Member Info for Know0

Volcano - you've almost got it!

But don't go looking too far ahead - dont want it going up too quickly

Just wish my Sage shares would go up a bit! Wasn't looking for quick in and out, but didn't expect a few days of losses neither!

I still have one at 39.5 but not sure it will get there - think i will now do one for 45p

There will be a few taking their profits very soon that came in low 20's

But its definitely an add for me (I'm in at £28k for some months)

Dave, Trylow, Eats, Reg etc

You make this board the best I follow - informative, backed up with great financial reasoning and analysis.

I followed for many months without commenting and apart from the Shorts spoiling it a bit, you gave great insight to my research

From all those that read and dont post - thank you guys. Much appreciated

Many thanks Eats

Probably best that we don't all flood them with requests to register!

I know that you will share any information you glean tmrw. It could make National News as the biggest ever diamond sale if someone took all 5?

Eats.. Are we able to follow the auction online do you know?

Also, is there anything else being auctioned along with the 5 Blue Diamonds?

Would be great Xmas present if tmrw went big!

GLA

Ive taken a small position with Serco - maybe a buyer? But a little like Capita, many govt contracts

Some of the same investors

Threatening 45p!

only £25k and its the first holding - wouldve liked to have seen a few more with a few 000s on the end!

Its been a very good week

A few big trades have gone through I think - few people taking their profits from 20's.

Looking fwd to the next few months and I still have my buy at 39.5 but unlikely we will see that!

GLA Have a good weekend

Scardeycat -

https://www.ii.co.uk/analysis-commentary/ii-view-heres-why-sage-group-shares-just-dived-ii514231

Vaccine will take months to get out - then its with the older not the pub spenders.

SD will continue through 2021 making pub numbers limited through winter /spring

Xmas will likely only be a respite - more January/ Feb lockdown likely after the increase spread over Xmas

Investment graphs go out the window IMHO at times like these - esp. in an industry reliant upon social mixing

Just my opinion, but Ive just got out of £20k at a profit whilst leaving my £3k for the long term

scaredycat - you missed the end - Weak Hold

Below 43p all of a sudden?

The only way to have played this stock of late is to day trade the swings - huge swings.

The period before Carlsberg JV were a little scary but swings were so large you could keep taking profit.

I do think it will be £1 plus in LT but I believe it could be 55p sooner (at which point I will add LT). I've got a small (£3k) investment in my ISA which I will leave for LT and trade the swings.

Sage had a 13% fall today, so anything is possible. Although as a larger company, theres a better chance it will bounce 5% next week

GLA

I agree Aim Master - I have another decent buy in at 39.5 as a "backstop" but I'm not sure we will see 30's again.

I day traded the hell out of this in 20s, but now Im just accumulating - if its worth investing in for LTH, its worth doing at 42p!

If Eats contact is correct (no reason to believe (s)hes not) then its worth coming in even much higher!

I'm v.happy with my profit but see no reason to take it - I may kick myself for not loading up more at this price but hope my 39.5 order closes!

Agreed MyLordFlash - I may be tempted at 70p mind you, but not at this SP - Too many UK Govt Contracts to be allowed to go pop and Schroders didn't come in at 38-39p not to double their money IMHO

GLA

eegaisie204 - I added at 38p when I saw Schroders adding.

Its all risk and reward but I see this going strong for a little while yet

Just my opinion obviously GLA

Apologies all this isnt Ocado chat

Valueplay - I think there is still a lot more opportunity on Saga also - I'm going in with a little more.

I also got in around 28p with Capita - that is doing very well and has significant further potential - Schroders have taken nearly 15% in recent days at 38/39.

I added £20k at 38p but was in with that at 27.9 so feel very Bullish!

Agreed Jep

I don't understand why such a discount to NAV?

Anyone have any insight?

Valueplay - you (and another) did mention Saga and I looked at it and thankfully bought in - didn't expect it to go big so quickly. Thank you x

Just wished I had gone bigger!