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I wrote that last post whilst multi-tasking so my math was out.
35 + 10 = 45 % , leaving 55 %, - 14 % = 41 % + the shorts.
Most institutions have been in and out since the IPO and if you average it out I would guesstimate that is what they're averaged out around.
Either way you get the gist, if DK gets the go-ahead to increase his take and purchases another 8 % it would likely move the market dramatically.
max you do sound like baldrick now... a man with a plan but doesn't know how to plan it...lol
And the posties plan is..
Strike as we carnt do anything else…now we’re looking down the barrel….and the union says this evening……we don’t no really what to do as we didn’t see this part of the plan coming…tell you what…as we really have no plan let’s escalate the industrial action…thus helping Royal Mail out..lol
And guess what….the posties all sit there and nod…lol…
Have a nice evening all…
max you do sound like baldrick now... a man with a plan but doesn't know how to plan it...lol
Lol
The plan to bring the union down
The plan to bring in modernisation quicker.
The plan to start wagging the tail
The plan to buy r/m cheap
The plan to lead the union and its worker up **** creak with no where to go
The plan to streamline the workforce
The plan to say no to your demands and hope you strike
The plan to rip up your agreements
Hmmmm….a plan
Over 1/3 of the company is held by DK (22%) and (13 %) by Royal Mail Share schemes.
10 % is held by the General Public, leaving 45 % owned by various institutional investors.
UBS own's 6 % and has been adding over the last year, as have Aberdeen Management who own 3 %, Vanguard who owns 3 % and Norges who own 2 %.
So that accounts for another 13 % who have been adding in the last 12 months.
Leaving 33 % plus the shorts.
Meaning it would not take much purchasing power from DK to dramatically move the market.
The lower the price goes the more likely it is to occur, simply because of what he has already invested, especially if the price tanks to the lows of 2020.
Alternatively, he could just as easily say enough is enough and offload his 22 % and tank the price overnight, but why didn't he do that in June 2021, at least then he could exited with a substantial profit.
It would be interesting to note how much of the float is actually available on a daily basis for purchase, because shorts are probably closer to 6-10 % than the declared 2.8 %.
What also differentiates RMG from other PLC's is that it cannot go bust, the Government will be obligated to intervene by the USO if there are going concern issues.
Interesting times ahead.
@ Maximas1.
You're starting to sound like Baldrick.
If you don't know what to say revert to ""the plan"".
max if the sp went down to 1 penny it makes no difference to vesa... they still have to pat @£3.50 a share i believe....
and insider trading comes to mind also...
@ wolves.
Totally agree.
Thompson is meant to run the company, NOT run it into the ground. But getting paid for failure is what it's all about.
I thought he'd be gone by the end of this month. Maybe it's a stay of execution, hence the ACAS decision.
The desperation is clear.
I would suggest he’s the puppet,and being told to play it a certain way…I would suggest they realise the share price is being pushed down,and that the more it does the cheaper the company becomes for investors…eventually when it’s played out share holders make a lot,k gets a cheap company…
Perhaps the ceo gets a bonus for following guide lines….everyone is very naive if they don’t think this goes on…
I would say they have a plan and carnt believe the suckers at the union are helping…
Good look though with the striking…love it:-)
Well Maximas you say DK will have a plan I’m sure your right but I still say if he lays of postman who he think are dead wood he will struggle to get people to replace them . In which case the service will be worse then it is now which won’t do much for the share price
But it will be better,a lot better in the future…plan,plan,and plan some more..it’s not about the here and now:-)
@ wolves.
Totally agree.
Thompson is meant to run the company, NOT run it into the ground. But getting paid for failure is what it's all about.
I thought he'd be gone by the end of this month. Maybe it's a stay of execution, hence the ACAS decision.
The desperation is clear.
Well Maximas you say DK will have a plan I’m sure your right but I still say if he lays of postman who he think are dead wood he will struggle to get people to replace them . In which case the service will be worse then it is now which won’t do much for the share price
@ Maximas1.
So two differing opinions on my job.
One pays me 50K+ and the other nothing.
At least be consistent with your nonsense.
Are they going to sack all posties in one go?
Or one by one?
Maybe they could seal up all the post and parcel boxes too?
Well,I’ve been pretty spot on so far….your union has been out manoeuvred,big time…my point has always been…there will be a plan…and by the looks of it your union and the posties are always on the back foot….always behind,always an emergency meeting to panic,panic mr mannering….keep it up boys…Stirling job:-)
the sp is falling fast and there is only one person to blame.... in every case its the CEO... shareholders do not care who runs the business as long as they get dividends and a rise in the sp.... this ceo will produce neither this year or next if he is left in his job.... shareholders will vote him out in an extraordinary meeting soon..
@ Maximas1.
So two differing opinions on my job.
One pays me 50K+ and the other nothing.
At least be consistent with your nonsense.
Are they going to sack all posties in one go?
Or one by one?
Maybe they could seal up all the post and parcel boxes too?
max i do think the shareholders need the paddle more than us mere posties as they are sinking faster than the titanic at present.
When everyone’s sells …buy.
When everyone buys sell…quite simple..
There comes a point when the price is to good to turn down…i as others will…hopefully time it just right…as you do say. A lot of ifs and butts….but just look back at what I said a few months ago…it’s all coming true…it’s as plain as the letter in your bag:-)
the DJI is having another bad day so I'll say sub £2 tomorrow
i said sub £2 before october..... maybe a few days early with my prediction....
max i do think the shareholders need the paddle more than us mere posties as they are sinking faster than the titanic at present.
You will find as the share price plummets(hopefully)and there picked up cheap…as yaz once said..the only way is up…
Your doing a sterling job…carry on postmen…will be a good film:-)
Don’t forget there maybe a premium….those that continue to buy while the price is driven down(prob for a reason)will do very well if plans come to fruition :-)
AND IF THEY DON'T? all ifs and buts here mate.
do you really think they going to bid for royal mail now. when they will have to pay @£3.50 a share average? and if so why havent they picked up cheap shares as you call it to take them above the 25% threshold over the last week!!!!
Don’t forget there maybe a premium….those that continue to buy while the price is driven down(prob for a reason)will do very well if plans come to fruition :-)
max i do think the shareholders need the paddle more than us mere posties as they are sinking faster than the titanic at present.
@ Maximas1.
Thank you for alleviating my financial fears.
In an earlier post (17.06) you said we were all going to get dismissed. Now we are getting redundancy.
At least i have something to fall back on. As well as my strike fund. Although, that is dwindling.
In the meantime, you carry on averaging down. I reckon a quid a share if IA continues up to crimbo
Redundancies…sacked…who knows….but prob the latter…but you get the drift…glad you take note….grab your paddle:-)
@ Maximas1.
Thank you for alleviating my financial fears.
In an earlier post (17.06) you said we were all going to get dismissed. Now we are getting redundancy.
At least i have something to fall back on. As well as my strike fund. Although, that is dwindling.
In the meantime, you carry on averaging down. I reckon a quid a share if IA continues up to crimbo.
do you really think they going to bid for royal mail now. when they will have to pay @£3.50 a share average? and if so why havent they picked up cheap shares as you call it to take them above the 25% threshold over the last week!!!!
60
No Opinion
RE: ACASToday 18:27
Maximus you say they will get rid of all the dead wood which I hope your right but let’s say 30000 are dead wood who is going to deliver the post . I don’t know if you read online today but there are 1.2 million job vacancies which employees can’t fill so what makes you think if they get rid of postman people will apply for the job .We have had a vacancy in are office for 4 weeks 1 person applied 15 stone and unemployed for 2 years the manager said he only turned up to show he was trying to get a job to keep his job seekers allowance. Now if loads of postman get laid of there are plenty of jobs out there it’s not like Thatchers time when 3.4 million were unemployed and it was hard to get a job
Who knows what there plan is…but there will be one…
Personally I think there will be a change in the uso….
Game changer then…..when will that happen who knows…but it will….
I also think the union are very poor not looking ahead and realising there own actions are hindering there members big time…they look desperate,put with that the government don’t like strikes…there will be again more to come to help r/m…and put the boot into the union without it looking pre planned…
Just think out side the box for a moment…
Crush the union
Get rid of the deadwood.
Streamline then pay more for new starters with more responsibility….more money for yearly individual reviews…money talks,but it starts with making a lot of Monet streamlining..short term pain long term gain.
If the moneys is good you will get new starters.
This maybe a pile of crap…but there will be a plan.