Unilever Share Discussion Threads

[magli] 11/8/2023 08:43

What's being recalled ?

[alotto] 11/8/2023 07:56

How big of a deal is the product recall?

[husbod] 10/8/2023 16:44

Buy recommendation in Shares Mag today

[anhar] 09/8/2023 11:32

I've held ULVR in my long term hold, diversified income port for many years. Divis are the only reason I invest in shares at all and these have increased nicely in that time. As it happens there is a substantial capital gain too, something like 150%, though that's not my reason for investing.

Will the next couple of decades prove as rewarding? I don't have a clue but I'm certainly continuing to hold for income as I see no downside to it in my strategy. I pay no attention to brokers or press tips etc. but make up my own mind when adding to my port, or, quite rarely, selling.

[wad collector] 09/8/2023 09:19

I think IC get it right about half the time!

[essentialinvestor] 08/8/2023 12:14

Kiss of death, eh.
ULVR free cash flow is a thing of beauty.

I'm hoping DGE have a better 12 months on FCF front.

[wad collector] 08/8/2023 08:11

Tipped in IC last week @ 4224p, they look at defensive brands , emerging market exposure and a new management team; one to hold long .

[tuftymatt] 08/8/2023 07:47

Yeah I have an order to buy back in again at 4040 if it slips a bit.

Until Thursday / Friday with US data coming out I think we could be in for a rocky few more days then maybe we could see a wider market lift. That said US inflation not likely to post numbers as good as last month so who really knows.

[essentialinvestor] 07/8/2023 22:43

Added a few this morning, looks reasonable to me unless wider markets take a dive.

[alotto] 06/8/2023 07:48

Why the share price is not reflecting the growing profits?

[giltedge1] 03/8/2023 17:55

Down today, but should resume growth, next few months, buy back to come. Good to see in HY report, borrowed at 3.4%, better credit rating than UK Govt.

[philanderer] 02/8/2023 16:17

xd thursday morning for the 37p dividend

[philanderer] 02/8/2023 13:47

Despite its poor performance, this consumer goods giant has potential

Questor share tip: Recent management and strategy changes could revive the company's sales growth



Questor says: buy

Ticker: ULVR

Share price at close: £42.02

[dancing piranha] 26/7/2023 21:58

I'm happy to hold long term!

£50 sounds great, still a keeper imo!

[giltedge1] 26/7/2023 18:20

Looks like EPS 2.9 euro for year GBP 2.5, a company of ULVR quality 20x not unreasonable so thats £50 target.
Volumes flat H1 even though price increases 10%, pretty good in my opinion, if I remember my Econ studies when price goes up volume goes down, normally. Reckitt today announced, prices up 12%, volumes down 9%, & a few other Multi national struggling on volume as well. ULVR dominance in USA, India & China the difference IMO. I would say good value.

[tuftymatt] 26/7/2023 10:19

3190 from UBS is just nuts!!

[philanderer] 26/7/2023 09:34

Credit Suisse raises Unilever price target to 5,000 (4,800) pence - 'outperform'

Berenberg raises Unilever price target to 5,290 (5,220) pence - 'buy'

UBS raises Unilever price target to 3,190 (3,150) pence - 'sell'

[wad collector] 25/7/2023 15:22

Yes lets start giving away Magnums in case the profits exceed the 2018 figures.
Most of Unilever's goods are luxury items , nobody has to buy ice cream, beauty products, branded personal care products or branded "nutrition" , and all the foreign sales are not affecting UK consumers
Still ,makes a chunky headline...

[philanderer] 25/7/2023 14:20

Unilever: Marmite maker's profits soar as regulator looks for evidence of grocery greed


While Unilever's margins remain below pre-pandemic levels, they are likely to come under CMA scrutiny as the watchdog examines if shoppers are being asked to pay over the odds.

[giltedge1] 25/7/2023 13:44

Good result T/O up 9%, volume unchanged, not many Companies can raise prices like that with unchanged demand. Personal Goods & Beauty lead the way with higher margins. Ice cream down but with current heatwave will get a boost H2. Good news inflation pressures now contained so can grab market share with promotions H2. Overall positive, another buyback tranche to come.

[topvest] 25/7/2023 12:33

Yes, a positive update. The Russian comments make Unilever look bad, but are a bit one sided....its far more complex than that. They employ 3k people in Russia that they should look after, if they can. If they simply exit then they effectively hand a 1BN businees to the Russian state for nothing. In my view, Western companies should not allow Putin to benefit. Unfortunately, he will probably illegally seize the assets at some point anyway. However, under such a situation Unilever will be able to take legal action at some time when this pointless war is over, and Russia lose. Invaders always lose in the end!

[saltaire111] 25/7/2023 11:49

The analysts will be re-writing their reports on Unilever following this update. Expect to see a steady stream of upgrades trotted out over the new weeks.

[contrarian joe] 25/7/2023 10:47

Have nibbled lower levels to reduce average buying price to around 4170p,so including divis returned around 4% pa."Pretty poor really".Never thought buying quite a few of these 3yrs ago that they would still be down here,have no intention of selling until i see a 5 to start the share price,every one has their own strategy so luck to all.

[philanderer] 25/7/2023 10:15

All good , happy to hold :-)