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Hi everyone, i started coming here to read your opinions about 2/3 weeks ago.
I am only a little fish, got in @ 288 and watched it go down very next day and it stayed down for quite some time. Should have topped up then. ?? I've bought more since then, and will top up if there's dips.. But for now, i'll be sitting on my hands
I think the constituents of the FT250 are reviewed every quarter and next review should be end of May. I think that Saga may enter the FT250 if the MCap is greater than about 600M. This equates to about SP= 429.
Please note I don’t know whether any of above is correct but have tried to work this out using Google.
37 Recommends! Ohhhh I wonder who will click on 39 to clam the prize of No40?
Whoever it is please announce yourself.
Will it be a regular or will it be a silent reader?
Will it be a shareholder or someone who is thinking about becoming one?
What will the share price be if/when it hits 50?
Ha ha The worst part of all of this is that I’m genuinely interested!
This lockdown needs to end and soon for everyone’s sanity ha ha
https://metro.co.uk/2021/03/06/new-covid-variants-very-unlikely-to-stop-great-british-summer-14199568/?ito=article.mweb.share.top.link
Each day just gets better
Shareholder cruise would be great! However, I’ve already booked a lads Ski Holiday for next year, and got a Stag Doo in October, so I’ve basically had to promise/bribe the Mrs with some new teeth she wants to keep her sweet, from my gains. She wasn’t interested before, but now asks me everyday how they’re doing!?
One thing I can guarantee though is that I’m going down to Dover, stay over, (I’m from Bingley, West Yorkshire) get smashed, and physically wave the ship off, if anyone’s in!?
Friday? Ha ha *MONDAY!
Rogue if we join £10 club mate then I think we (Beachbum) should organise a Shareholder Saga Cruise - Don’t worry FJ we will get you in { smiley face }
The drinks are on Millionaire since he owns half the Company ha ha
28 so far and that has surprised me mind especially for a weekend.
Be interesting to see what it is at close of play on Friday.
Rox
I think you were just worried about the bar bill for you big holders at the £10 drinks.....
Need to keep this up until Monday night at least.
50+
Had the pleasure for #20 :-)
Count going well but I suppose not everyone looks at the weekend. Good idea though
Saga cruises being advertised by Julie Walters voiceover at frequent intervals on LBC Radio. Catch phrase don't lounge at home... Use lounger on our cruise ship instead!
I read but don't necessarily post or uptick. This is one of the most informative and knowledgeable BBs that I do read. Lots of positivity and experience too. Next week I may have a few quid spare from my pension and I think it will go to Saga rather than a few other shares of mine.
Excellent post Banbury informative interesting and well thought through as usual.
I’m curious how many people actually read this board? How many are there of us?
I’ve just ‘recommended’ Banbury’s post so the count is 3.
Would everybody please do the same - even you quiet ones who never post please.
Just for a bit of fun.
I will be amazed if we exceed 20 but let’s see.
Morning BB,
Only that reinstatement of Divi held until payments up to date.
If he doesnt go private befoe then thats the final icing for the prce I think.
All good .
Pmh - confirmation of deferral of 2021 ship payment (£45m as was ) over five years 22 -26 at a reasonable cost £6m was for me the single biggest de risking we have had. Cash burn was £9m in five months until 31st December 2020 and we can probably expect a bit higher until sailing as they ready the ships. Other things to look out for :
1 - sale and value of Titan £100m has been cited and its all bottom line as no assets other than brand. Accouts will reveal more particularly if its held for sale in accounts.
2 - value of properties three up for sale. Could be worth a bit again all bottom line and accounts will inform.
3 - at £5.30 ish we would be back in the Fts350. That means institutions and trackers push us up
4 - accounts reveal what 5bp off loss ratio equates to. The covid dividend.
5 - Im also expecting a working from home dividend as head office costs overheads rates utilities fall sustantially
6 - finals usually update on forward sales and margins on cruise . We need roughly 80% capacity and £234 per person per night to get the targeted £40m before i t &d that the company was aiming for per ship.
7. Jan trading update had insurance stabalising and hoping for comformation in April
Downside risk is Dofus theory on RDH taking it private at £7. I respect his view but dont know how that works if other sharehoders think its worth £10 how does he do it ?. Covid returning unlikely. More regulation on insurance and from 2023 corporation tax up by 6%. Which from our halcyn days would be a £10m per year hit.
Lot more positives than negatives to me at current share price.
Tried to summerise a balanced view of everything im aware of. Anyone think ive missed something ?
Really happy with this week, the sp seems to have settled which I’m sure has settled all of our nerves..the price would have dropped 10% plus a week or so ago on the news of the cruise push back so to see us be nice a steady this weeks gives great confidence for the coming months..we may have a new baseline price at the £4 which for many on here represents a good return already..can hopefully relax a bit now and watch the investment grow further knowing we’ve got a good buffer if we do hit a few bumps..next target £5