Member Info for Roguemale1

New Credit Suisse note tomorrow.
"The man from Banbury, he say yeeeeesssss!"
Outperform £10 all day long.

Whenever I post something like my previous, I'm always hoping that someone will go, ah but see these firgures in the last RNS/Annual report, whatever...but it doesnt come here at least.
My point is that we dont know the cash position, as it was last reported combined with available facilities. So you dont kow who much is cash and how much is un-used facility. Yes, they bought a business, presumably using the stress test assumptions that they were using at the time.
The stress tests, as I said, assume a level of income from 2021. I dont think that sounds likely myself but again there is nothing published to confirm or deny. You woud think that they will be doing a new stress test taking in possible 2022 revenues. Presumably that will be in the next report.
If I was heavily invested here I'd sit down and try and guesstimate the actual assumed values in those stress tests and re-do them myself along with historical annual overhead costs.

Anyone have any figures to share?

S/Times travel.
"An armada of cruise lines incl P and O, Princess, Cunard and Saga have announced round-Britain sailings for this summer-and those holidays are flying off the shelves."
All good.

Bedfordshire

JWD
"They did a major rights issue to see them through till 2023"
Where did you get that from?
If you go back through the rights docs and trading updates there is no talk of 2023. Just srtess tests that were forecasting substantial recovery in 2021....
Who'd have thought that me and Dreamachine would be on the same page,lol.
The issue is here, they are pretty opaque wrt cash, and they have a habit of issuing equity. April will indeed be interesting!
GLAH

BUPA gave me the heads up today that they are giving a refund from last year because of the volume in reduction of claims. (even though I switched providers in January)
Likely to be 1 months payment ie 1/12th.
And if they are refunding that much you can bet the actual saving that they have accrued is a lot more than that.
Interesting I thought...

Banbury, no need to wait for a cruise mate, the local canal will do:)
Smort, LOL. Times like these coming soon!

Hi Pokerchips.
You recently posted here "The City clearly gave them a caning for the contract problems".
Very true.
But unfortunately, they also wanted the Head Boy expelled. They didnt get that.
I agree with your summary of the business proposition. I thought that no more bad news would be enough to move it, rather than wait for good news, but maybe not. Or maybe in good old chat board style they're pushing it down to hoover up cheap shares....But hanging around at this price leaves it vulnerable to a bid I fear.
GL

Aaaah, LOL. Fair play well done. I had taken it off the watchlist.
Trebles all round!

Ha.
Eh?

"but will kill off any profit that division makes."
That depends on the rate that they pay when/if they convert employment terms..? Unless of course you know what it is.

Patients will indeed be key.....
The less there are the better it will be!!

You're def right about hobbies Rox-I have had great difficulty sourcing some Tamiya Dark Green, not that works sell that kind of thing but I wasnt expecting to get a batch of colours via 3 different suppliers to make the order!

Im still in there Rox. Target in my head is 70 ish. Dont see why it cant go back to that but as you say BB is the accounts whiz.
Oh and Banbury if you read this , also have a loook at AAF and I'll buy you a couple of pints up the Market when Saga hits your prediction below by the end of May. Smort and I refer to this as the Nigerian, but it only operates there, amongst other places -its not owned by....

Rajesh,
Why are you thinking 400 is achievable at any point? Based on what exactly?
Are they real shares or a leveraged position?
I think you may be waiting a while....
GL

Rox is doing the bubbles when he leaves, and none of that NV nonsense either!

Welcome aboard mate, good to see a new face. Well in a manner of speaking obvs...

Joe.
Doom and Gloom. Took me back. The nicknames of the 2 safety officers at Waterloo International 1991....showing my age.
Yep this thing is a SIPP sorter outer alright.
Rox, by the time SAGA is 6 quid most of the other trains will have left. I mean look at the airlines? How is that possible?
It will be back to funds for me. If youre not careful looking for the next big thing youll end up chucking it at a series of next big thing wannabes and lose the lot.
GL anyway!

Well, wherever at some point.
Have booze, will travel!

Rox/Charles/Accipiter.
Yeah I think 6 is possible this year for sure, and yes Rox the 10 will take longer, and yes , I think I now understand that you wont wait that long...SIPP for me so time is not an issue.