presneill31
15 Feb 2018
Re: Potential is Great Does anyone take notice of broker ratings ? A lot of smaller brokers and pension funds seem to rate RM a lot higher than the big name brokers. Could also be funds buying in before RM is back in the FTSE 100 again.
deshulme
07 Feb 2018
Re: Potential is Great Also another part of the agreement all mail centers will be accepting Parcel/mail collections up to 1:30am effectively offering Same Day delivery.
IOMINVESTCOM
07 Feb 2018
GOLDMAN RAISES ROYAL MAIL PRICE TARGET TO 560 (470) PENCE - 'NEUTRAL GOLDMAN RAISES ROYAL MAIL PRICE TARGET TO 560 (470) PENCE - 'NEUTRAL
rhino666
06 Feb 2018
Re: Potential is Great Who would have imagined that in a situation where the FTSE is now back to 2016 levels, RMG have transformed from a dead duck to a shining star. Ironically RMG are also back to 2016 SP levels but in a good way.
presneill31
05 Feb 2018
Re: Potential is Great It seems evident a rerating of RM is going on. Admittedly the sp is only back to previous levels before the long decline to the 370 mark. Some of the brokers have always seemed very negative on RM so I do take some pleasure in those being proved wrong. However RM looks a lot safer stock to hold at the moment. I was pretty sure my further purchase last Friday was a good investment but I thought it would take a while longer to get to these levels.My own fair value rating on RM is 550-575. Purely based on Dividend and cover. Risk eg Strike threats ,Pension issue, Pay rises also sorted until 2020. RM maybe boring most of the time but in these uncertain times it seems a good investment.Yes I do work for RM and I do hold quite a few shares now.
deshulme
02 Feb 2018
Return to FTSE 100 [link]
PJ-Smith
02 Feb 2018
Re: Potential is Great Yes RMG have done a lot on data in recent years and yes, they have it captured. I worked on the Enterprise Data Warehouse that holds the information myself. It's yet to be converted to products just as you say, but the back-bone is already there. If you are interested in this search Catherine Doran Computer Weekly as I know of at least one related public pronouncement re things I was working on personally. (which is why the above is not insider info). I hope that helps you in your share decisions deshulme. NB: Caterine might not be there now - but she was CIO at the time.
PJ-Smith
02 Feb 2018
It's a (genuine) sale for me. Held £5K for two years past. Sold for a profit of £87 which with EXCELLENT dividends was £625 profit over two years or 6.25% per annum in a Tax-free self select ISA.iii attracts a lot of Day Trader and short term comment. It would do - those guys are about on the sites to post more often, but the above is an another definition of success. I have experienced next to no equity growth with RMG.L but the income story has been very satisfactory - so far.Time to move on because the share has a bit too much of the "interesting times" about it recently. It's someone else's growth tip or perhaps their next big mistake.Good luck if this is your personal purchase point!
presneill31
02 Feb 2018
Re: Potential is Great Could not agree more.Got lucky on the early dip and added another 1500 @487.1
deshulme
02 Feb 2018
Potential is Great Looking through the agreement it may look as the management have given Royal Mail have had a bad deal, butLooking through the small print Royal Mail now have agreement so Data Capture from Various forms of technology can be used for various actions to cut costs and improve visibility to many business customers.At no extra charge 2D bar-codes have helped to keep large letters & small packets at a very competitive price which complement USO deliveries. Quick easy to handle and very often meaning a first time delivery with visibility for the customer on deliveries. These are seen by Royal Mail Sweat Spot which are helping increase revenue each year since the bar-codes have been introduced.The biggest selling point will be when Royal Mail release the information to the public so when someone sends a Parcel they can access the information when, where and GPS pointer on a map where the Postman was standing when he scanned and delivered the item.
presneill31
01 Feb 2018
Re: agreement reached Judging by all the good news today its the couriers that should be worried.All boxes ticked positively today.I have to say I hope all the negative brokers will be eating humble pie. Some have had it in for RM regardless of results, so it will be interesting how they rate RM now.
In Transitu
01 Feb 2018
Re: agreement reached I'm pleased with the increase in SP. The markets like nothing better than long term stability in a company. It did somewhat temper what I was going to write.I needed to return 24 rolls of wallpaper this week, 2 boxes with a total weight of c 24Kg. The online quote I got from Parcelforce for a collect and next day delivery was £44. For the same service, DPD quoted £20! I would have liked to support PF but not with that differential. With parcel freight being the future, this company needs to be a bit more competitive or it's going to start to lose out.Roge
deshulme
26 Jan 2018
agreement reached see what happens now?
nk1999
18 Jan 2018
HL view "The steady decline in the number of letters we send and receive is far from ideal for Royal Mail. But with the growing UK and International parcels businesses now delivering around 60% of total revenues, it should become less of a headwind.Online shopping provides a steady tailwind to the parcels operations, and that has the potential to transform Royal Mail from staid former-public sector giant into a surprisingly modern growth story.Royal Mail isn't the only player trying to get a slice of the online retail pie though. Deutsche Post, the big boy of European post, has stepped into the market through its acquisition of struggling UK Mail. That adds to pricing pressure in an already crowded sector.Another problem is that new age competitors are far slicker operations than Royal Mail. The contrast between Amazon's robotic warehouses and Royal Mail's sorting offices is stark. If the group is to win in a highly competitive sector it needs to modernise, and at some pace.The group has warned that the "industrial relations environment" could hamper the speed of change. The current pensions dispute will be a test case for whether Royal Mail and its workforce can find a harmonious way forward.However, we feel Royal Mail has some unique advantages over rival postal operators.It's by far the largest UK player, with over 50% of the parcel market, so can invest more in technology and service. The group is also proving unexpectedly successful internationally, and is expanding its footprint with acquisitions in Europe and the US. Profits are being supported by stripping out costs that developed over years of public ownership.Assuming the pension situation resolves itself satisfactorily, the balance sheet is not overstretched, and the group trades on 11.9 times next year's earnings, below its historic average, with a prospective yield of 5.4%."
II Editor
18 Jan 2018
NEW ARTICLE: Is Royal Mail still on track for FTSE 100 promotion? "A swift return to the @GB:UKX:FTSE 100 Index for LSE:RMG:Royal Mail remained on the cards today after a decent Christmas performance offered more evidence that the logistics giant is on the right track.Although shares fell back 2% in the wake of ..."[link]
