Caledonia Investments Share Discussion Threads

[bpmpl] 29/11/2002 11:10

This very well respected and run multi investor is still at a discount to the sector it is converting to next February has a good yield and more upwards to run.

[washbrook] 22/11/2002 11:14

Having had a shareholding for many years a similar stock to my mind is better value El ORA MINING [eom].

[patricjohnson] 21/11/2002 09:29

Caledonia Investment - Up 5% - as it wants to Convert into Investment trust - Brokers Upgrade the price target to 800p..

[big vern] 01/10/2002 23:48

Short at 595......nice down trend. The Vern

[alexx] 23/9/2002 12:01

anyone notice the firework display earlier, the offer price shot up very briefly, the ADVFN "Curr" column was showing +135 for a few seconds, the high for the day is at 737.5, current offer 605 No out of the ordinary trades showing

[alexx] 18/9/2002 08:56

4 year low now, a big drop today

[alexx] 05/9/2002 13:58

Director buys 8000 shares, there's committment for you http://www.advfn.com/cmn/news/newsmona.php?article=3315268&epic=CLDN

[alexx] 04/9/2002 07:45

you've spurred me into action Matthew, increased my position by 60%

[matthewa] 04/9/2002 07:20

Short CLDN @ 6.45 Its biggest holdings RAT & CBG have tanked in last few days RAT report tommorow and is expected to p/w. Chart speaks for itself. Spread is not friendly. .

[matthewa] 04/9/2002 07:19

Short CLDN @ 6.45 Its biggest holdings RAT & CBG have tanked in last few days RAT report tommorow and is expected to p/w. Chart speaks for itself. Spread is not friendly. .

[tricky] 24/7/2002 13:24

Each day I consider covering and each day it drops on virtually no volume. Looking for 640 (very) short term, the market makers clearly do not want any stock, the jostling to get out of the way of sales is great fun to watch!

[tricky] 15/7/2002 23:54

Appreciate your views Vern, I think the funny's will out in the end though

[tricky] 15/7/2002 15:47

See RNS today, the company are desperate to support the price. In the last report the chairman says "we do not envisage being able to buy in many more shares" and yet they buy 305 000 today??????

[m.t.glass] 15/7/2002 12:00

Yep. CeLine DioN going down nicely today.. :o)

[big vern] 12/7/2002 14:37

I'd be carefull shorting this one - it could bounce north at 750 and its not in a general long term down trend DYOR VERN

[tricky] 12/7/2002 13:38

Yesterday alone the falls in Close Bros (down 52.5p) and Friends Ivory and Sime (down 16p) accounted for a drop in Calledonia's investments of around £15m. The question is, will Caledonia's share price reflect the fall in value?

[nirvs] 10/7/2002 23:45

Already Short from 800p. It looks ripe for a fall at least to the Sept low. We need some selling at 760p. The 20 dma looks a good one to follow on the way down

[tricky] 10/7/2002 23:17

I have just had a brief flick through the annual report to end 03/02, it is worth a read if only for entertainment alone. I love phrases like "The profit & Loss... shows significantly lower numbers...they are not the principal financial yard stick by which we seek to measure ourselves" If it is then the value of their investments "by which they seek to measure themselves" they are in trouble, on the listed investments alone those values have diminshed by at least £40m since the end of March! They have actually increased their holding in RAT although they don't disclose by how much, that along with their 18.6% holding in Close Bros have performed poorly. They are an illiquid stock and the share price therefore may not react as it should (imho) but it will surely retest last September's low.

[m.t.glass] 26/6/2002 16:29

alexx - Caledonia owns 12% of RAT and 6% of FIS. Also has holdings in other funds Amerindo, Polar Tech, Br.Empire Secs(19%), and others. Overall a strange portfolio - includes 49% of Bristow Helicopters, and subsidiaries The Sloane Club (100%), Sterling Industries (100%), Edinburgh Crystal (93%). Also holdings in Close Bros (19%). Radio Investments (39%). Sun Intl Hotels/Casinos (21%). All listed within the link above and mostly described as poorly! I'll leave it to someone with patience to list them all in scale :o)

[alexx] 25/6/2002 06:56

MTG - do you know how much the RAT exposure is

[m.t.glass] 24/6/2002 23:27

I guess holders who thought "Oh dear" when they saw the 28/5 results were hoping nobody else would notice until after the dividend qualification date next week. Sorry guys! Anyway, the share price has already declined since then by more than the divi is worth - so nothing gained by holding..