Thoughts on Goodwill3 Mar 2021 20:47
Evening All. Long time lurker on this board. Like several here, Saga is my largest holding - around 20% of my portfolio as it stands. I've bought in at various points since April 2020, and like many, am planning to hold for a good while yet.I spent a couple of years working at sea, including a few months on both Saga Pearl 2 and Sapphire. I was fortunate enough to hold 'passenger status' which really gave me a flavour of the luxurious Saga experience and unfailing loyalty of the passenger base.My only real concern going forward is whether we will see any further goodwill impairments, given that several hundred million has been written down over the past few financial years. Is this reviewed annually, and so will we need to wait until the results in April to find out?Once again, thank you to all for the fantastic insight posted here.