Royal Mail

2034 days ago

Tom Winnifrith Bearcast - is the reward at Royal Mail safe and is it enough?

I note the wise words of Chris Bailey on Royal Mail (RMG) and have swapped emails with him on the subject. He is, much cleverer than I am so you may wish to heed the conclusion of Three Brains Bailey. But I am not so sure if a 6.8% current year yield is enough to offset the risks both operational and political.  The article I wrote on water leakage which I refer to in the podcast and which the Sun Tel picked up on is HERE

3846 days ago

Royal Mail – Sell at 475p

The great Royal Mail (RMG) IPO has been a success. Listed at 330p the shares are now 475p. That rather vindicates my call to stag the issue but now it is time to bank gains and sell the shares. And here’s why.

3859 days ago

Royal Mail shares will go up after IPO so maybe stag but don’t invest

We will soon hear the exact pricing of the Royal Mail IPO and I expect it to be towards the upper end of the 260p-330p indicated range as there has been very strong institutional and private investor demand – I guess we are in a bull market. And spreadbetters reckon the stock will go to 340p on days one. So there is a case to stag the issue. But..

If you want to take a quick turn by stagging it go ahead. But you would not wish to buy for the long term. Why?