Caledonia Investments (CLDN)

Sector:

Investment Firms

Index:

FTSE 250

3,475.00p
   
  • Change Today:
    -35.00p
  • 52 Week High: 3,690.00
  • 52 Week Low: 3,135.00
  • Currency: UK Pounds
  • Shares Issued: 53.97m
  • Volume: 86,300
  • Market Cap: £1,875.52m
  • RiskGrade: 108

CLDN Overview

Caledonia Investments plc is a United Kingdom-based self-managed investment trust company. The Company holds investments in both listed and private markets, covering a range of sectors and particularly through its fund investments. It invests in managed businesses that combine long-term growth characteristics with, in many cases, an ability to deliver increasing levels of income. It manages assets of circa £2.8 billion across an international, multi-asset portfolio, with a focus on companies that have the potential to generate long-term shareholder value. The Company’s fund types include private equity funds, funds of private equity (PE) funds, and quoted market funds. It invests in a range of sectors, such as basic materials, consumer staples, financials, healthcare, industrials, real estate, retailers, technology, telecommunications, and utilities.

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Financials

Latest F'cast
Div Yield 2.0% 0.0%
Div Cover 1.1 n/a
Op Mrgn 63.5% n/a
ROCE 1.7%  
Latest F'cast
P/E 46.6 n/a
PEG 0.5 n/a
Pr/Revenue 29.9 n/a
Pr/Book 0.6  
Latest F'cast
Revenue 42.5% n/a
PBT 55.4% n/a
EPS 96.6% n/a
DPS 4.5% n/a

CLDN Fundamentals

Year Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield
31-Mar-20 53.40 33.80 63.10p 38.6 n/a 0% 61.10p 2.5%
31-Mar-21 44.70 22.40 54.30p 48.7 n/a -14% 62.90p 2.4%
31-Mar-22 51.60 28.30 72.10p 49.1 1.5 +33% 64.80p 1.8%
31-Mar-23 44.00 24.90 37.90p 89.4 n/a -47% 67.40p 2.0%
31-Mar-24 62.70 38.70 74.50p 44.0 0.5 +97% 70.40p 2.1%

a. Based on UK GAAP presentation of accounts - includes discontinued activities

CLDN Company Announcements

Transaction in Own Shares 16-Sep-2024 07:00 RNS
Net Asset Value(s) 06-Sep-2024 11:28 RNS
Total Voting Rights 02-Sep-2024 07:00 RNS

CLDN ShareCast News

Caledonia Investments buys majority stake in DTM... 19-Aug-2024 ShareCast
Caledonia Investments grows NAV by 7.4% 08-Apr-2024 ShareCast
Director dealings: Caledonia finance chief inves... 25-Sep-2023 ShareCast

CLDN Top Newspaper Links

Caledonia boosts dividend after new investment f... 29-May-2009 The Scotsman
Death of Peter Buckley 03-Dec-2008 The Scotsman
Scrutineer: Investing in caution 30-May-2008 The Scotsman

Latest CLDN Director Deals

No deals were found in the last 28 days.

Note 1: Prices and trades are provided by Digital Look Corporate Solutions and are delayed by at least 15 minutes.

Note 2: RiskGrade figures are provided by RiskMetrics.

Note 3: Above ratios are on a 'per annum' basis, adjusted for corporate actions and based on the fundamentals of the primary listed security.

Note 4: Under IFRS, all figures are based on 'Continuing' operations unless otherwise stated.

Note 5: In the case of dual listed securities, broker recommendations and forecasts relate to the primary listing.

Note 6: Forecast figures based on normalised accounts.

 

CLDN Market Data

Currency UK Pounds
Share Price 3,475.00p
Change Today -35.00p
% Change -1.00 %
52 Week High 3,690.00
52 Week Low 3,135.00
Volume 86,300
Shares Issued 53.97m
Market Cap £1,875.52m
RiskGrade 108

CLDN Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
47.6% below the market average47.6% below the market average47.6% below the market average47.6% below the market average47.6% below the market average
0.69% above the sector average0.69% above the sector average0.69% above the sector average0.69% above the sector average0.69% above the sector average
Price Trend
23.55% above the market average23.55% above the market average23.55% above the market average23.55% above the market average23.55% above the market average
14.29% above the sector average14.29% above the sector average14.29% above the sector average14.29% above the sector average14.29% above the sector average
Income
53.51% below the market average53.51% below the market average53.51% below the market average53.51% below the market average53.51% below the market average
17.76% below the sector average17.76% below the sector average17.76% below the sector average17.76% below the sector average17.76% below the sector average
Growth
73.67% above the market average73.67% above the market average73.67% above the market average73.67% above the market average73.67% above the market average
67.72% above the sector average67.72% above the sector average67.72% above the sector average67.72% above the sector average67.72% above the sector average

CLDN Dividends

  Latest Previous
  Final Interim
Ex-Div 27-Jun-24 30-Nov-23
Paid 01-Aug-24 04-Jan-24
Amount 51.47p 18.93p

Trades for 20-Sep-2024

Time Volume / Share Price
16:40 17,500 @ 3,500.71p
15:11 30,000 @ 3,497.31p
16:45 82 @ 3,475.00p
16:42 5,782 @ 3,475.00p
16:38 1,538 @ 3,475.00p

CLDN Key Personnel

CEO Mathew Masters
Chair David Stewart
CFO Robert Memmott

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