Caledonia Investments Share Discussion Threads

[qs99] 02/12/2020 15:49

well it has delivered a decent return to me this year and continued divis so v. happy. This move above £30 also bodes well IMO, maybe the discount may finally be narrowing! let's see

DYOR

[topvest] 27/11/2020 20:58

It's a hold forever stock for me and always interesting to see what they have in their portfolio.

[qs99] 26/11/2020 15:29

Only me that ever posts on here, but hope a few topped up at the low of c.£23....looks like the NAV is closing, DYOR but this has been a great ISA stock for me, continued divis etc....DYOR

[qs99] 26/11/2020 14:41

Narrowing NAV hopefully?

[qs99] 24/11/2020 07:47

Lovely dividend again increased, decent performance IMO, NAV can hopefully now, especially on the private side, start to progress towards £40.....DYOR and also hopefully see this discount narrow!

[qs99] 16/11/2020 11:08

More confident buying it seems of CLDN...DYOR

[qs99] 12/11/2020 15:48

Graph looks lovely....roll on next round of divis for the ISA and continue growth in NAV

[qs99] 23/10/2020 17:43

more confidence returning to this share IMO

[qs99] 21/10/2020 10:36

graph looking very good!

[1nf3rn0] 08/10/2020 09:54

Up 6% today. Goes some way to closing the gap, but should still be more to come.

[qs99] 07/10/2020 16:23

Indeed. 30% discount? I have bought some more...great yield and long-term performance IMO....DYOR

[1nf3rn0] 07/10/2020 16:02

Big increase in NAV today. Looks cheap on the basis of historic discount range.

[qs99] 04/9/2020 14:51

NAV still holding up quite well IMO....DYOR and back to historic levels of discount to NAV

[qs99] 04/9/2020 14:51

NAV still holding up quite well IMO....DYOR and back to historic levels of discount to NAV

[qs99] 12/8/2020 15:47

NAV doing OK, nice to see some blue on the board

[qs99] 16/7/2020 09:47

Looks like they will keep it going post CVA.....should always be a demand for BINGO!

Rest looks to be doing OK and they just need to continue on the steady as she goes IMO...DYOR

[stevegrass777] 15/7/2020 13:02

Steady as she goes update!
CLDN doing alright during covid, as expected as they do normally only invest in great quality robust businesses.
Obviously buzz bingo has been effected.
But apart from that seems positive.

[stevegrass777] 17/6/2020 18:51

I also bought quite a few of these for recovery.
£23,54 average .Although I have held CLDN for years in my farthers portfolio and held myself some time ago but sold out to fund a house extension.
`but very glad to purchase on the pull back.
Good recovery so far.

[qs99] 16/6/2020 15:34

doesn't 1 share mean something on the RNS? DYOR

[qs99] 05/6/2020 13:24

NAV nudging up as markets recover...GLA

[qs99] 03/6/2020 09:41

Continued recovery....

[qs99] 28/5/2020 08:12

Nice update, nice to see divis still flowing into my ISA....DYOR and GLA

[qs99] 07/4/2020 11:01

Lovely job....

[qs99] 07/4/2020 07:43

So nearer £26 is a 20% discount which it has historically operated at.

as and when the markets / economies come "back on stream", this should also begin to recover albeit slowly.

Now operating nearer a 30% discount....maybe pricing in more risk to the downside?

DYOR

[jonwig] 07/4/2020 07:24

NAV 3240p end-March.
Factsheet: