Member Info for SadAct

V...sold 10% of my SNG holding at 181, should have waited a bit.

SAGA and IAG looking "ready" to buy but I am holding back. Also holding back from selling more Asc.

Sold some ASC and a few SNG

Good morning Brigands.

V...Look out SNG could do well after the positive RNS earlier.

BOO had a good RNS too, bit of a race then tween ASC and BOO maybe? LOL

Good luck alltoday and this week

Good evening Brigands.

Just been reading the statistics on Worldometer and it's not a good read. Coming up on 100m covid cases worldwide with over 2m deaths. Our UK figures are scary 97,939 deaths but what keeps surprising me is how far up the league table of deaths/million population we are. We are at number 5 after San Marino, Gibralter, Belgium and Slovenia. Am I fooling myself in thinking that our statistics are better than other countries who maybe are under reporting?

O...Opinion on SAGA? Well it is a 64,000 $ question, we all want to know where to be invested to get the greatest return (in scale and speed) when recovery starts. Or not of course, it might be better to be more in cash at the moment. Of SAGA and CCL, I feel SAGA might jump further, faster than CCL. I am tempted by the metaphor of it takes longer to turn bigger ships! Excuse me. Both companies have obviously got pent up demand but the tiny size of SAGA by comparison means it will require fewer bookings etc. Also CCL rely a lot on Americans to book, well they tend to be prudent, scared even of re-entering a potential dangeous environment. Also into the mix, did I read something very recently about SAGA maybe selling an underighting business.
Of the airlines, TUI, IAG, EZJ (I hold shares in the first two) I also remain unsure which would be the winner. Holidays verses business travel & longer haul holidays seems to be the question, again I am not sure.
Leisure, CINE, JDW, brewers etc....I feel these will react faster to end of lockdown and increasing vaccination than the airlines. It seems JDW are taking advantage of closing independants to make a land gof for cheap sites for the future as some independants are going broke. Inevitable I suppose.
Sorry I haven't much to offer, I keep thinking and reading about these issues without really getting anywhere.

R...very sorry to hear that. I sincerely hope she recovers quickly, I'm sure you are keeping her under close observation.

V...sorry, SNG currently only at 170p

V...SNG is getting frisky again at 174p. I am holding for more, 190p+ I would sell some...maybe half.

T...self build has been one of my ambitions for years but no...this land is "woodland".

Forgot to mention that I have taken just over 4% off the table, out of my share dealing account. This is now going to help towards a "land" investment.

T...yes, have to admit that it is really only NCYT and SNG that are keeping me cheerful right now. My (much) smaller holdings are all down, some quite a bit. Swings and roundabouts I guess. Passed my weekly target first thing tuesday morning, currently at 211% of this weeks target...sounds good but, as expressed the other day, I have a sneaking feeling that I am fooling myself. My portfolio value is down 1.6% of it's value at 16h00 last friday, mostly due to GGP having lost 17% in same period. NCYT has improved 9% in same period, so I think I have done well. Ha.
Would like to buy back the shares I sold in IAG, CINE and SAGA when they become a bit more attractive.

Inevitable I suppose.

Good morning Brigands.

T...I think the impression you have about things feeling bad and getting worse is correct. I "smell a rat" too. Perhaps we are in a false warm place at the moment, heated by Brexit "deal", vaccination hopes and Biden ascension. I feel we are just too boyant, on the edge of a correction when full realisation dawns. This drip feeding of bad news is very depressing. More virus mutations, maybe, god forbid, one resistant to present vaccines could be the catalyst for a crash. In the meantime, we have to be optimistic, FOMO is ever present.

O...I note what you said about SAGA, down 6% at the moment. I feel safer out of them at the moment.

Good luck all.

V...yes, I am tempted to hang on to at least half my SNG (and SYN) for the hoped for fireworks when the US give EUA. I will continue to trade some when I see an opportunity.

O....can't you throw a proverbial spanner in the bot-werks that is interfering with MCROs need to rise?

T...I heard Gavin Williamson on Today programme on R4 first thing, he came over as inept and the interviewer made mincemeat of him, crickey, I am almost feeling sorry for the guy.
No, didn't sell ARB but luckily I bought a really tiny tranche so I will average down easily soon. I am only in them for the excitement. Ha!
Have bought some MCRO at 410, seems to be the happy price around the Brigade mess room. First time I have had any for 2 or 3 months! Oh dear, just realised that it has aded to my number of shareholding count. Darn.

V...SNG not SYN, sorry.

V...SYN up 8% have sold my "trading extras" bought yesterday

V...PLUS isn't "ready" yet but it certainly seems to be on an uptrend, slow and steady, I can accept that.

O...SAGA mentioned on R4 earlier, restating their "no jab, no sail" policy, no surprises there.

T... Good price on ASC, I only got 4664 sold on a limit sell.

Good morning and good luck Brigands.

Well I have to say to everyone that having (easy) live prices on IG and instant alerts on laptop and echoed on phone is essential to my success. And to take a leaf from Ts book where he suggests I spend some of my ill-gotten gains on a new car, the achieved increase in profits of spending a little money on good hardware would probably be manifold.
Made my speciality curry this evening, think it is a Morrocan receipt. We had Buzet with it. It's dim in the wine cellar here and didn't really know what I was selecting.