shareordie
09 Nov 2015
Re: Gala Bingo Yes but what the assets are worth and what they are on the books at are very different, most of the time when cldn make an asset sale its well above the book value.
shareordie
09 Nov 2015
Nav at 2813 investors chronicle said about a sale of asset that could put 1% on Navy the other week,so still looking good here.
Windsor Buffet
26 Oct 2015
Gala Bingo Seems a massive acquisition for Caledonia to swallow given their total assets are just north of £1.5 billion. Interested in others opinions on this. The unquoted pool is going to change quite drastically with this purchase.
II Editor
15 Jul 2015
NEW ARTICLE: Model growth portfolios: Annual review "Our growth portfolios are divided into three categories to reflect investors' different time horizons as well as attitudes to risk.Our growth portfolios are divided into three categories to reflect investors' different time horizons as well as ..."[link]
shareordie
22 Jun 2015
Re: Seven IM Looks like its a done deal as per today's RNS,another astute purchase by the management team.
shareordie
03 Jun 2015
Seven IM [link]
devonplay
29 May 2015
Re: Results I'm a bid admire of CLDN.It's the significant holding of the Cayzer family that's behind that discount.It appears to put off some investors.I haven't added to my holding recently, but I will if we get a summer lull, bad news from Greece or the bulls run out of energy - with the possibility of all 3 happening in the next weeks and months - and some weakness in the price(s).I see CDLN as a good long term core hold. I'm just not sure I want to add new money at the moment.DL
shareordie
28 May 2015
Re: Results I don't know why the discount,if this was called income fund or something like that the discount would disappear,but this fund is now concentrating on income so should be priced accordingly. The progress that has been made is fantastic.
cimbom
28 May 2015
Re: Results ...and at an 18% discount!
shareordie
27 May 2015
Results Very good results,Nav is up,48th year of dividend increase, income up,cash in bank up.More buy backs.What more do you want,this is a one stop shop for investment at the moment.
shareordie
12 May 2015
Nav at 2937 making more progress,is 3000 just around the corner.Still a big unjustified discount to Nav at 2431.
shareordie
08 Apr 2015
Re: Good financial position and past per... And it doesn't really mention the Nav and with this type of investment this is one of the important measuresof ssuccess.
shareordie
08 Apr 2015
Re: Good financial position and past perform... This graphic thing is a bit misleading because they forecast no earnings at all next year and the bod have been busy bolting on income producing assets like the caravan parks and the income is on the up as well as the dividend payout.Maybe it works better for straight forward companies.
albent
08 Apr 2015
Good financial position and past performance but with questionable growth prospects. Here is an infographic for Caledonia Investments (LSE:CLDN): [link]
shareordie
09 Mar 2015
Nav Nav progress again.
