Camkids Share Discussion Threads

[caradog] 06/2/2015 16:58

No, but I see you read and digested the independent report in 25 mins. Very impressive. What do you think of its implications for Camkids' business model?

[philjeans] 06/2/2015 16:02

Caradog - you'll be Short then!

[caradog] 06/2/2015 15:35

No reason why the Naibu dividend was passed either, according to Simon Thompson, but it was.

Have you been following the progress of Li Ning, the largest Chinese domestic leisure wear producer? Running losses for 3 years and needs to raise cash from investors. If you have the iPad App, search for the FTs take an why it has failed to make the move from cheap copycat to fashion brand i.e. just what Camkids tried to achieve.

This is worth reading too, to realise why Camkids has made all the wrong moves:


i.e.
Expanding while the industry is contractng and cutting margins and as the big players are moving into tier 3 and 4 cities.
"Cut throat" competition.
Selling exclusively through franchisees when own stores perform better.
Having no coherent internet strategy when the industry is moving to "showrooming" and web sales combined.
Moving away from outsourcing to building own manufacturing capacity (possibly).

By the way no mention of either Naibu or Camkids in the top 10 retailers in any segment.

The company looks to me like an old-fashioned outfit run by 1 man who is not adapting to the fast-changing retail environment. Even if the comnpany is sitting on a real pile of cash, it is heading for the buffers, in my view. Read the report and feel free to disagree.

[philjeans] 06/2/2015 14:34

Full write-up in IC today from ST.

Profits estimate for 2015 total £22M on sales £98M. EPS forecast at 22p per share.

"No financial reason why divs should be passed and I would continue to hold the lowly rated and bombed-out shares for their recovery potential"

Hear hear.

BUY

[philjeans] 06/2/2015 13:08

I wouldn't.

[webster is back] 06/2/2015 10:28

I would be wary

[philjeans] 06/2/2015 08:06

Could very well be an excellent time to BUY here; Chinese founders and major shareholders can easily buy back the business for peanuts!

Happening now in similar circumstances for another Chinese co on AIM.

Meanwhile business making excellent margins and clean cash profits to add to their growing pile!

[the stigologist] 05/2/2015 22:31

Does bring up the question are all the China frauds on AIM a calculated Chinese Government plot to destroy Western Capitalism ?



State-sponsored Chinese hackers reportedly suspected in Anthem breach

Grant Gross
@GrantGross Feb 5, 2015 2:00 PMe-mailprint
Hackers involved in the data breach at U.S. health insurer Anthem may have ties to the Chinese government, according to a news report.

Investigators see techniques used by a nation-state attacker, with China a leading suspect, reported Bloomberg Business. The news report cited information from three people close to the investigation, being conducted by the U.S. FBI and private cybersecurity firm Mandiant.

The investigation is in its early stages, but some of the software and techniques used in the Anthem attack are similar to other attacks used almost exclusively in the past by China, according to the Bloomberg article.

[webster is back] 05/2/2015 22:25

I would be very concerned with the content of the RNS.
Wait until results issued

[topvest] 05/2/2015 20:48

For what it's worth I think this is the last chance for investors to get out above 20p. Be careful. It will be bad news in the future. Why have they held so much cash outside a deposit account for so long...are they just stupid or does the cash not all really exist?

[srpactive] 05/2/2015 20:30

Two consecutive closes in the 20's, a good sign.

[edmundshaw] 05/2/2015 16:36

Poor in absolute terms, but relative to the economic environment not great but not too bad. Relative to the current share price absolutely superb. IMHO.

Management has coped well with business last 10 years, but China has to learn how to deal with downturns - they have had a long period of growth. The management here seems to be taking the right measures...

[webster is back] 05/2/2015 09:44

Disagree.
Poor enough RNS

[poley] 05/2/2015 06:58

''Laughable RNS. Lets get this straight. Theyve decided to buy land and build a new factory to cope with ever increasing orders. That is even though orders are being cancelled. OK forget about that. So they buy the land and prepare to build the new factory that they don't need but then they change their mind and decide just to rent a factory instead''


Yes, sounds remarkably like erm...Naibu's event with it's fantom factory being built for rising demand....shortly before things went t!ts up.
Watch out for any directors leaving chaps.
Don't like the numbers on this one. Classic possible warning signs of rising receivables and payables.(like Naibu)
Can profits owed to you really be classed as profits in a country that is famous for companies not paying their bills. The Chinese government is even accusing Alibaba of being a wrongun.

Don't assume bulls on here are in it for the long term either. Could be a last chance pump & dump job i reckon.

[loverat] 05/2/2015 05:10

PMSL

- looks like someone was wiped out long ago. Did your wife not give you a proper divorce settlement?


Stockologist 16 Sep'13 - 15:24 - 7691 of 7693 0 0

My £100 pop in this has become £50 but I'd be minded to put another £100 in here to bring my average down and presumably they have a real plan for this before this tranche

[1peggy] 04/2/2015 22:19

you're not an investor in anything you've been wiped out like most of the Topinfo pump and dump brigade


Loverat
4 Feb'15 - 17:38 - 1311 of 1314 0 1

Well, I am not an investor here

[webster is back] 04/2/2015 20:46

Doubt if todays rise will be held.

[srpactive] 04/2/2015 20:42

The bad news is out, and bounce.

Good evening Trentendboy.

[webster is back] 04/2/2015 19:41

That trade update was not encouraging.

[loverat] 04/2/2015 17:38

Well, I am not an investor here but I certainly know there is one fraudster operating on this and many other threads.

The problem investors have these days is they are naturally wary of Chinese companies listed on this market. However they will not all be frauds and people like Stigologist will come along with his one liners and cut and paste jobs and drown out any good research there is and tar everything with the same brush. It is how fraudsters operate on ADVFN.

The only way to defeat these fraudsters who post false information under 100s of user IDs is to publish your research and challenge the derampers to refute it.
Sadly these days the onus of proof seems to be on investors to prove their investment is not a fraud.

[philjeans] 04/2/2015 16:54

Good rise today on very reassuring t/s and the shorter trolls are nowhere to be seen!

Burning Shorts all over China!

Miles of blue sky ahead - check the facts NOT the lies and stories of the fraudster shorters.

[edmundshaw] 04/2/2015 16:05

It's a large number of things, including looking at directors' background (as far as possible), the statements and track records of the companies, and feel from having invested in China quite a bit.

I have avoided many of the more dodgy companies through experience, but inevitably come unstuck a few times too. The gains, though, when they come, are usually in the multibagger category. A bit of arithmetic tells me that the gains outweigh the losses. Slightly harder maths tells me the total risk I am taking, and what level of diversification & weighting is needed to offset that.

For example, pretty much every "cautious managed fund" is an underperformer. The received wisdom is that it is safer, though, from the capital preservation standpoint. But in fact, if you can find non-correlated risks, a basket of high risk and high return companies is just as safe, and normally has far lower fees and a higher return (again it boils down to some simple maths - mostly arithmetic, plus reasonable estimation of outcomes and their probabilities).

This company is high risk but a lot higher potential return (probability weighted and in my opinion). It easily sits in my basket of high risk investments.