Member Info for Alnwick

Quite bizarre , but I was sitting On The Beach when I saw SAGA was down 70p ! OUCH !!

The Village Idiot (Trump) must have shorted the markets.

ON THE BEACH Trading statement didn’t help the market sentiment. Copy of the offending paragraph below;

Whilst the Group has limited exposure to destinations in the Middle East, it has experienced a significant slowdown in demand following the onset of conflict in the region, particularly to destinations such as Turkey, Greece, Cyprus and Egypt. The timing of when the conflict will end and the shape of recovery in demand to these destinations are unknown. Both will impact Group profitability and as a result the Group is temporarily suspending its guidance of £39m to £43m Adj. PBT for the full year.

SAGA has very little in the conflict zone and I believe their fuel for the ships is hedged.

Well done to all who took advantage of today’s SALE !

Looking forward to our 600p party

Cheers 🍻

Hi Aspers,

I flew back from the USA last week and the flight was half full !

Holiday travel to the USA ( Trump effect !) is falling off a cliff.

I know IAG have many other routes but the USA is the most profitable.

I Sold my Holdings yesterday.

Happy Weekend

Nice to see a Million Pound Buy after the close.

Very little free stock to purchase !

Mines not for Sale.

Happy Weekend 🍻

Hi Slow, I’m sure you’re game for a laugh!

The 600p Party is at Alnwick Castle www.alnwickcastle.com

Best Wishes

Hi Aspers,

I hope you're well.

We have had some serious "Tree Shaking!" this week.

Relatively small volumes and large price variations.

Today is a good example low 532p high 556p with less than 500k shares traded.

The MM's have very little stock and Institutions are not selling so this may continue for a few weeks.

I think the 600p Party will be after the April results.

Happy Weekend

I've just pick up more CARD.

Crazy Cheap , Great Dividend and virtually the last man standing in the UK & Ireland card market.

Best Wishes

Hi Batfasted , Thank you for sharing the Share Dilution details.

I've been working on comparative values based on SAGA's IPO in 2014 and peak prices and market caps over the last 10 years.

SAGA IPO was 2014 and the offer price was 185p and the market cap was 2.1B

The highest share price ever was in August 2016 at 201p and the market cap was 2.25B

Net Profit in 2014 was 133.8M

Net profit in 2015 was 141.2M

The current share price 552p divided by 8.04 = 69p

Mike Hazell has told the Market a number of times that the company will make 100M by 2030 and I think the market and most of the people on this board think SAGA are ahead of that target.

Based on 2015-16 share prices and market caps a PBT of 100M would suggest a share price around 29% less than 2016.

In old money that's 142p in New money x 8.04 = 1,141p

That's a potential upside of 106.5% !!

My Target price of 1000p in 3 years could work !!!

Best Wishes 🍹

Hi Aspers,

We are currently in Florida and thankfully it's finally beginning to warm up. It's been Freezing !

The appreciation the SAGA share price has been Meteoric and pleasantly, caught me by surprise!

The Alnwick 600p Party will have to wait a few weeks.....

Best Wishes

I agree with ppywgda that the "Old Money" share price is about 72p.

However you must take into account that RDH bought 20% of the Company at 27p per share ( 60.6M) and then invested a further 39.4M at 15p per share.

Under the Rights issue to raise 150M and all shareholders had the right to buy at a Similar price, which I did.

This exercise added to the 15-1 dilution and created the current number of Shares in issue.

When SAGA Floated in 2014 at 1850p per share the Market Cap was 2Billion.

The highest price ever was 2969P in August 2016 and the Market Cap was 3.24Billion.

The current Market Cap is 832.1M

SAGA profits historically came from Insurance and the Underwriting business has been sold so the future profits of the Insurance business will never reach the 100M+ that was achieved so the value of the Insurance business should be halved.

That said SAGA is now making more profits from Cruise and Travel.

Therefore the realistic potential value of SAGA in the next 3-5 years is probably close to the original flotation in 2014 ie 2Billion.

That would equate to a 240% upside !!!

Carnival is on a PE of 15.7

Sadly the World is full of Volatility and we never know from day to day what the US Village Idiot is going to do next.

I will look to start taking profits at 1000p

Enjoy these amazing Days $$$$

Best Wishes

Hi Aspers,

I'm Freezing my Nuts off in Florida !!!!

The fountains in Disney World have frozen as the Temp overnight was -5 degrees.

We are heading to the Keys to warm up and we will be having a few Margaritas tonight.

Best Wishes

PS 600P Party may have to be delayed !!!!! 🍹

Does anyone know anything about Eldose Babu or better still have contact details ?

I believe he lives in Dubai.

I think he acquired most of his 9.14% in SAGA in the 120p range which equates to a current profit of

FIFTY SEVEN MILLION. 57,000,000 Pounds.

I would like to invite him to Alnwick for our 600p Party.

He could buy one of the Duke of Northumberland's Canaletto Paintings !!!!!!

Have a Great Weekend

Hi Rupans,

Deutsche Bank bought Numis.

dbnumis.com

Looks like they want an invitation to our 600P Party !!!!

Happy Weekend

WOW WOW WOW WOW !!!

The performance of SAGA from its low point of 74p on the 21st October 2022 is Incredible !

575.68% since 21st October 2022

337.83% since 1st January 2025

183.77% since 1st June 2025

85.53% since 1st October 2025

27.55% in the last Month

I've said many times that SAGA was grossly undervalued and I now think its only undervalued !!!

If this relatively new Management Team can continue the great work to date I can see SAGA at 10 POUNDS in 2028.

I thought the 600p party at Alnwick was going to be 2028 , Its now looking like 2026 !!!

Checkout www.AlnwickCastle.com

Get your name down its going to be Fun to meet everyone.

Best Wishes

I'm currently in the USA and have just read the Trading Update which is a relief as it reiterates the December Update.

I still like CARD as I believe its Stupidly cheap at 69p on a P/E of 5.76 and the 7% Dividend is going to be increase when CARD

announce their results on 28th April.

Best Wishes

Rupans, Your Quote !

"Trump is doing common sense things in the US." OMG !

I've have had a home in the US for 29 years and businesses for 20 years.

Trump is one of the biggest Narcissists in history ,who couldn't run a Raffle !!

Every time he opens his mouth he bends the truth , Inflates reality or spouts utter rubbish.

He's been Chapter 11 Bankrupt 13 times.

Even went bust owning a Casino !

He and his family are making $Billions behind the scenes on Crypto , Gold, Market Shorts, Middle Eastern Property Deals.

The US Constitution clearly states that Self enrichment is prohibited by the President.

He's a 5 time Draft Dodger.

Was Epstein's best friend.

His ICE agents are acting like the SS and pulling US Citizens off the streets and locking them up. We see it locally.

Canadiens are selling up in Florida and property values are falling.

The Inflation numbers are fixed by Trumps team.. Retail prices are rising and anything from Europe is increased to the consumer by Trump Import Taxes.

Porsche , Mercedes , BMW , Audi are all offering large discounts and cheap finance to sell cars due to Tariff increases.

Meanwhile US Debt is $38,632,400,000,000 and US Debt interest is higher than their Defence Budget !!

Trumps latest Budget will add another $2 Trillion this year.

This won't end well , lookout for US Debt hitting $40 Trillion

Common Sense is don't sell SAGA and look forward to a few beers at Alnwick.

Cheers

Welcome back onboard Aspers.

Hi Aspers,

Congratulations on making a Profit !

We are currently in Florida and there were protests against Trump over the weekend.

The MAGA lunatics are crazy supporters of Trump but many of our Republican friends are turning against him.

The Mid Term elections in May look like they could go against Trump which would mean he loses control of the House and becomes a lame duck President !!

Best Wishes

I guess SAGA will announce the Trading update date this week , it's always the last week in January.

The fall in the share price is understandable as SAGA is one of the Star risers last year up 253.9% !

Well done if you're taking a 200%+ profit !!!!

I'm not selling as this has a long way to go....... UP

Best Wishes

Another Upgrade on SAGA from Simply Wall Street ( An Australian Company)

" Ageing Demographics and Cruise demand will transform this over 50's Travel and Insurance Specialist"

New Target 515p

Hi All,

I know some of these are Institutions holding shares on behalf of clients.

I was highlighting the fact that the stock available is very small therefore Demand will exceed Supply and the price will rise.

Best Wishes