Caledonia Investments Share Discussion Threads

[arja] 01/7/2021 16:12

quite a pullback today but presumably only profit taking as no announcement

[qs99] 29/6/2021 09:37

Great to see some market purchases as well. Given the underlying family holding, this just makes the free float even scarcer....should help with the discount over time IMO....
DYOR

[arja] 28/6/2021 13:42

thought it might put on a bit today after hitting ATH yesterday . BUT one never knows in markets I guess ! ( smile ) .

[qs99] 27/6/2021 20:36

Just think a quality management team and happy to have my money working in the plc shares in my ISA....DYOR

[topvest] 27/6/2021 19:50

Its a quality core investment trust holding for me. It's always a solid performer. One to just tuck away.

[arja] 25/6/2021 10:17

QS99,
I checked and dividend yield is just under 2% which is not great but better than nothing I guess.

[qs99] 24/6/2021 09:10

CLDN continuing its rise North......great to see, will they be able to permanently get rid of the discount or at least nearly do that? Am in from the 20s again so enjoying the ride & yield is always nice to see hitting the ISAs each year....DYOR

[arja] 23/6/2021 15:59

almost hit ATH today and soon a NOR situation . Tempted to buy but can not focus on more than 2 or 3 at most !

[arja] 09/6/2021 08:09

wow ,holding for a week is long term investnment for me ! But i use CFDs for trading in the main.need it to hit 3170 to make a nice profit on this trade .

[tykethat] 08/6/2021 10:15

@arja wait until you have held for a decade or more..... then you will know what frustration CLDN generates!

[tykethat] 08/6/2021 10:15

duplicate post deleted

[arja] 08/6/2021 09:31

lovely day here in Torquay and I will go to garden and watch my grass grow . More exciting than watching CLDN move ! ( smile ) . Hoping it will come to life and move northwards while I am away from screen !

[arja] 04/6/2021 09:46

firm opening and chance to exit at 3151 on RSP trade as I suspected it would retreat a bit. Most frustrating as I would prefer to hold for a little while ! It will probably crack on in time and not a bad trading stock using CFD even though pitiful volume .
nice weekend all

[arja] 03/6/2021 09:33

such a low volume stock that even a tiny sale hits the price and just dropped 20p on such an event . Sometimes low volume can mean stock is hard to get but not in this case I think . Hopefully it will have a better afternoon and US figurss out at 1.30 pm are good for the markets

[spoole5] 02/6/2021 15:08

Gets a nosebleed when it tries to rise. Can't have that discount below 25%!

[arja] 02/6/2021 09:39

good start again but coming off with the somber mood in market . Quite near to an all time high I think

[topvest] 01/6/2021 21:33

Yes, a fairly good result. Year end valuation prudent as well!

[riverman77] 01/6/2021 14:47

DSE was around 8% of fund so 25% uplift should see a 2% increase in NAV. They bought DSE for 162m in Oct 18 and sold today for 242m - that's a nearly 50% return in around 2.5 years, which gives an IRR of around 18% so not bad.

[spoole5] 01/6/2021 14:32

Just goes to show how conservatively they value the PE portfolio and therefore how undervalued this is.

[arja] 01/6/2021 08:36

not that far off all time high of about 3190.

[jaf111] 01/6/2021 08:09

...but still over 20% discount to last reported NAV (pre sale of DSE).....

[dave129] 01/6/2021 08:02

+2.5% on the open

[qs99] 01/6/2021 07:54

Nice realisation I agree....