Royal Mail Share Discussion Threads

[zztop] 29/11/2019 13:44

Unions slow royal mail down while all other parcel companies speed up.. can someone have a word with the shop stewards....and pronto.

[careful] 29/11/2019 13:16

Telegraph says unions will slow down necessary change.
Almost certainly correct.

The management says that RMG is now a parcels delivery company that also delivers letters.
Not the other way around.

As with N.Power today, market reality drives change. The traditional daily post of letters is dying out.

Maybe every other day delivery will suffice for most mail, with an extension of the more expensive premium special delivery service if we want it quicker and need proof of delivery.
Also more automation.

There will be fewer jobs as in all labour intensive industries.

A sound business here potentially, but difficult times ahead.

[grahamite2] 29/11/2019 09:30

The Daily Telegraph's Questor is saying now is the time to dump it. Fortunately I'm not in from 435 and thus have a different perspective.

Interesting that a negative article in a high-circulation paper has had so little ill effect.

[simplemilltownboy] 29/11/2019 08:03

Just checked the ex divi is 5dec and payment day 15 jan. 7.5 pence. Great news on the appeal this should mean any IA is now after xmas which means revenue loss over xmas will now be significantly less than it was. Also IMO GLS is worth more than RMG capitalisation. GLA

[arbus5000] 29/11/2019 06:28

RMG is the most undervalued stock this side of timbuktu !

the market cap is worth it for GLS alone.

[creditcrunchies] 28/11/2019 22:27

They were always going to lose the appeal that's because the law is very strict in this area, the members clearly broke the rules through stupidity. RM had so much evidence the union was daft to even attempt one. Next time the union has to run the vote and the members have to play by the book to the letter.

[jackdaw4243] 28/11/2019 18:21

Got a letter from the Post Man. Divi is not "Return to Sender"

[cafc69] 28/11/2019 16:35

Great news appeal dismissed

[smartie6] 28/11/2019 12:41

Anyone watching the Appeal in YouTube?
Crikey not sure which way this will go.
If this goes against Royal Mail what’s the likely closing position tonight 190p?

[careful] 28/11/2019 09:06

ex divi 7.5p about 6th dec, next week.

[zztop] 27/11/2019 23:43

Divi 15p year 7.5p paying feb 2020

[gaffer73] 27/11/2019 17:23

Is the yield still 11% on this, what's the year divi

[zztop] 27/11/2019 10:58

Cheap under 3 pounds

[muffinhead] 27/11/2019 10:52

Everyone is looking and thinking "what the f*k!"
Dazed into inaction after city gangsters smashed stop losses and grabbing shares in low vol melt up

[dealy] 27/11/2019 10:41

in a world where stocks are trading at 25 times earnings, this looks cheap at 10 times.

[scamper] 26/11/2019 15:15

25-Nov-2019 11:20 AM
Broker Forecast - Goldman Sachs issues a broker note on Royal Mail Plc
Goldman Sachs today reaffirms its buy investment rating on Royal Mail Plc (LON:RMG) and cut its price target to 300p (from 310p). Story provided by StockMarketWire.com Broker Forecasts data provided by www.sharesmagazine.co.uk..

[zztop] 26/11/2019 09:35

This climb to 250 will be stronger this time.

[muffinhead] 26/11/2019 09:05

Deutsche Bank target 150p pie in the sky

[muffinhead] 26/11/2019 09:02

shorts going to get a roasting

[encarter] 22/11/2019 08:16

Do your own research.

[spacecake] 22/11/2019 07:44

Quotes from press Guardian coverage from the time of the IPO

Ed Miliband, the Labour leader, said the jump in the share price – which made an immediate £284 paper profit for almost 700,000 Royal Mail investors – showed that the privatisation was a "fire sale of a great British institution".

Chuka Umunna, the shadow business secretary, said the steep rise showed the government had "massively shortchanged" taxpayers by significantly undervaluing the institution.

Billy Hayes, the general secretary of the Communication Workers Union (CWU), which represents more than 100,000 postal workers, said: "Privatisation is about greed. I think Vince Cable is one of the cleverest men in the government, but he's made one of the stupidest mistakes in politics on privatising Royal Mail."

Frances O'Grady, general secretary of the TUC, tweeted: "Privatising #RoyalMail has become little different from selling five pound notes for four quid."

George Osborne said the privatisation had been a huge success. Speaking in Washington, the chancellor said: "This is something both Labour and Conservative governments have tried to do and failed."

Asked whether the shares had been sold too cheaply, the chancellor said: "All privatisations are done at a discount. The sensible thing to do is not to make judgments on the price the day after but wait for things to settle down, and look at it in three to six months' time."



So there you go, its less than £2 a share, on a rebased dividend >7%.
I dare say if Labour did renationalise it then that would be a good deal considering the current price.

[creditcrunchies] 21/11/2019 23:38

I thought the Labour plan is 50.1% stake at market price then control the company where they'll offer the remaining shareholders bonds paying a yield of around 5%

[spacecake] 21/11/2019 19:48

Lots of howls of "too cheap" at the IPO price of 330p.