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BlackRock Limited 0.54% 0.30% 22 Feb
Citadel Advisors 0.53% 0.0% 17 Feb
Marshall Wace 0.91% 0.10% 2 Feb
WorldQuant LLC 0.52% 0.03% 8 Feb
Total 2.50
hjkl, I think that you will find that both the RMSPS pension and RMPP pension funds are amongst the best managed in the country, especially as the RMSPS pension fund which deals with RM pensions up until March 2012 is effectively backed by the UK Government.
I would have thought covid test kits stopping will be factored in now….
One key factor this week must be the move in the UK to cease free Covid tests, this must equate to a big hit on revenue for RM. Each PCR tests does at present generates 2 items (delivery and subsequent return). In my opinion for LFT kits going forward if these need to be purchased these are unlikely to be via mail and probably purchasable from chemists and possibly supermarkets?
The one thing I'll definitely have to take a recce at first is pension liabilities. Large employers that have been around for donkeys years etc etc
The share price is becoming quite interesting. 1) Balance sheet value of the property portfolio and 2) parcels could well become a long term growth business (with associated P/E rating) based on pandemic behavioural changes and online business growth
One thing I do agree on,as the fundamentals look good,no more sick posties with covid sat at home,shorts pushing the price lower,awash with money,buying back shares,a large share holder on board,if you do have spare funds this could be a gift,I have started buying again and will continue to do so and hopefully at a later date cash in….what’s that old saying
Buy when others are selling
Too early for top ups for some people. Such is life!!!
If we don't see support at 385 it's 308 :0(
The ball is well and truly burst fame over
wow this is a big drop from £6 ,i bet who ever bought at £6 pound is very upset now ,
Chins up chaps, if you have the powder to top up you are still laughing... Shorters have given us a gift here..
But who cares? Let them drive the s.p as low as they like.
Who gains?
1. Kretinsky...more than likely I would think. (I most fervently hope so)
2. Royal Mail...a real giveaway in my opinion.
3. RMG employee share scheme...suits me!
4. And me myself...and anyone else with any amount of sense.
Happy to hold and accumulate here.
Nothing is a long term certainty in this life...but a good return at these prices is about as good as its going to get.
If Putin is going to war...then nothing will change his mind. Looks like everybody will make money with this one: the shorters, Kretinsky, Royal Mail...and, most importantly, all of us.
Don't bail...just keep accumulating.
The U.K has the third biggest e-commerce market in the whole World...and is growing at an enormous rate year on year. Its just a question of time now...a few short years at the most. Stay strong -- and stay long!
Bye for now. Cheers!
It has been shorted, I'm cutting half my losses and will buy back it reverses.
When was the last day the share price was up... Must be record of downs every day...
Well this doesn't look good. SP has fallen below 403p, which it bounced off of in October.
I think the next bounce if we get one there seems 384.
chillpill welcome to the board and hopefully you will see a nice profit on your investment. You have summed up quite nicely. With the change to isolation rules etc I think our sick levels will start to return to more normal levels. GL
AS the business is obviously a huge buyer and they place orders months in advance, not sure if they lock in prices for any particular set period. It will be having an impact and hopefully the Russia/Ukraine situation is quickly resolved as no doubt having a wide market impact.
I go on holiday and come back to SP under £4 and shorts at 2.46%. I don't need ask what has been going on still fairly obvious.
Although tempted to buy I will hold off until we see a reduction in shorts or some new news that indicates a trend reversal. I glanced at some of the posts and of course we will have traders pop in and out when there is some volatility. The pay rise will be what it will be and the business will have budgeted a % some months ago. As far as I am hearing things like automation and reorganisation are moving with a bit more pace and I am confident we will see a decent full year set of results. GLA
Hi All, watched from the fringes and I'm now an RMG investor. Seems to me all the bad news is (maybe 'over') baked into the SP already. People will always need parcel deliver and ever more increasingly so. Increased operating costs will result in price increases to the end user public which isn't a shock or indeed unreasonable. RMG seem to be cutting overheads too and have endured unsurprising staff absences considering employees are significantly 'customer facing'. The Putin Ukraine issue, whilst affecting market sentiment, shouldn't have any direct bearing on this SP. I'm far from being an expert, but I try to invest in things I understand and this must be one of the most straight forward and transparent business models; profitable with a dividend too. Good luck all - hit me with your comments please - knowledge is power!
@AngerSharz: I agree that 10% is not a realistic wage rise. It's not going to happen. It's an indication of the sensitivity of the profitability with respect to wage rises. I think 2-5% could be a realistic increase though and that alone would have nasty consequences. Anyway, in my opinion RMG is so cheap that a lot of that is already factored in. On every metric I look at, RMG is cheap and rock-solid and it looks better than it ever did in the past. I'm currently a holder and I'm probably going to continue holding as I only have a modest (2%) position. I'll hang back adding any though, until I see the vampires depart - I'm hoping that they get a stake driven through their hearts...
Cane. I did say "currently" meaning, as you say "not always"
Also agree with you that now is not the time to buy. These choppy waters are far too dangerous.
There will IMHO be time to pick up stock later at lower prices.
STD. That's a better response much more like your old nasty self. Newbies here may be taken in by your recent posts but those of us that have faced down the trolls know where you belong.
Unlike most others I have frequently posted specific information relating to deals when I thought it might be of interest. I correctly posted what I thought might be the bottom. I also correctly warned others when believing we had reached the top in recent months.
Also unlike some I have no hidden agenda. "What you see is what you get"
@Redceo: "The difference here currently is that previous short attacks have been the result of weak performance."
Not always.
I'm very positive about RMG, but I expect the shorters are going to try and play the inflation theme. The fundamentals *currently* look rock solid, but they'd quickly change if they had wage pressure. According to Paul Scott of Stockopedia, a 10% wage rise would wipe out their entire profit. It's very finely balanced. On the plus-side, the other operators would have the same problem as do a lot of people-focussed businesses.
If not for the shorters, I'd be loading up now.
The difference here currently is that previous short attacks have been the result of weak performance.