International Distributi... Share Discussion Threads

[lefrene] 22/12/2022 15:55

Not my real name. I have in the past done a lot of trunking work for RM, and it's noticeable how local some cultures can be. London certainly the worst for poor work ethic and being generally unhelpful. The North very into job demarcation and elf n safety, as an excuse to be unhelpful. Of course it's always a minority that are the awkward squad, but that minority seems to hold sway over others.

But from a value point of view what will be the trigger here to improve the price. My guess it will be RM being allowed to go bust.

The Parcel Force side has a lot of so called self employed van drivers, so I guess they're not going to strike as the contract obliges them to provide another driver if they can't work. Presumably they also get no compensation if the employed sorters are not providing them with parcels to deliver? A different dynamic to the Mail side of things. I have wondered how the two businesses sort out the sharing of the heavy trucks, since there's a lot of overlap between the two operations.

At least the strikes now means there will be a bit of work for agency drivers well into January clearing the backlog, a period normally a bit thin for temporary drivers.

[lennonsalive] 22/12/2022 15:37

He constantly spams threads about Curry's retail

[rudder] 22/12/2022 10:53

Blackhorse-paid wramber or just plain stupid.

[geckotheglorious] 22/12/2022 10:35

Not just Lazy...
Some of them cant even bloody read.
Sick of the number of times my mail gets delivered to the house(with the same number) in the next road.

[blackhorse23] 22/12/2022 10:11

Sold my remaining stock & bought CURY

[blackhorse23] 22/12/2022 10:10

Today's news at bloomberg tv

[blackhorse23] 22/12/2022 10:10

Fighting to avoid bankruptcy

[not my real name] 21/12/2022 20:39

Hi lefrene,

A lot of the RM workers are lazy, entitled, good for nothing layabouts but the actual postmen are real hard workers. ALL of the agency are useless and they get away with it!

Parcel Force is treated as a separate entity and is generally better paid than the rest but they have all been on strike together. The generally quoted 11,000 strike breakers are mainly PF guys although I reckon that number is way higher now. I go to offices where almost everyone is back at work but they are mostly in large village locations.

The vast majority of city based offices are solid on strike action. Every night though I see more and more faces sneaking back in and working away from their normal workplace. The strikes are from 0400hrs to 0400hrs but if you start your shift before 0400 you can finish it and strike the next night instead. This allows for a large crossover of staff even during strikes but also allows me to see the NEW faces every time I go somewhere.

Hope that all makes sense,

NMRN

[lefrene] 21/12/2022 18:03

Not my real name. Are the agency workers filling the gaps too well, and the RM people realising that they can easily be replaced? If the artic drivers go on strike though everything stops. Are the Parcel Force people on strike too, or are they considered a separate entity?

Plainly RM needs to go bust so that it can be brought into the real world, and when it does go bust the strikers will only have their Union to blame. My guess HM Gov will play the green card to sell a less than gold plated mail service to the public. Less journeys equals lots of carbon not generated. Mind you lets hope they don't find out that when the Romans were here, sea levels were about 30' higher, and they hadn't as much as a "CV to generate CO2 lol!

Whoever buys a bust RM, if given a free hand it would be a real money spinner.

[tuftymatt] 21/12/2022 17:19

lol :-)

hxxps://www.dailyecho.co.uk/news/23204117.chandlers-ford-man-shocked-return-parcel-posted-2013/

[geckotheglorious] 21/12/2022 17:03

Tufty.

Oh my...Sent in 2013! Just arrived.
Hope it was non perishable.

[not my real name] 21/12/2022 16:59

At the moment the 24hr and 48hr are being processed together. Normally they are separated and priority obviously given to the 24hr. This usually results in a lot of yorks (roller cages) going out maybe half or less than half full. Because of the constraints on space in the bulk transport used for these items all yorks are consolidated until they are full. Makes total sense but for the next couple of weeks there will be zero difference between the two.

NMRN

[tuftymatt] 21/12/2022 16:54

Gecko, you are not taking into account the back logs from previous strikes and peak season volume.

We had something arrive yesterday that was ordered in late November but I read a story today of someone getting an item this week that was sent back in 2013!!

[geckotheglorious] 21/12/2022 16:37

31337

What is the point of calling it Royal Mail 24, or Royal Mail 48 for that matter if the item doesnt turn up after 224 hours, or 48 hours respectively.

It's basically false marketing as the indication of such labelling is clear.

[31337 c0d3r] 21/12/2022 16:25

RM 24 is a completely different service to RM Tracked 24.

The former provides delivery confirmation only, and no compensation. The latter provides full tracking, high compensation, and is being prioritised during the strikes (according to their announcements).

[casholaa] 21/12/2022 16:21

Most likely gets covered with other parcels.

[geckotheglorious] 21/12/2022 15:38

Not My Real name.
If 16th and 19th were clearing backlog days why wasnt my parcel one of the first.
Royal Mail 24 is within 24 hours right?

"Royal Mail Tracked 24® Tracking to delivery point and next-day delivery"

So if sent on 12th -13th due date.
If sent on 13th, it'd get stuck on 14th , the day of the strike. So it should have been one of the first backlog wise surely?

[not my real name] 21/12/2022 15:33

14th and 15th were strike days. 16th and 19th clear backlog days. You were probably lucky to get it today!

NMRN

[geckotheglorious] 21/12/2022 15:15

ISIS,
I was sent a Royal mail 24 parcel around the 12th/13th December.
Got it today!

Utterly ridiculous.

[tuftymatt] 21/12/2022 14:07

Interesting and if in January a deal is struck then the share price is likely to rally. That's providing there is a clear pathway to stopping the £1m a day loss!!

FedEx figures show volume drops / price increases which is fine if you are a "Premium brand" The RM / PF were that but now so much damage has been done can they pull that kind of move off???

One hell of a mess and if it isn't resolved with crystal clear clarity then next year in a declining economy we could see some ugly days.

[not my real name] 21/12/2022 13:59

Don't think the breakup is guaranteed. The strike is rapidly losing support with the help of pressure from wives/partners helping. Some of the cheeky b@st@rds I work with have been breaking the strike but have decided to join it on 23rd and 24th! Not going down well with the hard-liners but any form of friction in the workforce is a good thing for shareholders.

Still in the balance although probably swinging towards management at the moment.

All IMHO,

NMRN

[tuftymatt] 21/12/2022 12:34

NMRN, yes DK isn't doing this to see the share price fall that's for sure!!

It's all about the break up / GLS and a circa £3 or more exit price. The value of the business is higher but we have to accept the fact that leaving something behind will need to happen as the RM goes back to the tax payer!!

I didn't get into this one for that to happen but this strike seems impossible to resolve by both sides so for me it's now odds on in 23.