Royal Mail Share Discussion Threads

[minerve] 11/11/2015 10:46

How is a drone going to put a letter in your letter box? If the drone flies over your property it can only really drop the letter. That means obstacles such as wind and rain need to be addressed. I think it is easier said than done and it may work for Amazon in dry, non-windy, non-congested parts of the US, but for windy, rainy, congested Blighty forgive me for being a bit more sceptical.

Driverless trucks may work for a mine in Australia for RIO, but again, in the UK with congested motorways, threats of theft, vandalism etc.. Another dream for now.

It concerns me that Moya feels obliged to think about these 'C5' ideas and I would be interested to know the context of her comment because it starts to indicate lack of other ideas for competitiveness and profit growth.

Currently not holding RMG.

[oiht] 11/11/2015 08:17

I'm gonna get me an air rifle, and if I see one of those Amazon or Google drones........

ps - only joking MI5

[tonio] 10/11/2015 20:10

OK,it was the willingness to consider such things that seemed novel, rather than the practicability of it all. Maybe it'll be left to Amazon and Google to do the heavy lifting of proving viability?

[lefrene] 10/11/2015 18:57

tonio, they seldom are able to provide accurate intelligible destination maps, usually just lazily doing a minimal print off from a google map. They do have very expensive bespoke sat-navs in the cabs which are useless because there is no way for the driver to enter a destination! You really couldn't make it up, and what's more these useless devices incur a monthly charge, and the RM will have thousands of them. Because though they are on a large clunky bracket, the sat-nav can be turned in to a table on which park sandwiches and a drink.

[tonio] 10/11/2015 18:24

Neat move by RMG - could this have happened with the dead weight of a government stake?

Royal Mail’s (LON:RMG) chief executive Moya Greene has said that she would “love to see” new technologies like drones and driverless trucks being introduced in the UK post and parcel delivery industry.

[tonio] 06/11/2015 11:25

Must be one of those sentiment swing things today then?

[essentialinvestor] 05/11/2015 08:28

Minerve, good call here.

I have not see any comment from Woodford that he has changed his view
on RMG, although he did a quick about change on CNA I notice.

[essentialinvestor] 02/11/2015 10:14

RMG tends to suffer from sharp sentiment swings.

[undervaluedassets] 02/11/2015 09:23

Folk with a few extra quid in their pockets thanks to low oil price. Christmas likely to be very strong this year.

That plus demise of rivals bodes well. . .

Set to be busy time for parcels.

[muffinhead] 31/10/2015 12:41

Large investment capex is creating chunky depreciation and depressing reported net income

However at 445p, RMG is six times forecast cashflow per share. More relevant than eps metric imo. Only too happy to collect the dividends while the city scribblers decide whether the company is a goer or a goner

Zero financial leverage by end 2017 and tell me what other FTSE100 company has no pension deficit

[undervaluedassets] 30/10/2015 15:38

amazing price . .

parcels still going out

total monopoly on last mile for letters.

A utility stock for good times and bad

[wipo1] 28/10/2015 16:48

I picked a few for bottom drawer. Good chance of a takeover now the government's out the way!

[essentialinvestor] 28/10/2015 16:10

I do not see £4 outside a major market correction Or
some significant adverse trading news.

With the prospect of global rates rises receding the yield here is
increasingly attractive - all IMV only.

[exotic] 27/10/2015 08:44

Hey keep it clean 11%, let's stick to the topic of shares.

[11_percent] 26/10/2015 19:54

Gap getting filled.

[muffinhead] 26/10/2015 13:40

Oil effect takes time to filter through whole economy. Some past oil contracts hedged need to be rolled over

[muffinhead] 26/10/2015 13:30

Rmg doesn,t need to just do mail and parcels. It's a logistics company that delivers to every postcode in uk

Now if tescos, asda,sainsbury's and ocado stopped building the same distribution map and outsourced to Rmg, just think of the savings. All the supermarmets need is click n collect in store and regional depots so Rmg can do all the rest for home deliveries. Supermarkets are under pressure to rethink their business models

[11_percent] 25/10/2015 13:44

Monday, 08.01, will buy a large chunck.

Will sell at the top of the gap.

[minerve] 25/10/2015 11:34

11_percent 25 Oct'15 - 09:10 - 7912 of 7913 0 0 (Filtered)
11_percent 25 Oct'15 - 09:12 - 7913 of 7913 0 0 (Filtered)

[11_percent] 25/10/2015 09:12

For the traders.

Buy big here.

Sell when the gap is filled.

[minerve] 24/10/2015 22:09

"Keep. Buying guys."

I'm not interested in guys thanks 11_percent.

[11_percent] 24/10/2015 18:41

Keep. Buying guys.