Unilever Share Discussion Threads

[stevieweebie2] 11/2/2022 13:40

Careful, definately, a big chunk of my pension currently moored up in Rica and ULVR at the moment, both aiding a restfull night white the storm is starting to rage.

[careful] 11/2/2022 13:08

When the markets get tough ULVR a good place to park your money.
The hero of my portfolio today.

[essentialinvestor] 11/2/2022 11:51

Come on in, the water is lovely.

[philanderer] 11/2/2022 11:49

mixed..


JPMorgan cuts Unilever price target to 3,600 (3,750) pence - 'underweight'

Berenberg cuts Unilever price target to 4,000 (4,100) pence - 'hold'

Credit Suisse cuts Unilever price target to 4,600 (4,800) pence - 'outperform'

DZ Bank cuts fair value for Unilever to 4,300 (4,400) pence - 'buy'

[spoole5] 11/2/2022 08:48

Although much more difficult to achieve with a company this size.

[spoole5] 11/2/2022 08:47

Yep great update from TATE, only weakness was in the business they have sold 50% of, now focused on growth areas.

[roguetraderuk] 11/2/2022 08:43

i wouldnt read much into the bounce. the way the company is viewed over the last couple of years, its now seen as a defensive, so it bounces a bit if the mkt overall has a bad day. if the americans recover the situation in the afternoon i expect unilever shares will soften. tbh they should look at what tate have done/are doing. thats the way forward. shrink to grow.

[essentialinvestor] 11/2/2022 08:30

Back towards £39 hopefully.

[pvb] 10/2/2022 19:43

panshanger1 10 Feb '22 - 16:53 - 2273 of 2274

There is much to much complacency amongst the management and sales force - don’t get me started on Flora !!

That Flora! She up to her old tricks?

[essentialinvestor] 10/2/2022 17:18

lol. Butter is back, apparently.

[panshanger1] 10/2/2022 16:53

I am here in Punta Cana having a nice cup of tea - why is it Twinnings ( ABS owned ) and not Lipton's Lipton's is a world class brand they should have milked ( no pun intended )for all it's worth ( which they haven't) they've owned since the 1930s ffs Not flogged off the whole division !!There is much to much complacency amongst the management and sales force - don't get me started on Flora !!

[roguetraderuk] 10/2/2022 15:54

they said prices will go up but volumes will suffer. that says that the brands cant cope with the hikes (but p&g similar brands managed to do the job). this is due to investing in the wrong areas of those brands. they shot and missed. time for someone else else they change direction of where they are aiming.

[contrarian joe] 10/2/2022 15:26

EPS are not a good yardstick imo,owners earnings is the acid test,the share price performance over 3yrs compared to it's peers doesn't lie.Jope needs to step aside imo.

[thruxie] 10/2/2022 15:20

@Monty share buy backs now are a better use of cash than over priced acquisitions.

[montyhedge] 10/2/2022 13:11

Looks like the company as run out of ideas, share buybacks really.

[essentialinvestor] 10/2/2022 12:50

* 1% buy back contribution to EPS.

Debt observation valid, but net off the tea disposal proceeds to come.
New buy back is over 2 years.

[unastubbs] 10/2/2022 12:44

eps up due in part to buybacks. in return the debt has increased considerably.

[essentialinvestor] 10/2/2022 12:35

When there is comment about underperformance it is relative to the wider
sector.

They have just announced record EPS (excluding divestments), dividends and operating profits, free cash flow about £1 bn lower than last year's high.

[essentialinvestor] 10/2/2022 12:26

pan, spreads an interesting one, may have mistimed that sale coming just before the renewed interest in plant based options!.

[panshanger1] 10/2/2022 12:18

Jopes credibility severely dented over the GSK acquisition fiasco Will be out eventually but not yet And another thing - Still didn't agree with the rational behind flogging the Flora / Spreads business - great to have that in a downturn!!PE were queuing up to buy that

[spoole5] 10/2/2022 11:55

Impressive turnaround. Buyback started?

[big7ime] 10/2/2022 11:47

They’ve been saying that for years blue. Why do you buy a Merc?
Divi increased, is all I’m concerned with. Have held decades.
You never have to wait too long for a new shr price high
Will be £60 by 2025, in the meantime divi will go up.

[shouldhavesold] 10/2/2022 11:45

Speak for yourself