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
  +10.00p +0.33% 3,075.00p 3,065.00p 3,075.00p 3,080.00p 3,065.00p 3,065.00p 27,908 15:26:35
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Nonequity Investment Instruments 52.2 33.2 63.0 48.8 -

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
09/7/2013
21:34
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
20:34
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
09:11
Looking good... Slowly narrowing that discount and juicy divi coming up as well....
qs99
05/7/2013
08:05
will today see it zoom through £19 I wonder? Still at big discount to NAv...
qs9
04/7/2013
20:36
Great thanks will take a look
qs99
04/7/2013
20:25
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
14:31
Interesting spike....
qs99
25/6/2013
16:19
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
16:18
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
23:48
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
22:09
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 I may be out of date and I stand to be corrected.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
21:53
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
21:39
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
13:06
Nav £23.08 as of June 6th.
argoal
30/5/2013
10:35
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
09:11
great results IMO, still sitting at big unwarranted discount IMO, good income as well....happy to hold...
qs9
30/5/2013
09:01
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
08:54
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
21:44
Yep looking good. Still can't believe quite how lucky my timing was getting into this 12 months ago.
1nf3rn0
08/5/2013
10:39
No increase in Nav this month (£22.84), but the share price continues to rise and the discount continues to narrow.
argoal
11/4/2013
18:42
just getting better and better....looking forward to next update given the increasing NAV statements!
qs9
11/4/2013
08:34
NAV at nearly £23....looks pretty good IMO...anyone's view? Market liked it as started moving up again....
qs9
01/4/2013
23:58
Sister trust Hansa has had a good run recently on the back of their increasingly valuable stake in Ocean Wilsons (listed in Brazil). The whole set up used to be incestous, but quite transparent. However, I don't know what remaining stakes are still held by Caledonia in either company, but I'd be surprised if Caledonia did not have some exposure to both. Worth watching the discount on Hansa as well as that of Caledonia.
coolen
30/3/2013
10:34
when is next update or results due anyone? would be good IMO if these can help continue rise and narrowing of discount to what hopefully will be an increased NAV...
qs9
19/3/2013
12:32
you are right they did redefine their strategy while back based on 4 themes one of which was income. The dividend should grow in the next year or so to reflect the new strategy. That in part probably accounts for the reduction in discount as income is more popular than growth these days.
argoal
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