Member Info for chillphill

Hi All and thanks for your thoughts, views and often reassurances. My thoughts, Moody report is a signal the dampeners are being removed from major institutional investment (yes possibly a bit of manipulation in some way has kept us down). The new CEO could not come aboard amongst a fan fare of success and potential so I think the recent update was deliberately subdued and banked for the next. ITP sale and large funds coming RR’s way (shhh don't jinx it). Finally I sat next to an employee of RR at a recent northern music festival. She was in the SMR projects and very upbeat and confident about this work. Along side this we have defence and increased flying hours which are bankers. Our only foe here is impatience. All in my limited opinion and knowledge with the rest of the mushrooms.

Sooo - if once the consolidation happens - you get a cash sum - you buy the shares back... Q1 share dealing costs and tax - surely this will have an effect on the replacement value? Q2 every bu&&er will be buying their shares back, so the price will be temporarily higher at the time of the scramble leading to a fall back? Thoughts anyone - super observations btw - keep em coming

Hi - used to Friday drops but its gone up!! Any answers or suggestions - NB Mapp pllllease no poetry - I find it unnerving - but wish you well!

Wouldn't rule out acquisition activity too - any thoughts anyone?

you're in time for the exdivi date too!

Thanks Fenhenda - I suppose the Divi will increase so a rise in SP would be a probable - that said I note your 'cautious tone'.

right - my turn to be thick here!! 'you have say' £20K of shares at say £4.20 each = 4762 shares in total. Aviva gives you £4762 in cash then takes 25% of your share holding leaving you with £15K of shares plus £4.762K in cash - net loss £238? I know I'm missing something as there hasn't been a sell off as yet. Thanks in advance for 'gentle' comments/corrections.

Hi All - more positives.
https://www.msn.com/en-gb/money/other/midas-share-tips-six-superhero-stocks-that-could-protect-your-isa-from-vladimir-putin-s-war-in-ukraine/ar-AAUZ6wJ

Re claims - that said there is less traffic on the roads and the cost of fuel is slowing cars down. This should lead to less accidents.

I find it reassuring tbh. What else can she do if she has half a million quid and uber confidence in her business? That said - If I had half a million quid it would be spent on fast cars, loose women and booze filled nights… I’d waste the rest… :-)

Just need to win more market share now all the systems and cost savings are in place. The new ‘level(er)’ pricing landscape should help this. Probably won’t get a true reflection of these good results in todays SP due to the bigger world picture.

Well played!

Hi Chaps - sounds like you've done the same as me - run out of powder. The divi still negates the paper loss - me trying to self sooth ;)...

Thanks for all the posts - Chased it to the bottom today - and misdjudged it too! but that said DLG's a well run company with a good divi return and people will always need to insure cars and houses so for me it's a long term hold rather than a day trading stock. If anyone has any more reassuring observations please post. Good luck all.

Markgo - I though I’d take the time to thank you for the post which has been the most useful in a while. Times are complicated and worrying and I sort of came to the same conclusion. Indeed hopefully the markets long ago priced in (or out) the Russia connection. Im my mind I’ve chrystalised that BP may have to swallow a bitter pill soon to fall in place with world opinion and also the green issues they are aligning with. Clearly being business partners to Putin doesn't look good. Oil, is going to continue rising so this is the factor which will ‘patch’ the current dilemma (Hopefully along with more production in BP oil and gas where). I would suggest the oil price level to worry about BPs cost feasibility is now way above $60 though with the Russian divis removed. A few heated discussions here too - but lets keep it businesslike and professional - theres enough conflict outside these discussion halls. All the best to all.

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!

IRA 500-800 active members in its day... Ukraine I'd suggest may be in the low millions.

Hopefully the 'numbers and losses' have been built into past results/numbers.

Yes oversold in the current 'perfect storm' - exdivi in a few days too- no brainer

Hi rumbers2 - yes its quite static - frustrating!! but it does seem to hold it's own when the market fluctuates - depending on your SP entry level admittedly. Stressfull enough holding other shares (BP!!!). Good luck