JSBACH concept voor gestructureerd beleggen

Algemene en actuele financiële onderwerpen

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Re: JSBACH concept voor gestructureerd beleggen

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Kenya ups avocado sales to Beijing
Kenya has started exporting frozen avocados to China, heeding the conditions that Beijing issued before it allowed imports of the Kenyan fruit. The first consignment, according to the Directorate of Horticulture, arrived in China last month, after the deal was reached nearly one and a half years ago.

Kenya has been fighting to have the rules relaxed as most exporters do not have necessary infrastructure for freezing the fruits, delaying what has been a seven-year effort to land Kenyan avocados in the China market.

“The first consignment arrived in China late last month,” said Benjamin Tito, head of the directorate, without giving the export volume or value.

Businessdailyafrica.com reported that, under the deal that was agreed in April 2019 between President Uhuru Kenyatta and his Chinese counterpart Xi Jinping, Kenya would only be allowed to export frozen avocado as a way of taming pests such as fruit flies, which have been common on Kenyan fruits.

Publication date: Wed 16 Sep 2020

https://www.freshplaza.com/article/9249 ... o-beijing/

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Re: JSBACH concept voor gestructureerd beleggen

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[MODBREAK: Bericht verwijderd wegens geen onderbouwing kunnen geven van een nogal beladen uitspraak]

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Re: JSBACH concept voor gestructureerd beleggen

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CPO prijs: volatility houdt aan zoals al sinds geruime tijd vooropgesteld. Prijzen vandaag zijn goed.

- Het blijft aangewezen om in het studiewerk een combinatie van AEP en Socfindo(Socfinasia) te considereren.

- Lees hier wel ergens dat op gebied van financiele info er nog werk aan de winkel zou zijn bij de Socfin groep (en dus per verlengde bij Socfinasia) om Sipef bij te benen. Dat is iets waar ik eigenlijk weinig van begrijp.
Ivm de financiele informatie zelf bij Socfinasia kan men vaststellen dat er eigenlijk hier en daar meer relevante financiele info gegeven wordt dan bvb bij Sipef.
Socfindo geeft bvb results per kwartaal. Socfinasia geeft niet enkel consolidated results, maar ook results op niveau van de moeder met daarin een schatting van de board van de NAV. Ook geeft men details van iets als de Socfindo balans. Maw Socfinasia geeft results per entity (net als AEP trouwens), regelmatig een NAV, relevante kwartaalresults en heeft de gewoonte van een interim dividend te considereren.

Dergelijke zaken vindt men mij mijn weten bij Sipef niet. Alhoewel ik niet echt hou van rangschikkingen in dergelijke materie, toch begrijp ik niet meteen wat sommigen willen zeggen met financiele info die bijgebeend zou moeten worden.

Wel is het zo dat er bij Socfin weinig wordt verteld in de verslagen over de operationele gang van zaken.
Maar dat is dus iets anders dan de louter financiele informatie.

De results van het derde kwartaal gaan wsch. goed zijn voor AEP en Socfindo (de hoofdbrok bij Socfinasia).

- Een daling van de CPO prijs maakt voor AEP en Socfindo wsch. weinig uit zolang het building up model in tact blijft maw in zoverre er dus cash wordt gegeneerd binnen een context dat er geen financiele schulden zijn en de waardering onder de geconcludeerde economische waarde vertoeft.

Ondertussen kocht Afico verder Socfinasia bij:

https://www.socfin.com/sites/default/fi ... 0AFICO.pdf

en draait het bij Tasik (AEP) zo te zien op volle toeren:

https://www.facebook.com/wirasyahputra. ... =2&theater

mvg
Laatst gewijzigd door QA1 op 17 okt 2020 23:16, 3 keer totaal gewijzigd.
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Camellia/Kakuzi

Bericht door ILAD »

16th OCTOBER, 2020

Changes and improvements to group governance processes and policy
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Camellia Plc

Governance changes and improvements following claims concerning allegations of human rights abuses by Kakuzi Plc

As has been widely reported, legal proceedings have been served on Camellia by UK law firm Leigh Day in respect of allegations of human rights abuses by employees of Kakuzi plc (an indirect subsidiary) in Kenya. They include claims of alleged violence (including the tragic death of a man), rape and sexual assault by employees.

The veracity of the claims has yet to be tested and they are being investigated thoroughly. Undoubtedly, even if only some of these claims are true, something has gone very wrong in a company we invest in.

These claims have prompted Camellia to take urgent action to review and, if appropriate, upgrade the Group’s governance and safeguarding oversight functions to ensure that in every respect they comply with the UN Guiding Principles on Business and Human Rights. We will also be reviewing our group policies to identify what, if any, appropriate changes should be made. We will expect the investee companies similarly to review their own policies and procedures, including policies designed to ensure that help is provided to potential victims where allegations of this nature arise.

To this end the Board of Camellia will establish an Investments, Safeguarding and Stewardship Committee of the Board. This will be responsible for assisting investee companies to review their policies, disciplinary procedures, education, training, safeguarding, zero tolerance of employee gross misconduct, as well as social responsibility and governance policies and processes. It will use its influence as a significant shareholder to encourage investee companies to implement any changes that are necessary to bring policies and procedures in line with the ‘gold standard’ to which all companies should aspire and which our customers and partners expect.


Tom Franks, CEO Camellia Plc, said:

“Our investee companies across the group employ thousands of local people, support local communities, and grow fresh produce that feeds people around the world. They provide housing, schools and medical care for thousands of employees and their dependants.

“However, allegations of human rights abuses including assault, rape, sexual harassment, and the death of a man, have shocked us to the core. If true, that means there have been unacceptable failures of governance and management. This is wholly contrary to Camellia’s ethos that the businesses in which we invest support and ensure the welfare of their employees, their employees’ families and their local communities.

“We are determined to do all we can to make sure that the 78,000 people employed by our investee companies across the Group, their families and communities are well taken care of by those companies. Should misconduct occur, it must be properly and fairly resolved and all necessary steps taken to ensure that it can’t happen again.”

Kakuzi is dan toch een dochteronderneming van Camellia

mvg

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Re: JSBACH concept voor gestructureerd beleggen

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ILAD schreef:
19 okt 2020 09:05
16th OCTOBER, 2020

Changes and improvements to group governance processes and policy
Share this page:

Camellia Plc

Governance changes and improvements following claims concerning allegations of human rights abuses by Kakuzi Plc

As has been widely reported, legal proceedings have been served on Camellia by UK law firm Leigh Day in respect of allegations of human rights abuses by employees of Kakuzi plc (an indirect subsidiary) in Kenya. They include claims of alleged violence (including the tragic death of a man), rape and sexual assault by employees.

The veracity of the claims has yet to be tested and they are being investigated thoroughly. Undoubtedly, even if only some of these claims are true, something has gone very wrong in a company we invest in.

These claims have prompted Camellia to take urgent action to review and, if appropriate, upgrade the Group’s governance and safeguarding oversight functions to ensure that in every respect they comply with the UN Guiding Principles on Business and Human Rights. We will also be reviewing our group policies to identify what, if any, appropriate changes should be made. We will expect the investee companies similarly to review their own policies and procedures, including policies designed to ensure that help is provided to potential victims where allegations of this nature arise.

To this end the Board of Camellia will establish an Investments, Safeguarding and Stewardship Committee of the Board. This will be responsible for assisting investee companies to review their policies, disciplinary procedures, education, training, safeguarding, zero tolerance of employee gross misconduct, as well as social responsibility and governance policies and processes. It will use its influence as a significant shareholder to encourage investee companies to implement any changes that are necessary to bring policies and procedures in line with the ‘gold standard’ to which all companies should aspire and which our customers and partners expect.


Tom Franks, CEO Camellia Plc, said:

“Our investee companies across the group employ thousands of local people, support local communities, and grow fresh produce that feeds people around the world. They provide housing, schools and medical care for thousands of employees and their dependants.

“However, allegations of human rights abuses including assault, rape, sexual harassment, and the death of a man, have shocked us to the core. If true, that means there have been unacceptable failures of governance and management. This is wholly contrary to Camellia’s ethos that the businesses in which we invest support and ensure the welfare of their employees, their employees’ families and their local communities.

“We are determined to do all we can to make sure that the 78,000 people employed by our investee companies across the Group, their families and communities are well taken care of by those companies. Should misconduct occur, it must be properly and fairly resolved and all necessary steps taken to ensure that it can’t happen again.”

Kakuzi is dan toch een dochteronderneming van Camellia

mvg
Weliswaar een indirecte dochter : "Kakuzi plc (an indirect subsidiary) in Kenya".

Lees meer op: viewtopic.php?f=34&t=1848&start=6080 voor meer informatie

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Camellia

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Na Tesco hebben nu ook Sainsbury's en Lidl alle banden met Kakuzi verbroken.
https://www.thetimes.co.uk/article/supe ... -x3gpq2pfj

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Re: Camellia/Kakuzi

Bericht door QA1 »

ILAD schreef:
19 okt 2020 09:05
16th OCTOBER, 2020

Changes and improvements to group governance processes and policy
Share this page:

Camellia Plc

Governance changes and improvements following claims concerning allegations of human rights abuses by Kakuzi Plc

As has been widely reported, legal proceedings have been served on Camellia by UK law firm Leigh Day in respect of allegations of human rights abuses by employees of Kakuzi plc (an indirect subsidiary) in Kenya. They include claims of alleged violence (including the tragic death of a man), rape and sexual assault by employees.

The veracity of the claims has yet to be tested and they are being investigated thoroughly. Undoubtedly, even if only some of these claims are true, something has gone very wrong in a company we invest in.

These claims have prompted Camellia to take urgent action to review and, if appropriate, upgrade the Group’s governance and safeguarding oversight functions to ensure that in every respect they comply with the UN Guiding Principles on Business and Human Rights. We will also be reviewing our group policies to identify what, if any, appropriate changes should be made. We will expect the investee companies similarly to review their own policies and procedures, including policies designed to ensure that help is provided to potential victims where allegations of this nature arise.

To this end the Board of Camellia will establish an Investments, Safeguarding and Stewardship Committee of the Board. This will be responsible for assisting investee companies to review their policies, disciplinary procedures, education, training, safeguarding, zero tolerance of employee gross misconduct, as well as social responsibility and governance policies and processes. It will use its influence as a significant shareholder to encourage investee companies to implement any changes that are necessary to bring policies and procedures in line with the ‘gold standard’ to which all companies should aspire and which our customers and partners expect.


Tom Franks, CEO Camellia Plc, said:

“Our investee companies across the group employ thousands of local people, support local communities, and grow fresh produce that feeds people around the world. They provide housing, schools and medical care for thousands of employees and their dependants.

“However, allegations of human rights abuses including assault, rape, sexual harassment, and the death of a man, have shocked us to the core. If true, that means there have been unacceptable failures of governance and management. This is wholly contrary to Camellia’s ethos that the businesses in which we invest support and ensure the welfare of their employees, their employees’ families and their local communities.

“We are determined to do all we can to make sure that the 78,000 people employed by our investee companies across the Group, their families and communities are well taken care of by those companies. Should misconduct occur, it must be properly and fairly resolved and all necessary steps taken to ensure that it can’t happen again.”

Kakuzi is dan toch een dochteronderneming van Camellia

mvg
Uiteraard: er wordt/werd toch nergens iets anders beweerd? Er is wel gezegd dat het een Kenyaans bedrijf is (in casu waarvan ze dus iets meer dan 50 % van de aandelen hebben) en waarbij ze geen controle hebben over de board (en dat is in essentie dus een kwestie van aantal bestuurders) en dat het operationeel management niet in Kent gebeurt maar wel in Kenya.
Dat laatste kan logisch gezien ook moeilijk anders: hoe kan je een substantiele area van 15.000 ha operationeel beheren vanuit Kent? :o
Alle ‘investee companies’ bij hen hebben overigens een lokaal operationeel management, ook een 100 % dochter zoals Duncan Brothers.

mvg

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Re: JSBACH concept voor gestructureerd beleggen

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Ivm een andere lokaal beheerde investee company van Camellia Plc, met name Goodricke:

De CEO, Asthana, lijkt optimistisch.

Listed companies will come out with their second-quarter results some weeks later but Atul Asthana, managing director of Goodricke Group, agreed that the second quarter should be better than the first. (second book quarter is third quarter calender year)

“Prices were firm and demand was strong. There was an uptick in domestic at-home consumption too. Packet tea is doing good too, making up for the slack in sale of loose tea. I expect the trend to continue at least till September of 2021,” Asthana told The Telegraph.

“Asthana, however, predicted that next season could start with a shortfall in the pipeline (as against a surplus) this year and the demand-supply will not reach equilibrium before September when usually higher quantities of crop is produced.”

“By then, there will be a new benchmark in tea prices. Let’s face it. A Rs 100 per kilo rise translates into only Rs 0.25 increase in per cup of tea. I think all consumers can afford it and it would ensure long term survival of Indian tea industry,” he said.

https://www.telegraphindia.com/business ... id/1794670

Alhoewel de North Indian teaprices wat zijn teruggevallen, ze verblijven verder een gans stuk hoger dan dit moment vorig jaar.
Het derde kalenderkwartaal is wsch. goed geweest voor Goodricke.

mvg

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AEP

Bericht door ILAD »

Topvrouw Lim Siew Kim (51,85% van de aandelen) heeft het slechte jaar 2019 aangegrepen om het keuzebrutodividend per aandeel te verlagen van 2,3 naar 0,4 pence. Kim blijft trouw aan het uitermate conservatieve beheer van het bedrijf met het oog op de expansieplannen.

Het is wachten op nieuwe impulsen in de palmoliemarkt. We verwachten volgend jaar hogere palmolieprijzen, maar vooral nieuwe overnames in de sector kunnen het vuur aan de lont steken van de extreem ondergewaardeerde koers van AEP. Dat kan dan het signaal zijn om uw positie te verkopen en in te ruilen voor een beter beheerd palmoliebedrijf zoals Sipef of MPEvans. In afwachting is het aandeel te behouden.

hoezo: beter beheerd ?

https://insidebeleggen.knack.be/beurs/a ... 54059.html

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United Insurance Q3

Bericht door ILAD »

EPS na 9 maanden stijgt met 30 %

opvallend weinig claims
underwriting profit stijgt met 150 %

http://unitedinsurance.com.bd/quarterly-report/

mvg


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