Author Topic: CAOX - California Orchard Company  (Read 7958 times)

ScottHall

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CAOX - California Orchard Company
« on: March 21, 2018, 01:49:57 PM »
Great quality FOOD AND FASHION wine land, intercompany loans, lots of cash no debt. CHEAP WINE LAND IRREPLACEABLE ASSETS show Pride of Ownership?

see for yourself https://drive.google.com/drive/mobile/folders/1PtmoZQqEDUMQaJ-SH9RfDnoQE8db1qIu?sort=13&direction=a
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Spekulatius

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Re: CAOX - California Orchard Company
« Reply #1 on: March 21, 2018, 03:39:16 PM »
Pretty cheap stock, IMO. Sort of reminds me off QUCT, which owns a wealth management business, a huge farm in central coastal CA, real estate and a heap of cash. Like watching grass grow, or in the case of CAOX grapes.
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Og

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Re: CAOX - California Orchard Company
« Reply #2 on: March 21, 2018, 09:57:57 PM »
Why do you think it's so cheap?

ScottHall

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Re: CAOX - California Orchard Company
« Reply #3 on: March 21, 2018, 10:40:02 PM »
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Spekulatius

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Re: CAOX - California Orchard Company
« Reply #4 on: March 22, 2018, 04:08:53 AM »
Why do you think it's so cheap?

The dividends yield payed lease payment from an entity with significant net cash tells me already thwt itís cheap. Vineyards are typically not properties with high cap rates.
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Steven B

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Re: CAOX - California Orchard Company
« Reply #5 on: March 22, 2018, 11:07:12 AM »
Thanks for the idea Scott! Need to look further; the RE values make it  interesting but itís not exactly screaming at me. Usually when the landís value exceeds the market cap itís screaming but here the business is the land. Appreciate the idea.


ScottHall

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Re: CAOX - California Orchard Company
« Reply #6 on: April 18, 2018, 10:07:59 AM »
CAOX with a major earnings blowout. They renegotiated the Scheid lease too. I wonder how NEXT year will look with tax reform?!   ;D ;D 8) 8)
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Pondside47

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Re: CAOX - California Orchard Company
« Reply #7 on: April 18, 2018, 12:54:02 PM »
CAOX with a major earnings blowout. They renegotiated the Scheid lease too. I wonder how NEXT year will look with tax reform?!   ;D ;D 8) 8)

Could you let us know where to obtain the document you are showing here?

ScottHall

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Re: CAOX - California Orchard Company
« Reply #8 on: April 18, 2018, 03:26:13 PM »
CAOX with a major earnings blowout. They renegotiated the Scheid lease too. I wonder how NEXT year will look with tax reform?!   ;D ;D 8) 8)

Could you let us know where to obtain the document you are showing here?

I excavated it. The company doesnít file so I had to buy a share to get access. I will post more soon.
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ScottHall

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Re: CAOX - California Orchard Company
« Reply #9 on: April 20, 2018, 12:35:58 PM »
 ;D ;D ;D ;D ;D ;D ;D ;D ;D ;D ;D ;D ;D ;D ;D ;D ;D ;D ;D ;D ;D ;D ;D ;D ;D ;D 8)

Hope some of you got in!
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