cashpharma
02 Oct 2018
Bought Back in! Never been invested in this or looked into doing so but the impression you get from the headlines is that you have got greedy mgmt trying to loot the place whilst implementing a whole series of initiatives that reduce the service and make it more expensive. I stopped using their parcel service when they insisted on trying to force my neighbours to take in stuff when i wasn’t there.
Uncle_Doug
02 Oct 2018
Bought Back in! Liberum have put out a “sell†note, cutting the price target to 250p.
Fusion98
02 Oct 2018
Bought Back in! Well i thought 440 was likely and 380 was possible but an outside chance. Guess i was sort of right Anyone got a barge pole to touch this with? Onewayticket, is the direction your referring to down? Fusion98
Gamesinvestor1
01 Oct 2018
20% down Ultimately the dividend will be under pressure, not in the short term if they decide to lower investment, but if that is the case, the dividend cuts will have to follow. No secure future here, best to wait for a bounce and then offload? Games
BlessMe1975
01 Oct 2018
20% down Unexpected Trading statement Royal Mail shares have fallen 14% in late trading after cutting its cost-savings target and forecasting lower full-year profit in an unscheduled trading statement. It said adjusted operating profit before transformation costs would be between £500m and £550m, compared with £694m last year. Cost savings in 2018-19 would come in at £100m, compared with its previous forecast of £230m, Royal Mail said.
BlessMe1975
01 Oct 2018
20% down 20% down, couldn’t find any news Initially I thought it was my broker messing up with the price ticker…
dannysuede
15 Aug 2018
Can anyone help
Fusion98
09 Jul 2018
Bought Back in! Down to 486 so it wont be long until i get my 440 entry level Good luck all
Fusion98
08 Jun 2018
Re: Bought Back in! Since November last year, 8 months ago, Really??Look again---------- ---------- ----I think you are dreaming personally with those levels as RMG has come on leaps and bounds since then.
onewayticket
08 Jun 2018
Re: Bought Back in! I think you are dreaming personally with those levels as RMG has come on leaps and bounds since then.The 5% Dividend now into the bargain (and progressive) says it has probably entered oversold territory as there are not many solidly performing companies on the main market that can pay and have plenty of cover for that sort of dividend. All the goodies bought off the internet have to be delivered and we are all being served up daily reminders that it is impacting on the high street and leading to difficulties. Toys r Us, Maplin, New Look, M+S, House of Fraser, Poundland.You also need to look beyond the UK for where RMG is making solid money.Own due diligence
Fusion98
08 Jun 2018
Re: Bought Back in! I'm looking to get back in but i think your entry is too premature. Personally i am looking for 440p or lower. In Jan this year it was about 430p and see no reason as to why this level will not be seen again. The sell off since mid may has been quite dramatic and sees no effort to stop at present.There is strong support at 380p, lets see if it gets that low, time will tell.Fusion98
onewayticket
08 Jun 2018
About 5% Dividend at 480p "The Board is recommending a final dividend of 16.3 pence per ordinary share, payable on 31 August 2018 to shareholders on the register at the close of business on 27 July 2018, subject to shareholder approval at the AGM on 19 July 2018. This gives a total dividend for the year of 24.0 pence."A healthy return for any income portfolio and not a bad return given the previous recent statement, the improvements made over the period and particularly on the industrial relations front. Progressive nature of the dividend also helps.Own due diligence
deshulme
06 Jun 2018
Bought Back in! Decided today to get my foot back in the door. Wasn't comfortable when share rice hit £6.20 and decided to take the profits. Most shops on the high Street are struggling or closing acclerating the push towards online shopping and there does seem to be a explosion in small self emloyed Online retailers working from home or business units. All said and done Royal Mail does seem the natural choice for both new and old business'Summer is usually the quite period for Royal Mail, but it does seem busier than usual. The new boss has taken over and already the new technolodgy is being introduced. Parcels left with neighbours will need the address inputing into the PDA's and one's left in safe places will have a mandertory option to take a image of the parcel and where it has been left. Also the introduction of 1am acceptance times for customers at all mail centers across the UK, effectively offering upto same deliveries for some items. All decisions now will be based around increasing Parcels, Packages around the country . Interesting that Royal Mail has a license for the ~USOb until 2021 where there could be some tough dcisions to be made with OFCOM.
onewayticket
05 Jun 2018
Re: GDPR GDPR will impact significantly more on emails if the number of amended privacy policy and GDPR emails I have received over the last week to ten days are anything to go by. Those don't require stamps to send so its a couple of clicks and an easy unsubscribe if desired.Incidentally as of the end of March 18 its now 67p for a first class stamp and 58p for a second class stamp, with both having increased 2p.Large letter first class, and large letter second class also increased by 3p each respectively.Not mentioned I suspect by some analysts but these increases, and twice last years, all add to the bottom line.[link] due diligence
onewayticket
05 Jun 2018
Balanced Article in Shares Magazine I wonder how many of these headwinds are in actual fact the same headwinds regurgitated and being used to let clients fill up prior to the next ex-dividend. For those interested there is actually a good BALANCED article in Shares magazine from Friday just whereby Shares Magazine comes out in support of Royal Mail as a contrarian play. They have a good track record in picking winning plays.It highlights Berenbergs bear case which seems mainly centred around GDPR and its impact on unsolicited mail and that some competitors are looking to deliver either same day or on Sundays (My own thoughts are you will need scale and mass and to change traditions to be profitable imvho). The Article concludes as follows.“In the year to March, operating profit before transformation costs rose 1% to £694m, beating consensus forecasts at £654m.The strong performance was supported by organic growth at overseas division GLS thanks to organic sales growth and acquisitions.Investec analayst Alex Paterson says Royal Mail’s outlook has been transformed as it unlocks potential productivity improvements, flagging anticipated benefits from automation.We remain confident in Royal Mail, which pays a generous dividend yield of 4.4% (now probably slightly more) and believe it can continue to recover despite the potential headwinds identified by Bernberg.”Shares Magazine is subscription only but can be found on any good newsagents shelves or there are online trials for about £1 per week.Own due diligenceOwn due diligence
