Trying to pick a company with turn around potential in the share price.
With the share price still close to long-term support 275p,UK Mail
looks quite capable of delivering some welcome portfolio profits.




https://www.ukmail.com/


The UK Mail Group (formerly known as Business Post Group) is the largest independent parcels, mail and logistics services company within the UK, offering innovative delivery solutions both locally and worldwide.


Over the past 40 years we have built up a business offering that we believe is second to none. With a national network of more than 55 sites and 2500 vehicles we are able to offer business customers an unique integrated service with a full range of time-sensitive and secure delivery options for parcels, letters and pallets – all of which can be tailored specifically to meet the needs of your business.

Over the past 40 years we have built up a business offering that we believe is second to none and our loyal customers now range from multinationals such as 02 and Talk Talk to family run businesses like Northamptonshire based Podington Garden Centre.

A dynamic and forward thinking company, UK Mail is committed to pushing the boundaries of the postal and express parcel delivery markets and continues to launch a range of innovative delivery solutions.

:-))

Investec reiterates buy on UK Mail Group, target raised from 420p to 465p

UK Mail Group PLC (UKM:LSE) set a new 52-week high during today's trading session when it reached 448.00. Over this period, the share price is up 87.06%.

Final Results


Highlights



· Group revenues up 10.8% to £475.4m (2012: £429.0m)

o Mail revenues up 16.1% to £241.6m (2012: £208.1m)

o Parcels revenues up 10.0% to £189.3m (2012: £172.1m)



· Group profit before tax (before exceptional items) up 17.7% to £17.8m (2012: £15.1m)



· Group profit before tax (reported) up 37% to £17.8m (2012: £12.9m)



· Strong balance sheet, net cash at year end of £27.0m (2012: £18.4m)



· Final dividend increased 5.1% to 12.4p per share (2012: 11.8p), giving a total dividend increase for the year of 3.3% to 18.8p (2012: 18.2p)



· Strong levels of customer retention and new client wins



· Continued to build our share in an evolving market



· New services, including imail and ipostparcels, making good progress



· Major plans for increased automation announced today







http://www.moneyam.com/action/news/showArticle?id=4599557

UK Mail Group: Investec raises target price from 465p to 600p and stays with its buy recommendation.

Shares mag - Growth in online shopping is helping to boost profits at UK Mail (UKM). The delivery group jumped 10.9% to 510p after reporting a 37% rise in pre-tax profit to £17.8 million. The market also liked news that UK Mail would invest in ‘significantly increased automation’ across its network as this should be a strong driver for volume growth and improved profit margins.


UK Mail Group PLC (UKM:LSE) set a new 52-week high during today's trading session when it reached 519.00. Over this period, the share price is up 121.03%.

UK Mail profits jump

22 May 2013 | 07:24am

StockMarketWire.com - UK Mail today reported a year of good progress with strong momentum in the second half. Group revenues were up 10.8% to £475.4m (2012: £429.0m).

o Mail revenues up 16.1% to £241.6m (2012: £208.1m)

o Parcels revenues up 10.0% to £189.3m (2012: £172.1m)

Group profit before tax (before exceptional items) up 17.7% to £17.8m (2012: £15.1m).

Group profit before tax (reported) up 37% to £17.8m (2012: £12.9m).

Strong balance sheet, net cash at year end of £27.0m (2012: £18.4m).

Final dividend increased 5.1% to 12.4p per share (2012: 11.8p), giving a total dividend increase for the year of 3.3% to 18.8p (2012: 18.2p).

The company said it saw strong levels of customer retention and new client wins.

New services, including imail and ipostparcels are making good progress.

Major plans for increased automation are announced today.

Guy Buswell, CEO, said: 'I am pleased to report a very strong performance in the second half, which has led to a particularly good result for the year. Trading in the initial weeks of the current year has seen this positive trend continue, with further good growth in parcels volumes.

'Our industry is undergoing some fundamental changes, from the rise in e-commerce and e-communication to the expected forthcoming privatisation of Royal Mail, a valued business partner of UK Mail. Today's results demonstrate that our business model has the inherent strength to adapt to this changing market and grasp the opportunities that exist.

'We continue to invest in our business, maintaining our focus on innovation, efficiency and high service levels. Alongside this, we have today announced major plans for significantly increased automation across our network. These plans will be a key factor in driving further volume growth and margin enhancement for the Group. We thus remain confident we will continue to make good progress in the current year and beyond.'

Consensus recommendation

As of May 23, 2013, the consensus forecast amongst 4 polled investment analysts covering UK Mail Group PLC advises that the company will outperform the market. This has been the consensus forecast since the sentiment of investment analysts deteriorated on Feb 03, 2010. The previous consensus forecast advised investors to purchase equity in UK Mail Group PLC.


UK Mail Group PLC (UKM:LSE) set a new 52-week high during today's trading session when it reached 525.00. Over this period, the share price is up 131.79%.

A hold in this weeks IC - Shareholders will be pleased with a rising dividend but, on 17 times forecast earnings net of cash , UK Mail's shares are hardly cheap. Looking ahead, there are also some uncertainties linked to the relocation of the groups Birmingham distribution hub due to planned HS2 rail link, and possible Royal Mail industrial action ahead of the proposed privatisation.

:-))

Director buys - Guy Buswell 29 May 13 no. of shares 8,823 at 510p - £44,997

Steven Glew 29 May 13 no. of shares 3, 018 at 510p -£15,392

Ex dividend 26 Jun 13 UK Mail Group PLC [UKM] (12.4 p)



UK Mail Group PLC (UKM:LSE) set a new 52-week high during today's trading session when it reached 530.00. Over this period, the share price is up 127.47%.

Trading statement - July 10

9 July 2013





uk mail Group plc



INTERIM MANAGEMENT STATEMENT



"A good start to the current financial year"



UK Mail Group plc announces the following Interim Management Statement covering the period 1 April 2013 to 30 June 2013.



We have made a good start to the current financial year, with trading performance for the first quarter likely to be well ahead of our previous expectations.



Reported Group revenues for the first quarter increased by some 6% compared to the same period in the previous year. Adjusted for there being two extra working days in the period compared to the same period last year, the underlying revenue increase was some 3%.



Our Parcels business continued to deliver a strong performance, with daily volumes for the quarter increasing by some 25% compared to the same period last year. This volume growth was largely driven by an increase in home deliveries related to online shopping, which resulted in a continuation of the mix change towards B2C that we have previously disclosed. We expect the level of parcels volume growth to moderate going forward as we annualise the higher volume growth achieved from the second quarter of the last financial year.



In our Mail business revenues were down slightly, largely due to mix changes; volumes were ahead of the same period last year. Mail remains well positioned in its market with a good pipeline of new business opportunities.



Our Courier and Pallet businesses performed in line with expectations, with slight revenue declines on the same period in the previous year.



The Group remains in a sound financial position.



We continue to expect the terms of an agreement with HS2 for the relocation of our Birmingham hub to be confirmed shortly by the Secretary of State for Transport.



Notwithstanding a good start to the current financial year, we still assume that the UK economic backdrop will remain challenging in the current year and that the pricing environment will stay competitive. However, as our industry continues to evolve, we continue to be confident that we can use our inherent strengths to adapt to the opportunities and gain further market share.



The Group's Annual General Meeting will take place at 12.00pm tomorrow, 10 July.



The Group expects to issue a pre-close trading update for the half year ended 30 September 2013 in early October 2013.



- Ends -

9 Jul Investec 600.00 Buy

Shares today - UK Mail’s (UKM) ability to capitalise on strong growth in the business-to-consumer (B2C) segment is driving a share price that has more than doubled in a year. The £280 million logistics specialist rose 8.7% to 560p after the group’s interim management statement revealed first quarter trading would be ‘well ahead’ of previous expectations.

The group’s parcels business continued to deliver a strong performance, with daily volumes for the quarter increasing by some 25% compared to the same period last year while mail business revenues were down slightly, largely due to mix changes. While this segment accounts for over half of the company’s overall revenue, the business-to-consumer side of UK Mail continues to give a robust performance.

While the mail division looms larger in turnover, it is the parcels division that accounts for the biggest bottom line contribution. The UK parcels market’s growth is being driven by B2C as more than 14% of retail sales now occur online. This is forecast to reach 28% by 2018.

In terms of breakdown, UK Mail’s parcels focus has been weighted towards the business-to-business (B2B) end of the market. Its attention is increasingly being drawn to the B2C segment, especially the high end (e.g. mobile handsets and laptops, where security is a high priority). Margins in the parcels segment suffered a dip since 2008/09 when they stood at around 9.5%, a low point of around 6.5% was reached in 2011/12 before bouncing back in 2012/13 to around 8.5%.

In May, when the group’s results for the year to 31 March were released, UK Mail unveiled plans for the installation of further automated sorting equipment, at a capital cost of approximately £20 million to be incurred over the next two financial years.

This enhanced automation spend will, according to Andy Jones an analyst at RBC Capital Markets, ‘help UK Mail maintain its cost leadership in the market. The challenge for the industry is to adapt delivery networks geared towards B2B, to B2C. The requirements for each are slightly different – and come with different problems, such as redelivery costs and lower unit prices (for B2C).’ As a consequence, the broker is lifting its operating profit forecasts by 3% 13/14E and 5% 14/15E reflecting a lower tax rate and the higher base level of profits in 2012/13.

UK Mail Group: RBC Capital moves target price from 400p to 415p and retains a neutral rating

UK Mail Group PLC (UKM:LSE) set a new 52-week high during Friday's trading session when it reached 593.00. Over this period, the share price is up 166.52%.

Dividend


Final Interim
Ex-Div 26-Jun-13
Paid 26-Jul-13
Amount 12.40p

UK Mail Group PLC (UKM:LSE) set a new 52-week high during today's trading session when it reached 615.00. Over this period, the share price is up 159.22%.