Member Info for Roguemale1

Norwegian going as well....shame we're an insurance company! :)

Indeed.
I suspect I'll be ranting at the TV but at least there will be some degree of a date even if we dont like it!

Rox, I think it was meant in a friendly joky way.
Interesting about how things will play out in Europe though for the full potential of our investment timescale. The situation as of 15/2/21 is allegedly as per:-
Sourced from politoco which admin didnt like me posting a link by the looks so try again.
UK is miles ahead which may have a big implication on how long it takes to get into Euro ports albiet some will have a different view to UKs on re-opening driven by reliance on tourism.
Headlines:-
U.K. 23.75
Malta 12.15
Cyprus 6.4
Spain 5.6
Greece 5.5
Portugal 5.3
Estonia 5.2
Italy 5.2
France 4.4
All in doses per 100 people

Rox, I think it was meant in a friendly joky way.
Interesting about how things will play out in Europe though for the full potential of our investment timescale. The situation as of 15/2/21 is allegedly as per:-
https://www.politico.eu/article/coronavirus-vaccination-europe-by-the-numbers/
UK is miles ahead which may have a big implication on how long it takes to get into Euro ports albiet some will have a different view to UKs on re-opening driven by reliance on tourism.
Headlines:-
U.K. 23.75
Malta 12.15
Cyprus 6.4
Spain 5.6
Greece 5.5
Portugal 5.3
Estonia 5.2
Italy 5.2
France 4.4
All in doses per 100 people

Aisles/Isles

Rox,
My view is that whilst I think you are being overly pessimistic saying nothing but British Isles in the whole of 2021, I agree that theres nothing stopping them doing it, once the ongoing vaccination rate (subject to limitations on supply) burns throught he risk categories.
Whilst European vaccine rates are lagging ours, there will still be the sharp downtrend at the end that is predicted here. SO Im not ruling out going to Europe in the summer just yet. Maybe we need a European vaccine rate monitor.
Business common sense to sweat the asset.

Has it got lighter in here?
Ah, must be the new gaslighting....

Definitely a £6.50 party for you then mate... When were you first in then? I assume the all-in position was generated by averaging down was it?
At least you havent got the pot on a one shot oily/miner/pharma...delete as applic.
I think you'll get a return on it in time!

His snide pillow comment has been removed.
Perhaps somone felt it wasnt, er, cricket....

Hey Smort, you ok?
You might get an answer but he banned me for pointing out a material error (well with added sarcasm obvs). Badge of honour. Im just playing catch up on you! LOL.

Av vol last week= 1.5m HL
Vol yesterday = 1.7m HL
Vol in 3 and a bit hours this morning = 1.4m according to this site.
It'll do for me!

Setanta dropped some more-does anyone have a list of other Institutional holders?

Rox,
Where are you getting the £5 min from exactly?
In a months time the highest price in the preceding 12 months wont be that (unless the price rises to that from here).

OAPK20, apologies I just noticed I misspelt your nic initially. Sorry.
Hardly spreading far, theres only 7 odd people posted here in 3 weeks since the TU when to be fair I did comment on the lack of numbers. You dont want to talk numbers so I'll leave it there and we''ll see what the next update brings. But seriously-you could do worse than go back through historical RNSs and see how often theyve diluted.

physical, just re read your last para, very good.

I didnt mention a fundraise.
My concern is that they raised quite early into COVID, which was understandable, but it's run on longer than anyone thought it would at the time. And now they have the 2 stress tests and they had £163m in cash and undrawn debt at the end of last November (and after that they spent the 18.8 on the purchase). I would just like to know how much of that is cash and how much is credit. Don't think theyre gonna say though.
At the end of the day us talking isnt going to chamge the price one jot. Wait and see I guess.
GL

Evening all.
RE 33p. The sky article which you see if you google it refers to the thing hitting the buffers as "the consortium had been forced to withdraw after Saga's board declined to provide the buyout firms access to information needed to conduct due diligence."
Probably quite right to refuse access as 33p would have become a lot less due to the view that they would have been able to fashion using COVID. (my experience a £70m offer for a business, subject to due diligence, became the statutary quid, oh and by the way give us £30m for the pension scheme....My point being its not real really.
RE. RDH private. Banbury -you were telling me I was the conspiracy theorist not long back?! Smiley face. I do think that its an interesting position where the guy who controls the news is the potential party.... but if I was him, I would be pretty sure that now knowing the numbers I would have toned down the TU more. He can still do that mind. I would like to see an RNS showing an II building. Setantas sells are being soaked up by PI longs atm it would seem.
So theres a reply for you.
And at least the Millers scored 3.

OAKK20-LOL. Nope, check my previous posts on here. One of us has been posting here a lot longer than the other. Spoiler alert. -its not you. I was the fly in the ointment pointing out that the back-plotted graphs after the RI were wrong, and rampers promises of £10 a share were pish.
Kings, cheers, but I was wondering if I had missed hard numbers. No, by the sound of it.
I continue to be in here, but was mulling increasing aiming for the return to 340. My one worry is that a) they have a history of issuing equity (over the years) and b) there is little mention of cash in rns (its lumped together with debt faciity).
So OAK what do you think about those 2 things?

Gents,
After the last RNS which contained words rather than numbers, does anyone have a view re cash burn?
I've looked back at the previous notes but havent really been able to see a definitive answer?
Cheers.

Slownsteady, thanks for reminding me its on...Batting in India, just like SAGA, patience needed!

Setanta sold a few more.