Member Info for Roguemale1

Hmmm

Well I haven't changed my view since my last summary view. Except maybe that wrt to a surprise ship refinance. Seems to be saying that the rate its at is better than what's on offer no?

So this is tradeable now? No risk of sudden gap.

And that bearing in mind the number of posts since 0800 that no-ones interested.. 4 quid came with a lot of PIs. We should all be ashamed on one hand, but then what are we promoting cross board or wherever. I'm more happy on WJG.

How I miss the days of Smort and a bit of craic. Gone.

Bugs I'm with ya now.

NO rights issue. Not necessary, was meaning other forms of development fundings...

232k shares over the ask..nice

Volumes dropped right off...gonna have to up the bid if they want stock, not much selling...

Agreed Mikey re 50-75 shortish term. It was trading in the 40-50p range based on being loss making and scrapping the divi. It then dropped again because of the perceived equity raise risk. Corner turned now, huge potential here. Long term hold for me but gla whatever the strategy.

I think you meant Rupans Alnwick, but there's an interesting thought there.

Say we do have a half decent insurance result. How will that now be viewed because it is backward looking and wrt the new Ageas partnership going forward-we dont know any detail re risk vs reward splits?

So again unless they clarify what that looks like.... kitchen sink it I reckon, but thats me. Maybe been here too long lol.

Well there's the opportunity to ask for clarification re funding-Q and A on Thursday, questions by Wed 1200.

Cheers Buglet. Same thoughts as you re upside -I'm determined not to make a loss on it. A surprise ship lease announcement makes it too risky to leave and come back imho. We aligned in the end!

And the selling puts downwards pressure on the price prior to results, to enable o lower start point should they wish to close?

Your question though prompted me to mull what people are actually expecting. SOme on here are thinking its going to take off but I dont think so.

As a summary, we know that travel is going well, we know that insurance isn't, we know debt will be reduced a little, we know that cash is lower than last year (Oct TU), we dont know the effect of the Ageas deal.

My guess not much different to previous with a lot of use of the word underlying. I think they have decided to clean up the balance sheet so the rest of the goodwill is gonna get dropped which would then leave a fresh start for next year with the ageas deal, no goodwill on there and who knows maybe something on the ship leases as interest rates drop. SO good next year maybe? SO at some point market will know that and react when they can gauge the numbers direction. But I dont think its just yet. Any other thoughts?

Well half todays posts are in the green bin so even quieter here! :)

Not really-but plenty of references to partnerships and institution funding-the linked presentation at then end of the RNS is worth a look, but it doesnt have any analyst Q and A frustratingly....

There was one issued 24/1/24...I emailed the company to enquire if one is coming-no reply as yet...

Could do with one to draw a line

Hi Unhooked,

Divi was mentioned to be fair. I think we can wait a year for that, and that really would move the price. No raise and theres no reason why this should go back to where it was.

"Continuing the approach adopted at the FY23 year end, the Board is prioritising the maintenance of financial flexibility and consequently is not declaring a dividend; the Board will keep this approach under review."

Well I'm assuming that one or analysts is going to ask him to rule any raise out at 0930.... If he does were at the races.

I want them to state that Institutional lending is back, and that there are therefore no plans for an equity raise to self-finance projects. If they do that it'll move but i'm probably not that lucky.

I'll probably be one by the time I'm in profit here!

Yeah also waiting. I don't want to move anything out just in case there is some unexpected good news.

Hi Rupans-you ok mate?

I guess the first hurdle is the business now believing that the goodwill still carried on the insurance is now justified. That would be a start!

But what are you assuming as profit to SAGA from the insurance partnership within that figure? That is still not known?

LOL. No if I had guessed I would have used the words "my guess is.." At least I bothered my a*se trying to find out rather than chucking rocks. I 'guess' you'll do better here than with some of your miners mind you..GL