Business Post Share Discussion Threads

[wanabee] 18/12/2000 08:50

Haystack,
Had a look, profits warning in July..... also whats this about Tiny? is it the computer retailer and are they having a bad time???? no doubt BPG delivers its parcels. Any views.

[wanabee] 18/12/2000 08:29

Haystack,
What were the reasons behind the share price decline? any profits warnings? as i dont have information at hand to find out.
Thanks in advance.

[haystack] 17/12/2000 17:52

The price has dropped a bit Friday due to problems at UPS in USA. The general feeling in the market seems to be that the UPS problem is a US domestic problem. If this is true then BPG should come back up again. I wish I had some spare cash at the moment, as I doubt that BPG will be at this price for long.

[wanabee] 17/12/2000 08:55

Haystack,
Been watching this for some time now but the price has run up a bit, if it drifts back abit more i will dive in. And yes, a very interesting chart. I also like the fact that several Directors are buying and not just one.
regards.

[haystack] 14/12/2000 19:44

Another Director purchase today. That makes the tenth straight Director purchase in 10 days.

[haystack] 14/12/2000 19:39

Another Director purchase today. That makes the tenth straight Director purchase in 10 days.

[haystack] 13/12/2000 01:39

Unlikely that it would be a takeover. I don't think that the directors could buy shares if an approach had been made as it would be classed as price sensitive information. Tne fex ex contract could well be correct. I would think that they have picked up some deals for internet deliveries. The business is a very complicated one. It is not like a normal courier service. It has a large franchise system built into it so that expansion does not cost Business Post the sort of money that might be expected. The franchisees must run thheir operations under strict rules. Business Post run several large hubs through which they channel the packages (e.g. Birmingham and Docklands).

[dan gable] 12/12/2000 23:42

haystack,what is unlikley
buying on fed ex contract
or
buying subject to a takeover
or both
thanks dan

[haystack] 12/12/2000 22:27

It would seem unlikely bearing in mind that several of the directors have bought shares only 4 days ago. They could not do that if any approaches had been made.

[dan gable] 12/12/2000 18:38

on uk-invest.com "stocks on the move"
"speculation it could be the subject of a takeover bid."

also its srongly rumoured it has a huge fed ex contract

[the fish] 12/12/2000 17:44

my understanding is that he may be looking to sell the company and that there are interested parties.
i was tipped this share by my brokers 2 weeks ago and have sat back and watched but maybe now is the time to invest.

[haystack] 11/12/2000 15:49

This is a very interesting share. I met Peter Kane in 1998 around the time that the share was over £9. He was then worth around £250 million in BPG shares. The then Finance Director had some disagreement with Peter Kane and left. The rumour was that the FD had hyped the shares a bit and cashed in his shareholding. The share price collapsed and Peer Kane came out of retirement to run the company again. As you can see his personal wealth is almost totally tied to the company. He is now only worth about a fifth of what he was worth in 1998. He built up the company and was in semi retirement in 1998. He is now back and in control again and the company should go places again. One of the expansion areas is the home delivery business which is crucial to Online Ecommerce sites. The Online sales are edpected to triple this Xmas and some of that will go to BPG.

Oh and take a look at a 3 month candlestick chart of this

[haystack] 11/12/2000 15:42

2000
This is a very interesting share. I met Peter Kane in 1998 around the time that the share was over £9. He was then worth around £250 million in BPG shares. The then Finance Director had some disagreement with Peter Kane and left. The rumour was that the FD had hyped the shares a bit and cashed in his shareholding. The share price collapsed and Peer Kane came out of retirement to run the company again. He has been running the company since 1971 and owned more than 50% fo the shares and his brother owned a few more. As you can see his personal wealth is almost totally tied to the company. He is now only worth about a fifth of what he was worth in 1998. He built up the company and was in semi retirement in 1998. He is now back and in control again and the company should go places again. One of the expansion areas is the home delivery business which is crucial to Online Ecommerce sites. The Online sales are predicted to triple this Xmas and some of that will go to BPG.

2005
The easing of the Royal Mail monopoly will be of enormous benefit to BPG, which are well placed to take on business post deliveries at least. It has been one of their aims for a long time.

The recent announcement that the dealine for the ending of the monopoly has been brought forward should add some impetus to the share price.