Unilever Share Discussion Threads

[giltedge1] 19/7/2022 12:21

Agree that was my Target £ 40, need good news in HY Results to push above £ 40, highly possible as Euro in doldrums the US earnings will help & of course Ice Cream sales had a great boost!.

[philanderer] 19/7/2022 11:23

Berenberg raises Unilever price target to 4,000 (3,800) pence - 'hold'

[tuftymatt] 19/7/2022 11:09

I think we all are marksp2011!!

I only got in this in March so this one has been a gem amongst many far worse performers for me personally. Yeah I bet that kind of paper loss was enough to spin the stomach 😂

[marksp2011] 19/7/2022 10:08

I have stopped buying. 38 look like a fair price and I am in profit again after having to change trousers several time a day at 33 and flirting with a five figure lossI hate looking at red in my portfolio but I am getting used to it :)

[giltedge1] 08/7/2022 14:52

Showing resilience again today in face of market uncertainty. Looking for breakout on results, palm oil price dropping, ice-cream sales accelerating, have a good weekend.

[thruxie] 06/7/2022 17:30

Farcical turn of events where Ben & Jerry's are suing their parent company. Maybe Unilever should countersue over B & J's willful destruction of the business in Israel?

[giltedge1] 06/7/2022 14:17

Sorry typo as at work, Tea Business of course sold in "billions" 4.5 Billion.
Also to add Heatwave in India & parts of Europe in Q2, has seen ice-cream sales accelerate!.
An article from New Indian Express below 5th May 22;

"Ice cream sales revive after two years, as heatwaves sweep across country
Some companies, in fact, have been seeing a growth of over 50 per cent this season and the COVID-19 pandemic wreaked havoc on the industry in last two years".

50% great, I will stock up on Magnums this weekend for UK hot spell.

[giltedge1] 06/7/2022 11:39

Mentioned back in May, ULVR has vast experience in operating in inflationary countries, Argentina & Turkey so coping better than most. Also more positives Palm Oil & Oil price falling, so recent price increases will flow to bottom line, quite quickly. Tea money Euro 4.5 million due soon, good time to be liquid, to snap up competitors, many smaller competitors struggling. Best part kept best Tea/coffee brands in India & Indonesia, Tea & Coffee brands No. 1. in India. HY price rises at least 8%, Volume - 1% to - 2%, any better & a rally on results.

[mutandis] 06/7/2022 10:39

This is a bizarre turn of events:

"...Ben & Jerry's sues Unilever over sale of Israeli business..."

Possible due to their independent board structure (what were they thinking?).

[kiwi2007] 05/7/2022 22:07

Unilever: A Potential Must-Own Stock In An Inflationary Environment
Jul. 04, 2022

Summary
Unilever's brands are positioned well to navigate whatever is to come economically, it has already grown 7.3% in Q1 in response to inflation.
The impact of inflation will reduce profits, but on a relative basis, Unilever will become more attractive.
5 years of stagnation has left Unilever average at best compared to its peers, operations outside of EMEA could change things, however.
We rate Unilever a buy.

[giltedge1] 01/7/2022 15:06

A nice finish to the week, might buy a tub of Ben & Jerry's to celebrate.

[philanderer] 30/6/2022 01:15

Unilever unloads Ben & Jerry’s Israel business amid clash with the ice cream brand over West Bank sales

[philanderer] 24/6/2022 13:39

Provided by Dow Jones

Jun 24, 2022 10:43 AM GMT+1

Unilever Could Face Persistent Cost Inflation

0919 GMT - Unilever's margins are expected to improve in the second quarter but are still seen remaining under pressure given that inflation seems set to stay in 2023, analysts at Jefferies say.

However, they estimate that a volume/mix--the price effect from the variation between price and number of units sold--margin for the 2Q to be -1.4%, ahead of the market consensus of -2.0%, driven by stronger pricing.

The analysts also expect a volume tailwind as the consumer-goods giant benefits from a normalized ice cream season in Europe.

Jefferies has a buy recommendation on the stock and a price target of 4,130 pence.

[philanderer] 23/6/2022 00:02

I added a few wednesday.



"Unilever accused of hypocrisy after promising to get rid of 'evil' plastic sachets - only to fight to keep using them"

[giltedge1] 22/6/2022 16:11

ULVR Managed to keep level on a down day, showing defensive qualities. Buy back will push up price in quiet summer trading months. Would buy more but already have a shed load, but not as many as Peltz.

[philanderer] 21/6/2022 15:11

This should help ;-)

IHG Hotels and Resorts have partnered with Unilever this month to address single-use bathroom miniatures in hotels by ensuring 100% of its plastic packaging is designed to be reusable, recyclable or compostable

[giltedge1] 17/6/2022 09:35

I think you are too short termist latest analysis from Nick Train;
We remind our clients that Unilever’s share price was c.£5 in 1992, c.£12 in 2002, c.£20 in 2012 and £35 in 2022 (albeit down from that £50 of a couple of years ago). Such a price trajectory seems to us to be consistent with our understanding of the strengths of this company – the ability to generate steadily rising, inflation-proofed earnings over long periods of time from its diverse brands and markets. We do look to management to build further value for shareholders by periodic acquisitions, but just as important, by growing existing still promising brands such as Ben & Jerry’s, Dermalogica, Dove, Hellmann’s and Magnum. Meanwhile, India grew at double digits for Unilever in 2021 and why shouldn’t its 62% stake in Hindustan Lever, the biggest consumer company in India, which has created billions of pounds of market appreciation for Unilever shareholders over the last two decades, carry on doing so for decades to come?
I paid £ 18 in 2012 so happy to ride the markets ups & downs & bank a nice quarterly dividend cheque.

[unastubbs] 17/6/2022 06:58

when priced in USD (ie NYSE:UL) the stock is at its lowest point of the year so far. so the fact that LON:ULVR is at present over £2 above the lows of March is only due to the weakness of sterling since then. So much for Nelson Peltz!

[chachacha] 11/6/2022 01:01

Virtue signalling wokey ULVR is off-putting to both customers and investors.

[kiwi2007] 08/6/2022 11:24

Here’s Morgan Stanley to run through the options:

Execution: Despite Unilever’s 60% EM exposure, its organic sales growth has not outperformed EU Staples in recent years, and has been broadly flat net of CPI, per our analysis. Unilever’s track record in creating value through acquisitions has also been mixed. We believe the company has some strong brands in relatively attractive categories. Refocusing resources on where it has a competitive advantage could unlock growth.

Capital allocation: Since 2015, Unilever has deployed >€16bn M&A capital but its top-line growth is yet to structurally improve. During this time, the company’s capex spending has come down materially (-39% from 2015-21, or -160 bps as % of sales), suggesting a reallocation of capital from the existing business to pursuing external growth. We also note that prestige beauty is still just [low single-digit] % of Group sales, despite being a key area of focus for management since 2015. Following its rejected £50bn bid for GSK CH earlier this year, we would expect investors to scrutinise Unilever’s capital allocation strategy more closely.

Portfolio. We are less negative about Unilever’s portfolio than some investors. Based on Euromonitor data, we estimate that Unilever’s end-markets grew at around 4-4.5% over the last 5Y — in theory, growing in line with its categories could accelerate Unilever’s organic sales growth from the ~3% in recent years. That said, we think careful portfolio management could unlock further upside (as has been the case with Nestlé since 2017). Note that in January Unilever stated a desire to materially expand its presence in Health, Beauty and Hygiene areas.