Cls Share Discussion Threads

[pyufak] 13/6/2025 19:50:26

They’re too busy buying shares for themselves which is a decent sign

[cwa1] 13/6/2025 17:42:35

Thanks shieldbug, useful info. As SKY says, why on earth can't we hear this from the "horse's mouth"??

[shieldbug] 13/6/2025 15:52:02

After Westminster Tower I was worried the deal was going to fall apart. Student accommodation is becoming oversupplied and it is not something I'd like to see hang around in the portfolio.

[skyship] 13/6/2025 14:39:14

Bloody useless CLI management again. Why no RNS informing us of completion!?

[shieldbug] 13/6/2025 13:22:51

Looks as though the sale of student accommodation may have completed. This from 5th June..

hxxps://www.barings.com/en-us/individual/contact/media/news/barings-completes-acquisition-of-101-1m-pbsa-asset-in-vauxhall-central-london

[pyufak] 13/6/2025 10:10:37

the more i watch and attempt to try and trade this security the more convinced i am that the liquidity is a massive component of the current pricing and that while distracting it is something which can be taken advantage of. albeit, def not for widows and orphans as bad news and there really isn't an exit door so i am keeping my sizes appropriate

[aishah] 11/6/2025 16:40:23

*BERENBERG CUTS CLS HLDGS PRICE TARGET TO 100 (114) PENCE - 'BUY'

[nickrl] 03/6/2025 17:15:24

Fredrik Widlund CEO makes another modest share purchase

[arbus5000] 30/5/2025 12:20:51

Great generousity, thanks - when/if there's a bid situation, I'll exercise my option to buy your whole allotment of shares at 100p.

[sleepy] 30/5/2025 11:42:00

Which country is the charitable trust registered in?

[scrumpyjack1] 30/5/2025 11:28:14

I'm feeling generous so you can have mine for 100p! :)

[arbus5000] 30/5/2025 11:00:09

Yes but it wod still be a steal at 120p

[williamcooper104] 30/5/2025 10:22:48

That the family's holding, or most of it, is now in a charitable trust does change the analysis of a likely takeover Trustees can't just reject a bid because of emotional attachment to assets reasons

[baner] 30/5/2025 10:12:42

heading towards the 100p! totally misunderstood - much less risk than market believe. if Mortstedt Trust open up for bid we will see 120p on the table, no doubt.

[skyship] 28/5/2025 12:33:08

Twaza - I assumed the family would either buy it in or sell it on. Still hoping that might happen. Management not an issue in that scenario.

[twazacheese] 28/5/2025 12:22:06

Skyship, why have you bought in to this then? You recommended this with much gusto on lemonfool during 2024 and it was the same management, then. Why buy a company you believe has management that has failed, or is it more to do with the fact you have lost some money on paper? A low share price doesn't always mean failing management. Market risk and business risk can sometimes dislocate.

[arbus5000] 28/5/2025 11:08:23

Interesting, so can expect a similar collapse in the UK economy by the time he steps down from the reform party?

[skyship] 28/5/2025 08:10:03

Being a chartered surveyor doesn't make you a good property investor/trader, whatever. I just think she's naive about the management of the Company.

Clearly the CEO & CFO have failed; and should be replaced. Company started going downhill when Richard Tice stepped down as Chairman - he is now the Reform Party No.2.

[twazacheese] 27/5/2025 17:53:52

The idea that Anna Seeley is perhaps naive about commercial property is erroneous. She's a chartered surveyor and competent, as are the CEO and CFO. This is a well-managed property company that couldn't help the downturn in office property, precipitated by Covid-19.

[sleepy] 27/5/2025 10:57:24

arbus - I think it’s more like 16 years

[arbus5000] 27/5/2025 10:44:28

so in 9 years they've almost tripled the NAV despite a calamatious drop in office property valuations?

[sleepy] 27/5/2025 10:11:35

Yes - they announced 10 for 1 split in March 2017

[epistrophy] 27/5/2025 09:54:50

The share split 10-for-1 in 2017, it seems.