Member Info for Roguemale1

Cj
In what respect is the insurance business not great? Care to post some numbers?
And when you say "Saga wasnt a great business before Covid", what are you baseing that statement on? Again numbers always helpful..
Cheers

00Will00
This share has not been 600. You need to researcn rights and consolidation.
Business, as was usual, was about 340 converted in respect of that.
I think, with respect that the bump to which you refer has already happened.
All of the 2022/2023 comments below valid imo.
GLA.

Jeez Smort we've killed the board!
Best post Off topic next time lol.

Smort
I have done Chester in the summer...I had, er, company, but it is indeed a target rich environment...
Def at some point.The draw is important there I believe no?

Yes indeed. AM still there.
Beers in Chester when this is eased a bit fella?

Yeah. And probaly more interesting is what will Fundsmith Equity will do in the next 12 as that 33 is the general market bounce back.
Might be 15% FE plays 75 SAGA .... just sayin'
But then that is just the illustration of spread funds vs single equities. I have individuals that have nearly tripled in that time eg TTD, and have sold on ones to go in ones lagging eg SAGA.to increase leverage later.
If I get to where I want to be I will be somewhere like that so I dont have to look at this all the time. APart from the social of course.
Joe remind me to bring Brilleaux's biography to the drinks if they happen!
Cheers all.

Theyve sold approx 8% in approx 8 months.
SO 3 months to go at the average rate, though they have done a couple of million in a couple of weeks when volumes allowed.
Good news will see them out IMO.

FFS.

Hehe
To be fair Rox the companies we were talking about didnt actually have accounts for him to review!

Puntland! Elephant field! Er no dosh, whoops.

Banbury, I know of at least one-many moons ago I met with some RRL investors-rememebr them? York sound but I think 7 is a way off yet.

PS June 18 shares in issue were ony 1000m ish (see that table) so big increase in the run to IPO.

Sorry I was in a rush.
Last line of the second table-weighted average no. fo shares in issue to June 19
"Weighted Average No of Shares 3,081.7million" June 19 and then it shows preceding, and then the following note adds the 744047619 issued IPO July 19 to get the current total. That 3 and bit is mentioend elsewhere in the IPO RNS I think but seems to add up as far as I can see.
"(1) Operating profit included other income of $4 Mn in June 2019 ($ 10 Mn in June 2018)
(2 )Profit Before Tax in June 2018 included a $ 16 Mn loss from associates and JV
(3 )In July 2019, following the announcement of the Initial Public Offering, the company issued 744,047,619 of new shares. If these shares had been issued on 1 April 2019 the eps before exceptional items for the 3 months ended 30 June 2019 would have been approximately $ 1.6 cents"

As far as I can see:-
There were 744047619 shares ADDED at the IPO, which gave the total of 3758151504 at time of IPO/listing LSE/NSE.
Therefore shares in issue not increased since IPO. (as per RNSs ).
See Q1 results RNS 26/7/19. This covers the above and the preceding year-a lot of shares issued before the IPO, and then the 744m at time of IPO.
No equity issue since then as far as can see. HL stating the 3.7bn figure currently.
As far as interpretting it, I would interpret it as the initial founders and their mates made a lot of money at/since the IPO!

Cash visibility to FY22. OK then.

You will never have to walk the plank mate.
At some point when the pubs open ill have to trek oop North and have a beer with ya.

Banbury, cheer up mate!
To be fair using furlough cash to enhance profit isnt a good look. Lots of businesses now returning it if they can.
I think it underlines that the business is stable and has no cash issues.
You can see where this is going when travel resumes. We're all here for the price after that happens right?
Patience as ever needed.
GLA

Good itinerary that South America..some good places in Chile and the Panama Canal. Jan 22 might be too soon mind..

Banbury-too much credit...I was just nicking high field on the sweep? What was the other question lol.??

71.5% then