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In the recent discussions on ADVFN regarding The Sage Group Plc (SGE), investors were primarily focused on the company's financial performance and potential growth strategies. While specifics about SGE were less prominent, the context of the discussions included broader comparisons to other financial entities, such as Serinus Energy (SENX), highlighting themes of debt management and capital allocation.
Investor sentiment appeared cautiously optimistic, with participants discussing the promising potential for significant returns, as evidenced by jrmason's assertion that SENX's market cap could effectively translate into cash reserves, allowing for substantial dividend distributions or reinvestment. This sentiment implies a broader discussion around the importance of maintaining a strong balance sheet and the ability to capitalize on market opportunities, which can be a crucial indicator for SGE investors. As one participant stated, the situation presents "a potential 20-bagger opportunity," underscoring investor interest in high-reward scenarios reflective of strong operational and financial metrics.
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The Sage Group PLC has recently engaged in a significant share buyback program, which is part of its broader strategy to enhance shareholder value. Between February 10 and February 14, 2025, Sage purchased a total of 1,005,341 ordinary shares from J.P. Morgan, with the highest purchase price per share recorded at 1,326.5000p and a volume-weighted average price of 1,315.0418p. All acquired shares will be canceled, indicating a commitment to reducing outstanding shares and potentially increasing earnings per share in the future.
In addition to financial maneuvers, Sage has introduced innovative AI-driven enhancements to its Sage Intacct platform, aimed at automating financial processes and improving operational efficiency for finance teams. These tools, including the generative AI assistant Sage Copilot, are designed to facilitate faster month-end closes and smarter decision-making through real-time insights. Furthermore, Sage is gearing up for its annual user conference, Sage Future, which will be held from June 3-5, 2025, in Atlanta, showcasing new thought leadership and product developments to an expected 5,000 attendees from the SMB sector. This reflects Sage's proactive approach in fostering engagement and driving innovation in financial technology.
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Serinus Energy (SENX) is a debt-free oil producer with its entire market capitalization now available as cash. The company has the potential to distribute a 100% dividend or reinvest to further boost production. A potential 20-bagger opportunity! |
There is a later BB thread..... |
Strong 1Q25 Update today - whilst 'in-line' with 10% revenue growth - this is against FX headwinds and 1Q seasonality. SGE are 'very comfortable' with full-year guidance [current consensus 9.2%]. So reading the runes we might see stronger acceleration and an up-tick in guidance. |
There will always be dissent online , I think it is the nature of the internet that quietly satisfied customers tend not to post , whilst unhappy ones have a lot to say. Must confess I have been using free software for VAT return since MTD. Mind you it is about as simple a VAT return as possible as we have no income , only expenses , as our product will provide no income for another 40 yrs! (forestry). |
wad collector, |
Moving to a new ATH , four bagger in last decade and yet almost silent BB, which seems extraordinary to me for a Tech stock. Maybe there is nothing to say... |
I am beginning to think this BB title is a little outdated... |
Thought I’d have a look at the Brokers’ Analysts’ recommendations on Sage: |
Well, well, well that was a nice surprize - I wasn't expecting such a positive market reaction to Sage's excellent FY24 Results. The shares rose 19% closing at 1269.5p. |
Impressive performance, especially in an AIM bashing market. |
4* |
44% of underlying revenue USA and Canada. |
Intuit are also up sharply since Trump won the presidential race. |
So what was all that about?? Massively underperforms the FTSE on the way and then seven trading days later, with the FTSE broadly where it was on 31st of October, Sage rallies from mid £9.60s to mid £10.60s. On no news, that's madness and I can't attribute the rise to Trump. Talking my own book, I did sell some puts down there. |
I wonder who the Capital Group bought their 5% from. Holdings RNS at 4.30pm today |
SGE share price has recovered after the 6% dip yesterday, it fell to 997p before recovering and closing at 1071 (-1/4%). |
In-line trading update for 3Q24 and guidance reaffirmed – so the immediate 6% share price fall is odd. Perhaps a p/e of 27 is considered to high for the UK market – this ain’t the US where similar firms are on considerably higher valuations. Nevertheless, there is nothing negative in this update that I can see to justify Mr Markets reaction. |
Hi jon, |
I was going to post something on the morning of the results but it turned into a rant so I stopped. The gist of it was "are the public markets in the UK worth the aggravation?". On most metrics the numbers met expectations but the stock opened down 20%. I know it recovered a little but still. I have been wrong on many stocks before and plenty of Sage analysts think I'm wrong on this one but a FTSE 100 company should not move 20% unless it is a clear profit warning. If, and I of course recognise that it is an if, Sage continues to grow revs and profits at these levels with improving margins, it will be twice the size in 5 years. If a large PE software firm had bought this in the last four years , and for the life of me I can't believe it didn't happen, it would be on their books at North of £16. |
The last results were pretty excellent, here are the highlights: |
Fill ya boots great value and future strong. CEO on Ian King and positive results. |
So perhaps EPS of 39p and next year 47p |
Type | Ordinary Share |
Share ISIN | GB00B8C3BL03 |
Sector | Prepackaged Software |
Bid Price | 1,316.00 |
Offer Price | 1,316.50 |
Open | 1,317.00 |
Shares Traded | 1,998,880 |
Last Trade | 16:35:05 |
Low - High | 1,310.00 - 1,321.50 |
Turnover | 2.33B |
Profit | 323M |
EPS - Basic | 0.3209 |
PE Ratio | 41.03 |
Market Cap | 13.24B |
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