JSBACH concept voor gestructureerd beleggen

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ILAD
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Kakuzi

Bericht door ILAD »

Indien het pilootproject van 10 ha met blauwe bessen succesvol is , wil Kakuzi uitbreiden tot 200 ha binnen 5 à 10 jaar

https://www.youtube.com/watch?v=0RIDz69AgOs

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ILAD
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Camellia

Bericht door ILAD »

zie maandverslag Quaero Capital

The biggest negative contributor was our investment in UK holding company
Camellia which fell 21%. The year started poorly with weaker tea prices and a poor
macadamia harvest due to hot weather. But what really sent the share lower since
the summer when markets were recovering was a scandal taken up by the weekend
press in the UK: human rights activists and lawyers are pursuing Camellia’s partowned subsidiary in Kenya for violent bullying and molestation of the local
community by security personnel guarding their avocado plantations. Together with
our ESG team we have had several discussions with the management on this subject
and are reassured that they are taking the matter very seriously. We have also put
them in contact with organisations that could help them mediate on the issue. Whilst
this conflict is dominating the noise around the share, we are still convinced by the
long term under-valuation: the net cash, securities portfolio and stake in a listed
insurer alone cover 80% of the market capitalisation. Then there are the buildings
in Belgravia, the huge Stately Home in Kent, the fine art collection, the UK’s
second largest stamp collection….and that’s before we start to talk about the value
of the core agricultural operations (for example they recently sold one pistachio
farm in California for 17 M$). There is a huge store of value in the listed vehicle and
we continue to encourage the management in the direction of asset sales and
increasing dividends.

https://quaerocapital.com/en/class/argo ... ass-e-eur/


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ILAD
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Re: JSBACH concept voor gestructureerd beleggen

Bericht door ILAD »

ILAD schreef:
04 nov 2020 15:09
via Bolloré/ Quaero ben ik een beetje dieper gaan graven in Bigben Interactive

interessant door de grote onderwaardering tov 77% dochter Nacon

marktkap Bigben € 300M
marktkap Nacon € 600M

mvg
ondertussen is de marktkap van Bigben gestegen met 35 % naar € 410M
en de marktkap van Nacon met 7 % naar € 640M

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ILAD
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Re: JSBACH concept voor gestructureerd beleggen

Bericht door ILAD »

palmolie prijs West Afrika

High current pricing bodes well for local pricing during the upcoming 2021 high season

o International CPO prices are currently trading at over US$1,000 per tonne, a more than 100% increase on the pricing lows seen during the Q2 2020 COVID lockdown period

o CPO sales prices continued the trend of month on month increases with December CPO prices of €700 per tonne, compared to €664 in November 2020

o CPO prices mechanically lag the international price for 4-6 weeks and, based on the recent improvement in international prices, there will be a further material increase in January CPO prices as the high season commences

o Local demand for CPO remains very strong even after taking into account the high current prices

· The Board believes palm oil's widespread use in everyday essential products supports continued higher pricing levels

https://www.londonstockexchange.com/new ... e/14820846

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Rijkdoorvlijt
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Re: JSBACH concept voor gestructureerd beleggen

Bericht door Rijkdoorvlijt »

Securities van Camellia :

"INVESTMENT PORTFOLIO

Our investment portfolio mainly comprises listed equities with a focus on Japan and Bermuda, across a wide range of sectors."

De koersen van Japanse aandelen stijgen dezer dagen bijna dagelijks.
Heeft er iemand een idee van de omvang van dit bezit ?
Mvg.

ILAD
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Re: JSBACH concept voor gestructureerd beleggen

Bericht door ILAD »

Rijkdoorvlijt schreef:
13 jan 2021 21:52
Securities van Camellia :

"INVESTMENT PORTFOLIO

Our investment portfolio mainly comprises listed equities with a focus on Japan and Bermuda, across a wide range of sectors."

De koersen van Japanse aandelen stijgen dezer dagen bijna dagelijks.
Heeft er iemand een idee van de omvang van dit bezit ?
Mvg.
£18,8M per einde boekjaar 2019 in Japanse aandelen op een totaal van £37,8M aan listed securities
£11,3M in Zwitserse aandelen

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Re: Camellia

Bericht door sperweroog »

ILAD schreef:
10 jan 2021 17:13
zie maandverslag Quaero Capital

The biggest negative contributor was our investment in UK holding company
Camellia which fell 21%. The year started poorly with weaker tea prices and a poor
macadamia harvest due to hot weather. But what really sent the share lower since
the summer when markets were recovering was a scandal taken up by the weekend
press in the UK: human rights activists and lawyers are pursuing Camellia’s partowned subsidiary in Kenya for violent bullying and molestation of the local
community by security personnel guarding their avocado plantations. Together with
our ESG team we have had several discussions with the management on this subject
and are reassured that they are taking the matter very seriously. We have also put
them in contact with organisations that could help them mediate on the issue. Whilst
this conflict is dominating the noise around the share, we are still convinced by the
long term under-valuation: the net cash, securities portfolio and stake in a listed
insurer alone cover 80% of the market capitalisation. Then there are the buildings
in Belgravia, the huge Stately Home in Kent, the fine art collection, the UK’s
second largest stamp collection….and that’s before we start to talk about the value
of the core agricultural operations (for example they recently sold one pistachio
farm in California for 17 M$). There is a huge store of value in the listed vehicle and
we continue to encourage the management in the direction of asset sales and
increasing dividends.


https://quaerocapital.com/en/class/argo ... ass-e-eur/


mvg
Eerste deel van de laatste zin mee akkoord, tweede deel gaat er nooit van komen denk ik gezien de filosofie van Camellia. Tenzij het past in hun kraam zullen ze niet zomaar verkopen om meerwaarde naar boven te brengen.


groeten,
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ILAD
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Camellia

Bericht door ILAD »

Chittagong Warehouse Limited (CWL) a Camellia Group Company in Bangladesh, managed by Duncan Brothers, received the ‘HIGHEST VALUE ADDED TAX (VAT) PAYERS’ Award for 2018-2019’ in the Service Sector at the National Level.
CWL received this award for the last two consecutive years.

https://www.camellia.plc.uk/2021-a-nati ... se-limited

thee prijs in BD recentelijk veel beter dan verleden jaar

https://nationalbrokersbd.com/

idem voor de thee prijs in Indië

http://www.teaboard.gov.in/WEEKLYPRICES/2021

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