Unilever Share Discussion Threads

[bend1pa] 08/8/2022 14:12

AFAIC, that doesn't count if the share price fails to hold that level by the close, which has happened several times since the interims. It needs to hold 4000 for at least 3 trading days in succession for me to be convinced.

Today should be interesting, since the FTSE 100 is firm (and has been for a few weeks now dragged up by Wall St.) ULVR itself is firm and has poked its nose above the 4000 once again, (4005 currently). Let's see if that level holds for today.

[huckers] 04/8/2022 14:32

But it did crack 4,000p last week - I managed to sell some of my holding in my SIPP at 4,090p (I decided I wanted to put some of the capital to use elsewhere). I’m expecting the share price to keep moving up over the coming weeks.

[bend1pa] 04/8/2022 09:16

So that now makes it the 7th failed attempt at 4000 since the encouraging interims. Looks like that barrier is going to be a lot tougher to crack than I first thought. Although it's an xd day, share price is down a lot more than the div atm. I hope this isn't the start of another long retreat. But too early to tell for now.

[philanderer] 04/8/2022 00:01

xd in the morning for the 36.33p dividend.

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Unilever stops paying Ben & Jerry's board members as feud over its ice cream sales in Israel escalates

[strollingmolby] 01/8/2022 20:11

This won't help Unilever's ESG credentials:



Plastic in the Depths: Multinational denies dropping plan to recycle plastic sachets – and leaving developing countries with a toxic headache as they end up in landfill or the ocean

Five years ago, Unilever announced a “radical recycling” process aimed at tackling a huge waste scourge it helped to create: billions of single-use sachets that litter south-east Asia’s landfills, pollute its waterways and wash up on its beaches.

The “sachet economy” of single servings at low prices, targeting poorer consumers, began across much of the developing world in the 1990s. Sold at shops and stalls across south-east Asia and Africa, these brightly coloured palm-sized packets contain everything from shampoo to coffee. But their size and multilayered structure render them almost impossible to collect and recycle. In Indonesia, which lacks the infrastructure to deal with waste, they represent the ultimate symbol of throwaway culture, making up 16% of all plastic waste.

Indonesia produces 7.8m tonnes of plastic waste a year, according to the World Bank, 4.9m tonnes of which is uncollected, dumped or left at improperly managed landfills. An estimated 4.5% of this plastic waste – or about 350,000 tonnes – ends up in the ocean.

To tackle this growing problem, Unilever launched a waste-collection scheme in Indonesia in 2017, which it said would help “empower” waste-pickers, who are responsible for recycling much of the country’s plastic waste and are among its poorest and most marginalised workers.

At the same time, the company launched a pilot recycling plant using a system called CreaSolv that promised to recycle sachets into new products as part of Unilever’s pledge to ensure all of its plastic packaging was fully reusable, recyclable or compostable by 2025. Unilever said the plant in Sidoarjo, East Java, was designed to recover polyethylene, which accounts for more than 60% of the sachets’ layers, to produce high-quality polymers, which are then made into new sachets.

But Indonesian rubbish collectors, organisations representing waste-pickers and environmental organisations tell a different story. Unilever stopped the collection scheme underpinning the project abruptly, they told the Guardian, leaving uncollected waste piling up outside waste banks.

Some waste collectors, unable to find buyers for the uncollected sachet waste, burned it to allow for more lucrative waste streams, creating air pollution.

[tuftymatt] 31/7/2022 08:25

Good to see 👍🏻

[philanderer] 31/7/2022 00:29

MIDAS SHARE TIPS: Week by week, cost-of-living crisis is pushing up prices of everyday items, but you can clean up - from battle of the big brand leaders


MIDAS VERDICT

BUY Unilever

HOLD Reckitt

[tuftymatt] 27/7/2022 20:24

I agree and based on whats happening in the US today I think it could have another crack at 4100 tomorrow.

[bend1pa] 27/7/2022 18:33

So the first stumble to hold £40, which was predictable. It is a psychological barrier for investors. It may take a few more attempts to finally break through it, but far more likely to happen in the next 2 months than to completely fail.

[zho] 27/7/2022 13:58

Unilever demonstrates an impressive degree of pricing muscle

Upgrading its revenue guidance is reassuring after the firm’s failed tilt at GSK’s consumer arm, but things remain volatile

[philanderer] 27/7/2022 13:51

Deutsche Bank upgrades Unilever to 'buy'


[...]

[roguetraderuk] 27/7/2022 08:10

re yests note, the unilever adr broken thru the channel at $48 and closed by the 200dma at 48.88 as of yesterdays close. the 200dma is a pivot and will illicit a sharp move in either direction. if to the upside, the shares could reach the gap low at $50.62 on this move. the uk listing has a gap just under 42 pounds with the gap high just under 43 pounds.

[tuftymatt] 27/7/2022 07:30

Thanks una 👍🏻

[unastubbs] 27/7/2022 06:57

hold "tempus" in The Times

[giltedge1] 26/7/2022 14:09

Great result, with priority regions USA, India, China leading the way. These are the regions for future growth & where company will prioritise. Europe now only
20% of turnover & UK must be tiny say 2%. Good to see new purchases showing double digit growth & e-commerce growing strongly. Second buy back Euro 750m commencing soon & will be more powerful than first tranche, as sentiment greatly improved. Tea money
Euro 4.5 Billion received 01/07, so cash for more growth. Heartening to see ULVR can borrow at same rates as UK Gilts or USA Treasuries. Definite hold.

[livewireplus] 26/7/2022 11:29

Unilever boosts forecasts as consumer goods giant's near-10% price hikes more than cover fall in sales volumeshttps://www.dailymail.co.uk/home/index.html

[1nf3rn0] 26/7/2022 09:19

Volume decline of 1.6% may not be too bad if the overall market volume is lower with consumers buying less across the board and making products last longer / smaller portion sizes, etc, as that will affect all consumer goods companies. Will have to see how this -1.6% stacks up against competitors.

[watfordhornet] 26/7/2022 09:04

Good place to have some of the portfolio.Yes will be under huge pressure from rising costs etc so to retain margin will be very difficult especially as sales drop which is likely.Nice safe divi though which will help and more exciting than stuck in a bank account

[csmwssk12hu] 26/7/2022 08:53

That’s not a good update for the long term, volume always needs to grow otherwise sooner or later you have no customers, probably a temporary blip for Unilever, supermarkets will now be after lower prices as well as they know they are growing sales through extra pricing, ironically despite increasing prices the margin is down, probably caused by the lower volume, it’s a fine balance getting it right, this quarter they have got that wrong, will they be ok? Of course they will this is Unilever, it’s one of the best companies in the world for a reason, if you told me I had to put my money into a company for 30 years I would pick this over apple or Amazon.

[waldron] 26/7/2022 08:35

Unilever PLC said Tuesday that it expects underlying sales growth for the full year to exceed previous guidance, driven by higher prices, although volumes are forecast to be under pressure.

The Anglo-Dutch retailer--which owns consumer brands such as Ben & Jerry's ice cream, Dove soap and Cif and Domestos cleaning products--said it currently sees underlying sales growth ahead of the previously guided range of 4.5% to 6.5%.

"The medium-term macroeconomic and cost inflation outlooks are uncertain and volatile, but delivering growth remains our first priority. Against this backdrop, we continue to expect to improve margin in 2023 and 2024, through pricing, mix and savings," it said.

The company posted underlying sales growth of 8.1% for the first half of the year, with a decrease of 1.6% in volumes and an increase of 9.8% in prices. Analysts' consensus for underlying sales growth was 7.2%, according to a forecast taken from the company's website.

For the second quarter, sales growth came in at 8.8%, beating the company's compiled consensus of 7%.

The company said first-half pretax profit was 4.36 billion euros ($4.46 billion) compared with EUR4.37 billion a year earlier.

Turnover came in at EUR29.6 billion, including EUR15.8 billion in the second quarter. Analysts expected half year and second quarter turnover of EUR29.04 billion and EUR15.26 billion, respectively.

The board declared a quarterly dividend of 42.68 European cents a share, the same amount as for the first half of 2021.



Write to Michael Susin at [e-mail]



(END) Dow Jones Newswires

July 26, 2022 02:42 ET (06:42 GMT)

[wad collector] 26/7/2022 08:33

It is big, it is diversified, some big name products , it is making good money and that ticks enough of my boxes. Happy to hold.

[roguetraderuk] 26/7/2022 08:28

taken in isolation the results arent knocking it out of the park, the inc in sales is mostly down to higher prices and margins have moved lower and are now guided lower. however they have guided sales higher fromk here and so compared to philips whirpool and a few others, the results are pretty decent.
on the us listing the down channel comes in at 48 dollars or so today. if they can break above that, then you could see a marked move hgiher. so todays price action will be important, as a failure here will mean the bounce may well be over.

[tuftymatt] 26/7/2022 08:20

Back at £40 😀

Based on today's results I am now holding for longer. With the wider economic problems out there this safe haven will come up on many peoples radar today and the recent run will encourage them to hop on I think.

[1nf3rn0] 26/7/2022 07:30

Additional notes from the pressUnilever had previously forecast full-year underlying sales growth at the top end of a range of 4.5% to 6.5%. It said on Tuesday it now expects underlying sales growth to be above that range, driven by prices with some further pressure on volume.Its half-year turnover rose 14.9% to 29.6 billion euros ($30.25 billion).One of the biggest consumer companies in the world, making everything from laundry detergent to ice cream, Unilever's costs have surged since the start of the COVID-19 pandemic created global supply chain logjams.War in Ukraine has since boosted energy costs and sent prices of raw materials such as wheat, sunflower oil and pulp used in packaging to record highs.Its first-half operating profit margin fell to 17% from 18.8% a year earlier.The company previously said it expected its full-year underlying operating margin to fall by between 140 and 240 basis points, or by 16% to 17%, with the bulk of the hit expected in the first half."Underlying sales growth of 8.1% was driven by strong pricing to mitigate input cost inflation, which, as expected, had some impact on volume," CEO Alan Jope said on Tuesday. "The challenges of inflation persist and the global macroeconomic outlook is uncertain, but we remain intensely focused on operational excellence and delivery in 2022."