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CLDN - Caledonia Investments Share Price

2465p -10.0  -0.4%

Last Trade - 4:35pm

Sector
Financials
Size
Mid Cap
Market Cap £1.37bn
Enterprise Value £1.26bn
Revenue £-152.9m
Position in Universe th / 1806
Bullish
Bearish
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Momentum
Relative Strength (%)
1m -3.03%
3m
6m
1yr
Volume Change (%)
10d / 3m
Price vs... (%)
52w High -22.5%
50d MA
200d MA
Growth & Value
12m Forecast Rolling Industry Market
Valuation (ttm) Industry Market
Margin of Safety
Qualifying GuruScreens
Financial Summary
Year End 31st Mar 2015 2016 2017 2018 2019 2020 2021E 2022E CAGR / Avg
227.9 64.1 313.3 47.1 224.5 -152.9
+14.4 -79.4 +571.3 -90.8 +647.3
PEG
Profitability
ROA
%
%
Cashflow
Dividends
Balance Sheet
NFA
m
FINANCIAL BRIEF: : For the fiscal year ended 31 March 2020, Caledonia Investments plc revenues decreased from £224.5M to -£152.9M. Net loss totaled £172.9M vs. income of £198.2M. Revenues reflect United States segment decrease of 93% to £9.6M. Net loss reflects Transaction costs: Acquisition of the mi increase from £400K to £2.8M (expense), Exchange movements decrease from £500K (income) to £900K (expense). Dividend per share increased from £0.59 to £0.61.
Health Trend(F-Score)
0 1 2 3 4 5 6 7 8 9
Bankruptcy Score(Z-Score)
Distress
Cautious
Safe
Earnings Manipulation Risk(M-Score)
Other Ratios
Recent History
Latest interim period vs. prior period Industry Market
3yr Compound Annual Growth Rate Industry Market
Graphical History

Revenue

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Net Income

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Normalised EPS

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PE Ratio Range

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Dividend Yield Range

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Analyst Forecasts
Price Target:
( below Price)
31st Dec 2020
31st Dec 2021
Est. Long Term Growth Rate: Net Profit
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EPS
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DPS
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Net Profit
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Consensus Estimate
1m Change
3m Change
Analyst Consensus
Strong Sell Sell Hold Buy Strong Buy
EPS 2019 /  2020
CLDN EPS Forecasts Unlock CLDN Revenue
Profile Summary

Caledonia Investments plc is a self-managed investment trust company. The Company aims to deliver long-term growth to both shareholder capital and income by investing in a balanced, risk managed range of asset classes, across diversified sectors and regions. The Company focuses on established businesses, where return on capital employed is a differentiator of longer term performance. The Company's investments include listed and private companies, as well as funds, in a range of sectors and geographies. The Company invests in private equity and quoted market collective investment vehicles, structured through companies, limited partnerships and open-ended funds. It invests in a range of sectors, such as oil and gas, basic materials, industrials, consumer goods, healthcare, consumer services, telecommunications, financials and utilities. It invests in various regions, such as the United Kingdom, Continental Europe, North America and Asia Pacific.

Directors
Last Annual March 31st, 2020
Last Interim March 31st, 2020
Incorporated December 8, 1928
Public Since January 6, 1986
No. of Shareholders: n/a
No. of Employees: 66
Sector Financials
Industry Collective Investments
Index FTSE All Share , FTSE All Share Financials , FTSE All Share Equity Investment Instruments , FTSE 350 , FTSE 350 Lower Yield , FTSE 250 , FTSE 350 Equity Investment Instruments ,
Exchange London Stock Exchange (Full)
Shares in Issue 55,373,734
Free Float (0.0%)
Eligible for
ISAs
SIPPs
CLDN Share Price Performance
Share Price
Bid - Ask
Low - High
Spread
Day's Change
Avg Volume
Open - Close
Range (12m)
Beta
Latest News for CLDN
Upcoming Events for CLDN
Tuesday 24th November, 2020
Half Year 2020 Caledonia Investments PLC Earnings Release
Frequently Asked Questions for Caledonia Investments
What is the Caledonia Investments share price?

As of 4:35pm, shares in Caledonia Investments are trading at 2465p, giving the company a market capitalisation of £1.37bn. This share price information is delayed by 15 minutes.

How has the Caledonia Investments share price performed this year?

Shares in Caledonia Investments are currently trading at 2465p and the price has moved by -18.32% over the past 365 days. In terms of relative price strength - which takes into account the overall market trend - the Caledonia Investments price has moved by 1.71% over the past year.

What are the analyst and broker recommendations for Caledonia Investments?

Of the analysts with advisory recommendations for Caledonia Investments, there are there are currently 0 "buy" , 0 "hold" and 1 "sell" recommendations. The overall consensus recommendation for Caledonia Investments is Strong Sell. You can view the full broker recommendation list by unlocking its StockReport.

When will Caledonia Investments next release its financial results?

Caledonia Investments is scheduled to issue upcoming financial results on the following dates:

Interim results are scheduled for: 2021-03-31
What is the Caledonia Investments dividend yield?

The Caledonia Investments dividend yield is 2.47% based on the trailing twelve month period.

Does Caledonia Investments pay a dividend?

Last year, Caledonia Investments paid a total dividend of 0.61, and it currently has a trailing dividend yield of 2.47%. Looking ahead, Caledonia Investments has not announced an ex-dividend date yet.

When does Caledonia Investments next pay dividends?

Caledonia Investments has yet to annouce their ex-dividend date. The historic dividend yield on Caledonia Investments shares is currently 2.47%.

How do I buy Caledonia Investments shares?

To buy shares in Caledonia Investments you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.

What is the market cap of Caledonia Investments?

Shares in Caledonia Investments are currently trading at 2465p, giving the company a market capitalisation of £1.37bn.

Where are Caledonia Investments shares listed? Where are Caledonia Investments shares listed?

Here are the trading details for Caledonia Investments:

Country of listing: United Kingdom
Exchange: LSE
Ticker Symbol: CLDN
What kind of share is Caledonia Investments?

We were not able to load our ranking data for Caledonia Investments

Is there a Caledonia Investments share price forecast 2020?

We were not able to load any forecast data for Caledonia Investments.

How can I tell whether the Caledonia Investments share price will go up?

An important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Caledonia Investments. Over the past six months, the relative strength of its shares against the market has been -3.19%. At the current price of 2465p, shares in Caledonia Investments are trading at -9.26% against their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.

What is the Caledonia Investments PE Ratio?

We were not able to find PE ratio data for Caledonia Investments.

Who are the key directors of Caledonia Investments?

Caledonia Investments's management team is headed by:

Charles Cayzer - NED
Jamie Cayzer-Colvin - EDR
William Wyatt - CEO
Stuart Bridges - NID
David Stewart - NEC
Guy Davison - NID
Tim Livett - CFO
Claire Howard - NID
Richard Webster - SEC
Who are the major shareholders of Caledonia Investments?

Here are the top five shareholders of Caledonia Investments based on the size of their shareholding:

Cayzer Trust Company Ltd Corporation
Percentage owned: 34.98% (19.4m shares)
Wells Capital Management Inc. Investment Advisor/Hedge Fund
Percentage owned: 4.94% (2.74m shares)
Wyatt (William Penfold) Individual Investor
Percentage owned: 2.08% (1.15m shares)
First Eagle Amundi Income Builder Mutual Fund
Percentage owned: 1.57% (869k shares)
M & G Investment Management Ltd. Investment Advisor
Percentage owned: 1.27% (705k shares)
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