Royal Mail Share Discussion Threads

[careful] 16/11/2017 07:55

Solid results.
Interim divi increased to 7.7p.

[goldpiguk] 15/11/2017 20:06

Hi Standish,

Bernstein's upgraded price target has been commented on in the media, coming as it did just two days before the interims. The new outperform rating in advance of the results shows real conviction.

It certainly looks as though shorters have been closing positions ahead of the results tomorrow. Looking forward to the announcement and news of an increased interim payout.


Goldpig

[exotic] 14/11/2017 15:36

RM Click & Drop Business site is down... a lot of angry business customers with posting deadlines going to be missed today.

They really need to sort out a Click & Drop backup site like they do for OBA.

[standish11] 14/11/2017 13:13

Perhaps the upgrade is behind today's rise.

* Royal Mail Plc : Bernstein raises target price to 450p from 370p

* Royal Mail Plc : Bernstein raises to outperform from market-perform

[careful] 14/11/2017 12:38

that line from Gecco in Wall Street,
'they are analysts, they do not know preferred stock from livestock'

[encarter] 13/11/2017 17:01

Employee options matured at £3.60 so could be a bit of selling for a quick buck

[muffinhead] 13/11/2017 16:27

Jefferies has a target 320p
Credit Suisse target 325p

Idiots...both loosers must be smoking weed

[fabius1] 02/11/2017 23:18

'Seem to be a pin the tail on donkey target price'...or maybe a different tail in the 200 weekly MA.

[scamper] 02/11/2017 13:04

IMO I suspect GLG has been lightening up their shorts at around the same prices as previously today.

[scamper] 31/10/2017 15:31

hxxps://www.dispatchtribunal.com/2017/10/27/royal-mail-plcs-rmg-buy-rating-reaffirmed-at-hsbc-holdings-plc.html

Royal Mail: HSBC reiterates Buy with a target price of 465p.

Seem to be a pin the tail on donkey target price

[sr2day] 31/10/2017 13:38

once the dispute is resolved which it will,this will be back over 450p.this is an opportunity to buy cheap.

[careful] 31/10/2017 13:22

The market seems to have given up on Moya Green successfully negotiating changes in working practices, improve efficiencies etc as a condition of any deal on offer.
They must include head count reductions in some areas.

If she caves in, pays up in full, and does not extract concessions on working practices, RMG will die slowly.
Reading her statements, and most others (apart from the CWU chief), the reality of the situation is appreciated.

[lefrene] 31/10/2017 12:39

careful, unfortunately the business is hamstrung by government interference, such that obvious cost savings can't be carried out, although a determined senior management should be able to impress the necessity of change upon the government. Certainly a freely operating business could make very significant cost savings overnight. But indeed the 'culture and politics' are a real threat to its existence. But never mind the top managers will get their fat salaries and pensions regardless of their indifference to the health of the business.

[careful] 31/10/2017 12:28

£5bn of net assets.
A turnover of almost £10bn.
Yet valued at a mere £3.7bn

This could and should be a great little business, but politics and culture are a real threat to its existence.

[lefrene] 31/10/2017 12:17

This is still a civil service mentality operation where initiative is punished and slavishly following rules is rewarded, even if those rules mean inefficient operations. Thus able people leave, and the rule bound back stabbers prevail. It's still stuck in the 1960's as far as commercial acumen goes. Once the properties have been sold off the crown jewels will be gone, I'm guessing the tax payer will be left to pick up the pensions bill after the likes of Amazon and DHL have decimated RM's business.

[careful] 31/10/2017 12:15

analysts say dramatically falling letter volumes, plus likely expensive wages hike, together with the possible strike over pension benefits could wipe out most of the profit.

the sad truth is that this business cannot support the wags and benefits of the staff and needs to adjust quickly if it is to survive.
a serious situation, hard to see a way out.

[racg] 31/10/2017 12:04

Proper rout.

[oiht] 31/10/2017 10:47

Wish I had a fiver for every investment house rating, on any share you care to name, that had been anywhere near accurate - wow! I'd have about fifteen quid by now.

[careful] 31/10/2017 09:56

with so much news to come out over the next few weeks you have to wonder what is the motivation for such a downgrade.
results in two weeks, arbitration ongoing.
We all have to wait for the real information.

[peppypants] 31/10/2017 09:52

Yep , and these idiots are paid handsomely for that ..

[andyj] 31/10/2017 09:35

Just when it was recovering too...but cut to 325 from 492? They have lowered their valuation by 50%? They just throw random numbers around and hope some come true.

[careful] 31/10/2017 09:11

but they must be guessing the outcome of the arbitration and pension negotiations will be negative.
just guessing thats all.

[standish11] 31/10/2017 09:07

* Royal Mail Plc : Berenberg starts with hold rating; 375p price target

* Royal Mail Plc : Credit Suisse cuts price target to 325p from 492p

* Royal Mail Plc : Credit Suisse cuts to underperform from neutral

[peppypants] 31/10/2017 08:42

Over what news

[careful] 31/10/2017 08:14

big fall this morning?