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
  -25.00 -0.81% 3,070.00 3,050.00 3,060.00 3,080.00 3,050.00 3,080.00 49,320 16:35:20
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Nonequity Investment Instruments 52.2 33.2 63.0 48.7 1,700

Caledonia Investments Share Discussion Threads

Showing 101 to 125 of 300 messages
Chat Pages: 12  11  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
11/8/2013
20:47
Hefty share repurchase announced after hours Friday. That should add a few coppers to NAV.
coolen
09/8/2013
10:04
The aquisition below seems quite expensive. Pre-tax profit of £3.2M with the value of the business £86M. That is a big - pre-tax - PE ratio. They must see substantial profit growth over the next few years. 'Caledonia Investments plc ("Caledonia") is pleased to announce that it has acquired Choice Holdings Ltd, Truecare Holdings Ltd and Choice Pathways Ltd (together "Choice Care Group" or "Choice" or the "Group") from Sovereign Capital in a transaction which values the business at GBP86 million. Choice Care Group provides support services for adults with learning disabilities, mental health disorders or complex needs through a portfolio of 47 residential care homes, owned and operated in the South of England. Caledonia has subscribed GBP49.5 million in cash at completion for an initial 97.7% stake, the balance of the equity being rolled over by the management team led by Chief Executive, Edwina Johnston. The Royal Bank of Scotland plc, AIB Group (UK) plc and Santander UK plc (together "the Banks") have provided GBP40 million of senior debt financing. Both Caledonia and the Banks have committed to provide additional capital to fund the future development of Choice supporting management's growth plans for the Group. Edwina Johnston has led Choice since 2009 as CEO and was previously the Group's CFO from 2002. She has overseen the development of Choice into the leading care business it is today. Choice places the delivery of care at the heart of its business model seeking to deliver positive care outcomes for its service users at all times. Choice enjoys 100% CQC compliance. For the financial year to 30 September 2012, Choice Care Group generated EBITDA of GBP8.9 million, made combined profit before tax of GBP3.2 million and had gross assets of GBP45.8 million. From the outset, Choice will pay a running yield to Caledonia that is forecast to build over the life of the investment.'
argoal
26/7/2013
09:22
Would have thought the recent Close Brothers results and uptick in shares would have been recognised in CLDN ......despite AVN downturn.... decent tick up again tho....
qs9
11/7/2013
07:11
nice bounce///
qs9
10/7/2013
14:53
Bad news from Avanti Communications today. Down about 40%.
topvest
10/7/2013
14:46
Xd today I believe, so good to see recovery already.....
qs99
09/7/2013
20:34
Yes a consistent performer and yet still at a big (in my opinion) to the £22+ NAV...more to come to narrow it
qs9
09/7/2013
19:34
Yes, lovely jubbly. It's outperformed the market considerably over the last few months and escaped the pull back seen in other markets.
1nf3rn0
09/7/2013
08:11
Looking good... Slowly narrowing that discount and juicy divi coming up as well....
qs99
05/7/2013
07:05
will today see it zoom through £19 I wonder? Still at big discount to NAv...
qs9
04/7/2013
19:36
Great thanks will take a look
qs99
04/7/2013
19:25
They have just taken 10m shares in Polar Capital's new Global Financials investment trust just launched. Looks a reasonably smart move to me.
topvest
04/7/2013
13:31
Interesting spike....
qs99
25/6/2013
15:19
Oops fat fingers....meant to say am not sure totally correlated, but still sitting at decent yield and discount to NaV....
qs99
25/6/2013
15:18
Don't they still hold a chunk of close bros? Market rebound in that share big today, yet cldn down?...a
qs99
24/6/2013
22:48
This is holding up pretty well considering the carnage across the markets. It's not frittered away all it's calendar year to date gains like the FTSE has. The fund managers timed liquidation of a number of holdings well.
1nf3rn0
18/6/2013
21:09
Historic connection is Caledonia/ Hansa Trust/ Ocean Wilsons, dating back to when the 3 companies were controlled by Rea Brothers, the private merchant bank of the controlling shareholders of the 3 companies. I may be out of date and I stand to be corrected.
coolen
18/6/2013
20:53
just been on web-site and cannot see any reference....only Brazil link I saw was geographic exposure at 2% ish of portfolio.... DYOR etc..... personally not sure why discount is still so high given performance.....buy-backs will hopefully provide momentum towards £20....
qs9
18/6/2013
20:39
What is their exposure to the recent collapse in emerging markets -I'm thinking of their historic link to Ocean Wilsons in Brazil ?
coolen
18/6/2013
12:06
Nav £23.08 as of June 6th.
argoal
30/5/2013
09:35
Yes, steady as she goes. Would like to see what their new investments are going to be, but their bigger ones are still doing quite well.
topvest
30/5/2013
08:11
great results IMO, still sitting at big unwarranted discount IMO, good income as well....happy to hold...
qs9
30/5/2013
08:01
This is interesting, again from the finals: 'By taking advantage of rising markets, we have built up a cash reserve of GBP96m, which represented 7% of net assets at the year end, from a position of net debt of GBP37m at the beginning of the year. In the volatile climate we are currently experiencing, we believe that cash is an important part of asset allocation, as this provides us with both downside protection and the flexibility to react quickly.' I noticed they have been selling down Close Bros and a few other assets and are hoarding cash at the moment in anticipation of a correction to the markets and any opportunities that brings. Seems like a reasonable plan at this time.
argoal
30/5/2013
07:54
From the final Results: Net asset value ('NAV') per share total return increased by 19%, driven by gains across our investment portfolio and a growing income stream. The board is recommending an overall dividend for the year of 47.2p per share, an increase of 10% over last year reflecting greater income generation following the portfolio rebalancing. This has enabled us to increase the dividend by 34% over the last three years and the current year's dividend will represent the 46th consecutive annual increase for shareholders. Kind of gives me a warm feeling.
argoal
08/5/2013
20:44
Yep looking good. Still can't believe quite how lucky my timing was getting into this 12 months ago.
1nf3rn0
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