Added to YB: 2026-04-21
Pitch date: 2026-04-17
CAM.L [bullish]
Camellia Plc
+5.26%
current return
Author Info
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Company Info
Camellia Plc, together with its subsidiaries, engages in agriculture and engineering business in the United Kingdom, Bangladesh, India, Kenya, Malawi, South Africa, North America, and South America.
Market Cap
GBP 144.7M
Pitch Price
GBP 57.00
Price Target
10.00 (-83%)
Dividend
4.54%
EV/EBITDA
-160.74
P/E
-46.41
EV/Sales
0.42
Sector
Food Products
Category
value
Camellia – modernising a 'secret' agriculture company
CAM.L: UK agriculture co w/ 78k employees, tea/nuts/avocados across Africa/India/Brazil. Trading 0.4x book vs peers >1x, ~£3.5k/hectare vs £3-11k peer range. 2024: entire board replaced, new mgmt launched Value Enhancement Plan. Sold BF&M stake for $100M, artwork for £3.7M (37x book!), Linton Park estate for £11M. £86M net cash + £40M Treasuries vs £125M mkt cap. 56% owned by foundation. Catalyst: May update likely announces tender at ~6.5k pence (35% upside), 5% yield. Potential double to 10k+ pence on re-rate to 0.75x book.
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