Reckitt Benckiser Share Discussion Threads

[laurence llewelyn binliner] 25/4/2025 13:45:13

#Action - 4200 pence summer 2024 came and went twice, I missed both unfortunately, it was not a good time to liquidate anything in the ISA to fund a RKT position..

ULVR at 4400 looked value so I had some more of those, and will need to wait util May to add here but will most likely be adding a few MoM for the rest of 2025 and not look for a bottom to open the door..

[action] 25/4/2025 12:09:52

What level ? I think 4500p mat be good all things considered. Any views

[laurence llewelyn binliner] 25/4/2025 10:45:04

#Action having missed the Infamil litigation dip, I am waiting for an opening here, seems to be pulling ULVR down with it too this week..

[action] 25/4/2025 10:29:48

Time to buy dip now as China reducing duties on some us goods

[pander45] 23/4/2025 10:14:49

This share is a dog.

[suetballs] 23/4/2025 09:20:00

At least the BOD thought it was a solid first quarter!
Suet

[jubberjim] 08/4/2025 06:35:20

What do we know

Trump doesn't drink (by all accounts)
doesn't smoke (tobacco)
But he is well known for his other interests

So my question is this .

Why are the share prices of Pharmaceutical and Personal Products companies being hit so badly as well.

Explanations anyone ?

[wfcreserves] 14/3/2025 15:29:33

@riskvsreward

They may be justified IF the future brings a bigger dividend and/or a share price increase results.

However the future, as we know, is uncertain so those FUTURE benefits are only potential gains.

The company should not call them returns to shareholders now.

[chachacha] 14/3/2025 13:13:57

Read the small print. Buy back shares are held in treasury, not cancelled. Hence no benefit to investors. Shows lack of ambition for acquisitions etc.Otherwise should hold on to any spare cash to pay any future litigation damages.

[mombayspice] 14/3/2025 12:33:47

"Reckitt slumps on renewed litigation uncertainty"https://uk.investing.com/news/stock-market-news/reckitt-slumps-on-renewed-litigation-uncertainty--rbc-capital-markets-3979849

[riskvsreward] 14/3/2025 12:32:08

Why not? The equity base is reduced by the amount of buybacks. With about over 3% buybacks, eps will increase by 3% even for a static profit and will help meeting the company 2% annual dividend increase (per share).

[wfcreserves] 14/3/2025 12:22:18

There is a good discussion on the LGEN board re buy backs.

Whatever the reason, whether justified or not, they should not be called cash returned to shareholders when plainly they are not.

[santar] 06/3/2025 10:49:40

wfcreserves - yes, the only justification for share buybacks is if the dividend yield is higher than the net cost of borrowing. Otherwise it is just an exercise to maximise bonuses as these usually have an EPS component.

[wfcreserves] 06/3/2025 10:26:08

Another company that calls buybacks cash returned to shareholders. They are not. Cash actually returned to shareholders could be used to reinvest wherever they want. The company is in effect enforcing "surplus" cash to be reinvested in the company to enhance it's EPS record.

The only cash return is to the shareholders who sell their shares back to the company.

[suetballs] 06/3/2025 08:53:10

What’s going on here then?
Suet

[suetballs] 17/2/2025 15:47:57

Deleted as spam.

[mcfifi88] 17/2/2025 15:02:19

Don't know what's going on. Says there was a post on 16th but that's not showing either.

[cliffb] 28/1/2025 08:55:23

test 748 - 750 cancelled ?

[suetballs] 01/11/2024 09:16:09

My £42 top up looks even better now.
Sorry to gloat but everything else seems down the pan atm.
Suet - needed to cheer myself up!

[suetballs] 01/11/2024 09:13:08

Well that was great news for the share price
I have always been fearful of the US courts.
Suet