Share Name Share Symbol Market Type Share ISIN Share Description
Caledonia Inv. LSE:CLDN London Ordinary Share GB0001639920 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -8.00p -0.29% 2,725.00p 2,724.00p 2,734.00p 2,735.00p 2,715.00p 2,718.00p 8,454 13:08:39
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Nonequity Investment Instruments 47.3 26.6 56.1 48.6 1,509.13

Caledonia Investments Share Discussion Threads

Showing 251 to 275 of 275 messages
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DateSubjectAuthorDiscuss
27/10/2017
19:23
Thanks for highlighting, hopefully it's a case of offloading some of the position as they did with Cobehold rather than a markdown. Either way happy to see Gala become a slightly less prominent position in the portfolio. Have taken opportunity to buy back in following recent weakness.
riverman77
27/10/2017
16:21
This article supplies a possible explanation. http://www.telegraph.co.uk/business/2017/09/02/gala-bingo-looks-offload-sites-considers-rebrand/
bluenose49
11/10/2017
13:55
Thanks Riverman for highlighting,will take a look,maybe explains it's weakness of late .
contrarian joe
10/10/2017
20:28
Just noted the latest factsheet shows the revaluations for the end of Sep. 7IM marked up and now biggest holding, but Gala Bingo which was top holding down by around 10% -would be interested to know what's gone on there. I must admit I always had concerns about the Gala position as surely this has to be one industry facing terminal decline.
riverman77
21/9/2017
09:43
Have added, seems at a relatively attractive level.
marginal comment
19/7/2017
14:25
slowly and surely re-tracing....divi and special divi now in the bag...
qs99
14/7/2017
14:12
moving along nicely
qs99
13/7/2017
11:17
hopefully retrace started
qs99
10/7/2017
13:05
who knows, but seems to be getting more interest IMO to keep shares so high....let's hope their next NAV update provides some further progress...IMO this should be over £30....esp given underlying NAV IMO (see earlier posts)
qs99
10/7/2017
12:59
I note the discount at about 12% is around the tightest it's been for a while. The question now is whether it finally rerates to a single digit discount that it deserves, or if it reverts to the usual 20% level.
riverman77
10/7/2017
10:08
starting to reclaim Xd fall....IMO
qs99
05/7/2017
13:22
XD will give c.140p divi.....NAV cum-income is £34.19 so still sitting at a big old discount to NAV and as discussion here has pointed out, IMO/DYOR underlying NAV likely to be nearer £40....GLA and look forward to the next NAV update....must be due soon...
qs99
05/7/2017
07:14
XD tomorrow DYOR...nice special divi coming in...
qs99
26/6/2017
14:45
OK well IMO that looks like a confident break through £30...DYOR
qs99
26/6/2017
11:09
decent volumes today.
qs99
16/6/2017
12:40
Through £30 great
qs99
05/6/2017
09:14
and some more today....happy days
qs99
02/6/2017
14:09
still storming ahead...
qs99
02/6/2017
08:29
£30 today?
qs99
01/6/2017
10:07
be great to boom through £30....may get to your £34 short-term price target soon bolador and with yield in bewteen,.....GLA
qs99
01/6/2017
09:25
Mentioned in Questor column.
tiltonboy
01/6/2017
09:11
Looks like people are buying into that hidden value IMO
qs99
01/6/2017
08:16
Discount.Well a bit narrower this morning. The dividend policy is to keep it well covered to assure it is never in danger of being cut but return capital when success above the ordinary arrives such as this year.The dividend has been going up since the end of WW2. It looks to me that the nav is north of GBP40, discount that by say 15% to get a market price of GBP34.Not likely to happen quickly but the current price offers a wide margin of safety.
bolador
31/5/2017
21:30
Henchard, I totally agree with your last para, and would add backing good management is also key. Hidden value isn't always apparent,"beauty is in the eye of the beholder" comes to mind. Sometimes you need a catalyst to erase a perennial discount. I'm not advocating a wind-up as JPEL did, and paid off handsomely, and I'm also not suggesting putting a DCM in place, but perhaps a more aggressive dividend policy will do the job, and I was delighted to see the return of capital. With a controlling family interest it is inevitable that there will be a discount, but it matters not to me as a long term holder. The only time I want to see the discount narrow is the day I wish to sell them. The management deserve more credit, and a narrower discount, but you don't always get what you deserve. HRI are in a similar situation, as are a few others.
tiltonboy
31/5/2017
20:38
Well, yes, you're not going to get news flow from private companies like you do from listed companies in RNSs every other week (slight exaggeration but you know what I mean). What you can do, though, is compare the book value of the unquoted companies (or any valuation you may care to put on them, e.g. sales or earnings multiples) and compare that with the value at which the business is held on CLDN's books. Judging whether CLDN is a good investment at any particular point in time is all about assessing 'look-through' NAVs and 'hidden value'.
henchard
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