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
  -2.80p -0.48% 577.40p 577.00p 577.40p 585.00p 575.80p 583.80p 2,094,269 16:29:55
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 1,715.0 342.0 27.8 20.8 6,256.26

Sage Group Share Discussion Threads

Showing 4801 to 4824 of 4825 messages
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DateSubjectAuthorDiscuss
04/9/2018
13:56
Analysis in the FT today for anyone interested - Sage's solid reputation shaken.
essentialinvestor
31/8/2018
18:38
I’ve been looking at Sage. It’s clearly a strong business. Very good write up by Value Investor this week. It indicated that the dividend is too low and dividend growth of 8% was probably unsustainable if Sage is only growing earnings and revenue by about 5% which is what they have been doing. The write up basically summarised that it was worth looking at when closer to £4. It was a really good article. CEO going sort of emphasises that this is potentially a bit of a value trap with more downside than upside in the short term. One to keep on the watch list.
topvest
31/8/2018
11:27
Chart down to £5. Sage are facing v v stiff competition
tsmith2
31/8/2018
11:08
Note the proviso to the achievement of guidance. Underline that in red.
essentialinvestor
31/8/2018
10:59
Could be a triple bottom on that chart
volsung
31/8/2018
09:10
With the weakness of £ and noCEO they must be a takeover target and I have added on that basis.
peter27
31/8/2018
08:45
Sad as Stephen is nice chap, well liked and respected, however turning Sage round was always going to be a huge challenge, particularly with the discounting new boys snapping.
andrewhbruce
31/8/2018
07:20
Rewarded for failure yet again.
spacecake
23/8/2018
12:34
Hi Rock Star, Yep, I agree, that is the received wisdom. The picture isn't clear and FWIW this is how I see it. Xero, Quickbooks and the like are positioned very much as entry-level products sold with free offers and have low price points. This is a market segment that Sage wasn't really competing in until they launched Sage One Mobile App Product(in 2014 I believe). They then followed the Xero, Intuit heavily discounted pricing-approach - but quickly dumped it as they weren't happy with the quality of the business they were acquiring. I think this is because they want to target serious growing businesses that will be prepared to pay full-price for a scaleable product-set. The one-man business isn't really what they are after. On the other hand, Sage results show that they are clearly growing, recurring revenue is high, and have stated that customers are not being lost to competitors. This of course flies in the face of Deutsche Bank's Analyst that says that they are under pressure in their core markets (Scale-up and Enterprize). So, Sage's glass is either half-empty or half-full depending on how you wish to look at it. Regards, Maddox
maddox
23/8/2018
10:25
All I hear is Xero and Intuit are taking market share. Not sure where the best place is to check this out a real time basis.
rock star
20/8/2018
12:38
Hi Guys, Well I don't doubt Deutsche Bank's findings - my own scuttlebut research has found the same issues. Accountants and Sage customers have the perception that their products are out-of-date and the likes of Xero and Intuit have far superior products. No doubt Xero and Intuit didn't seek to dissuade the Deutche Bank Analysts that that is the case. The real problem for Sage is that many of their customers and their customers' accountants are off-contract (support and maintenance)and out of touch with Sage. Whilst Sage have had a complete transformation over the last two years - a large portion of their customer base and target market are unaware. This is both a problem and an opportunity for Sage - these off-plan 'customers' are not generating any revenue for Sage. In theory, they should be a soft target - and get them onto a subscription and that 7% organic growth looks a very realistic goal.
maddox
20/8/2018
11:46
It's all guess work intil the actual come out in November.
spacecake
20/8/2018
11:03
Commentary from Shares Mag hTTps://www.sharesmagazine.co.uk/news/shares/another-analyst-turns-negative-on-ftse-100-software-group-sage-triggering-a-6-7-share-price-slump
wirralowl
20/8/2018
09:42
6% fall from a broker downgrade. 20/08 DB 540 (630) Sell 03/08 UBS 700 Neutral 03/08 CS 660 Neutral 03/08 CFRA 665 (600) Hold 23/04 GS 780p SOCGEN Sell 583p JPM Neutral 670p CITY Buy 750p I disagree with DB
hatfullofsky
20/8/2018
09:00
Phew, for a minute I thought it might be something tangible. There is plenty of doubt about Sage atm - difficult to see what this adds to the picture. Are there any particular points of concern that we aren't already aware of?
maddox
20/8/2018
08:10
SELL recommendation today by DBank....not exactly helping the share price, for now anyway.
dogwalker
03/8/2018
18:19
management said 6.5 wouldn't be close to 7 so not sure anything below 6.7 would count. they would need 7.5 in q4 for that? wasn't their q4 last year much better than the rest of the year and so a tricky base? Im not inclined to believe management here
pireric
03/8/2018
09:10
Pireric, Henchard, Well yes, they are currently running at 6.8% in Q3 and accelerating, so they could well get towards 8% in Q4. Howevver,the target is actually 'around 7%' so basically a bit of wriggle room - anything above 6.6% basically counts.
maddox
02/8/2018
20:31
pireric - good spot. Following 6.3% in both Q1 and Q2 and 6.8% in Q3, a jump to 8.4% in Q4 to hit 7% for the year looks quite a tall order.
henchard
02/8/2018
20:08
How on earth are Sage meant to hit their 7% target for the year if they are running at 6.5% year to date... doesn't that mean they need to deliver around 8.4% in Q4?!
pireric
02/8/2018
16:19
Hi Mozy, Well the transition to SAAS pricing has been progressing very well - 78% of Sage's revenue is recurring and 44% is SAAS contracts, so they are over half converted. Also, new sales tend to be on a SAASs basis. From a standing start a couple of years ago with Sage Business Cloud, cloud annualised recurring revenues are £386m, This accounts for for I estimate about 25% of revenue currently with strong growth of 56% growth year on year. Comparison with Xero and Intuit is interesting. Xero is on a market cap - roughly half that of Sage c.£3.4bn, its total revenue is less than Sage's Business Cloud revenue, it is loss making and doesn't pay a dividend. Intuit's market cap is 5x that of Sage at c. £40bn has been growing revenue at 4.7% over the last three years (v. Sage 6%) and yet on a p/e of 44 (Sage p/e 18) and paying 0.75% dividend (Sage div yld 2.8%). Clearly, both are vastly more expensive than Sage albeit trading on different markets. This suggests that Sage should be valued between 3 and 5 times its current value if valued on a similar basis to Intuit or Xero. So all somewhat anomalous, Mr Market as well as being bi-polar also has cognitive dissonance (the ability to hold two contradictory opinions at the same time). Sooner or later he will come to his senses. Regards Maddox
maddox
02/8/2018
15:44
Cheers Maddock Think I am a bit grumpy at minute Most of my shares come out with cracking updates and proceed to plummet Though pm Sage are on the up
poolies3
02/8/2018
15:44
Cheers Maddock Think I am a bit grumpy at minute Most of my shares come out with cracking updates and proceed to plummet Though pm Sage are on the up
poolies3
02/8/2018
11:26
Going to take a while to move the business from the legacy desktop products to the cloud. (still use a desktop/network version at work) Very confident a business like sage can pull this off, in the mean time Xero and Intuit could easily buy Sage, so not really worried about the share price. The runway for these business's are huge. Nick Train says 1/70 firms globally use accounting software.
mozy123
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