deshulme
01 Dec 2017
Re: Shop is dead. Long live Online. Just come in with the count for Tracked items and they up by 5 Times normal traffic during the Summer.
presneill31
30 Nov 2017
Re: Shop is dead. Long live Online. I also work for RM. Hearing of record amounts of packets at our local mail hub. I think the 3 year deal with Amazon has helped, apart from the fact that the RM shareprice was vastly oversold in my view.
deshulme
30 Nov 2017
Shop is dead. Long live Online. Recent figures by Royal Mail makes it looks like RM parcels have exceeded expectations and any dispute by Union looks like happening after Xmas which will protect Royal Mail lucrative Festive Period. Black Friday and Cyber Monday have seen double digit increses on last year. Of course I own shares in Royal Mail because if I didn't I wouldn't be bothered to write these things.
nk1999
19 Nov 2017
Telegraph- Questor Summary:"Royal Mail’s dividends have (so far)rewarded investors for the many risks itfaces: What has changed in the four yearssince 700,000 people applied for shares inRoyal Mail at the firm’s October 2013privatisation? In some ways, not much.Royal Mail remains a profitable and cashgenerativebusiness with a significantopportunity to grow in the parcel-deliverymarket, even while it oversees a largedecline in letter volumes. There has been,as emerged in yesterday’s halfyear results,excellent progress. Revenues from nonlettersparts of the business are growing.Parcel volumes in Britain – where the firm isstill massively dominant – were 6% higher.The group’s overseas delivery division,GLS, is growing at 9% a year andcontributes 35% of profits. It is diversifyingits core activities away from the key marketsof Germany, France and Italy by buyingother operations in Spain and the U.S. Theboard bumped up the dividend (7.7p, to bepaid in January) and, for now at least, aprogressive dividend looks very affordable.That’s the good news. In other ways theoutlook has clouded considerably sinceOctober 2013. Competition today looksmore threatening than then. We did notknow then, for instance, that Amazon woulddeliver some of its own parcels. Nor was itobvious at that point that some form of moreor less intractable run-ins with the unionswould be inevitable. This now poses thebiggest threat to the group. Questor addedthis share to the Income Portfolio at a priceof 455p in December 2016. Whether we sellin future depends solely on hownegotiations progress. In our period ofownership, however, dividends haveexceeded 5% of our initial investment. Theyremain the reason to hold."
trader jack
17 Nov 2017
Re: Interim Divi Good morning initiator,Divi 7.7p xd on 8th December payable on 10th January.If you go to the RMG website and look uder "results and reports" you will find all the information you need. the Announcement document gives you all the information that you require whereas the Presentation document does not.For any other shares that you own and wish to keep up to date on then I strongly advise you to go to the website of the individual company and almost all the information you require can be found under the Investors tab although some of the smaller companies seem to enjoy keeping their future calendar committments under wraps.Kind regardsTJ
initiator
17 Nov 2017
Interim Divi Any one know what the dates and pennies are on next month interim dividend Please?
IOMINVESTCOM
17 Nov 2017
Long term problems at Royal Mail, says Liberum Long term problems at Royal Mail, says LiberumRoyal Mail (RMG) may have delivered better-than-expected results but Liberum is still concerned about the cost savings and improvements that will be needed in the long term.Analyst Gerald Khoo retained his ‘sell’ recommendation and target price of 385p on the stock, which rose 6.5p to close 1.6% up at 395.5p on Thursday.Adjusted pre-tax profits dipped to £250 million from £252 million in the six months to September on revenues 2% higher at £4.8 billion.‘The results were ahead of our forecasts, with an encouraging revenue performance in parcels and ongoing outperformance at GLS (General Logistics Systems),’ Khoo said.‘Management has struck a cautious tone on the outlook for costs in the second half. Even if parcels revenue strength can be extrapolated into the long term, which is by no means certain given ongoing competition, cost savings and productivity improvements are still needed.’He added that any savings would be harder to make due to rising inflation and troubled industrial relations at the group.[link]
trader jack
16 Nov 2017
Re: Update I am sure I didn't hit the "Sell" but was clicking on the "submit" button........
trader jack
16 Nov 2017
Re: Update Thanks for that unc,There was me looking right through the presentation document and hadn't thought that it might be in the much shorter announcment document......I bought all my 2nd class postage stamps for this years cards just need 6 stamps for EU & US now.Fingers crossed for Christmas.Kind regardsTJ
uncthebunc
16 Nov 2017
Re: Update On page 1 of the results just below Group Performance Summary:"In line with our stated interim dividend policy3, the Board has declared a dividend of 7.7 pence per ordinary share for the half year ended 24 September 2017, which will be paid on 10 January 2018 to shareholders on the register on 8 December 2017."Tense time of year for RMG shareholders with Christmas coming and unions adding to the tension this year. I'm holding on with hope.
Kingel
16 Nov 2017
HL view Royal Mail reported a 2% rise in group revenues of £4.8bn in the first half. Underlying operating profits rose 7% to £323m before transformation costs.The shares rose 1.7% in early trading, as results came in slightly ahead of market expectations.The interim dividend of 7.7p per share rose 4% compared to last year, in line with the groups policy of paying a third of the prior year's total dividend.Our View HL View to follow. First Half Results Revenue growth was driven by GLS, Royal Mail's international parcels business, which saw 9% growth in the half and now accounts for 25% of group revenue. Revenues at UKPIL, which handles UK parcels and letters, were flat on the previous year. Within UKPIL, letters volumes fell 5%, with revenues down 4%. This is an improvement on the first quarter and reflects improving trends in marketing mail, where the decline has moderated following the steep drop seen in the aftermath of the EU referendum. UK parcels put in a strong performance as revenue rose 5%, on a 6% increase in volume. Continued competitive pressures means pricing pressure remains high. However, the group is seeing increased take up of its premium tracked parcel offer by business customers.Underlying operating costs at UKPIL were 1% lower than a year ago, with the group on course to deliver £190m of costs avoided this year. However Management expect cost pressures to increase in the second half, with "the industrial relations environment" potentially impacting the pace of change.There's no update on the ongoing pensions arbitration talks, which are expected to last until "close to Christmas".The group is now targeting full year investments of around £450m, compared to £492m last year.Unless otherwise stated estimates, including prospective yields, are a consensus of analyst forecasts provided by Thomson Reuters. These estimates are not a reliable indicator of future performance. Yields are variable and not guaranteed. Investments rise and fall in value so investors could make a loss.All yield figures are variable and not guaranteed. The information in this article is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned, nor is it a research recommendation. No view is given as to the present or future value or price of any investment, and investors should form their own view in relation to any proposed investment.[link]
trader jack
16 Nov 2017
Re: Update Mr. market seemed impressed when he first opened for business at 407+pps.A few hours later and the scribblers and anal-ists have cinsumed their morning lattes and croissants and it seems on sweeping the crumbs away they decided they were not so impressed and we are down on yesterdays close. mmmmmHaving gone through their nice colourful report with all their nicely set out boxes and displays I have been unable to find any reference as to when the newly announced dividend will be paid or go xd!! There are a few references to the actual dividend and how it is up 4percent but when are they likely to deilver it??Why oh why can't companies make their balance sheets and reports clearer so that the average investor can find the necessary details?TJ
II Editor
16 Nov 2017
NEW ARTICLE: Why there's huge relief at Royal Mail "Concerns around oil prices and uncertainty dogging Donald Trump's tax plans kept the pressure on stocks overnight. It's risk off in London, too, where the FTSE 100 continues to loiter around six-week lows.There's so much chatter around when this ..."[link]
II Editor
16 Nov 2017
NEW ARTICLE: Why there's huge relief at Royal Mail "Concerns around oil prices and uncertainty dogging Donald Trump's tax plans kept the pressure on stocks overnight. It's risk off in London, too, where the FTSE 100 continues to loiter around six-week lows.There's so much chatter around when this ..."[link]
Our Haven
16 Nov 2017
Update Clearly the market likes the overall numbers. Could have been a lot worse I think is the view so a revaluation going on.
