Member Info for rupans

Aviva had good results too

Admiral had good results today driven by motor insurance.

Not sure if that will translate well to Saga

Singer capital are now an official broker which is great news. As they provide the most detailed forecasts, albeit on the cautious side

****neyrebel did a nice writeup too on saga...

now to hold on till the interims ...

Ppy,

I believe that would be Singer Capital 515p to 615p

And the answer is Deutsche Bank from 285p to 600p

Ps I expect singer capital to upgrade its forecast imminently ...

Just checked FT and a the broker forecasts are 515p (Singer) and 600p (unknown)

Is Unknown Peel Hunt or Deutsche Bank/Numis. Anyone?

Also from Peel Hunt:

Peel Hunt analysts estimated that Saga profits would increase to a ‘low-£40million range’ for the year to January 2026 - an increase of around 13 per cent on the year before. And the broker estimated profits would rise further in the year after, predicting an increase of more than 20 per cent to the ‘low-£50million range’ for the year to January 2027.

Personally I think they are woefully underestimating year to January 2027, from the accelerated price increase in cruise ....

Yip over £5 and a lot more to come

Sorry that was a temporary blip it looks like.

Woohooo!!!!!!!

£100 m = 67.5eps. With a PE ratio of 13 gives £8.77 by 2030.

But remember we are getting there faster as per the trading statement and that it is at least £100m.

I expect to hit £100m profit by January 2028 ...

Aspers,

The key number here is that forward pricing for cruise is up 13%. If the analysts/market understand the significance of this, baring some serious negative event, this share price will not see 450p again. the 13% is a lot of profit falling to the botton line ....

Yes the trading statement is very good.

The key number is the forward booking prices for cruise - up 13%. As I said previously looked at the cruise prices and they were significantly higher than last year. That 13% will translate to a lot of profit increase at the bottom line ....

Should get an upgrade from Singer Capital in next few days IMHO ;-)

No probs am always chilled

Not sure about that. It was a pretty strong showing today.

But usually things quiet chatter wise before trading update tbh

Aspers, I would be happy with £4.50.

But I have been through the latest analyst report by Singer Capital, who have a target price of 515p.

And the numbers they have are not only out of date but also in my opinion have not compensated for a larger increase in cruise prices that I am expecting.

So I believe £6 will be much sooner than christmas but lets see the trading statement on Thursday

Quietly confident .... IMHO & DYOR of course

Also from telegraph:

Ryanair raises airfares as ‘depressed’ Britons flee UK

… best two weeks ever for holiday bookings :-)

Aspers,

Not sure who used to the forward cruise booking analysis and pricing but I have done a quick look forwards.

From late April to end September the prices for even the standard rooms seem much higher than last year as will as the booking rate.

So expecting some very good numbers on Thursday followed by broker upgrades especially from Singer.

So 450p seems like a very low target to me. IMHO

From Saga Magazine

“As this magazine goes to press, we will be presenting our annual business update to the City. It’s a fantastic opportunity to reflect on the progress we have been making. Our partnership strategy – where we find quality partners to help bring unique products to Saga customers – is now in full swing. We have already launched our insurance partnership with Ageas, and we recently went live with our new easy access savings account in partnership with NatWest....”

I guess this means the trading statment will be good ...