Business Post Share Discussion Threads

[its the oxman] 19/5/2005 15:38

been a long term holder of this and despite the setback since 700p highs I think your right. the story remains strong and results were good so every reason to see new support for the shares now - rating has always been high and likely to remain so withj the opportunities bpg has - must admit I was a bit surprised though by the fall yesterday into 550's but bouncing back now. div remains attractive and plenty of growth to come over years ahead. anyone got new broker targets, forecasts?

[networker] 17/5/2005 08:45

Re-reading the recent posts suggests a pretty bearish stance by followers. Today's results are positive and I suspect the shares will now stabilise and probably start to move ahead again.

[haystack] 06/5/2005 13:55

Difficult to say. It has always been a good growth company and produced strong revenues. To some extent they will be always tied to the UK economy which is showing signs of weakness at present. I don't have any BPG at present and therefore would like to see it fall to much lower levels and give a good buying point. I think it may fall more yet. It is difficult to see where it may stop yet. The chart is difficult to interpret at the moment. I think that is because the price is partly driven by external events. I would expect it to stop before 400p though.

[scumdog] 04/5/2005 23:20

Haystack
You alerted me to this and been following for a few months now.
As you say, a sound business long term and I've been looking for an entry point.
However,the net assets are about £1 per share. Current share price £5.80 down from recent high of £7.
Good growth expectation still built into the share price at this level.
I wonder how much further this will fall - all the way back to £4?

[haystack] 04/5/2005 21:42

Looking weak in the short term and it may drop a bit more. A very good and sound business longterm. One of their strengths is the franchise nature of the operation. They own the main hubs and many of the operations are owned by franchees.

[lord butterstock] 04/5/2005 21:05

Well this one looks like it is ready for chucking in the bin..

[scumdog] 04/5/2005 13:44

This share exhibited good strength prior to the profits warning on 5th April.
A lot of anticipated growth was built into the share price.
This has been knocked for 6 short term and the price is currently weak and susceptible to further falls.

[scumdog] 31/3/2005 13:52

I think the bears are tucking into this one short selling.

[tigers4] 31/3/2005 13:16

Where is tjis stock going, it seems in solid decline, what is going on???

[tigers4] 31/3/2005 13:13

Where do we go from here. There seems to be a lot of downward pressure on this stock - WHY?

[cat] 19/3/2005 22:01

I'm out - rising wedge?

[jedi trader] 17/3/2005 13:04

lol and down again!

[jedi trader] 15/3/2005 13:47

Ermmmm ? bloody surprised this has gone back up!

[cardiffjohn36] 23/2/2005 13:51

cat 89 sorry had to - no offence cfj

[jedi trader] 23/2/2005 10:27

After the NCN network went bust at xmas alll there freight ended up going via business post.

BPG approached every ex NCN depot and asked for it.

Now bearing in mind NCN freight is of an 'ugly nature' does this not seem worrying... diesel engines, saw blades, fireguards, bulky box's and of course because the NCN depots charged for services at a ridiculous rate you have many ex NCN depots putting there stuff through BPG....

NCN freight is total cack! and very problematic.

NCN depots tended to be badly run and on wafer thin profit margins.

Would you want that combined in with BPG??

I know for a fact that this is causing problems.

[haystack] 22/2/2005 12:34

BPG's busines model is well thought out with much of the operation being run by franchisees. BPG run the large hubs in major cities alike Birmingham and Docklands and they have the franchisees to do much of the rest. It is a business model that allows for quick expansion without the need for endless capital.

[mike24] 22/2/2005 12:15

I have a small business which tranfers the artwork from design stage
to finished application,the business is so competitive that its stay small
and survive or spend vast sums on the latest technology,
BPG with out a doubt have an impressive new vehicle fleet, with a first class
design and image, mitie who are next door to me have a fleet of new vehicles
their vehicle livery is unimpressive 90% of the population don't even know what they do, when you see vast sums spent on design ie abbey, if it ain't right it can prove an exspensive mistake,

[cat] 18/2/2005 18:54

closed on a breakout

[cardiffjohn36] 18/2/2005 18:49

jedi, thought it might have moved a bit quicker today so sold for a massive
59.20 profit, ah well so glad i did with the bagman going short lol,cfj

[jedi trader] 18/2/2005 16:46

Oh no not again, after MRW as well.

John being a salesman in the courier industry i know a hell of a lot about this company.

And at some point i will likely be going short, not yet though,

Need to keep my ear to the ground.

[cardiffjohn36] 18/2/2005 10:41

Date: 18 February 2005

LONDON (ShareCast) - The Royal Mail is to lose its 350-year monopoly on UK postal services from 1 January 2006 said industry regulator Postcomm, 15 months earlier than expected.

At the start of next year licensed companies will be able to compete with Royal Mail in establishing their own collection boxes, transporting and delivering letters.

In 2003, licenses were granted to companies such as Deutsche Post who were allowed to compete with Royal Mail, although these were subject to tight restrictions.

The latest plans were first proposed back in 2002 when Royal Mail, known then as Consignia, was haemorrhaging £1m every day, although now things have improved.

The company is back in profit and enjoying almost complete domination of the UK letter delivery service, a market worth around £4.5bn a year, said Postcomm.

After the competition arrive, Royal Mail will still be required to provide both first and second class mail delivery at a set price throughout the UK, with one delivery and collection every work day.

The news will certainly excite the big players such as Germany's Deutsche Post and the UK's smaller Business Post, who will be sure to be scrambling for a slice of the UK postal market next year.

[cardiffjohn36] 18/2/2005 10:38

guy buswell md of uk mail [bpg] just on bbc news very bullish going forward
couple of quotes

"500k items a night through system atm"

"atm nationwide delivery service attracting v.large customers"

"going forward offer more service to a wider range of customers"

"peoople will pay a premium for more qualified service"

"longer term we want to offer post boxes"

"trialing post boxes at the end of this year"

[cardiffjohn36] 18/2/2005 10:26

LONDON (AFX) - UK's postal service market will be opened to competition starting January next year, ending the monopoly enjoyed by the Royal Mail for over 350 years, regulator Postcomm said.

The decision, which came 15 months earlier than originally planned, means that from 2006, licensed companies other than Royal Mail will be able to collect, transport and deliver letters and charge customers for the service.

'After three months of consultation, a substantial majority gave the thumbs-up to competition,' said Nigel Stapleton, Postcomm chairman.

'We can now look forward to a more innovative and efficient postal industry focused on providing customers with the services they want, rather than being told by a monopolist what services they can –- and cannot -- have,' he said.

Postcomm said it will shortly publish arrangements and a code of practice for the 'multi-operator' market.

However, it noted that there are a number of barriers to competition that need removing.

For example, Royal Mail enjoys certain privileges like exemption from the value-added tax, which will give it undue advantage over its rivals.

The regulator will still need to address these issues.

Full market opening was originally planned for April 2007. When this was proposed in 2002, Royal Mail –- then Consignia -- was losing 1 mln stg a day and was struggling to reverse its fortunes.

Since then it has returned to profit and continues to dominate the UK licensed letters market, which is worth around 4.5 bln stg per year.

In a free market, Royal Mail will still be required to provide a universal postal service for first and second class mail of one delivery and one collection each working day at a uniform price throughout the UK, and provide a business mail service on universal service terms, Postcomm said.

[dil] 11/2/2005 17:52

On the verge.

Can't believe the lack of interest in these.