Share Name Share Symbol Market Type Share ISIN Share Description
Saga Plc LSE:SAGA London Ordinary Share GB00BLT1Y088 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.60p +1.27% 47.80p 47.82p 48.00p 48.62p 46.56p 48.22p 3,882,166 16:35:13
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Life Insurance 841.5 -162.0 -14.5 - 536

Saga Share Discussion Threads

Showing 2301 to 2324 of 2875 messages
Chat Pages: Latest  103  102  101  100  99  98  97  96  95  94  93  92  Older
DateSubjectAuthorDiscuss
16/6/2019
19:03
I spoke earlier today with an affluent octogenarian who's been a master at contrarian UK equities and nowadays spends most of his time on cruises and foreign travel. So I was interested if Saga at 35p was on his radar, what he makes of the Travel side. Pretty dismissive: that all mailings from Saga end up in the bin, they are relatively expensive for what you get. Doesn't like the company. It seemed he'd had a bad experience on a Rhine cruise a while ago. Again for balance, if anyone has a more positive view then do post it.
edmondj
16/6/2019
18:20
wskill, Buzz..., repetition! (Didn't you post the same thing previously?) Now, just a minute, rather than just "worldwide" consider the demographic. "Market research firm Mintel has found that 38% of those who are interested in taking a sea cruise in the next five years are aged 16-34, while 34% are aged 35-54 and only 28% are aged 55-plus." hTTps://www.theguardian.com/travel/2019/jun/16/cruise-floats-boat-instagram-generation-millennials-travel-holidays hTTps://www.cnbc.com/2019/05/29/how-norwegian-cruise-line-is-preparing-for-millennials-to-hop-aboard.html hTTps://cruising.org/news-and-research/-/media/CLIA/Research/CLIA%202019%20State%20of%20the%20Industry.pdf There are two sides to every coin. It will be some time before we'll learn the result of Saga's contrasting positioning.
glavey
16/6/2019
17:22
What do you make of that three million buy at the close on Friday?
pander45
16/6/2019
17:21
Agree something is not right here.
pander45
16/6/2019
13:46
A little concerning Saga is tipped in the Mail. Placings or massive profits warnings soon follow after a tip in the Mail.
she-ra
16/6/2019
12:27
What's the going rate these days for negative posts. Per post , or a fixed weekly wage with commission.. .... A few of my friends used to own /work in boiler rooms scams land scams, wine scams, diamond scams and carbon credits scams.
sunnybeachboy
16/6/2019
10:48
Share price doesn't think so.
pander45
16/6/2019
09:24
Exciting times ahead for SAGA with these 2 new boats.
sunnybeachboy
16/6/2019
08:31
The cruise side of holiday travel worldwide has grown through 9/11 the 2 x gulf wars and the 2008 crash and is forecast to continue to grow revenue per berth has grown every year. Brexit I would think is small potatoes in comparison. Do not think that Saga will have to worry about filling its new vessels. The insurance side is of course not in a great place of the cycle at present , with the present admittedly late in the day changes to customer loyalty benefits and acquisition of new customer improvements things can only get better . I for one think that we are going the right way with the 2 new ships and hope this is just the start 37% growth this next year to August 2020 in available berths is a sensible approach then another 37% from August 2020.
wskill
16/6/2019
07:34
Possibly but my attention is on short/medium-term prospects for the Travel side, The Mail (or Saga's financial PR pitch to the hack, to stymie the stock fall ahead of the AGM) is talking up on the basis of more people taking cruises. Nearly 3 months ago at prelims, they said: "Travel maintained profitability but parts of Tour Operations remain under pressure... the Travel division had its fifth successive year of profit growth, beating £21m Underlying Profit Before Tax for the first time. However, Brexit is putting a clear dampener on customers' willingness to commit to holidays in 2019." This, as cruise capacity is due to rise 80% (Numis estimate), maybe 40% assuming that refers to two ships with the second not due for another year. So they will need to fill this space at a time when they concede Brexit is already hurting demand, and the prospect suddenly looks more like a hard Brexit and such effects are yet to happen. Trying to be objective here, not de-ramp, as the chart indeed reflects a barking dog and one needs sound reasons to buck it. Around 36.5p the stock yields 11% assuming circa 8p EPS and a 50% payout ratio (recent assumptions). Possibly some index-fund selling is driving it down, possibly also questions as to how realistic is this scenario. Various other insurers are moving to fixed-price multi-year policies too, and the underwriting side Saga conceded had benefited from reserves releases (otherwise underwriting revenue fell 8.2%) that can't continue at a similar rate. Bull case, anyone?
edmondj
16/6/2019
04:52
"Where are the shareholders yachts?" Given the modest profit contribution made by 'cruise' might buying one's own ships suggest an extravagance to satisfy the ego of a gentleman with a love of the Navy and the sea? hTTps://www.thetimes.co.uk/article/sagas-sinking-profits-bring-lance-batchelors-cruise-to-sudden-end-6r8h9ss7f XS1610655950
glavey
15/6/2019
21:27
"New blood poised to take charge" ?? Batchelor will remain i/c another six months and a search for his successor has only just started.
edmondj
15/6/2019
20:37
Diku you into this dog ?
bargainbob
15/6/2019
19:14
Please don't shed a tear...he is laughing all the way to his bank... Chief executive Lance Batchelor paid the price and is stepping down in January.
diku
15/6/2019
18:34
https://www.britishbulls.com/SignalPage.aspx?lang=en&Ticker=SAGA.L Stay short.
blueball
15/6/2019
17:42
DAILY MAIL - Investment Extra Popular Shares - Saga It has been a pretty gloomy run for retirement firm Saga and its army of 180,000 retail investors. Floated for £2.1billion in 2014, it has failed to wow investors and is now worth just £414million. Shares have tanked from a launch price of 185p to 36.93p – a brutal 80 per cent drop. Chief executive Lance Batchelor paid the price and is stepping down in January. But look behind the terrible headlines and the £391million debt pile and there could be a good business here. Saga's over-50s market is made up of affluent people, and it is launching a new membership scheme. Next month it takes delivery of a new cruise ship, along with a second vessel in 2020. Cruising is expected to grow by 22.5 per cent over the next five years according to data firm Mintel, much faster than the overall holiday market. In insurance, Saga has introduced a pioneering policy where prices stay the same for three years, meaning loyal customers are not ripped off. As the firm has said, there will be a short, sharp hit to profits but in the long run it could be a popular driver of business. So with shares now so low and new blood poised to take charge, this could just be the right time to buy in. https://www.dailymail.co.uk/money/investing/article-7143127/INVESTMENT-EXTRA-Just-safe-star-fund-managers.html
justiceforthemany
15/6/2019
17:30
Article in today's Daily Mail Business Section... Worth a read
ignoble
15/6/2019
11:01
70% drop since profit warning. At this rate most of the board will be booted out on Wednesday at the AGM.
justiceforthemany
15/6/2019
10:28
6 Independent non executive Directors...what exactly do they do?...
diku
14/6/2019
19:15
x3 one million share trades listed as 'buys' at 1636 but these were actually sells given the 10% drop today - no doubt FTSE350 trackers still dumping. 2x usual volume. Apparently for every seller there's a buyer?
justiceforthemany
14/6/2019
16:41
....Or a sell that was being worked all during the day - could be either
nav_mike
14/6/2019
16:30
Nice buy 500,000@36.64p just before the bell
sunnybeachboy
14/6/2019
16:19
I just need thomas cook to go back up, and then I will be back in. :-(
boraki
14/6/2019
16:15
hTtps://wagnerbusinessreview.com/share-performance-check-on-saga-plc-saga-l-move-26-56/35611/
erogenous jones
Chat Pages: Latest  103  102  101  100  99  98  97  96  95  94  93  92  Older
Your Recent History
LSE
SAGA
Saga
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20190722 22:26:56