Royal Mail Share Discussion Threads

[oiht] 19/5/2017 10:17

Will the CWU have to ballot it's members on any industrial action? Are many of them also shareholders? Dilemma?

[poacher45] 19/5/2017 10:06

When it comes down to it one way or another the Royal Mail Group are going to have to give the workers a tremendous amount of money in their pension scheme. If Labour loose the next election the unions could use this situation as a way of flexing their muscles and it will be a worrying time for shareholders.

[andyadvfn1] 18/5/2017 12:15

RMG are near the bottom of the FTSE 100. What will be the effect on the share price if relegated?

[muffinhead] 18/5/2017 12:01

Quite a bit of pension and property portfolio coverage in the presentation


In extremis, the London property portfolio may need to be sacrificed to the pension fund hole

Outlook statement for UKPIL not great and marketing/business mail down 10%

Going to be an interesting 12mths

[oiht] 18/5/2017 08:42

Not too shabby is it. Pleased for the posties still holding their freebies too.

[careful] 18/5/2017 07:47

A solid set of results.
Turnover up to £9.776Bn.
Dividend well covered at over 5%.
Excellent.

[exotic] 18/5/2017 07:20

Full Year results out.

"Our multi-year focus on costs is a key priority. We are on track to avoid around GBP600 million of annualised costs in UKPIL by 2017-18. We are past the peak of investment; we now expect net cash investment of around GBP450 million in 2017-18."

Dividend up 4%.

[oiht] 17/5/2017 13:46

Keep calling elections each and every year should help with the letters volume ;-)

[careful] 15/5/2017 20:43

results thursday 18th.
letters vs parcels.
pensions.
nationalisation or theresa interfering?

lots to consider here.

[muffinhead] 15/5/2017 19:56

encarter...you are either a complete looser or a fake trader trolling for an investment bank

same goes for cancun

[encarter] 15/5/2017 13:38

They either give in to union demands or face strike action. Its as simple as that. Only Royal Mail delivers letters to households no one else will take it on because its loss making so they can put their prices up a couple of pence.

[exotic] 12/5/2017 14:29

Despite the recent influx of posters predicting RMG's demise, the share price has been saying the complete opposite. Now at a 4-month high, and on a trajectory set to reverse the mid-January crash.

[isambardkb] 12/5/2017 11:28

The point to remember is that RMG can't just put their prices up to fund pension contributions because a) home delivery is a very competitive arena and they will lose market share and b) if they put letter prices up they will lose volumes to other more affordable means of communicating and advertising, thus accelerating the decline of letter revenues.

[scotches] 10/5/2017 08:07

"Royal Mail faces a price cap on second class stamp letters, large
letters, and parcels below 2kg. To ensure these services remain affordable to low income groups this price cap is linked to CPI inflation as this is the metric used in annual raises of benefits."

The Ofcom review in March further commented: "Royal Mail still has room to improve. So we’ll keep a very close eye on all aspects of the company’s performance, and step in if we need to protect consumers from high prices."

[encarter] 10/5/2017 07:34

Yes they can joe say. The regulator has not put a cap on prices.

[lefrene] 09/5/2017 19:11

Unfortunately RM is still screwed by having to deliver their competitors mail, and they get nowhere near the true cost of doing this.

[joe say] 09/5/2017 18:49

No they can't encarter- it's a regulated industry

[encarter] 09/5/2017 16:26

Only royal mail delivers letters so they can charge what they like.

[oiht] 09/5/2017 14:55

I'm with you careful, that wasn't a recommendation :-)

[careful] 09/5/2017 12:44

There is serious competition out there.
Every time the price of a stamp is increased up they will lose volume.
To survive long term and retain the many tens of thousands of decent jobs at RMG must stay competitive.

Deutsch Post and Amazon will be hoping that RMG will commit suicide here.
We all are on the side of the postman.
In this case they should be realistic about pensions for their own long term sake.
A strike would destroy jobs and weaken the company.

[oiht] 09/5/2017 12:28

If they put the price of a stamp up it'll be us affording it not RMG.

[encarter] 08/5/2017 14:59

The pension royal mail are offering isnt generous at all. The union have put an alternative forward which the company have rejected. Its looking like a strike. Royal mail could afford it if they put the price of a stamp up.