Royal Mail Share Discussion Threads

[unastubbs] 04/10/2022 09:21

#13126, i think so but like tufty says it's not going to be plain sailing. splitting the two companies will annoy the unions who at present seem to think that GLS should be subsidising RM and thus their preferential working conditions (preferential when compared to the wider industry, non-former state-owned entities). And if GLS is split off then that would leave a car crash of a company in Royal Mail itself and who would have a use for that in its current guise? Would it have to be re-nationalised? I've no idea how this is going to play out but the next twelve months will bring plenty of fireworks. The interims in November will be worth a look!!

[lefrene] 04/10/2022 09:04

That would make sense unastubs. Splitting mail from other operations would then show mail to be the concrete wellie that it is, and then provide the lever to make it into something sensible that pays it's way. Perhaps this is a turning point?

[tuftymatt] 04/10/2022 09:01

Yeah my take on it is they are trying a bit of the divide and conquer approach.

Get rid of the old Royal Mail name, "forget the past" and then split the business.
Not sure it will play out as easily as the management would like but something has to happen here.

Nice to see the share price starting with a 2 again though!!

[unastubbs] 04/10/2022 07:46

it's not about the brand, this is the name of the holding company of Royal Mail and GLS being changed from Royal Mail Group to International Distribution Systems - this is preparatory to an attempt to split the two. some very interesting times ahead here!!

[lefrene] 04/10/2022 07:34

Lets hope this is not another 'Consignia' exercise! If they wreck the brand again they might as well join the picket lines.

[cwa1] 04/10/2022 07:11

4 October 2022

International Distributions Services plc

(the 'Company') (formerly Royal Mail plc)

Change of name to International Distributions Services plc

The Company today confirms its name has changed from Royal Mail plc to International Distributions Services plc.

The Company announced the decision to change its name to International Distributions Services plc on 20 July 2022 together with its first quarter 2022 results. This change has now taken effect.

Shareholders should note that their shareholdings will be unaffected by the change of name. Existing share certificates should be retained as they will remain valid for all purposes and no new share certificates will be issued.

The Company's stock market TIDM will become "IDS" from 8:00 am (UK time) on 5 October 2022. Our ISIN, SEDOL, and CUSIPs will remain unchanged. The Company's Legal Entity Identifier (LEI) remains 213800TCZZU84G8Z2M70 .

[unastubbs] 02/10/2022 10:18

I've decided to think of my investment as being one in GLS. I should think Mr Sphinx person thinks that too. This will be a very interesting interim announcement coming up (17 November). An interesting year as well. GLA!

[tuftymatt] 02/10/2022 07:57

I hope they are right about the bad news being priced in but wrong about the divi!!

Stability in the wider markets and some sort of strike deal needs to happen for me to think this has bottomed though. Only then will I consider averaging down again.

Good luck all holders.

[unastubbs] 01/10/2022 07:33

Royal Mail PLC (LSE:RMG) has received a near 70% downgrade to its profits forecast from UBS, though the Swiss Bank suggests all the bad news might all now be priced in.

UBS sees downside given the UK division's low historical margins, challenging environment for growth and difficult relationship with its main union, the CWU.

Kwasi Kwarteng’s mini-Budget might also keep inflationary pressures higher for longer, while overseas business GLS is also facing pressure on volumes due to the impact of the cost of living crisis across Europe.

The bank’s underlying profit forecasts for the three years through March 2023 -2025 have been slashed by respectively 97%, 85% and 39% with UBS also predicting no dividend this year,

UBS has chopped its price target to 205p from 280p, though the investment rating remains at 'neutral' given the possibility that all of the headwinds are priced in.

Shares rose 0.7% to 197.3p.

[geckotheglorious] 29/9/2022 06:04

Isis
Post 13117
Seconded.
Way too many over entitled people, especially in public sector/ex public sector organisations who expect everyone else to pay extra so they can have their increasingly generous salaries(and pensions!)

Sooner we automate the LU the better.

[geckotheglorious] 28/9/2022 11:03

spob
Post 13112
"I think being able to bay the gas bill, is more important than having a few free shares in RMG"

Pity we didn't think about that over the last few years....

Covid lockdowns
Mass Money printing since 2007/2008
Supply chains shot as a result of former.
Soaring inflation because of MMT.

Add in a stupid war that was avoidable and we've the perfect storm now where many wont be able to service their gas bill, or fill up their food trolleys.

But don't worry, those 1000+ bogus refugees crossing the channel daily will get free room and board, spending money, and will be warm this winter paid for by all those who cannot afford to heat their own homes.

Well done all you leftie progressives.

This is your fault, you own it!! (As Remainers repeatedly delight in saying about Brexit, which is mostly irrelevant now )

[encarter] 28/9/2022 10:38

It's easy to lose money, just waste more.

[spob] 28/9/2022 10:32

chancer

Didn't you know, a company can present it's accounts in many different ways

it can also move expenses around from one accounting year to another

[spob] 28/9/2022 10:30

I think being able to bay the gas bill, is more important than having a few free shares in RMG.

[chesty1] 28/9/2022 09:54

spob look around so many companies taking a piece of the pie! I wouldn't mind most of these on strike would be share holders...talk about shooting yourself in the foot ffs.

[spob] 28/9/2022 09:42

True inflation is running at around 25-30%

I fully support the striking workers


Also this company will deliberately make it self unprofitable this year, purely as a negotiating tactic with the unions and to try and get support from the public and the media

But the unions are not stupid

They know this is a money making machine

[qpr4ever] 28/9/2022 09:21

This dispute is not about inflation pay rise it's about terms and conditions that are being ripped up. Annualised hours and a model of a gig economy which they want.

[encarter] 28/9/2022 08:32

A simple solution is to return the monopoly on letter back to Royal Mail. Then they can charge whatever it takes to make it profitable and if you don't want to pay the price of sending a letter then you don't send it.The union and so the workforce want nationalisation and so are happy to destroy the business. Their jobs will be safer and conditions even better.

[tyranosaurus] 28/9/2022 08:16

I see the posties will be having an extended Christmas break this year.
I stopped sending Xmas cards and birthday cards a few years ago as it`s easier and a lot cheaper to send a text message and guaranteed to arrive straight away.
The employees expect an inflation rate pay rise.
Why ?
I`m a pensioner and all I got was a 2.5% rise in April.

[wilc42] 28/9/2022 08:05

Yep. Still holding my original investment plus the DRIP from Divi's bit no more capital investment ... ever