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Sorry to disappoint but due to circumstances entirely within my control I will not be in a position to post again this year so HAPPY NEW YEAR EVERYONE. Yes, I do mean everyone. Śtay well. Keep safe.
Hope Santa was good to you all. Just finished a busy week shuttling the well to do backwards and forwards from Florida / Caribbean.
Finished off with a transatlantic back to UK with some Suoeryacht customers.
Off to catch up with my grandkids now to celebrate my Christmas.
Best wishes fir 2024 and fingers crossed we see Saga back up where we deserve to be and a Divi restored too.
Well, you finally made me smile Bugs. Fair play.
Thomson, remind me what the last good news was in your eyes?
Many thanks Eldose babu.
Let me guess… you are going to stop posting
More good news is coming. DYOR .
A Very Happy Christmas and New Yearxx
Stay well and safe this Christmas everyone. Whatever your faith enjoy the next few days. Hope you all have a successful 2024.
No problem.
https://simplywall.st/stocks/gb/insurance/lse-saga/saga-shares/ownership
That was very helpful. Could you provide the wall street holdings link you used. Many thanks.
This is still out of date for Babu.
Actually the simply wall street view has a more detailed list of Institutions going down much lower holdings....
6.23%
Roger De Haan 37,196,970 UK£51.0m 0% no data
6.36%
Saga Plc., Employee Stock Ownership Plan 9,014,650 UK£12.4m 16.47% no data
5.15%
Eldose Babu 7,300,000 UK£10.0m 0% no data
4.37%
Hosking Partners LLP 6,193,327 UK£8.5m -17.5% 0.34%
3.34%
HBOS Investment Fund Managers Limited 4,729,704 UK£6.5m -1.67% 0.06%
2.97%
Union Bancaire Privee Asset Management LLC 4,205,375 UK£5.8m 0% 4%
2.73%
A J Bell Holdings Limited, Asset Management Arm 3,874,234 UK£5.3m 4.04% 0.06%
2.5%
UBS Asset Management AG 3,542,798 UK£4.9m 112.34% no data
2.29%
Barclays Bank PLC, Wealth and Investment Management Division 3,246,832 UK£4.4m -4.54% 0.05%
2.23%
Kernow Asset Management Limited 3,158,863 UK£4.3m 36.08% 8.63%
2.23%
Barclays Bank PLC, Securities Investments 3,156,712 UK£4.3m 1.63% 0.01%
2.16%
Norges Bank Investment Management 3,068,114 UK£4.2m 0% no data
2.06%
HSBC Global Asset Management (UK) Limited 2,923,012 UK£4.0m -2.02% no data
1.84%
Bank of Singapore Limited, Asset Management Arm 2,611,132 UK£3.6m 44.66% 0.34%
1.74%
Dimensional Fund Advisors LP 2,465,546 UK£3.4m 13.81% no data
1.36%
Legal & General Investment Management Limited 1,924,081 UK£2.6m -0.21% no data
0.9%
The Royal Bank Of Scotland plc, Asset Management Arm 1,274,951 UK£1.7m -1.63% 0.13%
0.84%
Heartwood Wealth Management, Asset Management Arm 1,190,000 UK£1.6m 0% 0.13%
0.83%
BlackRock, Inc. 1,178,611 UK£1.6m -0.12% no data
0.79%
Black Creek Investment Management Inc. 1,126,890 UK£1.5m 2.44% 0.02%
0.76%
IG Group Holdings Plc, Asset Management Arm 1,073,679 UK£1.5m -5.54% 0.14%
0.72%
Charles Schwab Investment Management, Inc. 1,022,438 UK£1.4m 21.04% no data
0.7%
Ninety One UK Limited 992,222 UK£1.4m 0% no data
0.64%
Charles Stanley & Co. Ltd, Asset Management Arm 903,260 UK£1.2m -1.33% 0.01%
0.53%
First Equity Ltd, Asset Management Arm 755,000 UK£1.0m -3.45% 1.49%
Eldose now has 8,683,085 Shares.
Most people like even numbers !!
Marketscreener for the Institutions and I think it was simply wall street for the category splits. May not be 100% current obvs.
Rogue which website or research you use for your list. RNS shows Babu 6.12 becoming the second single shareholder presently. The general public seems to change frequently between 21 to 23 million shares but it is hard to judge. Babu could request a seat on the board maybe done privately.
Without that buying the lads would have got their 100 I think and Bugs wouldn't have got his 3k..
I see the long term incentive threshold is still 600 to trigger. I know I'll get shouted down, but these PLC Directors know how to get paid. They think that's still on. May take a few years but if everything comes together, why not.
Hi Rogue,
Thanks very much. Looks like there is still plent of stock available for Eldose to pick up. I think he will be looking for 10%. Not sure why just like you but plenty of value to be had in Saga and maybe he wants a chunk of it etc?
Hi Rupans.
For info/reminders. Major holders:-
RDH 37196970
Artemis 7440083
Babu 7300000
Abrdn 5381439
HL 5258000
Norges 4557624
Kernow 4238107
Setanta 4200594
Pictet 3737656
Total 79310473 Doesn't add to the full total due to smaller lumos not being shown.
Split by category:-
PLC 355570
Priv Co 599037
Employees scheme 9014650
Public 23070645
Indiv insiders 44866305
Institutions 63902295
Total 141808502
Still wonder what his endgame is. By now he's probably overtaken Artemis so is highest behind RDH.
updated: 21 dec 2023
best and worst all-inclusive holiday providers
from companies with ****tails on tap to those that won’t even give you a can of coke, we rate the biggest, best and worst all-inclusive package providers.
...
our survey of nearly 2,000 holidaymakers found that those who picked the cheapest all-inclusive holiday provider ended up forking out a whopping £367 more per week on extras.
lastminute.com’s customers found that their ‘all-inclusive’ resort was anything but. on average they spent an extra £128 a week in the resort, and £239 outside the resort on things like meals out and food and drink from the supermarket. that’s £367 in total.
they also had a pretty poor experience, rating their holiday just two stars out of five for accommodation, organisation, transfers, included benefits and customer service. lastminute.com’s 63% customer score puts it firmly at the bottom of the table of all-inclusive providers.
at the top of the table, jet2holidays’ customers had a very different experience. the restrictions on what you could eat and drink, and when, were the lowest of any brand. ‘the package included everything we needed and desired’, said one happy customer.
long haul specialist, kuoni, and over 50s operator saga also received excellent customer scores in our survey, with four stars for the benefits included in the price of their holiday.
...
saga 80%
saga holidays are only available to those who are over 50. saga says it hand-picks its hotels, making sure they meet its exacting standards. judging by our survey, they met yours too. it was one of only two brands with a four-star rating for its accommodation.
guests also praised the ‘excellent standard’ of the food and drink and told us they had everything they needed. they spent very little on average outside the resort - just £44 per week.
which? verdict with high ratings across the board, and the lowest spend on extras, saga is truly all-inclusive for the over 50s.
Rogue,
You maybe right. But the indication strongly shows that Eldose is consistently buying shares in Saga. By my calculation around 140,000 per day. And it has been accelerating. Now that everyone knows, other are going to buy also. In addition as you have rightly pointed out the free float will be getting smaller. So yes he will try to control his buying on the way up but also, the pool that he can buy from is getting consistently smaller. And also others will know this and start buying in too.
Maybe I am being overoptimistic on this but maybe our time has finally come and this share price will go to a more reasonable value ... as it is far too cheap at the moment
That's a big chunk out of free float....
Good news and its gonna fly. Not just yet though I wouldn't say- he is controlling the price as best he can and he may not be finished buying yet.
What's his end game thats' the question...surprised its not made more news. Even on here.
This is only one completed trade. Anyway of this, looks like you are due a rebound after the RNS, so best of luck to all and on to Vodafone
Our Emirate investor has now spent over £10,000,000 !
I’m inclined to follow Eldose rather than Buglet11
Merry Christmas and a Happy , Healthy and Prosperous New Year 🥂
On spread betting, it is risky as some of my colleagues can testify to. The link below shows how it works but I did like that you pay no tax, It is dependable on the strategy you use. With the sum Buglet 11 quoted very low.
https://www.investopedia.com/articles/active-trading/082113/what-spread-betting.asp#:~:text=Financial%20Review%20Board-,What%20Is%20Spread%20Betting%3F,to%20them%20by%20a%20broker.
You wouldn’t find my trades anyway, its all spread bets