Sage Share Discussion Threads

[johnsmithbillion] 14/3/2006 09:50

OK jim or jimco - excellent post! agree entirely!

Hence me in and in:-:-)

[jimcocallis] 14/3/2006 01:50

OK Lyn or Lynt - I ask you why a US co would be supported on the us exchange -in the USA! If you start from 1 and go to 1.3 - massive growth!!!! R thy making commensurate profit? I ask you.
Could Intuit be the target for Sage - no, no reason for taking on that overmanned group and Sage has a much better product ---- good online income.
Loved this - "that the one issue it has is that investors are asked to pay quite a high multiple to enter this investment story" - why - Sage delivers!

Microsoft s'ware was dross - Intuit nearly the same. Both companies produce disjointed, leaky software - OK for non finacial people, but, money matters.

At the moment shares r - yoyo - I wish I had bought them at the start and still held them today!
Me in and out:-:-)

[lyntwyn] 11/3/2006 11:48

10.03.06 :-1.25, (273.25) concerns over competition from US peer Intuit and cautious comments on valuation by Merrill Lynch, dealers said. Shares in Intuit rose sharply last night after the financial-software company raised its third-quarter forecasts on stronger-than-expected sales of its TurboTax line. The news sent Sage shares 7-1/4 pence lower to 267-1/4 in early afternoon trade amid concerns that Intuit was increasing its share of the US accounting software market at the expense of Sage. Merrill Lynch meanwhile, repeated its 'neutral' stance on Sage today, following a visit to the group's headquarters in Newcastle. The US broker said it believes the company can continue to grow steadily through organic growth and add-on acquisitions and sees Sage's competitive position as stable and improving as markets continue to consolidate. It noted however, that the one issue it has is that investors are asked to pay quite a high multiple to enter this investment story, pointing out that Sage is trading at a premium to the other software heavyweights Microsoft and Oracle.

[Abuse team] 11/3/2006 04:49

Post removed by ADVFN

[jimcocallis] 11/3/2006 00:53

A thought - this share is like Lonmin. Spec. up and down like a yoyo. I hope it gets resolved:-)

[lyntwyn] 10/3/2006 16:17

yes, SGE good for day trading again. picked up a few points as share price came charging back! I suspect shorters see this as a bit toppy and are trying to bring it down, without much luck fortunately.

[johnsmithbillion] 10/3/2006 13:37

talk about volatility, rally back now?

[johnsmithbillion] 10/3/2006 11:36

dimerose, trading statement last year Apr 13. interims last year May 10

[johnsmithbillion] 10/3/2006 11:31

hey im not here just for a bid from MSFT. i am a real sage fan - great products, tremendous management and track record, strong balance sheet and huge profitability. though dont forget much of MSFT's success has been through acquiring products and so far they have shown no real threat to SGE in its markets, while SGE has gone from strength to strength.

[dimerose] 10/3/2006 11:28

can someone pls tell me when the results are out.many thanks

[lyntwyn] 10/3/2006 11:13

I don't expect them to, they be too embarrassed to admit that they couldn't beat SGE at their own game. Still the rumours be good for share price But you never know , with all the M&A activity going on.

[johnsmithbillion] 10/3/2006 11:07

very powerful chart - wouldnt want to be out if/when MSFT bid £5-a-share... wont get another chance....

[lyntwyn] 10/3/2006 10:34

What's good is that MSFT will always be rumoured as a bidder in the background, so will help keep share price up. probably also accounts for the current volatility,- share price wants to ease back but dare not for long!

[jimcocallis] 10/3/2006 00:44

johns
a telling point - I sold out again today (yesterday?) below the top bid but 3% in 1 day seemed good. Will be back - why top up, take many small profits, Now't like muck to make brass. Money "maybe" is not so solid as cash in the bank.
Price will be back down after the the results.
IMHO DYOR
Geo - true 2nd para.

[johnsmithbillion] 09/3/2006 15:09

Intuit up 7%!!!!!!!!!!!!

[geordie71] 09/3/2006 14:19

Surely it can't be too long before Bill Gates and his henchmen decide to buy Sage and combine it with their current products.

Do like this stock as a sensible addition to the portfolio, nice steady growth with quite a bit of potential......balances out the risk!

[johnsmithbillion] 09/3/2006 10:51

damn, i was hoping these would come back just a little more so i could top up ahead of the trading statement

[jimcocallis] 08/3/2006 00:31

Some people can't stand the truth.

[as seen on bbc websi] 07/3/2006 05:00

Removed by ADVFN.

[lyntwyn] 02/3/2006 13:47

Downgraded to 'hold' from 'add' by WestLB on valuation, dealers said. WestLB said the stock has broken above its target price of 270 pence, adding that further price gains would be imprudent until there is some evidence that the acquisition of Verus has been successfully integrated. The broker noted that in terms of valuation, Sage was previously more obviously attractive compared to rival Intuit Inc.

[johnsmithbillion] 28/2/2006 11:54

crazy recommendation. well, you have to have some bears to have a market. time to sell when they change their recommendation to BUY

[lyntwyn] 28/2/2006 11:45

Semour must have missed the boat and want to buy in lower .

Sage 280 down 3-3/4
Semour Pierce 'underperform'

[johnsmithbillion] 28/2/2006 09:20

seems only the times had sage in their report this morning

"On a quieter Monday than usual, takeover rumours were thin on the ground, with half-hearted talk of predatory interest in Sage Group, up 11¾p at 283¾p, and International Power, 10¾p dearer at 295¾p - from Microsoft and RWE, of Germany, respectively - the best that dealing desks could rustle up in their efforts to generate commission. "

but i agree with Lyntwyn, more likely a re-rating than takeover rumours. if there were bona fide msft rumours, stock would surely be a lot higher - 350+

[johnsmithbillion] 28/2/2006 08:10

shes up ! someone just paid 289!