|Royal Mail Plc
||Royal Mail Plc
||EPS - Basic
||Market Cap (m)
Royal Mail Share Discussion Threads
Showing 8226 to 8248 of 8250 messages
|OK, about 419 has persuaded me out. Almost certainly "too early" but a handsome return in a short period allied to nervousness with the continued strength of markets in the face of, what I see anyway, potential issues and headwinds was too much to resist.
Hopefully will be back if the price pulls back-but good fortune to holders regardless|
|A profit is a profit so well done. My history with this one is cashing in two early, I've decided to wait for July's dividend this time and who knows - the share price might be a fiver again. Or it could be three quid - all part of the 'fun'! Good luck :-)|
|Hmmmm. Decisions, decisions. Bought in at just under £4 recently, a healthy profit being shown already. Take the money and run, or hold on for more?|
|Experts dismiss Royal Mail hybrid pension proposal
When the fear of loss on entry is overcome by the fear of loosing out.... boom!|
|Hybrid pension with a "pressure release valve"... may be best offer or if not DC pension
"The CWU's proposal also followed the publication of a government green paper on the future of the DB sector, in which the government proposed reviewing the indexation of annual pension increases."
"former pensions minister Steve Webb had tried to encourage a similar model early on in his tenure at the Department for Work and Pensions, but it never took off"|
|Thanks Mercer95, that's appreciated-but I'll not pat my back just yet :-)|
|Much better today for RMG, good call CWA1,|
|you know what is amazing...
£1 billion central London land assets on balance sheet not generating any revenue
Balance sheet also has very little debt
Sell land assets, ebitda stays the same
So effectively current market capitalisation is less than 4 times ebitda without the London land assets and the company is generating lots of cashflow
Big opportunity for someone to make a cheeky bid and shake up the balance sheet imo
Regarding the letters delivery, "universal delivery obligation"
"1.11 We have decided to retain the current approach to measuring financial sustainability based on Royal Mail’s return on sales, and consider that the 5-10% EBIT (Earnings Before Interest and Tax) margin range we identified in 2012 remains an appropriate benchmark. Royal Mail is currently making returns at the lower end of this range."
So company can load up on debt to return cash to shareholders and Ofcom has an EBIT target of 5-10% margin range for the "universal service obligation"
Financing a bid would be no problem. However even if any bid was unsuccessful, management would be obliged to review company performance to revised shareholder expectations|
|Dipped a toe in at 399 FWIW.|
|Will go sub £3.50 on strike news imho.|
|Some teasing going on just above 400p...no doubt 2 way orders awaiting at 400p....|
|Unions are busy with disruptive Deliveroo and Uber drivers
Must be a nightmare for HMRC to collect taxes in the "gig economy"|
|DPD wouldn't get away with that liberty in France,their unions would not tolerate that.|
DPD is majority-owned by GeoPost, a subsidiary of La Poste, France's postal service|
|What a great country we live inhttps://www.theguardian.com/business/2017/mar/03/sick-dpd-couriers-face-150-charge-if-unable-to-find-cover|
|Maybe the government needs to sell the post office business|
|A strike is looming. Read CWU statements. Postmen are getting screwed over pensions and the union are itching for a fight. Not good news for the share price imho.|
|These are beginning to look interesting|
|Well you can see why it took them all day to come up with that comprehensive response.......
01 March 2017
Royal Mail plc
Royal Mail response to Ofcom Review
Royal Mail plc (RMG.L) notes that Ofcom continues to find high levels of customer satisfaction and value for money with postal services. Ofcom has stated that there is strong competition in the access market. Ofcom has also recognised our progress on efficiency.
We are disappointed that Ofcom does not agree with us that there is a pressing need for a pro-active framework to help sustain the universal service. We will continue to focus on delivering a high quality, value for money service for our customers across the UK.
|Diku - it may test sub 400, but it might be like a bolt of lightning|
|mbm...do you think it wants to retest 390p.....|
|Pension will get sorted, it always does. Just wait and see.|
|Pension dispute will have a massive negative effect here. This will get very nasty.|