Member Info for Roguemale1

Friday? Really? That'll come in handy I'm going to Brazil in a couple of months...!

Alnwick,

You hit nail on head in your synopsis previously. "Underlying". Clearly the goodwill is going to ensure we don't have any tax to pay again this year and for how many more?

This could be like the Post Office scandal- we'll be dead before we get our money back!!

As a Doctor, I'm often asked by my patients;-"Doctor, is owning SAGA shares a good idea?".

Well firstly it's important to note that owning SAGA shares can cause uncomfortable dizziness, nausea, and vomiting that people experience when their sense of balance and equilibrium is disturbed by constant motion of the share price.

Other common symptoms are In many cases, chronic hallucinations that the price is going to 6 quid, caused by schizophrenia or some other mental illness. If hallucinations persist, the psychosocial therapy of the chat board can be helpful in teaching the patient the coping skills to deal with them.

What I always say to my many patients is good news is coming and trust me I'm your doctor, and after all I spent 2 more years than you at University drinking, smoking and learning all the nerves in the hand whilst watching Top of the Pops.

I'll see you in the Fox and Goose 6pm sharp for treatment.

GLA

The one that didn't know the run rate on river cruise after telling a bunch of analysts that they were splitting it out...

Ah old news I see-the Enquirer is late! Apologies.

Https://www.constructionenquirer.com/2024/01/30/ibstock-swoops-for-concrete-specialist-coltman-precast/

Looking back to this time last year....

More than double the number of posts and posters 0700-1030. (Yes I know, I need a proper job again)

Price well north of where we sit now, with some stronger numbers.

So probably less PI interest and anyone else is waiting to see how the goodwill is treated this year and what happens with this ship lease/whatever thing in the meantime? I think only a deal on the ships, a deal on insurance or the final numbers without a heap more goodwill written off is gonna shift it. Hope I'm wrong tbh plenty of others on the watchlist need top ups!

I thought quite neutral tbh. Some will be thinking not going fast enough I guess.

Analysts expected to be at the Gee Gee's so delayed by a few days. New date expected shortly.

I had it down as 14/3/24 but anyway it is indeed now showing as TBC. I emailed IR but whether they will reply is as usual who knows...

Hmmmm

We're at 160 because someone took 10m shares out of the free float. Lets hope he holds them longer than us.

Would have said you'd get your 390 no problem as things improve and I've always thought the 6 quid incentive for the board would get hit one way or another because directors incentives always do. But now if things are done to split then presumably we have to take a hit on the ultimate return because someone else is coming in. How bad that is we will have to see?

Oh dear. Ok.

Aspers look, my personal opinion on this is that I value contrary views. I don't filter them. I call out sheet if I think its there but , back in the day old Smorty made me laugh and he was better than me at crafting Saga based lyrics from old songs (well it was Covid...). He was roundly attacked on here (Thomson that's you), but he was honest when he was short and when he went long and when he got out, citing the debt. Funny that-I think I've heard that recently??

Billzo has stated his opinion and stated the basis. He hasn't just said "my research says its wonderful". If it hadn't been for Babu we would have seen the £. Or are you saying you knew about that all along?

Amazing how someone who almost boasts how much he's lost on other shares wants to be taken seriously on this one...

All quiet here.

Hopefully the long suffering will be rewarded...

Billzo, you're index finger must be twitching in anticipation!

Bolly and strippers all round!

145?

Isn't that what they call a self-fulfilling prophesy lol..FFS!

Slight update to those figures. I found the 22/12/23 list and there are only a couple of changes since then HBOS and Babu. SO their % change period on the table of holdings must be longer than that...

But still going right direction obvs.

"It has climbed 28% since the last Update so the market "may" be pricing in the Update "

It may indeed, but in that period Babu has taken out 10m shares. A look at the current top 25 holders (using https://simplywall.st/stocks/gb/insurance/lse-saga/saga-shares/ownership) indicates that whilst a few Institutions have reduced, several have increased by a double digit %age resulting in a nett 4m plus increase in the top 25s holdings in the period. The information shows Babu as no change in the period so must be recent and his 10m is outside the 4m increase.. Saga staff ownership plan have increased substantially also.

I last looked at that a few weeks ago but managed to accidentally delete the last print, so can't say what the overall position is since then..... but I will keep an eye going forward

Looks positive....

Gonna need a bigger boat....

TTNY

I think the key phrase there is forward looking... I think there will be progress but most insurers are acknowledging the increased sales values are only just filtering through now. And they don't have the 3 year ones to work through the system. I think barring something unexpected it will be going in the right direction but not expecting it to motor yet. They freely acknowledge that the debt needs to come down and the insurance is slowing that down. I think it will be like our other play COST where the good results have already returned, and they've been forced to re start the divi but its only steady progress on the price. Divi years away here.

As for our UAE friend, who knows what until his intentions are clear? I'm a few thousand shares higher than last year at this stage but holding back on adding further until after the update. Anyone else have a view?

Yawn.

Yes. That is how I see it. 1000 shares today, say £5445. 1000 shares in FR today say 6352 Euro.

The only difference trading is that you always have a forex commission which HL have at 1%.