Makita schreef op 25 maart 2021 14:01:
vesaequityinvestment.com/contact/Dear mr. Kretinsky,
I am a private investor in PostNL. From public AFM register
www.afm.nl/nl-nl/professionals/regist... I saw you currently hold more than 5% of the shares in PostNL via VESA Equity Investement. And I also noticed you hold more than 15% of the shares in Royal Mail Group at the moment.
On 20 April 2021 PostNL organizes its yearly shareholder meeting, may I suggest to you to bring in the following points:
- Share buyback for ~EUR70mln (the amount recieved in Q1-21 for divestment of Nexive and Cendris) to compensatie for stockdividend to be paid
- Consideration of spinning-off the parcels department from PostNL (stand alone value estimated at least ~10x ebitda, would be ~EUR3B (~6 euro per share) alone)
- Consideration off sale and lease back of remaining Real Estate (as current balance sheet is based on historic price less depresiation)
I think you as a large shareholder would get a more serious reply and attention from management board than a retail investor. Thanks for considering this and good luck with your investment strategy!
Best regards,
Sender