Saga Share Discussion Threads

[blueball] 27/9/2022 15:05

Heading to 50p imo.

[diku] 27/9/2022 14:00

When posters say they bought another tranches...what exactly do they mean?...100 shares, 500 shares, 5000 shares...10,000 shares...50,000 shares or 100,000 shares or higher higher for a Brucie bonus...

[diku] 27/9/2022 13:57

Sir Roger bought more shares last year at 292p...bet he not happy...and his lady bought shares at 236p...bet she not happy either seeing 102p today...this company needs to be split up...separate leisure and Insurance...it is currently no mans land sector...

[theaccountant2] 27/9/2022 13:33

50p on the way

[mikesmythe] 27/9/2022 13:23

Hamhamham quote "Bought 6k today in 3 tranches, paid between 103p and 110p.Bargain."Boasting about buying at 110pTotal clueless bellend

[fant1] 27/9/2022 13:16

This share was trading over 440 last year, where are the rampers now we hit 102.60?

[diku] 27/9/2022 13:11

Another RI coming?...new recent investors buying thinking just because the share price has fallen from 450p to 110p is a good deal...not realizing the past share placing and consolidation in old money it is around 7p now...

[dealy] 27/9/2022 12:55

I think the 730m of debt is spooking investors

[diku] 27/9/2022 09:50

600% sounds juicy...if you start from zero what do you expect...

[aishah] 27/9/2022 09:46

Over-50s specialist Saga has 600 per cent increase in underlying profit in Covid revival

[diku] 27/9/2022 09:29

Ship facilities payments will recommence in June...and higher rates still to bite...




2. Step-changing our ability to scale while reducing debt

Reducing our levels of debt is a key driver in creating value for our investors. With this in mind, we aim to grow our existing businesses while reducing debt and develop new businesses through innovation.

At 31 July 2022, our net debt was GBP721.3m, GBP7.7m lower than 31 January 2022. In addition, following two years of agreed payment deferrals in relation to our two ocean cruise ship facilities, repayments recommenced in June 2022 and will now resume in accordance with the original schedule, alongside repayment of the deferred amounts.

[tomtum1] 27/9/2022 09:00

Saga tumbled 14% as the company swung to a sizeable half-year loss due to insurance-related impairments.

[diku] 27/9/2022 08:58

I think it is now trading lower than Covid lows...in old money it is currently 8p now...share consolidation disguise....wash rinse and spin from 450p...

[tomtum1] 27/9/2022 08:44

1 pound on the way

[jetstar23] 27/9/2022 08:41

The core Saga customer base are probably the least affected by inflation and interest rate hikes as they're mostly mortgage free and sat on plenty of disposable (pension) income.

[hamhamham1] 27/9/2022 08:39

Bought 6k today in 3 tranches, paid between 103p and 110p.
Bargain.
This will be bought 200-250p.
That would mean someone could buy the company and pay off say £500m of debt, all for say £850-900m, absolute steal.

And if it was bought by US money, with sterling at a 25% discount from recent times, that would cost £600-650m in dollar equiv.
Total bargain.

[taddavies] 27/9/2022 08:36

Not good, but IMO it's now 14p eps for the year so fair value at least 140p. Cruise smashed by the pandemic now insurance by inflation ......will 2023 be the year?.

[dealy] 27/9/2022 08:24

150m market cap now

[coppers] 27/9/2022 08:22

For the full year, while our view on the Cruise, Travel and expense outlooks remain largely unchanged, based on the current inflationary pressures within the insurance market which are anticipated to continue, we now expect to report an Underlying Profit Before Tax(1) in the range of GBP20m to GBP30m and grow future earnings from this level. This compares to our previous guidance of GBP35m to GBP50m.

[0rient] 27/9/2022 08:18

It will finish a lot higher than it started this morning! Market cap is to low now

[dealy] 27/9/2022 08:14

Big drop and big spread. any thoughts?

[scottish007] 26/9/2022 20:13

7.5% increase in cruise sales for just over a 6 week period.
If sales remained the same, that would equate to an 18% increase in the 15 weeks between now and first cruise in Jan ‘23.
My prediction is that sales will be higher during this period.
Two reasons:
1. Historically this is the key time for booking holidays.
2. Saga clientele will benefit under the mad Tories tax regime.

[scottish007] 26/9/2022 19:55

Cruise sales for 2023 -
Figures checked on 10th Aug and now 26th Sep.

(Doubles avail)(Singles avail)(% sold)

January
12th - 25th (Adv)
As @ 10/08 - (310)(61)(31.83%)
As @ 26/09 - (239)(33)(48.85%)

25th - 8th Feb (Adv)
As @ 10/8 - (323)(73)(28.03%)
As @ 26/09 - (265)(51)(41.84%)

Jan sales @ 10/08 = 29.93%
Jan sales @ 26/09 = 45.35%

February
2nd - 18th Feb (Dis)
As @ 10/08 - (176)(23)(62.46%)
As @ 26/09 - (161)(25)(65.27%)

8th - 15th Feb (Adv)
As @ 10/08 - (358)(90)(19.32%)
As @ 26/09 - (316)(63)(30.43%)

15th - 28th Feb (Adv)
As @ 10/08 - (291)(64)(35.33%)
As @ 26/09 - (206)(21)(56.66%)

18th - 5th Mar (Dis)
As @ 10/08 - (166)(20)(64.76%)
As @ 26/09 - (161)(9)(66.87%)

28th - 15th Mar (Adv)
As @ 10/08 - (306)(68)(31.93%)
As @ 26/09 - (228)(28)(51.55%)

Feb sales @ 10/08 = 42.76%
Feb sales @ 26/09 = 54.16%

March
5th - 4th Apr (Dis)
As @ 10/08 - (128)(0)(74.37%)
As @ 26/09 - (144)(1)(71.07%)

15th - 31st Mar (Adv)
As @ 10/08 - (353)(85)(20.82%)
As @ 26/09 - (309)(66)(31.53%)

31st - 22nd Apr (Adv)
As @ 10/08 - (117)(0)(76.58%)
As @ 26/09 - (120)(1)(75.88%)

Mar sales @ 10/08 = 57.26%
Mar sales @ 26/09 = 59.49%

April
4th - 9th Apr (Dis)
As @ 10/08 - (288)(45)(37.84%)
As @ 26/09 - (270)(38)(42.1%)

9th - 1st May (Dis)
As @ 10/08 - (209)(7)(57.46%)
As @ 26/09 - (197)(1)(60.46%)

22nd - 7th May (Adv)
As @ 10/08 - (190)(2)(61.76%)
As @ 26/09 - (159)(1)(68.07%)

Apr sales @ 10/08 = 52.35%
Apr sales @ 26/09 = 56.88%

May
1st - 6th May (Dis)
As @ 10/08 - (320)(60)(29.93%)
As @ 26/09 - (304)(50)(34.13%)

6th - 21st May (Dis)
As @ 10/08 - (303)(62)(33.13%)
As @ 26/09 - (285)(50)(37.94%)

21st - 4th Jun (Dis)
As @ 10/08 - (305)(66)(32.33%)
As @ 26/09 - (251)(40)(45.75%)

7th - 14th May (Adv)
As @ 10/08 - (284)(49)(38.24%)
As @ 26/09 - (247)(33)(47.25%)

14th - 26th May (Adv)
As @ 10/08 - (220)(38)(52.15%)
As @ 26/09 - (190)(24)(59.56%)

26th - 5th Jun (Adv)
As @ 10/08 - (97)(0)(80.58%)
As @ 26/09 - (77)(0)(84.58%)

May sales @ 10/08 = 44.39%
May sales @ 26/09 = 51.54%

June
4th - 22nd Jun (Dis)
As @ 10/08 - (172)(18)(63.76%)
As @ 26/09 - (142)(8)(70.77%)

22nd - 29th Jun (Dis)
As @ 10/08 - (245)(31)(47.85%)
As @ 26/09 - (199)(14)(58.76%)

29th - 16th Jul (Dis)
As @ 10/08 - (118)(0)(76.38%)
As @ 26/09 - (128)(0)(74.37%)

5th - 19th Jun (Adv)
As @ 10/08 - (294)(65)(34.63%)
As @ 26/09 - (263)(61)(41.24%)

19th - 6th Jul (Adv)
As @ 10/08 - (234)(33)(49.85%)
As @ 26/09 - (234)(30)(50.15%)

Jun sales @ 10/08 = 54.49%
Jun sales @ 26/09 = 59.06%

Jan - Jun 23 avg sales
As @ 10/08 = 46.86% sold
As @ 26/09 = 54.41% sold

So in a nutshell 54% for first six months and this is only September. I’m pretty content with that.

[privileged] 26/9/2022 10:26

Added , 136p a steal. Equity value 190mil will make this volatile (one way or another) at some point!

[diku] 26/9/2022 10:16

Vindaloo?...