Unilever Share Discussion Threads

[riskonricky] 11/2/2022 16:19

Non-exec, former CFO of RB

[giltedge1] 11/2/2022 15:16

Surprised to see a good gain today, after all negative press was it short covering?.

[philanderer] 11/2/2022 15:13

Good man :-)

[max euwe] 11/2/2022 14:41

Director buys 4k shares

[zho] 11/2/2022 14:10

Unilever’s plan A was to make a huge acquisition; plan B is not to make one, or at least not “for the foreseeable future”. Boardroom U-turns do not come much more screeching. Chief executive Alan Jope referenced a “strong message” from shareholders about their opposition to a £50bn tilt at GlaxoSmithKline’s consumer products division, but could equally have described the corporate equivalent of a riot in the ranks. Boards are expected to know when the investors have zero appetite for a “transformational” deal.....

[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.