Member Info for Alnwick

Hi Rupans,

I think the first rule of Economics is effecting the whole of Ocean and River Cruising.

SUPPLY V DEMAND

The Grey Tops have most of the Cash and SAGA have 10M of them on their database and they are advertising on TV and their monthly mailings are packed with Travel deals.

This all bodes well for September update.

Best Wishes

Good Evening SAGA shareholders.

For the first time in 2.5 years Buys are outnumbering sells Month on Month.

The Volumes are still small but there isn’t much stock available!

A warm welcome to our new shareholders !

Best Wishes

Aug-25 15:58:30 184.20 418 Buy* 769.96 A

07-Aug-25 15:58:30 184.00 466 Buy* 857.44 A

07-Aug-25 15:58:30 184.00 887 Buy* 1,632 A

07-Aug-25 15:58:30 184.00 1,353 Buy* 2,490 A

07-Aug-25 15:58:30 184.00 11,410 Buy* 20.99k A

07-Aug-25 15:58:30 184.00 54 Buy* 99.36 A

07-Aug-25 15:58:30 184.00 9 Buy* 16.56 A

07-Aug-25 15:58:30 184.00 32 Buy* 58.88 A

07-Aug-25 15:58:30 184.00 2,485 Buy* 4,572 A

07-Aug-25 15:56:26 184.00 500 Buy* 920.00 A

07-Aug-25 15:55:46 184.00 938 Buy* 1,726 A

07-Aug-25 15:52:25 183.833 58 Buy* 106.62 O

07-Aug-25 15:49:26 184.00 2 Buy* 3.68 O

07-Aug-25 15:46:58 183.832 285 Buy* 523.92 O

07-Aug-25 15:37:00 184.00 1 Buy* 1.84 O

07-Aug-25 15:37:00 184.00 704 Buy* 1,295 A

07-Aug-25 15:37:00 184.00 500 Buy* 920.00 A

07-Aug-25 15:37:00 184.00 2,062 Buy* 3,794 A

07-Aug-25 15:32:33 184.00 74 Buy* 136.16 A

07-Aug-25 15:32:33 184.00 1,400 Buy* 2,576 A

07-Aug-25 15:32:29 184.00 30 Buy* 55.20 A

07-Aug-25 15:32:29 184.00 3 Buy* 5.52 A

07-Aug-25 15:32:29 184.00 41 Buy* 75.44 A

07-Aug-25 15:32:29 184.00 356 Buy* 655.04 A

07-Aug-25 15:32:29 184.00 41 Buy* 75.44 A

07-Aug-25 15:28:57 183.90 131 Unknown* 240.91 O

07-Aug-25 15:22:37 183.70 44 Unknown* 80.83 O

07-Aug-25 15:10:22 184.00 500 Buy* 920.00 A

07-Aug-25 15:09:55 184.00 784 Buy* 1,443 A

07-Aug-25 15:09:55 184.00 5,000 Buy* 9,200 A

07-Aug-25 15:07:16 184.00 1,200 Buy* 2,208 A

07-Aug-25 15:07:15 184.00 878 Buy* 1,616 A

07-Aug-25 15:07:15 184.00 897 Buy* 1,650 A

07-Aug-25 15:07:15 184.00 2,739 Buy* 5,040 A

RBC raises International Consolidated Airlines price target to 500 (440) pence - 'outperform'

There are a number of factors at play here;

The new management team are turning the company around.

Insurance underwriting deal done and General Insurance sector is turning positive , ie Hiscox & Sabre results.

Saga Cruises and Travel are getting good PR and winning awards.

Finally there’s very little available stock. Today’s volume is under 100,000 shares !

I think more good news is coming in September and this will …….. 🛫

Card Factory shares ‘too cheap’, says Berenberg

The Card Factory’s (CARD) acquisition of Funkypigeon.com marks another strategic step forward for the high street card and gift retailer, according to Berenberg.

Analyst Adam Tomlinson retained his ‘buy’ recommendation and target price of 150p on the Citywire Elite Companies + rated stock. On Wednesday, it was trading up 3% at 97.7p and is up 12% over five days after announcing the purchase of Funkypigeon.

‘Like previous acquisitions, the deal is aligned to, and accelerates, the group’s progress in its key strategic growth pillars,’ he said.

‘The move once again demonstrates the cultural shift installed by management, which is seeing Card Factory transform from its UK store-based roots towards being a leading, global omni-channel retailer of greetings cards, gifting and celebration essentials.’

Tomlinson added that the shares were ‘too cheap for the growth profile and cash generation on offer’, given full-year price-to-earnings of 6.3 times, a dividend yield of 5.4%, and a free cashflow yield of 13%.

Hi Nonsense,

I have owned a couple of Digital Printing Companies and been involved in the development of Digital since its inception in 1993 by Indigo in Israel.

MOON don’t have any better technology than anyone else in the digital space as most of the output is outsourced to Digital print suppliers in the various countries around the World. What MOON do have is better Marketing and a Brand which has cost many Millions to build.

MOON are in decline and are loosing their CEO who has wasted 100M on crazy acquisitions which is why they had a huge write down in their recent figures.

CARD is the market leader in the UK high street and its Digital platform has been improving and their Digital Print and Paper quality is now very similar to MOON. What CARD lack in the online space is Marketing , Fulfillment and Distribution expertise.

Hopefully FB have better !

If they crack online we have got a share which could explode !!!!

Best Wishes

PS

The biggest market is the USA which is dominated by American Greetings and Hallmark brands and large retailers like Target.

Garven supply a range of own brand product to Target and a number of other US Retailers.

WOW !!!

On the face of it this looks like a Steal of a Deal.

Funky Pigeon is the number two in digital greeting card sales business in the UK and the Brand alone must be worth 20M

They have spent Millions building it and i can’t stop saying “Funky Pigeon .Com”

This acquisition will help CARD solidify their presence in the Digital greeting card market and should throw off some significant synergy savings.

CARD become a true Omni-channel retailer and should get rerated by the market.

MOON had sales of 350M and made adjusted PBT of 67.5M. Their MC. Is 712M

CARD had sales of 542M and made PBT of 64M. Their MC is 337M a PE of 6.87 !!!!

Let’s hope the market agrees and CARD gets rewarded with a double digit PE

There are only 2 significant shorts on CARD and they are both reducing their positions so hopefully this and another good lead up to the festive season will get CARD back up to 140p.

The major Shareholder and the only insider with a material interest is CEO David Beech who has 18,922,309 which is 22.02%

And very nice Dividends !

There are 4,971,476,010 IAG Shares in issue and IAG have so far bought 317,370,368.

Qatar Airways own 25% of the company

IAG are now the 2nd biggest shareholder of their own stock 6.38%

Nice Dividends to inflate IAG profits….. Money making Money !

Hi Rupans, Thank you for sharing the Which details on SAGA Insurances. It’s great to read positive reviews especially as customers and shareholders !

In terms of my Portfolio I have my safe money in ;

L&G , M&G , Lloyds , NatWest ,M&S.

Good dividends and steady performance.

Then I have my Gambling money in;

SAGA , CARD, Capita, IAG, BT,

The Dog of my portfolio is SAGA as I’m down 23.2% but I’m very bullish on SAGA’s future !

Hope to meet you for our £6 party at Alnwick Castle.

Best Wishes

I tend not to have more than 10 stocks and if the double I sell 50% and enjoy a Free ride.

We have a number of policies with SAGA. Private Health , Travel and Motor Insurance.

I recently purchased a new car and decided for the first time to try Go Compare.

Good site and very simple to use and to my surprise the Best deal was SAGA !

Their customer service is First Class.

Happy Weekend

Hi Selecta6,

Congrats on RR.

I recently Sold out of RR after a 1000% gain which gave me a Seven figure return.

Always leave something for the next buyer !

Best Wishes

Hi Selecta6,

Welcome to the SAGA Board and I hope you have selected SAGA for your Portfolio.

This Board is full of really good background on the company which has been a disaster until it bottomed last September.

The company appointed a New CEO in December 2023 and he is transforming the business.

SAGA is up 42% from last years bottom and up 61p this year.

Many on this board are Bullish.

DYOR

Hi Batfasted,

Yes. 600p

For Employees and Directors share award/bonus scheme

Best Wishes

Hi Rupans,

Bailiffgatehotel.com

It’s a beautiful conversion of a 17th Century Georgian Terrace over the road from Alnwick Castle.

The hotel is owned by the Duke of Northumberland.

I will make the Duke aware of your arrival and he may put you in the Castle Dungeons !!

LOL

Dear All,

I don’t wish to jinx our favourite share but I thought I would wet your appetite for our SAGA £6 Party.

Checkout www.bailiffgatehotel.com

Reservations will be accepted when SAGA passes £6

Sir RDH and MH will be invited.

Best Wishes

PS

I hope we don’t need the Bailiff !!!

Well done Salford Red ,

Pound cost averaging is the way to go.

Your team are spending too.

Hopefully you make plenty of cash and they finish

in the Top 10 !

I’m a United Fan … Toon Toon

Best Wishes

Rupans,

It’s Grim up North !!!!

Royal Northumberland is Beautiful.

The last bastion of Merry Old England.

You will get a very pleasant surprise when we are cracking a few bottles on the terrace of Alnwick Castle.

Cheers

Hi ppywgda,

I Wish !

I occasionally go shooting with the Duke.

Alnwick Castle is Magnificent and still home to the Duke ( The Percy Family)

The Castle was used extensively in the Harry Potter movies and also Downton Abbey.

I look forward to hosting whoever would like to come to Alnwick Castle when SAGA hits 600p

Best Wishes