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The Daily Telegraph (summarized in The Week):

Shares in the payroll and accounting systems provider have soared 43%, thanks to strong pricing power and recurring revenues. Solid finances will make it easier to scale up and improve efficiencies. Hold. £11.34.

Fund managers Lindsell Train have increased their holding slightly to 5%. Big ticket, get on board, etc

Strange newsflow. It's as if they read my comment a couple of days ago and decided to reply with a whole raft of use cases from the States ( : Surely they knew about this when the previous RNS went out - or did all these procedures happen this week? ( : Anyway, great news that Creo tech is suddenly addressing so many different patient conditions. Shows how quick adoption can happen. With trained eager physicians ready to go, and manufacturing in place, it feels like most of the hard work has been done now and it's time to reap the rewards and move forward with other products. Not quite certain yet, but it really looks like this is the start of a VERY positive step change in this branch of surgery, with Creo right at the heart of it.

No Evanescent, that's not quite correct. The founding Bharti family have always been overwhelming controllers of this company, they own close to 70% of it now, and it's really a offshoot of the Indian parent company. Interesting that they have been increasing their stake slightly this month though - presumably they think it is undervalued

It's a slightly confusing update. They got approval from the FDA last month, and fast-tracked for approval in Europe, but now the first use case is in the UK. From previous updates you might have thought the US would be first? Anyway the big news is they are into manufacturing now, so the revenues from this excellent new product should start rolling in next year, from both markets.

And some more - 290,000 new shares for 195.58p each. That's a handy chunk of change to diversify into what feels like a depressed market

Another great T.U. from Bloomers - revenue and profit on track to shred market expectations again. Probably the best managed, most consistent group in their sector. Plenty in the pipeline for further growth. Fantastic to see nurtured and supported talent developing into world class, prize-winning, screen-adapted authors.

CMR raised money in September:

https://www.linkedin.com/posts/james-staveley-a0003a2_uk-robotic-surgery-group-raises-165mn-activity-7110156657711566848-2ydo

They mentioned the work with Intuitive, but CREO also have a deal with a British company - CMR surgical. Much smaller than Intuitive, but arguably nimbler, and closer. Both partnerships are aimed at integrating CREO tools with robot arms, for robot-assisted surgery. Not sure if takeover would make economic sense, as robotics is only one potential revenue source, but if so, Intuitive might face competition. Lot's of "ifs" - this is a speculative one, but even without the robot wars it's interesting, very interesting.

Interesting to see the company issuing new shares for cash. Someone likes it. Useful liquidity

CNN says outbreaks are completely normal, every few years. It decreased during COVID, for obvious reasons, and now it's back. Resistance to antibiotics is a factor, according to the Chinese:

https://edition.cnn.com/2023/12/01/health/mycoplasma-pneumonia/index.html

Governments probably ought to spend far more money on finding cures or partial cures for all of these various respiratory diseases, because everyone would benefit from it, every year, forever.

Analysts have been divided about Sage's prospects following results, but Bank of America pointed out a few days ago that Sage was at a 40% discount to it's American listed rival, Intuit, in terms of EV/EBITDA. America is Sage's largest and fastest growing market, and to them the SP apparently still looks relatively cheap. Maybe UK analysts aren't seeing the big picture?

Results give a weighted average of 1.02 billion shares, elsewhere it's reported as 1.03 billion. The £350m buyback program should therefore bring it very close to a simple billion. Those who don't like sharing remain disgruntled, but fans of round numbers will be dancing in the streets (in a circle)

Interesting strategy casapinos. I don't have any discipline and often don't pay attention (:

Selling always seems a harder decision than it should be - better too early than too late, but there's always a slight irrational regret over either, because timing can never be perfect. "Let's look at what you COULD HAVE won" - emotion trumps logic

Fair enough casapinos. It seems a little odd to keep 30% when cashing out, especially when you stated that you could not see significant SP growth, but clearly you were trimming and hedging rather than out. Congratulations on your success and good luck with your reinvestment

That's curious casapinos, because you said exactly the same thing in August, when you claimed to have "cashed out".

The SP was a lot lower then too, so your repetition of the phrase "I cannot see significant SP growth from here" doesn't seem like something to rely on - anyone who heeded it last time has lost out substantially. No problem with anyone taking a profit here, but your comments are inconsistent.

I don't dispute that the SP is likely to drop back from a surge, but there are possible reasons why it might go higher. Sage occupy a space that a lot of big American companies would like to get their hands on. Takeover has often been rumoured, but the premium now would be a lot higher. They have a good grip on margins, and on market share, and a strategy which works, so they are likely to be highly rated anyway, as a rare "growth" company which is actually growing strongly, where most are struggling

Market seems to have cooled a little on Sage, but hopefully Q4 numbers will generate some renewed interest.

Unlike most countries, overall GDP in the US seems to be increasing at an impressive rate, and we can reasonably expect tangible further growth, at least from that region

"it'll be on a food production line looking for rotten potatoes"

rotten apples, surely?

It's a good time to update institutional investors on progress in the field, now that Speedboat has reached full maturity. Good luck to the distinguished presenters - nothing better than practitioners to describe the quality, effectiveness and potential of the products.

"hoping to persuade some mug to takeover this dog."

You don't appear to have read the RNS or the thread you are replying to. There is no shortage of UNSOLICITED suitors.

Why does a short-term economic downturn make it a "dog"? It has been trading, growing and diversifying very successfully for years, the main problem is a lack of foresight by previous management over the court case and the resulting financial problems. These are now being aggressively addressed. It is not unreasonable to hope that previous success can be resumed and built upon. A limping greyhound, perhaps?