Member Info for Pianista

An upbeat message from Saga's website at last:

"Update: July 3, 2020
Guests booked on Spirit of Adventure cruises in September and October 2020

Thank you for your continued support during these difficult times, I appreciate your patience whilst we continue to review our future operations. I wanted to let you know that my team are in the process of contacting all guests due to cruise with us on Spirit of Adventure during September and October, so please rest assured that if you have not yet heard from us yet, we will be in touch very soon.

I will continue to keep you updated on our plans to safely return to service over the coming weeks, as always, the safety and wellbeing of both our guests and crew remains at the forefront of my mind. In the meantime, please stay safe and we look forward to welcoming you aboard our ships soon".

Incredible. No sign of a pull back. Depending on the news flow, including decent numbers from the AA in just over a month's time, this could just keep going, I feel.

Good find - market responds by marking Saga shares down by 2%!

It seems that nothing will get this share moving except an RNS from Saga itself confirming the date etc of its return to cruising.

Yes, it was quite a shock to find that blondeamon had turned from raging bull to formidable bear.

I respected his knowledge of the vehicle tracking business generally, so it was a bit disconcerting at the time.

But when his posts became vitriolic and personal, I felt he'd lost it. His impatience appeared to have got the better of him.

If he's reading this, it's not too late to get back on board, mate! It's still only, what, 25p?

“unfounded claims of insider trading” - anyone suggesting this, is talking nonsense.

Raza‘s an insider, but this wasn’t insider trading. There is a difference.

He’s a shrewd operator, and no way would he risk everything for a relatively small number of Trak shares.

Like everyone else, he knew the supermarket contract had been stalled by Covid-19. However, being a NED, he'll have limited contact with the company, not least with its day-to-day operations. So it’s entirely credible that he knew nothing about the impending announcement. To say otherwise smacks of sour grapes from someone who was caught on the hop, ie uninvested.

Clearly, a large proportion of the buys immediately after the results announcement were his, but would I rather it were he who bought, or some anonymous, uninformed PI? The answer is obvious: someone who knows the business inside out!

And the fact that he bought BEFORE today’s game-changing news only adds to the significance of his purchases.

The news today could explain why other PDMRs haven’t topped up recently. I think they still will, and I hope they do. It’s not too late, because this share has a long way to go…

Happy to be back in the 20s, but I'm sure management will have their sights set on 100p+.

Already 23p to buy.

I'm now only 40% down, so still a long way to go...

This hasn't been a week to be out of Trak. 70% increase so far...

22p to buy.

21p to buy.

Buy has now hit 20p.

Probably. Barclays won't let you buy.

That's great, our patience is being rewarded.

The bears will be nursing some pretty sore heads if they don’t get on board PDQ.

Surprise update today on the "supermarket" that we've all been waiting for.

Not sure how lucrative it will be, bit I like the bit about "customer funding".

Sue Ellen Ewing = Penny Searles?

Wouldn't it be a shock if when they give their next results presentation they're all wearing 10-gallon hats and bootlace ties!

At 27/4/20 (per Trak website):

"MICROLISE GROUP HOLDINGS LIMITED 10,000,000 (20.01%)

MR J F WATKINS 7,768,768 (15.55%)

EDRIC PROPERTY & INVESTMENT COMPANY + Related Parties 3,815,000 (7.63%)

HARGREAVES LANSDOWN 3,705,652 (7.42%)

MR J HEDGES 2,438,766 (4.88%)

MR T COWLEY + Related Parties 2,268,127 (4.54%)

HSDL NOMINEES 2,134,001 (4.27%)

MR M COWLEY + Related Parties 1,994,203 (3.99%)

INTERACTIVE INVESTOR TRADING LIMITED 1,622,344 (3.25%)

BARCLAYS STOCKBROKERS LIMITED 1,504,506 (3.01%)

Shares not in public hands: 47.7%"

"how does a rto work??" I think ashbarrett has ideas about how this might work.

But however it is carried out, I doubt if JW would accept less than around 50p per share (this is the price which the shares must reach before the directors’ share options issued at 33p may be exercised in 2022).

Trying to second guess what Raza, Microlise and Trak might or might nor be hatching, and the financial implications of all that, is making my head explode.

I think I'll just sit back and enjoy the ride for the time being!

Can't see how Raza's purchase could have anything to do with getting Microlise out. They are never going to be able to get shot of 10,000,000 shares on the market.

16.98p was definitely the buy price.