Sage Share Discussion Threads

[johnsmithbillion] 27/2/2006 20:22

long time ago, who cares now? just look at the chart above, massively bullish. thats what matters

[sellby] 27/2/2006 18:27

Jnsmith

For some strange reason "ShareScope" up to 14/6/00 logs, open-high-close prices as the same price, which of course cannot be right, however it does give the price of Sage on the 10/3/00 as 904p. Pity those who bought on that day.

[johnsmithbillion] 27/2/2006 16:08

still going up...

sellby, 904- was that the close or intraday high? i cant remember

[sellby] 27/2/2006 15:51

Seems dificult to believe, but the price did reach 904p on the 10/3/00

[johnsmithbillion] 27/2/2006 15:20

Lyntwyn, and agree again on your second point. sage are always on target. though this time perhaps verus will step up the accelerator

[johnsmithbillion] 27/2/2006 15:17

interesting theory. certainly they cant beat sage, which has a tremendous business model with over 4m customers and generates enormous cash flows

[lyntwyn] 27/2/2006 15:07

may be msft sniffing again,- they can't beat SGE so just as well buy them! They can't have mine for less than £5.

However I suspect the recent rise is really down to a much overdue re rating of the stock. It never fails to deliver.

[johnsmithbillion] 27/2/2006 15:02

Lyntwyn, if theres a bid they better make it worth our while

[johnsmithbillion] 27/2/2006 15:00

SKS999, plenty of 9's, i say it should be 925!!!!! previous peak levels

[lyntwyn] 27/2/2006 14:54

Must be some bid rumours floating?

[sks999] 27/2/2006 14:53

header needs updating! can Sage make it 325 perhaps?

[johnsmithbillion] 27/2/2006 14:25

look at this baby go!!!!!!!!! yippeeeeeeeeeeeeeeee!!!!!!!!!!!!!!!!!!!!

[johnsmithbillion] 27/2/2006 14:20

trades at 280! and its through 280!!!!!!!!!!!!!!!

[lyntwyn] 27/2/2006 12:27

your very busy posting here jsb.

280 was my long term target (from 2 yrs back!). SGE still a hold so will now look for 320 methinks.

[johnsmithbillion] 27/2/2006 12:07

almost through 280................

[johnsmithbillion] 27/2/2006 10:43

wish i had some more though :(

[johnsmithbillion] 27/2/2006 09:40

look at these go!!!! wicked!!!!!!!!!!!!!!!!!!!!!!

[johnsmithbillion] 24/2/2006 09:42

AGM is next thursday, march 2

[johnsmithbillion] 23/2/2006 10:05

from the times

A raised 305p target from Deutsche Bank, its stockbroker, sent Sage Group up 4¾p at 271¼p. Rajeev Bahl, analyst, says the accountancy software provider's £400 million of balance sheet headroom means it is likely to make further bolt-on acquisitions given the strong returns it has made from recent purchases. The German broker is also encouraged by a pick-up in customer spending.

[johnsmithbillion] 22/2/2006 21:17

organic revenue growth last year was 6%. some people were disappointed with that. but with luck it picks up now, with improving eurozone economies and benefits from acquisitions, especially verus.

[johnsmithbillion] 22/2/2006 17:47

look at large tech takeovers like ARM/artisan- artisan soared, ARM crashed. best to be on the recieving end. acqirors best to stick only to deals that really create value

[johnsmithbillion] 22/2/2006 16:43

JPM talk complete nonsense.

"we believe the company is unlikely to approach its theoretical debt headroom during 2006 due to constraints in managing acquisitions"

thats just shows sage has responsible management. history shows that successful growth companies are best to have conservative balance sheets and not make excessive acquisitions. i hope these investment bankers dont trick sage into taking on too much debt. lets just see how the verus acquisition goes. one step at a time

[lyntwyn] 22/2/2006 13:23

Deutsche Bank reiterates 'buy' & ups tgt to 305 pence from 265

[maddox] 22/2/2006 13:20

johnsmithbillion,

JP Morgan has set a new 12-month price target of 288 pence, up from 205 previously, but has downgraded to 'underweight' from 'neutral'. (So basically they got it wrong.)

Stated factors being - upside appears limited, even factoring for potential acquisitions. "While we acknowledge that Sage may make further acquisitions which can boost earnings going forward, we believe the company is unlikely to approach its theoretical debt headroom during 2006 due to constraints in managing acquisitions," the broker said in a research note.

OK so JPM got it wrong before so why should we believe their opinion now?

Regards, Maddox

[johnsmithbillion] 22/2/2006 10:29

Maddox, i do hold, just want some more at a good price. certainly not buying puts