Share Name Share Symbol Market Type Share ISIN Share Description
Sage Group LSE:SGE London Ordinary Share GB00B8C3BL03 ORD 1 4/77P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +7.40p +1.18% 635.00p 635.40p 635.80p 636.40p 619.40p 628.60p 1,903,232 16:35:25
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 1,715.0 342.0 27.8 22.8 6,879.95

Sage Group Share Discussion Threads

Showing 4776 to 4798 of 4800 messages
Chat Pages: 192  191  190  189  188  187  186  185  184  183  182  181  Older
DateSubjectAuthorDiscuss
16/4/2018
12:21
Hi Rock Star, The problems are internal to quote management 'there is no change in the competitive environment' and they are not losing clients to competitors. I'm in for more. Regards, Maddox
maddox
16/4/2018
10:08
As I understand it Sage are suffering a 2 way squeeze from oversea competition and is becoming a higher risk investment.
rock star
14/4/2018
17:43
It’s difficult to believe that a 1% growth shortfall causes such a reaction. A little early to enter the fray, but definitely on my watch list.
topvest
14/4/2018
00:54
There is an absolute bargain here, not for the faint hearted but the growth in cloud and core stickiness is a major draw. I opened a spread at 550 this morning, at that time a 20% decline in the share price was an over reaction to the 1% revenue growth decline we'd already been made aware of in Jan. Will start to build a investment position here.
hatfullofsky
13/4/2018
08:46
Intuit quick books probabaly. Added a few more this morning
mozy123
13/4/2018
07:19
Xero taking market share?
rock star
09/2/2018
15:01
Just having a look at the technical position underlying the fall in Sage's share price - considering the recent RNS' and the declared short positions. There are no declared short positions greater than 0.5% - so the hedge funds are not (to any notifiable extent) selling Sage short. Aviva have declared that they have lent 0.12% of stock - presumably to Evil Knieval to short. Other institutions are holding their stock. So the sell-side looks pretty weak and very vulnerable - should buyers look to take advantage of the price on offer. Also, any seller short of shares will at some point need to buy back in. I'm taking the opportunity to get on the other side of Evil's position before he un-winds. in a tight market for Sage stock (which is the norm) the share price can only go one way. Regards Maddox
maddox
08/2/2018
16:17
Nice of Mr Evil Knievil to generate some liquidity in Sage. It's a damn difficult share to jump onto, particularly if you're a value investor, as it always looks so expensive. This is due to its 'economic moat' - its strong position in the market - reflected in the 16% Return on Capital, 27% Operating Profit Margin. At the current 690p share price you get a nice 2.2% yield (based on historic paid dividends). Hilarious Evils' mention of Microsoft as a competitor - Microsoft Money was no longer sold or supported as an accounting package back in 2009 - see https://en.wikipedia.org/wiki/Microsoft_Money Microsoft is a strategic partner of Sage and they have a global technology agreement involving Azure and Office 365 cloud platform integration. I don't think Mr Evil has done his homework on this one. Regards Maddox
maddox
30/1/2018
20:58
On the long side, Fundsmith have built up a +5% stake. Terry Smith and his sidekick Julian are men who know what they are doing.
jkc147
30/1/2018
12:42
Not only that but an awsome tech company with 90+% recurring revenue. Sticky!
mozy123
30/1/2018
12:29
Let him, anyone stupid enough to short a share in a well defined uptrend deserves what they get!
andyj
29/1/2018
12:11
Looks like Evil has shorted SGE hTTps://masterinvestor.co.uk/evil-diaries/a-residual-sense-of-romance/
pineapple1
25/1/2018
13:53
quite right, and looking back at the 2 yr chart dips like this have always been reversed pretty quickly, so joined in @763 :)
bountyhunter
24/1/2018
15:48
Solid first 1/4 share price reaction the same as previous years
mellorscarthwaite
24/1/2018
15:48
Solid first 1/4 share price reaction the same as previous years
mellorscarthwaite
24/1/2018
10:05
Sage fell out of bed today down c.50p >6% on their Q1 Trading Update. The explanation is that re-training of their sales team has caused a blip in sales momentum. Unfortunately, as they have been setting expectations towards 'accelerated growth' - this was not what Mr Market was looking for and has reacted accordingly. This was clearly not part of the plan - and is on the eve of a Sage Capital Markets Day in London. This I expect to be an up-beat presentation of Sages' plans for world domination of the 'business (accounting) solutions' sector. We'll see whether they can restore confidence in these plans and a quick recovery in the share price after tomorrow. This is not the first time that Sage have caught us out with a weak first quarter - only to then as promised again today - recover the lost ground by the full-year end. Regards, Maddox
maddox
27/11/2017
22:02
Sold out of these today,on the grounds their rating is up with events,hard to turn down a 40% return (including divis),it's a quality outfit which have served me well.Good luck to all holders on here.
contrarian joe
16/8/2017
14:37
Sage up 22p 3.22% to 705p as I post. Strangely, this appears to be due to a change of heart by UBS analyst Michael Briest that has moved his recommendation to Neutral from Sell, although the price has already shot past his share price target of 680p! Of course, its worth pointing out that anyone following Michael Briest's previous recommendations would have missed out on a 90% share price gain and 103% total return including dividends in under 3 years. And he's still only moved to 'neutral'? Regards Maddox
maddox
29/7/2017
12:51
The Trading Update has some very positive aspects IMHO. Firstly, on the trading update Sage have reconfirmed their guidance for FY 2017 of at least 6% growth and 27% margin. Ok, no change so what? Well what is interesting is that the full year targets are not changing even though they are spending $850m on a fast growing but loss making US Cloud Financial Systems business ‘Intacct’;. One might have expected that this together with the funding costs and other two recent acquisitions might dent the results a tad – but no. Also, the US payments business now being disposed of has provided a further drag on growth. The implications of all this are that growth is accelerating but is being masked by the investments Sage are making. Similarly, whilst not significantly impacting the top-line numbers the new Cloud products are gaining customers and the move to SAAS pricing and service transformation are all proceeding well. This situation is not likely to continue indefinitely at some point quite soon the revenue growth and margin improvements are likely to become clearly visible. When it does the current pause in the share price appreciation will end and a further re-rating is likely. Regards Maddox
maddox
05/6/2017
09:44
A number of 'broker recs.' out today, with the usual wide spread of forecasts. I like GS's, suggesting 860p....
dogwalker
02/6/2017
16:56
SGE selling it's American business.
contrarian joe
03/5/2017
18:06
There'll surely be pressure now to buy here, given the number of pundits, brokers etc.,who, up until today, had been forecasting share price under-performance.
dogwalker
03/5/2017
15:45
Hi Dogwalker, Very much like these results - still a work-in-progress but the transformation strategy is clearly starting to deliver results. The core business and transition to SAAS pricing continuing at a pace but the focus on new customer acquisition is really very exciting. Very impressive.
maddox
Chat Pages: 192  191  190  189  188  187  186  185  184  183  182  181  Older
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