Caledonia Investments plc (CLDN) Q2 2025 Earnings Call

Investor webinar replay

Watch the replay and follow the connected company analysis, news, and investor updates for Caledonia Investments Plc.

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:05.757 Hello and good morning everyone and welcome to Caledonia's results presentation 00:00:05.757 -- 00:00:10.622 for the six months to 30th September 2024. 00:00:10.622 -- 00:00:15.748 I'm Matt Masters, I'm Chief Executive of Caledonia Investments and it's my pleasure to 00:00:15.748 -- 00:00:20.893 present these results today and I'm joined by my colleagues Jamie Kezer-Colvin who runs 00:00:20.893 -- 00:00:26.139 our funds pool and Rob Memmott who is our CFO today 00:00:26.139 -- 00:00:30.674 to take you through these results. Now, we're going to try and balance taking you through 00:00:30.674 -- 00:00:34.341 what's quite a short period of time for us, the last six months, with reminding you about 00:00:34.341 -- 00:00:39.807 the strategy and the long-term returns of the business. 00:00:40.431 -- 00:00:42.074 So 00:00:42.074 -- 00:00:44.559 just going through the cautionary statement 00:00:44.559 -- 00:00:49.668 and just providing you with some building blocks just to provide some foundations, 00:00:49.668 -- 00:00:56.187 if you will, for our investment approach. Now our target is to deliver long-term 00:00:56.187 -- 00:01:01.593 NAV per share and dividend per share growth for our shareholders 00:01:01.593 -- 00:01:06.760 and our track record, which is the graph just at the top there, shows you that 00:01:06.760 -- 00:01:12.507 our approach of taking long-term investments in the equity of good quality companies 00:01:12.507 -- 00:01:16.120 has proven to be a good way of delivering this. 00:01:16.120 -- 00:01:21.867 A reminder that we are self-managed, or as I say, very self-managed 00:01:21.867 -- 00:01:27.174 by the in-house investment team who are focused on 00:01:27.174 -- 00:01:32.200 getting Caledonia better and better at executi...