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Price is 30 per cent below book value. Very good business diversification.
here 7 years ago. Reading back through my 2011 posts now and feeling a tad protective of my ' green as grass' novice investor comments. See the blush? Wow, numpty confidence of what. Learnt a scrap of two since then and thinking to reinvest here: Laurie and underperforming engineering concerns now profitably shed, seems a leaner model emerging. No dividend attraction here, it's paltry, just steady growth and for me, an interesting share (heresy!) dependent on weather reports re crops and politics...ya takes her chances! GL all.
well s potted Cat :) Judging by the SP I think it is safe to say there is nothing brewing here at the moment.
how many s (puns) full in the pot
Being wanting to throw someting into the pot here for a while but the latest update spooked me. Looking at the SP it seems something is stirring so I best leaf it for the next guy. A lot is depdening on the harvest and the second half.
Camellia is an historic entity, majority owned by a charitable organisation. For years the over paid old codgers who ran this company used yearly agriculture profits to have some fun trying to run a bank and a variety of engineering companies. All good sport when you couldn't run a bath!!
It now appears, for some reason, that there is a new more business like approach to its management and the worst performing toys have been sold. What's left is a cracking business and some of its investments are actually quite good so think that is why there has been some upward movement in the share price. Ideal share for pension funds and cautious investors just so long as the old codgers stay away.
av it LOL
At last, a post.
Have a small direct shareholding in my SIPP, share price has been relatively static for 2/3 years. There is a lack of commentary on this share or indeed management communication outside very standard interims and finals.
notice that the SP is strong today
now i am looking for the reason
Looking to get into Agri stocks in the next few months/year. They seem to have very poor coverage and I cant seem to find any of the usual over-abundant investment advice, prevalent for the likes of Parma, Mining, Oil, online. Could anyone recommend some stocks? Any particular online resource which could be of use? Thanks!
How many shares do Afriag hold?
HGR8 is a lessor OF business jets.
It is not a lessor OR business jets! There was a typo in the message posted by me at 13:59.
I am watching a company called Hanger 8, symbol HGR8. This company is a lessor or business jets and a couple of helicopters too. At ~ 255p, it has risen significantly in the past year; but I only became aware of it about a week ago. The Hanger 8 boss, whose name as I recall is Dustin Dryden, owns 29% of the shares. I think there are fewer than 10 million outstanding shares, so the equity market cap is less than 30 million pounds. The company reports show that Mr Dryden is a licensed pilot. That to me is a good beginning. The shares look expensive on the basis of PE and other metrics too, but the company seems to be on a good trajectory. My thinking is that (a) the increasing number of rich people and (b) corporate types enjoy the ease and efficiency of traveling without the unpleasantness and delays that are routinely present in travel via the major airlines. A company which offers the service that Hanger 8 offers may find itself in an increasingly good position. I have not bought, and I make mention of the company with great reluctance. I certainly do not wish for you to invest in reliance on that which I have written. You may determine that the future for the company is less bright than it seems to me. Maybe there is too much competition in the sector. I do not know. But I would be pleased to read your thoughts on the subject.
A company priced in the 3-4p range that interests me is AVO. The story feels promising, but it is probably a higher-risk story as it is an emerging medical technology. Impossible to say whether the technology will emerge. For me, AVO is a fascinating maybe. Perhaps you know the company.
One thing is almost certain: the Camellia forum is, for now, as safe a harbor in a public space as may be found for communication between investors.
I wish you the best.
I think it is terrific that you saw my message and that you surfed over here today. I extend a welcome. It is a funny thing ... I was a tad apprehensive about making the suggestion. I had a sense that I may have posted something in the spring that you interpreted against me, i.e. that you interpreted some opinion of mine in a way that caused you to conclude that my investing skills might not be strong enough.
I admire the discipline of your number-crunching and your skills in that context; and I admire your tendency to make share-purchase decisions a numbers game. I also think it is terrific that you have posted questions of others when there is some calculation which you are not sure how to make. At your early stage of participation, your knowledge is remarkable. That is true regardless whether it has or has not borne fruit yet. I daresay that millions of investors at twice your age know much less that you know. For example, millions neither know nor care about the Benjamin Graham way of looking at the market.
Back to you, and your remarkable knowledge. You have an agile mind for numbers, and you are putting your mind to excellent use in the market. For sure, it is going to reward you in a major way before too long. I am certainly into the numbers, but I credit myself (sometimes wrongly) with the ability to see that an uptrend will develop because a fundamental story is improving. I am sure you try to do the latter too.
My decision to invest in Camellia plc did not have much to do with my effort to see the future. I got involved in the low 80's last year because the chart looked as though the share price would not move lower, and I had been familiar with this company for years. If memory serves, it had been recommended at 30 pounds sterling in the 1990's by a roundtable contributor in Barron's, a major weekly investment magazine here. Shortly after it had been mentione in Barron's (in the era before the internet and before I could make cross-border investments), I wrote to Camellia plc to request an Annual Report, and I enjoyed reading it. I have an idea that tea is a form of health food. Even though I like coffee too, I believe that tea really does contribute to good health. Camellia plc (a diversified company) owns inter alia tea estates, both in Sri Lanka and in Africa. In the annual accounts reported on 30.04.2014, I see tangible book value at 131.90 pounds sterling per share. I see a PE of 10.5. I wish now that I had had last year more confidence in my decision to buy near its low a larger quantity of Camellia plc shares. I forget whether I told you that I hold only 35 shares. So it is a modest position.
Anyway, the market challenges me every day. Down markets are no fun for me. I worry "Should I sell?" I ask myself whether, if I hold on, will I be impoverished for having refused to appreciate that a downtrend may be with us for a while.
Holy **** just seen the 12 month chart for this share and you must be about 23% up!
As promised I'm here...
sorry for the typo
Without getting out my calculator, the share price is 5-6% higher than when I wrote on 23.10.2013. That is three months ago today. I realize Camellia plc is not a high-volatility share, but it is a quality share. I wonder who else follows Camellia plc. BTW, I write from across the pond. I do not know the London Stock Exchange as well as many others here, but maybe someone is familiar with any higher-priced London-quoted shares than CAM.
Good luck to all.
Good day to Camellia plc shareholders:
I am a new holder, but I have watched the shares for a long time. I did not think I would find an attractive entry level. I think I found one within the past week or two. Nice to have observed a little buying @ 8549p this morning.
bao bk to 18 I see..thinking end of this week now before any action
Lol, no offence meant..
Hey you..sending you mail shortly.
Lol thankfully I'm neither. Sounds like robin's into the hobbit type
Little word of advice while Robins not looking..
You need to careful with him, he has a thing for 5ft gingers.
Hope you're not 5ft and ginger........