel, by means of the practical operation of the store, hands-on analysis of each point, the specific operation of each side, the specific effects to CAMKIDS marketing elite, so as to achieve the most intuitive feeling!

Marketing skills, is one of the focus of the national tour of the camp, which is not only able to gather popularity in a short time, increase sales, but also enhance consumer brand recognition, increase brand awareness and favorability, strengthen customer stickiness. The training, marketing skills will combine with the practical operation of the store, not only theoretical training, after training more practical operation of the store, in the daily operations, the routine marketing skills, skills-based, end-point in a timely publicity, guidance customers, enhance customer brand stickiness from everyday in!

CAMKIDS national training camp continues, elite sales footprint CAMKIDS headquarters will be located throughout the country! ! "This is just the beginning of the training, but the training never ends," the person in charge of this national tour of the camp, said: "Every genius shop is the best training, we want to carry more than just one or two days training, but want all marketing staff trained himself in every contact with consumers, and in every day to improve yourself! "

[pastybap] 29/8/2014 23:48

He's on holiday until 8th Sep so will need to be patient!

[30pete] 29/8/2014 11:44

Given the recent increase - I would expect Simon Thompson to do an update for Investor Chronicle. This usually creates some buying - the difference being this time there doesn't appear to be any overhang depressing the reaction. Also, his previous updates have also happened when the graph looked pretty depressing and that probably put some people off. The current view looks a lot more promising and certainly portrays the story that a re-rating is underway.

[jerc] 27/8/2014 21:52

For anyone new here.......
These were the thoughts of Simon Thomson a few weeks ago after the
positive trading update (uber I.C analyst and long-time Camkids
champion)

" Camkids' board has confirmed that trading is in line with
previous guidance. Matt Butlin, head of equity research at
brokerage Allenby Capital, currently predicts EPS of 25.8p for the
12 months to end December 2014. On that basis the shares are now
trading on a miserly two times earnings forecasts. The chronic
undervaluation is even more extreme once you consider that Camkids
had net cash of £30.3m, or 40p a share, at the start of this
year.

Furthermore, with cash flowing into the business post the year-end
as inventories turned into cash and distributors settled accounts,
net funds hit £37m, or 49p a share, by the end of February,
or almost as much as the company’s market capitalisation now!
So investors are in effect attributing hardly any value to the
business itself even though it is profitable and is supporting a
full-year dividend of 4.3p a share. It also means that with
Camkids’ shares being offered in the market at 51p, the
historic yield is 8.4 per cent."