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Caledonia Investments Share Discussion Threads
Showing 201 to 225 of 225 messages
|Biggest Bill, well done.
Great analysis of yours earlier in the year, especially the 7 October post.|
|Another great deal, but I fear the market will never fully value the un quoted element.|
|The sale of Park Holidays at a 47% premium to the latest valuation shows the depth of undervaluation of the unquoted portfolio.|
|ins due 24th November....SP showing interesting signs of perkiness IMO! Yield is still good and should get an update on private side valuations at Sept valuation DYOR etc....|
|The biannual revaluation of the unquoted investments shows another good performance. Allowing for the £26.7m distribution during the period, Park Holidays continues to power ahead.|
|I've looked up the result of last year's agm. Only 21% voted against the same resolution last year.|
|The Cayzer family didn't vote on resolution 16. The vote was surprisingly close; perhaps some shareholders think the discount is too large and think that a partial offer at near to nav is desirable.|
|Proxy vote on AGM Resolution No.16 is interesting.|
|Good to see a director buying shares. At the current discount of 23%, the shares are a bargain. It has been very nice of Mr. Market to allow me to increase my shareholding to 20000 shares at such a price. This is now my largest single investment.|
|ummmm.....just noticed this big discount to NAV as highighted in Moneyweek this week. I'll be buying this week.
|The discount has now risen to 26%. Obviously, this is ridiculous but it does create a nice buying opportunity.|
|I think Polar Capital Holdings is only worth around £300m at the moment unfortunately, so that holding value looks about right. Being a quoted investment, it would have to be marked to the latest market price I suspect.|
|CLDN's Polar Capitol holding valued at only £29 million.
End of April Polar C listed CLDN as owning 9% of a company worth £800 million!
|If Majority owner wanted out, not sure IMO that CLDN would have had much to say about it,......the difficulty with some Minority investments I suppose....hopefully they can put money to better use.|
|Maybe they are selling a mistake. In which case a small profit is a good result. Always looked a rather dubious investment to me in the first place.|
|The sale price of Bowers and Wilkins is rather disappointing; it is the same price as the last valuation. Usually when Caledonia sells an unquoted investment, it is at a significant premium to the last valuation.|
|At an all time high I think.
And there is still a sizable discount to nav.
What's not to like here?|
|looking very strong IMO|
|The Capital Today China investment includes the jd.com shareholding which is being steadily sold down. Since September 2015, Caledonia has received £35.4m in distributions from Capital Today China, so there has actually been a net increase in the value of this investment.|
|But large drop at Capital Today China from ~£91m to ~£59m.|
|The factsheet for March shows a significant rise in the valuation of Caledonia's two biggest unquoted investments, Park Holidays and Cobehold. I am surprised that the shares didn't rise today.|
|A big sale of RLE gone through, with CLDN suspected!
I'm still a buyer of RLE so would be disappointed if it is them.|
|I have reinvested my dividend back into Caledonia. If the revaluation of their unquoted investments shows any uplift in value, I expect to see at least some rerating of Caledonia's shares.|
|Thanks BB....interesting....just looked at my share dealing account and nice to see the proceeds of the latest dividends into my account....|