Unilever Share Discussion Threads

[philanderer] 19/1/2022 00:25

Indeed , 3417p close stateside.

Wouldn't be surprised to see Mr Jope pull the deal sooner rather than later.

[mastey] 18/1/2022 22:12

10% of a cos share price is its current earnings 90% is its future growth prospects and earnings. I am a holder. This recent announcement ridiculous episode has highlighted the stagnate nature of the business and the whole top executive board are void of ideas to advance the business . Simply looking to buy low growth business ,With regret reinforces this. As mentioned early in this thread , who is the biggest fool , I believe it’s GSK for not accepting. I have no doubt we will see the share price fall further but at some point Mr market will say earnings will continue and a floor will be set. What the board need to show the market, it has vision to leverage it’s brands. I know what ever the price my wife will buy Hellman’s and Dove Soap. Trust your assets and leverage them in the best and cheapest way possible. Anyone can buy an over priced business for short term income flows. Finally stop management share incentives etc for mediocre performance. Yes pay up for talent but don’t just use this as a stock answer when so called talent does not perform for their owners , shareholders

[justiceforthemany] 18/1/2022 21:42

Email [e-mail]

PI's should let the CEO and board know their thoughts on the deal and current share price action. Copy in some of the current derogatory newsfeed.

[brwo349] 18/1/2022 21:12

This should open 2.5% down tomorrow to catch up with the US market.
No end in sight to this rout.

[roguetraderuk] 18/1/2022 21:10

not sure anything will happen too quickly in terms of a bid. generally you need to offer above the 12 month high at the very least. for the americans this is a problem given sterling strength.

[careful] 18/1/2022 20:53

Down 15% in USA right now.

If that doesn't kill off this deal what will?

[big7ime] 18/1/2022 20:40

Plenty of sliderules going over them this eve in the US, probably elsewhere. At this rate they’ll get em cheaper than last bid.

[pander45] 18/1/2022 20:30

Unless he publicly calls a stop to this "deal" the company will be pulled from under him. It must be catching the eye of PE now.

[big7ime] 18/1/2022 20:19

Shell got a good deal with BG. Ulvr CEO is a Prat. Don’t know which CEO is more of a Prat, Ulvrs or GSK’s.
Bid from the US for ULVR much more likely now. Ulvr shareholders have been suitably softened up by this debacle
The shares had hit a four time low and were rallying. It would have returned to at least mid 40s then Jope could have launched a bid.

[roguetraderuk] 18/1/2022 20:12

i would guess the american side would be looking for higher given the higher multiples over there. if it was just gsk, the deal would have been done. thats my view. gsk will never see that kind of money. i expect walmsley would be a for a sale if it was fully gsk owned esp given what is going to happen with valuations.

[terminator101] 18/1/2022 19:30

Must have proposed a new 99 hole power jet to flush unilever down the toilet

[spoole5] 18/1/2022 19:17

And that deal worked out pretty well in the end!

[essentialinvestor] 18/1/2022 19:00

brwo, Shell bought right at the cycle low, that is why investors supported the BOD decision.

[elsa7878] 18/1/2022 18:59

£34.74 in NY.

[brwo349] 18/1/2022 18:56

Just because the ULVR share price is down 11% does not mean the deal is dead. Remember a few years ago when shell paid 47 billion for BG gas, I checked back and according to the Guardian ---

>>BG’s share price surged 27% to £12.06 on the news, while Shell shares fell 8.6% to £21.16.<<

So the deal may still be on although I hope not.

[pander45] 18/1/2022 18:42

It's starting to rebound a bit, not much.

[cardinal3] 18/1/2022 18:38

Can't imagine why GSK won't sell at such a mad price. Equally I cant see the logic of the huge debt ULVR will take on. Only shareholders will suffer even more than already.

Better ULVR is broken up.

[essentialinvestor] 18/1/2022 18:24

PC, FX element in the mix and US markets near session lows.

[patientcapital] 18/1/2022 18:17

Still sinking in NY.

[muffinhead] 18/1/2022 17:58

Unilever brands are tired

Can't they create some new brands

"I Can't Believe It's Not Paracetamol"

[careful] 18/1/2022 17:47

could it be Pfizer blocking it?

there is something odd going.