Unilever Share Discussion Threads

[bananastand87] 31/5/2022 13:09

Just another day of riding this gravy train all the way to the bank

[kennewil] 31/5/2022 11:07

I suspect careful was joking

[philanderer] 31/5/2022 10:52

James Edwardes Jones, analyst at RBC Capital Markets, said: “At P&G, we believe Nelson Peltz stimulated changes to culture, remuneration and organisational structure. Although he isn’t completely responsible for the much-improved company P&G is today, he was a factor.

“We hope his presence can motivate similar changes at Unilever as well as drive cross-investor engagement.”





RBC welcomed Peltz's appointment, suggesting that even if it didn’t result in an immediate direct effect on the group’s strategy his presence could help ‘drive collaboration among Unilever's other shareholders and raise the company's profile in the media to increase accountability of ongoing changes’.

sharesmagazine.co.uk

[buoycat] 31/5/2022 10:11

You're analysis is incorrect. The market is set by buyers and sellers. Anyone sitting on their hands and stock has no influence on the price. But...often the price will draw a potential buyer or seller into the market through fear or greed! That's the function of the market.

[gibbs1] 31/5/2022 09:25

Unilever PLC said Tuesday that it has appointed activist investor Nelson Peltz as a nonexecutive director with effect from July 20.

Mr. Peltz runs the activist hedgefund Trian Fund Management LP, which holds a stake of around 1.5% in Unilever.

The fund had potentially been adding pressure to the packaged-food and consumer-goods giant since its failed $68 billion bid for GlaxoSmithKline PLC's consumer-health business in January.

"We have held extensive and constructive discussions with him and the Trian team and believe that Nelson's experience in the global consumer-goods industry will be of value to Unilever as we continue to drive the performance of our business," Chairman Nils Andersen said.

Trian Fund also said it will disclose further information regarding its investment in Unilever at an appropriate time.

"Unilever has significant potential and Trian looks forward to working collaboratively with Unilever's management and board to help drive the company's strategy, operations, sustainability and shareholder value," Trian said.

Shares at 0728 GMT were up 257.0 pence, or 7.4%, at 3,752.5 pence.



Write to Michael Susin at [e-mail]



(END) Dow Jones Newswires

May 31, 2022 03:51 ET (07:51 GMT)

[careful] 31/5/2022 08:31

blue59

Investment sucks.
and it is no good selling a few.
The market knows you still have some and will only go up after you have sold them all.

[blue59] 31/5/2022 08:27

Jump has nothing to do with the rns, it’s because I sold out yesterday!

[1nf3rn0] 31/5/2022 08:22

If anything this immediate boost to share price makes crystal clear to the existing board how much shareholders have lost faith in them, and how desperate they are for change.

[tuftymatt] 31/5/2022 08:21

That is some jump!! 😀

[careful] 31/5/2022 08:21

Nelson Peltz. A rock super star non exec with a flawless track record.
Great news.

[roguetraderuk] 31/5/2022 08:11

he has just stepped up to look at wendys so his activism is fresh in mind. unilever of course much bigger and he cant swallow it by himself but has means to make waves hence the short covering mark up.

[spoole5] 31/5/2022 08:09

Excellent news

[saltaire111] 31/5/2022 08:08

The new guy = 6% increase in share price. Blimey.

[purplepelmets] 31/5/2022 07:25

Finally we get a board member that has share price in mind not virtue signalling and fishing for an MBE for green activism. But we need rid of Jope ASAP to make any real progress. The guy is poison

[1nf3rn0] 31/5/2022 07:24

London, 31 May 2022. Unilever PLC today announces the appointment of Nelson Peltz as a Non-Executive Director of the company and as a member of its Compensation Committee.It is expected that the appointments will be effective from 20 July 2022.Nelson Peltz is Chief Executive Officer and a Founding Partner of Trian Fund Management, L.P. ("Trian"), an investment management firm. He has previously served on the Boards of several major global consumer goods companies, including The Procter & Gamble Company, H.J. Heinz Company and Mondel?z International.Nils Andersen, Chair of Unilever, said : "We are pleased to be welcoming Nelson to the Unilever Board. We have held extensive and constructive discussions with him and the Trian team and believe that Nelson's experience in the global consumer goods industry will be of value to Unilever as we continue to drive the performance of our business. We look forward to working closely together to create long term sustainable value for our shareholders and wider stakeholders."Nelson Peltz said : "I am delighted to be joining the Board of Unilever. We believe it is a company with significant potential, through leveraging its portfolio of strong consumer brands and its geographical footprint. Trian has made a considerable investment in Unilever. We look forward to working collaboratively with management and the Board to help drive Unilever's strategy, operations, sustainability, and shareholder value for the benefit of all stakeholders."Trian has confirmed that it manages funds which hold interests in approximately 37.4 million ordinary shares of Unilever, constituting approximately 1.5%* of Unilever's share capital.

[philanderer] 31/5/2022 00:09

'Unilever ups its stake in Nutrafol to strengthen presence in hair wellness'

[giltedge1] 24/5/2022 11:16

Support level has moved up, & now slowly rising need a good Q2 to confirm trend.

[marksp2011] 23/5/2022 10:18

Thats OK Blue

I am enjoying this time with ULVR......gentle day trading with cash shares. making some money (digging myself out of a position at 3799

Needs a new CEO and a working strategy that doesn't focus on Woke

[bend1pa] 21/5/2022 16:05

The series of consistent lower 'highs' and lower 'lows' over the past 3 years says it all about the share price behaviour. £33 looks likely as the next 'high' to be formed over the next few months. While Jope remains in charge that pattern is unlikely to change. Still believe £30 appears more likely than £40 over the next year or so.

tinyurl.com/358e7ryn

[blue59] 21/5/2022 11:53

Thanks for the trading tip/lesson, I’ve been doing it wrong all this time!

[marksp2011] 21/5/2022 08:27

I am buying on the down days and selling on the up days keeping the "profits" in ULVR shares

Change of CEO = £42 I think.

[giltedge1] 20/5/2022 11:28

I also added looks oversold at these levels, but reached my 10% portfolio max position. Regarding expensive brands ULVR sells at all price points, my ULVR products I buy are £1 or less, in India sells soap & tea sells for pence, to help consumer.

[spoole5] 20/5/2022 09:18

At least they're buying back at reduced prices

[kiwi2007] 20/5/2022 02:08

.......US consumer staples stocks, supposedly one of the steadiest, most defensive corners of markets, went down a whopping 6.4 per cent....

So, not alone.

[blue59] 19/5/2022 21:50

No! I can’t see the upside of being in a badly managed, overpriced ‘brand’ producer in the crazy world we’re heading into.