International Distributi... Share Discussion Threads

[isis] 23/4/2024 22:00

The World must be laughing at us and our seemingly apathetic stance on letting ourselves be bought at and ridiculed as our Governments have no Backbone to defend out heritage!
Has to be the the defining indignity to let the Royal Mail go to a Foreigner for a Song! That's what happens when you have an two faced Indian as PM!

[isis] 23/4/2024 09:36

Sunak/Ofcom are trying (successfully so far) to kick decisions until after the election. Meanwhile RM have to rack up losses because they are playing Politics with this Company.

Sunak is an absolute ---- and the rabble that is the rest of the Party should kick him out!

[casholaa] 22/4/2024 19:17

Yeah, the Conservatives need to give up smoking and sunak for the health of the country

[733700] 22/4/2024 16:04

Yes, often overlooked the Property portfolio.

[moorsie2] 22/4/2024 12:14

Pension surplus and extensive ( not all necessary) property portfolio is a very interesting twist on this company valuation...

[casholaa] 22/4/2024 12:01

Imho it should be sat comfortably at 450p

[careful] 22/4/2024 11:56

It would be crazy not to modify the running of IDS/RMG when the letter part of the business is in such decline, and the parcels are such a growing opportunity.

Gradually this potentially great company will be updated and in time have a share price at least double that of today.
This cheeky bid will focus minds, but either way the bidder is in a win win situation.

The only way to save basket case UK is to have efficiently run UK companies and similarly a more efficient public sector.

I sense the mood s shifting, even the hapless Sunak dared to say the other day that people should not take so much time off and that every day problems were no excuse for missing work.

[isis] 22/4/2024 11:18

Valuable Property assets and Pension Surplus:-

[isis] 21/4/2024 14:01

Tony Blair Mark II

[isis] 20/4/2024 18:35

Largest Shareholders are saying bid is undervalued and blaming (rightly so) Ofcom and HMG for completely ignoring a need for change with the USO!

[isis] 20/4/2024 17:11

Other than the price the two other biggest hurdles I see here which could be break any deal is being owned by a Foreign entity (there is only one National Mail Deliverer) and it also being owned by a billionaire.
Of course you've got the Unions and Shareholders to deal with too.

[isis] 19/4/2024 18:49

It will be enlightening to see IDS's defence. They are obviously in a better position with no strikes and the Stamp rises, they could also bring next months figures update forward if it is very positive.
The Press are playing into a predators hands by highlighting every letter that goes missing when there are 7billion delivered by Hand every year and upto 20 billion in days gone by. So it's ludicrous to expect every single letter to hit it's target, they are sent and delivered by Humans, these are not digital Bank transactions!
Just look at the Typos and facts Journos get wrong in their reports. Google IDS news and you get 8 different stories about the same thing !

[casholaa] 19/4/2024 18:49

I think FY is 23 May? If he is going to do a deal, he needs to get his skates on.

[isis] 19/4/2024 18:34

Some articles are stating Kretinsky is making a £4.5billion bid, he is doing no such thing, they are not including any of IDS's assets only debt!

I had a Company bid on the LSE a few years ago and the buyer knew that half the mkt cap was covered by cash they had in the Bank. Again this happened when the market was weak, by the time a rival bid could be proposed it was game over and we all got shafted !
The CEO was a bit naive and I had been advocating that he use that money to pay a Special Dividend or something as it was vulnerable to a takeover. He did FA and the buyer took all the cash with the bid!

[samdb] 19/4/2024 12:01

Just started adding here. I hadn't looked at the business before the bid story caught my attention but it looks interesting without any buyout coming.

[isis] 19/4/2024 08:42

I don't think renationalisation of Companies are on Labours agenda, Starmer is not Corbyn nor is there any money for it.
RM just needs to be trimmed and the service matched to the reduced flow of Post, that would seem pretty obvious to anyone really, but Sunak is playing Politics.

[careful] 19/4/2024 08:36

JP Morgan valuation of 441p is sensible looking at net assets and potential.

Even if it was re nationalised the takeout price would at least be around the previous privatisation price of 330p, market cap £3.3bn.

I think are getting carried away by how bad Labour would be in power.
I suspect that they would be more pro business than the current shower.
They will be tougher on the inefficient NHS also.

Holding here, either way this company is undervalued.

[casholaa] 19/4/2024 08:35

I think 441 is about a year out of date

[isis] 19/4/2024 08:26

JP Morgan says it's worth 441p

[isis] 18/4/2024 22:44

The Press should lay off RM. Every Company has to deal with fakes and forgeries and they don't get blamed for it. The Times and the Telegraph have been very aggressive towards RM since pre Covid and will chastise them about everything and anything even though much of it is not under their control.
I get all my Mail and have had no real issues but they always find some wannabe with a sad story about how their Gas Bill arrived 10 days after it should have been paid and now they are bankrupt because of it.
I don't get any Bills now everything is direct debit and online and that is the case with most people whether we like or not. I know people who still want to go to the Council Tax office and pay their Council Tax and get a receipt after queuing for two hours.
These people need help!