Royal Mail Share Discussion Threads

[cascudi] 26/6/2019 11:16

How many more bounces do we need at this level?

[gaffer73] 26/6/2019 08:48

At least 5 of those are irrelevant

[buywell3] 26/6/2019 08:44

So with this share the risks are as follows

1. Brexit
2. Corbyn
3. Declining postal Market
4. Global Slowdown
5. Bad Management
6. Union problems
7. Debt
8. Declining profits
9. Declining dividend
10.Terrible chart in downtrend


But otherwise it's a cracking buy some here think

[gaffer73] 26/6/2019 08:40

Cheers Marky

[creditcrunchies] 26/6/2019 08:36

The only problem with the Corbyn threat is in what order do the Labour party want to blow a hole in the UK economy. I'd have thought their promises on NHS and Education spending, then increasing benefits will be way ahead of nationalising the Royal Mail somehow. By that time the IMF will already be on our case.

[retsius] 26/6/2019 08:36

Blue rise but afraid to believe it will last after yesterday's gut churning drop!

[grahamite2] 26/6/2019 08:30

But the greatest risk, Citi said, was the risk of a “no-deal”; Brexit. PWC’s report estimated that a disorderly Brexit would result in a 15 per cent drop in letter volumes over 10 years.

You wouldn't put people who could believe such utter nonsense in charge of a whelk stall.

The Corbyn danger, yes, that's real - but there's no reason Brexit should affect letter volumes at all, whatever form it takes.

[creditcrunchies] 26/6/2019 08:24

I think I've heard it all everything comes to a standstill on a no deal Brexit, it'll get so bad nobody will be sending any post. FFS give us a break these brokers need to be kicked out of the door.

[retsius] 26/6/2019 08:13

Many thanks, but this is hardly 'new analysis'. This has been in the open domain of thought for the past year.

To Re -Nationalise Labour would have to match the float price of £3:30 in my humble opinion.

Anyway strong director buys is not what you expect of a company going bust.

[buywell3] 26/6/2019 08:10

Symptomatic of the following methinks
Safe Sectors now a must IMO with selective stock picking in those sectors such as Health ... which was the best performer in the last USA pullback over xmas.






FED Chairman indicates a Global Slowdown coming yesterday

USA market starts to drop



A Macro problem that is going to affect ALL trading exchanges worldwide including commodity prices.


................ World Recession Risks Ramp Up ..................

.............. The cost of food is now going Up ..............


buywell posted a couple of weeks on African Swine Fever in China causing hundreds of millions of pigs to be culled as it has now affected ALL states in China and there is no cure and over 90% fatal.

This problem alone is causing Pork prices to spike in China as well as ALL meat and protein prices because pork is the number one protein of choice for Chinese.

Inflation in China is now rising due to this problem.
Pork prices look set to double by the end of 2019.

African Swine Fever has spread from China into Vietnam, North Korea, Mongolia , Cambodia and Hong Kong and Laos the other week.



ALL of these countries are culling millions of affected pigs in an attempt to stop the spread of the disease.

ALL of these countries will need to import another meat product to replace Pork, especially China which has trade tariffs in place for USA pork.


BEEF is a logical alternative , and that might have helped the situation somewhat despite rising Beef prices following increased worldwide demand for it as a result of ASF.


................ THE GLOBAL PROBLEM NOW IS THIS ............... :

Mad Cow Disease has returned ... the disease that caused BSE in cattle in the UK and then was transmitted into humans as vCJD.


Brazil ... the worlds BIGGEST exporter of Beef has reported an outbreak of BSE and China has had to ban imports of beef from Brazil as a result.





BSE has NEVER gone away ... there have been several outbreaks in the USA since the vCJD crisis in the UK and one BSE outbreak just last year in Scotland.


GLOBAL INFLATION of protein prices will rise as a result of BSE / Mad Cow Disease in Brazil because other countries will also ban beef imports from Brazil to try to protect their human populations from vCJD.

Mad Cow Disease, BSE and vCJD are ALL prion diseases ... fatal within a year or so and no cure exists.

And in case you think it isn't happening or couldn't happen again here


dyor
buywell

[sexylinda] 26/6/2019 08:08

Google news search "citi royal mail".

Reproduced below:

---------------------------------------

Citigroup cut its target price on Royal Mail to 150p and repeated “sell” advice. Management’s three- and five-year margin targets “appear ambitious” based on the evidence in a PwC report the postal delivery group commissioned, it said.

PWC’s assumption that letter volume declines would moderate by 2024 ignores the possibility that technological change may disrupt the market further, Citi said. The broker also saw the possibility of a “demand shock” rather than a steady decline in corporate volumes if, for example, the UK government switched to email for all communications.

But the greatest risk, Citi said, was the risk of a “no-deal”; Brexit. PWC’s report estimated that a disorderly Brexit would result in a 15 per cent drop in letter volumes over 10 years. Citi told clients: “We remain at the bearish end of the guidance range by assuming a long-term decline in letter mail of 6 per cent. We do not believe management can hit the new profit margin targets at this level of volume decline.”

[retsius] 26/6/2019 08:07

Give us a summary, please?

[retsius] 26/6/2019 08:06

SL
Can't access your info.

[marky60] 26/6/2019 08:05

Says so in the Labour Party manifesto.

[sexylinda] 26/6/2019 08:03

I stand corrected!

[gaffer73] 26/6/2019 08:01

He doesn't, people on here are scaremongering.

[marky60] 26/6/2019 07:51

Thanks. Incredible that Corbyn wants to renationalise this Company!

[sexylinda] 26/6/2019 07:43

Nothing reported anywhere yesterday. [

The PT reduction to 150p was 3 weeks ago.

[marky60] 26/6/2019 07:35

So was there a downgrade yesterday or not? Looks like it was just a rumour. Anyone confirm?

[buywell3] 26/6/2019 07:01

RSI to now drop back again to 20 IMO as USA markets slide some more following FED Chairman comment yesterday

[buywell3] 26/6/2019 06:59

Corbyn is going to Nationalise this

That is why the share price is tanking

It is because

THERE NOW EXISTS A 50/50 CHANCE OF A LABOUR WIN IN THE NEXT GENERAL ELECTION