Member Info for rupans

Alnwick,

Are you paying?

Buglet,

was wondering if you were still holding. And well done on your profit.

Personally I am holding to at least £12 ;-)

£6 is too cheap IMHO

Https://www.investegate.co.uk/announcement/rns/kelso-group-holdings--klso/new-investment-in-saga-plc/9334922

I actually dont think 400,000 is much but hopefully this is just a start. Anyway good to see a US investment fund buy in ;-)

Absolutely Greyhair.

I currently expect to make underlying profit before tax of £100 million for the year ending January 2028.

We might make it for year ending January 2027 if we get and include the £30 million bonus if we hit the targeted policy sales.

However the above 2 are dependant on a beating expectations going forward in the trading update in January.

Fully valued I can see Saga hitting £12 within 2 years if above predictions are true. IMHO and DYOR

Finally the deal has been signed. ;-)

Greyhair,

Thanks for the flattery, a bit of luck in there too.

I am only really wise when it comes to Saga ... have researched it to death...

Kind Regards,

Rupan

Up already ....

Reason 1 Roger has almost 30% this is his families legacy ...he will block it

Doubt any people holding significant amounts will let it go for £5 looking at the 12 to 18 month trajectory ....

Directors will block it as their share options - lots of them - dont kick in until £6.00 ....

I see a good rise tomorrow as Friday shook off .... lets see ;)

Everyone should make their choices regarding buy and sell - everyone has different circumstances.

However I am diamond hands on this one - maybe we should create the uk equivalent of wall street bets ;-)

Saga is going to the moon .....

Thissen,

Good to see you are onboard ;-)

Hefty jump this morning - any ideas ???

It looks like the sp is dependant on the spot price of Uranium and therefore varies up and down with that. However as Uranium general price trend is upwards - I think this is an easy buy for a good profit in a years time DYOR and IMHO

Wow very impression coordination and implementation by Wizz Air management. Gives me great confidence that Wizz Air management know what they are doing ...

From Mike Hazel in the December edition of Saga magazine

It has been an incredibly busy, exciting year here and we are ending it on a high note with the imminent deliveries of our new business partnerships, working with Ageas in insurance and NatWest Boxed in savings. I feel confident that both will bring huge benefits to customers and strengthen the Saga community in 2026 and beyond.

p.s not sure how to read this? Does that mean that a news release is imminent???

Hi ppy,

These 2 conferences were in the last week or 2

I suspect that as most WH Smith travel shops have a rateable value less than £500000 we should be benefiting from the extension of the low business rates right?

I suspect that as most Card factory shops have a rateable value less than £500000 we should be benefiting from the extension of the low business rates right?

And from Sohn conference:

Kernow Asset Management sees 468% upside to the shares of Saga Plc, which provides travel and insurance products to people over 50, according to Chief Investment Officer Alyx Wood.

The company’s net debt is nearing an acceptable level, while shares are trading at a stark discount, partly due to low analyst coverage, Wood said.

From the Mello investor conference:

I also attended the presentation of Alyx Wood of Kernow Asset Management (named for Cornwall, where he’s from). He’s an excellent presenter with good comic timing, though perhaps a little too polished, like he’s trained too much at looking good in front of crowds. His talk was titled “Your Next 10 Bagger,” which was a bit of a misnomer since he focused on Saga, which he thinks is worth 484% more than the current share price (slightly less than a six-bagger). Still, it’s an intriguing investment case and one that has inspired me to look into it in much more detail for that December post. Essentially, he argues that the business was damaged by private equity and then Covid, but the original family is back in control and stabilising what has always been a solid underlying business. It’s complicated though so getting to grips with it will take a fair bit of work.

Final completion of sale of car home insurance back end to Ageas. Where we recieve £80m plus £2.5m ...