Royal Mail Share Discussion Threads

[mjones727] 29/1/2019 16:25

My stance today is SELL.

Business in terminal decline.

[grahamite2] 29/1/2019 15:46

chancer 29 Jan '19 - 11:58 - 9842 of 9847

UBS maintains their stance at Neutral with target of £3:54

That doesn't actually make any sense, does it? If they believed their own price target they should have it as a red hot buy.

[mjones727] 29/1/2019 15:23

When the divi cut comes its sub 100p

[wipo1] 29/1/2019 14:34

Gideon done well punting two tranches of these at 450 and 500p

[careful] 29/1/2019 13:48

Just bought a few.
Just 8m shares traded (of total 1,000m)
Such light volume, amazing 11% fall when below 1% of shares are traded.

There were no real surprises today, we all know that letters are in decline.
Rest of the business looks sound.
Subject to urgent cost cutting.
Share price collapse should concentrate the mind.

rmg should be able to sweat out a £300m+ pre tax profit.
Way oversold.

[porsche1945] 29/1/2019 13:12

Dividend will be cut by 50pc before summer

[mjones727] 29/1/2019 11:34

take it anyway you like.

[yump] 29/1/2019 11:26

mjones727

I'll take that as investment advice then.

[gaffer73] 29/1/2019 11:05

Link please

[mjones727] 29/1/2019 10:58

Broker note just seen. Fair value 185p

Sell

[yump] 29/1/2019 10:49

Excellent analysis. I suggest you start your own business, with that level of acumen.

[mjones727] 29/1/2019 10:46

"It's a warning on letter volumes not profits. I said profit could not fall below 500m, I explained why and was correct."




Less letters = less profits.

RM is doomed.

[muffinhead] 29/1/2019 10:43

I don't think letter prices can be increased at same rate as recent years unless ofcom and politicians want to maintain the status quo and kick the can down the road

[muffinhead] 29/1/2019 10:38

ofcom and rmg need to make some hard decisions in next 12 months

Letter volumes need addressing

Redundancies and reducing number of letter deliveries during week seems necessary

20,000 redundancies could save £300 million to be redeployed and invested in the expanding parcels service

[encarter] 29/1/2019 10:29

It's a warning on letter volumes not profits. I said profit could not fall below 500m, I explained why and was correct.

[careful] 29/1/2019 10:25

Still profitable, a £10bn turnover, growth in some key areas and a 9% yield.

These are strange times, VOD and RMG yielding 9%.
both dividends may hold, but if they are cut divi would still be high.

All of the old investment rules have been broken when it comes to risk/reward.
Shares are massively undervalued.
All at a time when we can only get about 1.5% on risk free deposits.

[tomboyb] 29/1/2019 10:20

Sad to see this falling so much -

[technowiz] 29/1/2019 10:17

chartists: i have low of the day at 246.60p. is that a support level? below that i have 221.50p
SP never been below 271p?

[datait] 29/1/2019 10:16

should see this go under £2

[encarter] 29/1/2019 10:14

mjones it's not a profit warning. A clue is in the name.
Filled my boots this morning. Going to buy a bigger pair for tomorrow (on line).