Member Info for nuri123a

falling in one of the most buoyant trading days.... 8p dividend ex date this week.

Derek. I don't evade or avoid my responsibilities - I pay my fair share; no if's, no buts. I'd rather Donald Trump or Putin than Jeremy Corbyn. What does the man stand for other than Communism writ large. The simple fact is that most people are in the centre and he's not even at the side of stage left. It said a lot when nearly 150 of his MPs came and went from his front bench - that's a record that not even Theresa May has achieved.

The share price will recover

Tony Blair used bombs in Iraq - have you forgotten. Its not propaganda - far left would be bad for our country and people. The rich get richer - do you want me to pay more tax? Because I am sick of paying tax, tax and more tax. The last time Labour were in power, they left a note in the Treasury - no money left and they left a record breaking deficit. They were out of control. So no thanks - no Labour Government for me.

Derek. You are either joking or your bonkers. If you want to hand them back to the public, just sell them and hand the money over to people in the street. Jeremy Corbyn would make the worst prime minister possible. That's coming from an Irish person who understands he has some delusional sympathy with the IRA and with the Palestinians. How could anyone who calls themselves British ever vote for him as PM is beyond me. Aside from that I am a capitalist, who made my own money and way in life. If Mr Corbyn wants to nationalise RMG, then he needs to win and pay us fair value for the shares which are a hell of a lot more than current SP.

Derek,

An excellently put together summary of positives for RMG - all of which I agree with. Are you invested in RMG?

I know why I am invested in RMG and I think its long-term prospects are stellar if it repositions itself as a parcel and e-commerce business, which I think it can do. In the short term, they have to do some immediate things like reduce sickness levels, increase productivity, increase prices of stamps, reduce reliance on over time. Why do you think it has long-term prospects - what's your reasoning?

Unbelievable that this should be down today considering the ex-dividend date is mid next week. It is extremely undervalued at this price.

Would have thought that demand for RMG shares would have taken off - 24p dividend in the bank - 8p paid following ex dividend next week. still making EBITDA of 550 million and parcel service growing.... Busy Christmas period on top....

Solid company here - lots of free cash and cash in the bank. Bought £60k - long term hold for me.

Beatrootjuice - yes, the USO or CSO in australian is a pain, but national postal services have to serve the nation. The price of a stamp may need to go above inflation to adjust to the reality of decreased volume - the regulator knows it, the public know it. The bit that needs developed by Royal Mail is the ecommerce part of their offering. There can't be too many companies like RMG with unprecedented access to virtually every household in the country. Change is a coming.

were saying in 2012 that Australia postal service would make $2 billion loss through to 2022 ). Then in 2017 this article reports bumper profits for the service on the back of parcels services.... despite 11% decline in letter volumes.... the doom mongers were wrong. https://www.afr.com/business/australia-post-books-bumper-halfyear-profit-of-131m-20170222-gujav5

Every national postal service will have something along the same lines as USO....

Look up community service obligation. Its the australian version of USO.

For anyone who thinks a postal service cannot change its business model in the face of declining mail volumes, take a look at the australian postal service. It suffered a 11% decline in mail volumes last year and its profits still increased. This is despite parcel volume growing by 8%. The model needs tweaks and the reach of the service is critical - RMG has lots of reach!

Derek. Very insightful message. Your views are valued. I just think there are so many ways RMG could progress. Here are just a few:
- teaming up with other parcel delivery services providing space
- automating parcel sorting
- better advertising of RMG services
- increasing cost of stamps
- reducing number of delivery days to 5 per week
- cutting staff
- using more share incentive schemes for staff
- more focus on business advertising
- get involved in home delivery service for independent shops or supermarkets - absolutely ridiculous that there is an iceland van, tesco van, sainsbury van in same areas delivering to adjacent addresses

focus on declining volume of letters as if to say that the success or otherwise of RMG is dependent solely on letters. Volumes of parcels is keeping pace with letters decline and they are expanding in a growing part of the business. Also one must not discount other opps for recovery - they increased the price of a stamp in ireland from €0.70 to €1.00 and swung from a loss to a profit of 28 million euro in one fell swoop. As it happens were already making a profit of 500-550 million. This is a firm hold for me. Looking forward to 9k dividend this year - bargain!

have extremely low levels of debt - far lower than a lot of companies on FTSE100. Their parcels division is expanding rapidly. The 24p dividend guaranteed. Never a better time to buy imo

with 24p dividend on the way

20k on top of 60k. I do think this share will make a good recovery. time needed and patience.