Reckitt Benckiser Share Discussion Threads

[bluebelle] 21/2/2013 15:50

What Stever ? You're buying ULVR ? And selling RB ?

Well, you cunning old blighter. You've kept that quiet !!!

[stever4545] 21/2/2013 15:45

You want to be nasty well then fineI will SELL

[stever4545] 21/2/2013 15:44

Selling in 1000 block

[stever4545] 21/2/2013 15:43

OkSelling all RB nowThat's itIt's overvaluedBuying ULVRI was gonna keep 40% of this SellingS

[bluebelle] 21/2/2013 12:12

Stever
Do you honestly think that by spending your every conscious hour setting up multiple threads (11 so far) to ramp a stock of a company the size of ULVR (and deramping anything which you see as competition) you are going to make the slightest impact whatsoever on the price of either ? (You certainly haven't prevented today's ULVR fall).

If you really do - and why else would you bother ? - I think you must be deluded in the extreme, but each to his own.

[citymohawk] 21/2/2013 12:09

Whats the ticker code?

[citymohawk] 21/2/2013 10:23

call logger

Any thoughts on what share steve is talking about?

[call-logger] 21/2/2013 09:16

Thanks Steve

That looks as though that's the last word on this matter.

No more words are needed

Any other post would be superfluous

Your job here is done

[stever4545] 21/2/2013 09:07

The case for ULVR :jonwig - 21 Feb 2013 - 08:15 - 205 of 206Investec, yesterday:Unilever was the full year and fourth quarter growth champion in the megacap peer group and carries strong top line momentum into 2013. We continue to see potential for margins to surprise positively in the coming year, given second half pricing power, rising gross margins and what we expect to be a more stable commodity environment. Meanwhile the take-out of Heinz supports our bullish thesis on valuation. If Warren Buffett can be seduced by (mature market) Heinz at 15 times [earnings], then we remain compelled by Unilever at under 12 times*.We continue to see any resurgence of P&G as the key challenge to our buy case on Unilever....We are not complacent about P&G. However we think that the extent of the threat can be overstated. We think that 'hot' competition with P&G extends to only around 25% of Unilever's sales.P&G will remain in transition for a while yet. Organisational 'turnaround' cycles in our experience are measured in years, not months, and are usually resolved with a change of leadership. Unilever was most recently in transition from 2004 to 2008 as Patrick Cescau took over from Niall Fitzgerald. P&G was in the same position in 1998 to 2001 as Durk Jager transitioned to AG Lafley. This time around, P&G's top line performance really started to dip in the third calendar quarter of 2010. So roughly two and half years ago, during which time top line and market share performance has languished and incumbent chief executive Bob MacDonald's leadership continues to be questioned. *How on earth can ULVR be 'under 12 times (it's about 18, historic) unless it's a forecast for 2013, with weaker GBP thrown in?Stever4545 - 21 Feb 2013 - 08:25 - 206 of 206This to trade at 18 times earnings we would need a price of 18/12th of say ?25 thus ?37.50 which is where Goldman are coming fromSo Investec are modest to say ?29 short run>

[brianbadonde] 20/2/2013 15:51

78p xd as well today

[stever4545] 20/2/2013 14:41

String of sales as people moving to ULVR

[citymohawk] 20/2/2013 13:33

I'm a long only investor. But when you see such a hot short, I think its time to play big till June at least. Never have I seen such an over done rally relative to earnings growth.

[stever4545] 20/2/2013 11:33

jonwig - 20 Feb 2013 - 11:13 - 185 of 185Today: Investec reiterates BUY, tp raised from 2800p to 2900p.ULVR

[stever4545] 20/2/2013 11:21

I have huge respect for RB but simply feel there is more scope in ULVR Not sold all my position just 60%

[kkringe] 20/2/2013 11:17

Is your short beginning to hurt?

[stever4545] 20/2/2013 10:02

It's good but more scope in migration to ULVR as target £31 leaves us more profit

[kkringe] 20/2/2013 09:39

Recovered the dividend drop in 90mins - and got the dividend to boot.

[stever4545] 20/2/2013 08:35

Told u to convert some to ULVR as more scope for a rise

[gbb483] 19/2/2013 21:37

Before S wets themselves tomorrow when the price drops - it's because it's just gone Ex-Dividend.

[kkringe] 19/2/2013 21:31

Reckon S is kicking themselves for putting in a short.

[stever4545] 19/2/2013 12:32

If u want to convert some profits look:ULVRStever4545 - 19 Feb 2013 - 11:51 - 189 of 189Global profit year to date: net trading profit up to 19.1% and ahead of peer group. Strategy in place for 20% full trading year net profit and strategic plan in place for the further 90 basis points. These consist of:A) global emerging market strategy and oral and foot care expansion including acquisitions and further expansion of manufacturing capability.B) further expansion globally of project perfect storeC) global strategy of doubling the size of the Company but halving its environmental footprintD) embracement of 13 for 2013 strategic global planE) all seasons global sales strategy Thanks S

[gbb483] 19/2/2013 11:31

ULVR? That 2p share? They couldn't afford to bid for a 1st class postage stamp.

[toffeeman] 19/2/2013 11:13

Steve - there won't be when Unilever overbids for RB.!