Member Info for Scampthedog

"To be honest @Gzkid there were many posters on here calling the ramping crew out long before I ever joined this board".

Indeed yes -- people like me!

I think this mornings article in the Armchair Trader sums Royal Mail's current position up very nicely.

To me, it looks like its Kretinsky vs BlackRock.

I did'nt know any of that regarding getting a post deleted as I've never felt the need to complain...but you seem to know all about it? But you would of course -- because your never off the bleedin phone! Ha ha ha -- howl!!!

Be careful, Keith...he wiil get your post deleted like he just has for Phunt's last posting. Lol.
Sad...very sad indeed.

Precisely so.

Errr, to which category do I fit into then ...ramper or troll?

Well, Isleworth, the truthful, all encompassing answer to your many questions would have to be: I really have absolutely no idea at all!

But I will say this much. Kretinsky, when first investing, would have been well aware of both historical friction and recent confrontation between RMG and the CWU. He would have understood the impact the coronavirus would have on an industry where people who work in processing are in close proximity to one and other. And, also, most importantly, he was fully informed about RMG's underlying fundamentals (and the likelihood they might make a financial lose)and massive reinvestment and modernisation programme.

I will say this much though. Do I think it is a good thing (as far as a CWU member) if Kretinsky was planning to increase his holding over what he presently has with the sole intention of being a very powerful and influential long term holder?

The short answer is - no!!

And I don't have to explain to you why, do I, Isleworth.

Not convinced about a "huge" day, MrNation...but could well be an "interesting" day perhaps.

I would expect a lot more movement in the s.p, both upwards and downwards, than that which has actually taken place in the last week or so...a bit more dynamic so to speak.

A Macy's? I most fervently hope not, GenerationZKid.

But what a blinder he has played...and that is regardless of any immediate course he might decide upon; the markets will not know what the hell to make of his reported comments this morning in the Telegraph that is for sure...especially the Shorts. God bless em! Lol.

BlackRock, in particular, will be sweating...or so one would anticipate.

Will be highly surprised if there is not a marked decrease in the short position in the next few days.

Beautifully played by Kretinsky!

Like I commented a couple of weeks ago: he just cannot lose here.

And certainly not now he can't.

Come Monday, there may, perhaps, be a hurried scramble for stock: Shorts keen to reduce their positions (especially prudent for BlackRock I would think) and the "quick buck brigade" betting on a sudden increase in share price value.

Like I say, Kretinsky just cannot lose.

But we can!

If he has given this interview, a rare thing, apparently, for him, just to stir things up in the knowledge it could ignite a quick spike in the s.p, then sells big into it, then we, us long-term holders (read that as sufferers) -- will be well and truly stuffed!! Once more that is.

But there again, if he intends to increase his holding, and he will neither confirm or deny, then, well, as I am fond of remarking, things might get interesting...very interesting indeed.

P.s you will be able to identify the Shorts at a single glance...they will be the ones with big coffee stains down the front of their Savile Row shirts -- and their neatly pressed pants full!!

GAME ON!!!!!

In fact very much to the contrary! Indeed, you are the absolute last person I am mocking.

You will have to forgive my apparent failed attempt at humour. Some people might call it sarcasm...I prefer to think of it as a dry wit.

"Mr Nation, there are your parcel figures for April".

Lol -- Oh larks! You have got a riotous sense of humour, Isleworth old son, I will give you that much - howl!

It could well be that it is Kretinsky taking profit; or perhaps he is just protecting his lower average for the greater part of his stock? His last purchase (somewhere round about 1% if I recall rightly), only a couple of days ago, was at a far higher price than his initial buy-ins when the s.p was in the mid 1.50s to mid 1.60s.

Begs the question though: if it is him offloading big tranches...why increase his holding, yet again, just several days ago, when the s.p was far higher than those mentioned initial first investments?

Doesn't really make any sense. Especially doesn't make any sense when you recall that, as far as we are aware, he did not, it seems, sell any of his stock when the s.p touched 1.90.

Now THAT doesn't make any real sense.

Will be disappointed if indeed it should turn out to be Kretinsky. If he starts unloading at the same rate as the Shorts start dumping the s.p will collapse like a deflating balloon!

Then we WILL see a pound a share.

This is excellent news indeed...very encouraging.

Is this the first clear indication that the CWU and RMG are starting to formulate a mutually agreeable plan and way forward? Let us hope so.

I would think that this announcement should cause more than just a few raised eyebrows among the Shorters; they certainly would not want the union and Royal Mail to start seeing eye to eye...after all, any sign of cohesion between the two parties would not work well in their favour.

A review of the USO is not a bad thing either...long overdue.

Sat here myself wondering whether to do the very same thing...certainly does seem to be the logical course of action.

this is going " to happen" of course

Well, after the Credit Suisse bashing yesterday, which, incidentally, under "normal" circumstances, I think was spot on, a person could be excused for not really knowing what to do at this moment in time...regarding his shares that is.

There is only one grain of comfort that might give cause to consider: why did Kretinsky buy in again when he did?

If he is indeed after the quick short term gain...why would he buy more stock at the higher price? Somewhere in the low 1.60's probably.

The share price has undoubtedly, as most analysts point out, been buoyed-up by the Kretinsky factor over the last month or so. But what is he up to?

Personally, as most of us think, I don't believe he has a takeover of his own in mind; but, as JBTHISTLE told us several weeks ago, he might put himself in a position to propose a "Party-group" bid in partnership with one or several more other major shareholders.

Right now with his 8% holding and with the biggest shareholder, Schroders, 13%(?) they already have, between them, over 20% of the 30% compulsory takeover threshold.

A slim to zero chance this is going of course...but there again...anything is possible.

What is possible is these two major shareholders, who combined now own over 20% of this company, can almost demand a seat on the board.

The point being, they can certainly bring great influence to bear on any strategic decisions made at the very highest level.

Interesting times indeed.

Especially when you keep asking that one very important question: just what is this guy up to?

Absolute bullseye! Sums the whole of present circumstances up perfectly, onesharewonder...a "recommend" from me.

"It could be a wise move staying out at this level, DK is freerolling here now after pumping and dumping Macy's."

"I really hope the Board, Union, and Employees give him the respect he has earned. Otherwise, it could well be a sell-off of GLS, to finance the restructuring costs, and Shareholders will be left with a loss-making company, overpaid workforce, and powerful union."

My sentiments exactly.

Although I would have to also add that the sell-off of GLS could bring in at least two billion pounds...might be enough to completely restructure Royal Mail and set it on the road to recovery in a much shorter time-period than the derailed, at present, "Five Year Plan".

As long as any money was used wisely of course.

Definitely worth keeping in mind.

Can perfectly well understand any reticence you may feel regarding, at present prices anyhow, getting involved, once again, with this stock.

It is certainly, at this moment in time, not something for the faint of heart.

As you yourself allude to...this could, under a change of circumstance(s), quite easily, very quickly -- go completely pear-shaped!