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Share Name Share Symbol Market Type Share ISIN Share Description
Caledonia Investments Plc 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
  +5.00p +0.16% 3,090.00p 3,090.00p 3,095.00p 3,100.00p 3,090.00p 3,090.00p 42,021 16:35:16
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Nonequity Investment Instruments 52.2 33.2 63.0 49.0 -

Caledonia Investments Share Discussion Threads

Showing 276 to 300 of 300 messages
Chat Pages: 12  11  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
18/1/2019
14:09
£30.00 breached for the first time today. Very good news!
bluenose49
08/12/2018
12:55
think the directors could sort out the discount in 6 months if they were inclined. Just reset the dividend payout to something over 4% paid from capital where necessary. This strategy has worked in a variety of sectors and/or geographies, although not everywhere (JPM Asian for example) My view is that it would work for Caledonian.... but the major shareholders may not wish it.
tykethat
30/11/2018
14:01
As above I doubt they are bothered to much, they can live off the income of there holdings I would imagine.
stevegrass777
28/11/2018
15:22
They are such long term holders, I doubt they care about the discount.
tiltonboy
28/11/2018
13:45
I'm looking at this seriously for the first time and wondering about the discount. Might the Cayzer family decide to call it a day and wind the Trust up or sell up enough holdings to provide cash to buy back non-family holdings? Why would they want to persist with a structure which is so undervalued by the market? I can see that the IT structure has considerable tax advantages but the persistent massive discount must rankle.
mrtenpercent
07/11/2018
11:47
yes....but discount getting worse.....looking back to 4 May post we had 3287p NAV vs 2715p share price....so 237p increase in NAV and share price up 100p Not sure best way forward here apart from continued patience!
jaf111
07/11/2018
11:34
That's not an unusual discount for CLDN to be on. Undeserved yes, but unusual no.
tiltonboy
07/11/2018
11:13
Latest NAV 3524p Share price 2830p....... ???
jaf111
28/6/2018
14:38
Looks like a bit of AG Barr sold today by CLDN. Hopefully they need the money to buy something good.
stevegrass777
22/5/2018
17:09
Full year results out 24may.April fact sheet showed nav 3287 at a share price of 2715 discount of 17.4%,ftse 100 has risen around 5% since then so hopefully should see a boost to their nav,have bought in today on an expected discount of 21%/22%.
contrarian joe
04/5/2018
15:21
With the large discount, the fall in the pound recently and the better than expected local elections from a business aspect this share looks to be a nice little port to hole up in for the summer and wait out the autumn gales !
bolador
04/5/2018
12:13
Discount 17.4 % !
bolador
27/10/2017
20:23
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
17:21
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
14:55
Thanks Riverman for highlighting,will take a look,maybe explains it's weakness of late .
contrarian joe
10/10/2017
21:28
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
10:43
Have added, seems at a relatively attractive level.
marginal comment
19/7/2017
15:25
slowly and surely re-tracing....divi and special divi now in the bag...
qs99
14/7/2017
15:12
moving along nicely
qs99
13/7/2017
12:17
hopefully retrace started
qs99
10/7/2017
14:05
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
13:59
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
11:08
starting to reclaim Xd fall....IMO
qs99
05/7/2017
14:22
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
08:14
XD tomorrow DYOR...nice special divi coming in...
qs99
Chat Pages: 12  11  10  9  8  7  6  5  4  3  2  1
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