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Share Name Share Symbol Market Type Share ISIN Share Description
Sage Group Plc 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
  -3.00p -0.38% 778.80p 778.60p 779.00p 787.40p 777.20p 785.60p 445,135 13:32:50
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 1,846.0 398.0 27.2 28.6 8,438.47

Sage Share Discussion Threads

Showing 4851 to 4873 of 4875 messages
Chat Pages: 195  194  193  192  191  190  189  188  187  186  185  184  Older
DateSubjectAuthorDiscuss
07/6/2019
10:28
Sage, Intuit or Microsoft: which software giant makes our portfolio? hxxps://www.investorschampion.com/channel/portfolio/sage-intuit-or-microsoft-which-software-giant-makes-our-portfolio
investorschampion
17/5/2019
11:11
Weak market response to good progress.
spacecake
22/2/2019
09:54
Is cash generative Sage undervalued at its current share price? Or does a lack of investment mean this is a classic value trap? We comment here hxxps://www.investorschampion.com/channel/portfolio/sage-modest-valuation-or-classic-value-trap
investorschampion
17/1/2019
09:38
Strong Q1 Trading Update which signals that the problem areas they have had are recovering contributing to 7.6% organic growth. The underlying picture is growth in SaaS revenue of 27.7% off-set by the expected decline in software licence revenue of 5.8% as customers transition to the new contracts. There is also an up-lift on pricing as customers move to the new Cloud product set. North America double-digit growth continues with 10.4% recurring revenue growth. Mr Market seemed to like it with the share price spiking-up to 644p before settling to 30p (5.2%)up at 623p as I post. Regards, Maddox
maddox
15/1/2019
16:57
Sage to sell US payroll outsourcing business for £78m - statutory profit on disposal £23m. This division was flagged as a strategic disposal and follows on from the sale of their US payments business back in June 2017. The US business has been transformed over the last two years from being a problem stagnant area to recently posting 12% organic revenue growth and 13% recurring revenue growth (+10% excluding the Sage Intacct business). The US is now the model that UK business is seeking to emulate. Regards Maddox
maddox
28/11/2018
16:01
that means they are probably buying ;-)
bountyhunter
28/11/2018
15:56
Thanks mamcw, Always extremely valuable to have user insight and it'll be great to hear how your upgrade goes - well and trouble-free I hope of course. And your thoughts on Cloud 50 when you get yours hands on it. Nice to see the share price trending up (just above 600p as I post) just as we see Analysts downgrades :-) Regards Maddox
maddox
27/11/2018
19:26
Hi Maddox The main issue with moving to different software is the hassle factor / the worry that something goes wrong and you end up having to re-enter huge amounts of data. Hence inertia is a strong motivator here and I think will massively benefit Sage for risk averse users like me, who will naturally gravitate to Cloud 50 (most likely in a huge rush around end March!). I've yet to make the move, but will do as soon as I finalised my year end accounts (31 October). In the meantime, I'm pleasantly surprised by the strength of the SP, particularly in the face of the negative broker comment.
mamcw
23/11/2018
17:59
Were the same brokers as cautious when the share price started with 8?. Usually too optimistic near the peak, too cautious near the trough.
essentialinvestor
23/11/2018
17:46
Here is a more balanced view: Https://markets.ft.com/data/equities/tearsheet/forecasts?s=SGE:LSE
bountyhunter
23/11/2018
17:33
CREDIT SUISSE CUTS SAGE GROUP PRICE TARGET TO 530 (625) PENCE - 'NEUTRAL' ---------- JPMORGAN CUTS SAGE GROUP PRICE TARGET TO 560 (670) PENCE - 'NEUTRAL' ---------- DEUTSCHE BANK CUTS SAGE GROUP PRICE TARGET TO 505 (540) PENCE - 'HOLD' ---------- SOCGEN CUTS SAGE GROUP PRICE TARGET TO 465 (583) PENCE - 'SELL'
spacecake
22/11/2018
23:50
Hi Solooiler, FY 2019 Guidance: Steve Hare said "So what does all this mean for FY 2019, as Derk sort of alluded to guidance is based on continuing operations at constant exchange rates and takes into the account -- into account the impact of IFRS 15. On this basis, we expect recurring revenue growth of 8% to 9%, with SSRS revenue expected to be flat to down mid-single-digits. Now, as the pace of transition increases towards subscription, it may be that the overall rate of revenue growth may decrease in the short-term, because we are focused on recurring revenue and subscription. We expect the organic operating margin before the additional investments of GBP 60 million to be broadly stable. But therefore, after the investments resulting in a guided range of around 23% to 25% free cash flow will remain strong." So 2019 recurring revenue (79% of 2018 revenue) is forecast to grow 8 - 9% but the 'overall' revenue growth rate will be lower as SSRS contracts (18% of 2018 revenue) are displaced by SaaS contracts. Regards, Maddox
maddox
22/11/2018
20:26
"Looks solid and forecasting a 8-9% revenue growth for 19." More like 6%
solooiler
22/11/2018
17:25
Hi mamcw, Welcome aboard. It'll be great to get your views on Cloud 50 as a product and your decision to stick with Sage, and what you think of the alternatives? I think MTD may be important for Sage in 2019 in two respects: Firstly, as a revenue driver from subscription (SaaS) pricing; and Secondly, the move to cloud-based product - will change the perception of Sage as only offering shrink-wrapped, desk-top, on-premise products. regards Maddox
maddox
22/11/2018
16:35
Welcome, oh sage one.
dogwalker
22/11/2018
15:56
New to this thread, but as an existing Sage user, what made me buy their shares now is the impact that Making Tax Digital is going to have on existing Sage users (like me) who previously bought their software outright. Making Tax Digital is forcing me to upgrade by next April, from which date HMRC will only accept VAT return from compliant software. Sage no longer offer a one-off sale of their software, so I will be forced to move to their Cloud 50 subscription model.
mamcw
21/11/2018
10:46
Great point Maddox. Ive added today. The current price is an absolute dream.
mozy123
21/11/2018
10:22
Hmmm, yep yopf, that's the perception but are you sure about that? Sages cloud business is larger than Xero and growing fast: 'Sage Business Cloud ARR of £434m, growing at 51%, with £52m of ARR added in Q4 18' and is profitable too. Xero 2018 revenue £216m and CAGR of 49%, so half the size, growing slightly slower and still loss making. Mr Market hasn't woken up to this yet, but will at some point.
maddox
21/11/2018
09:11
One problem is the transition to cloud. Xero are fast catching/overtaking sage who were slow to act.
yopf
21/11/2018
09:09
Should revisit 490
yopf
21/11/2018
08:53
Looks solid and forecasting a 8-9% revenue growth for 19. Sage at 800p was pricy. At 500p its cheap as chips.
mozy123
21/11/2018
08:53
Looks solid and forecasting a 8-9% revenue growth for 19. Sage at 800p was pricy. At 500p its cheap as chips.
mozy123
21/11/2018
07:51
---------- ------- FY18 performance -- Improvement in H2 18 performance with organic revenue growth of 7.0% achieved, driven by renewed focus on high-quality subscription and recurring revenue, with both August and September showing recurring revenue growth in excess of 7% year-on-year and sequential month-on-month growth, driving momentum into FY19; -- Recovery in Northern Europe (UK&I), with sequential increases in recurring revenue growth in every month in H2 18 and in France, which in Q4 18 delivered the strongest quarter since Q1 16; double digit organic and recurring growth was also achieved in North America; -- Strong momentum in cloud connected solutions, delivering ARR growth of 66% and cloud native solutions of Sage Intacct and Sage People, delivering ARR growth of 30% and 49% respectively; -- Recurring revenue represents 79% of revenue and software subscription is 46% of revenue; -- Organic operating margin of 27.8% achieved. Non-recurring charge of GBP10m, reflecting provisions and settlement of legal disputes and structural redundancies; -- Strong free cash flow of GBP356m, 19% of revenue, ROCE of 23% and net debt : EBITDA reduced to 1.2x. 7% increase in full year ordinary dividend to 16.50p, with a policy to maintaining the dividend in real terms going forward;
bountyhunter
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