Minibull today is already out of steam. Very hard to break the £40 ceiling.
When I bought ULVR back in 2020 I thought we would see £60 in 2025. No prediction was poorer than this. |
They will look to sell IC, we've seen this before with spreads, tea, etc.
A trade buyer/PE is what they want. |
I quickly deleted my post as I realised reading a news report that it wasn't clear yet what exactly would be happening but you were too quick off the mark, so thanks for your reply anyway. |
#Kenyo, only if it is listed separately, more likely to be a subsidiary company under the same umbrella though.. |
Alotto, because there are a lot of jobs and expensive and complicated infrastructure to be dealt with. Hein seems keen on pruning, I hope he keeps some of the branches and doesn't kill the roots. imo the problem is not really the business, it's the mediocre VP and SVP levels and the overly political culture. Always has been. |
Why the spin off is going to cost 1.2% of revenue? That's a hell lot of money. |
RNS out for Ice Cream spin off. Glad to accumulate at these prices.GL all. |
Funny how Unilever was a safe harbour during the pandemic though. Very hard to take a position. I'm in for the long run, although dividend yield is much better in many other places. |
fmcg not a safe space right now. I'm out for the time being. |
https://www.businesspost.ie/news/activist-investor-takes-stake-in-greencore-reports/ |
£132m portfolio isn't that big tbh |
 Columbia’s ‘Alpha’ stock picker tops up Unilever
Columbia Threadneedle manager Jeremy Smith has added to his position in Unilever (ULVR) which he believes has ‘significant levers’ to accelerate growth.
Smith topped up his stake in the Citywire Elite Companies AA-rated consumer giant through his CT UK Equity Alpha Income fund, where it is the fourth-largest holding at 5.3% of the £132m portfolio.
He said he was ‘encouraged217; by board changes, with a new chair, chief executive and chief financial officer ‘enhancing the quality of the management team’.
‘Unilever has had a poor decade due to a lack of focus and too many conflicting key performance indicators,’ said Smith.
‘However, we believe that the business has significant levers to accelerate organic growth and improve returns.’
He added that the group, which owns brands such as Dove and Flora, is ‘well positioned to adapt to ever-more stringent regulation around plastic waste, and the firm is working to make its products more appealing to environmentally engaged consumers without threatening its growth ambitions’.
Shares in Unilever added 0.5% to £39.05 on Wednesday. They are down 4% over the past year.
citywire.com |
The company sounds too high tech to work on this kind of things. Whatever floats their boat ⛵ |
"Over the past two years, we have worked closely with the team at Unilever, to develop successful binders and are pleased to see the promising results the binders are delivering in their laboratories"
A binding agent in foodstuffs. |
www.ajbell.co.uk/articles/latestnews/273347/aptamer-shares-jump-successful-unilever-contract-progression
#2985 more info here |
"Aptamer and Unilever are now drafting patent applications to protect these developments and downstream commercial applications."
What on earth is Unilever going to put into market, this does not look like a consumer good product?! |
I'm neutral on that Phil but all I would say is that a shift from Amsterdam to London and then to NY in a short time frame would be highly unusual. I don't think it will happen personally. I'm happy to hold. The latest swoon is more to do with sterling strength atm I believe. |
Abandon this rubbish UK market and just list in the USA. |
A miracle perhaps? |
What would it take to see Unilever trading around its historical high of about £50 per share? |
Won’t be surprised if it goes below 37 before update near the end of April. |
In addition I read the recent Morgan Stanley broker downgrade. Easy to pick so many holes in it. Anyway all this co and ABF can do is keep buying back there shares in the cheap . |
I believe Porsche is talking about the whole Uk market is going nowhere. The market is just not currently valuing stocks correctly. There is just no interest in allocation to UK listing. Unfortunately this is not new. Now Unilever is a global co thus it should have international appeal . However UK managers have maxed out on their allocation to this co and simply won’t allocate further and it won’t get any pick up via ETF allocations as FTSE is out of favour.
The market confirms all of this via the constant PE purchases of small , mid cap UK with massive premiums to current share prices.
Finally what we see after results of Unilever and ABF as an another example , an immediate mark up then a constant drain down until next results as they are just not getting a bid. Last results shown increase in sales for the first time in a while. P &G however continued to see sales full in their results. Just look at the difference in performance. It’s crazy but I can’t see it changing. Time for Unilever and ABF to follow others and move from UK listing . |
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