Member Info for Roguemale1

Well, you finally made me smile Bugs. Fair play.

Thomson, remind me what the last good news was in your eyes?

Yes and yes. They always show the lowest bid and when it goes off LSE its usually worse. Won't necessarily be the quote you get should you want to sell though.

I'm holding to see what they find, may as well...!

No problem.

https://simplywall.st/stocks/gb/insurance/lse-saga/saga-shares/ownership

This is still out of date for Babu.

Actually the simply wall street view has a more detailed list of Institutions going down much lower holdings....

6.23%

Roger De Haan 37,196,970 UK£51.0m 0% no data

6.36%

Saga Plc., Employee Stock Ownership Plan 9,014,650 UK£12.4m 16.47% no data

5.15%

Eldose Babu 7,300,000 UK£10.0m 0% no data

4.37%

Hosking Partners LLP 6,193,327 UK£8.5m -17.5% 0.34%

3.34%

HBOS Investment Fund Managers Limited 4,729,704 UK£6.5m -1.67% 0.06%

2.97%

Union Bancaire Privee Asset Management LLC 4,205,375 UK£5.8m 0% 4%

2.73%

A J Bell Holdings Limited, Asset Management Arm 3,874,234 UK£5.3m 4.04% 0.06%

2.5%

UBS Asset Management AG 3,542,798 UK£4.9m 112.34% no data

2.29%

Barclays Bank PLC, Wealth and Investment Management Division 3,246,832 UK£4.4m -4.54% 0.05%

2.23%

Kernow Asset Management Limited 3,158,863 UK£4.3m 36.08% 8.63%

2.23%

Barclays Bank PLC, Securities Investments 3,156,712 UK£4.3m 1.63% 0.01%

2.16%

Norges Bank Investment Management 3,068,114 UK£4.2m 0% no data

2.06%

HSBC Global Asset Management (UK) Limited 2,923,012 UK£4.0m -2.02% no data

1.84%

Bank of Singapore Limited, Asset Management Arm 2,611,132 UK£3.6m 44.66% 0.34%

1.74%

Dimensional Fund Advisors LP 2,465,546 UK£3.4m 13.81% no data

1.36%

Legal & General Investment Management Limited 1,924,081 UK£2.6m -0.21% no data

0.9%

The Royal Bank Of Scotland plc, Asset Management Arm 1,274,951 UK£1.7m -1.63% 0.13%

0.84%

Heartwood Wealth Management, Asset Management Arm 1,190,000 UK£1.6m 0% 0.13%

0.83%

BlackRock, Inc. 1,178,611 UK£1.6m -0.12% no data

0.79%

Black Creek Investment Management Inc. 1,126,890 UK£1.5m 2.44% 0.02%

0.76%

IG Group Holdings Plc, Asset Management Arm 1,073,679 UK£1.5m -5.54% 0.14%

0.72%

Charles Schwab Investment Management, Inc. 1,022,438 UK£1.4m 21.04% no data

0.7%

Ninety One UK Limited 992,222 UK£1.4m 0% no data

0.64%

Charles Stanley & Co. Ltd, Asset Management Arm 903,260 UK£1.2m -1.33% 0.01%

0.53%

First Equity Ltd, Asset Management Arm 755,000 UK£1.0m -3.45% 1.49%

Marketscreener for the Institutions and I think it was simply wall street for the category splits. May not be 100% current obvs.

Without that buying the lads would have got their 100 I think and Bugs wouldn't have got his 3k..

I see the long term incentive threshold is still 600 to trigger. I know I'll get shouted down, but these PLC Directors know how to get paid. They think that's still on. May take a few years but if everything comes together, why not.

Hi Rupans.

For info/reminders. Major holders:-

RDH 37196970

Artemis 7440083

Babu 7300000

Abrdn 5381439

HL 5258000

Norges 4557624

Kernow 4238107

Setanta 4200594

Pictet 3737656

Total 79310473 Doesn't add to the full total due to smaller lumos not being shown.

Split by category:-

PLC 355570

Priv Co 599037

Employees scheme 9014650

Public 23070645

Indiv insiders 44866305

Institutions 63902295

Total 141808502

Still wonder what his endgame is. By now he's probably overtaken Artemis so is highest behind RDH.

That's a big chunk out of free float....

Good news and its gonna fly. Not just yet though I wouldn't say- he is controlling the price as best he can and he may not be finished buying yet.

What's his end game thats' the question...surprised its not made more news. Even on here.

Well, I'm not going to get drawn into looking for trades Bug. He said she said....blah blah blah.

But someone in the Emirates obviously agrees its worth a hold...

We shall see huh?

17p at a time less the spread?

Be still my beating heart!

Cheers Alnwick. Yep I also have a fear that the new guy kitchen sinks it and its another year to wait. Then again impairments aren't cash and cash is what the debt needs-no need to be giving the taxman too much as yet. Not sure what my position will be the night before results....

Hope.

There has been impairment of goodwill for one reason or another on their accounts every year since at least 2020 when I first bought in here. We all live in, er hope, that it will cease. The last at the half year was £68.1m on a figure carried of £449.6m. The notes imply that the figure allows for a forward view of the problem in insurance claim inflation (and so should cover it) but who knows.

Nice big lump gone through there...Somebody(s) impatient...

Ah yes in USD, posted in a rush. Same multiples though..GLA!

Https://companiesmarketcap.com/tui/marketcap/

Gives 30/4/18 MC 13.3B

Current 3.99B........yum

Some of these back plotted charts after RI can be a bit skewed mind-I haven't checked it myself. But I'll take it!

Balanced by some small sells to keep it down I guess. Nicely done. It'll move when they have had enough ...

I think it just needs to show a change in trend on insurance....a hint that there's change.

But hey ho we will see.

He's done well to bag those shares at these levels because it moves fast when a few buys get going.

Billzo,

What was it you said was your exit here? 180? 200?

I have a Sneakin' Suspicion, as Dr Feelgood once said, that you'll be staying a little longer mate....

Interesting times.

Rupans

The "offer" was an enticement to open the books for due diligence. Had they been opened the "offer" would have been a lot less or nothing. That's how it works.

The one I was involved in -Offer £70m, get exclusive, due diligence, Final price £1-an actual pound coin. Oh and the seller chucked £30m on top to the buyer to take care of the pension liabilities.

Its a nice thought that 4.95 was offered but it is not correct.