Unilever Share Discussion Threads

[dancing piranha] 20/11/2023 18:08

I sold out at £39 to put the funds into RR. and happy I did.

Thought this was a solid hold, but it just goes to show you, never fall in love with any stock!

[alotto] 20/11/2023 15:09

part of the problem is the decline in Europe... ah Jope, how much damage you caused...

[giltedge1] 19/11/2023 23:41

Seems good value at £38, going great in India, China & USA. UK business only 2%, so don t use UK stagnant growth rate as a guide over whole business. Most divisions grew Q3, only ice-cream down, due to heatwave 2022. Have great brands in EM eg India no 1 in coffee, also big in health & beauty in India big business.

[forgottenchameleon] 19/11/2023 16:15

Alotto, Unilever probably has to grant the licence to avoid competition law issues...in the same way as it cannot make retailers only sell its ice cream in cabinets in many places.

[alotto] 17/11/2023 17:10

Is Unilever at risk of delisting? As far as I know charities cannot be listed on the LSE

Unilever has announced it will grant a free non-exclusive license to the ice cream industry for 12 reformulation patents, following two successful pilots to warm up its last mile ice cream freezer cabinets.

[action] 17/11/2023 15:53

If they bid unilever share will go down. May be 3600p

[montyhedge] 17/11/2023 15:36

Did they make an offer for Haleon when split from GSK of 50 billion pounds now that's worth 30 billion, they could bid 40 billion and get it.Need something exciting to happen for Unilever.

[mister md] 17/11/2023 13:41

... and don't forget, as of today, Unilever's CFO holds an additional 4 shares, at a total value of GBP 155 ;-)

[jubberjim] 17/11/2023 12:05

Haven't held these for some time

All the Ftse 100 shares seem to be coming under a bit of pressure

So have had a little paddle this morning as Monty says repeatedly quarterly dividends what's not to like and I don't see the prices in the shops dropping off so shovelled a few into the Xmas bag and we will see what happens

Taking a leaf out of NT s playbook

happy hunting

[steve3sandal1] 16/11/2023 16:35

Terry Smith did a great exposé on their capital misallocation in a FSmith letter Jan 22 iirc. I think the new CEO will run the business for shareholders but it'll look a lot different. We will see. Holdings through various ITs.

[essentialinvestor] 16/11/2023 12:33

If you look at Unilever 15, or even 10 years ago, it's a very different business now -
the food category is a much smaller part of the business than in the past, however I agree that in mature markets brands are under pressure.



Also fair to say that not all of Unilever's acquisitions have paid off,
they paid $1 bn for the $ shave club as an example. Never once did Unilver mention
profitability since acquiring - and now a recent divestment of part of that business.

[action] 16/11/2023 12:28

Exd today. Witching from sidelines

[marksp2011] 16/11/2023 11:52

What makes ULVR is the EM business where aspiring to brands is still in full flow as the middle class grows

[thebutler] 16/11/2023 11:38

I agree re brands now getting squeezed. I used to buy Ambrosia rice pudding, but tesco own brand much cheaper and just as tasty. Used to buy Kelloggs all bran, but tescos own brand much cheaper and just as nice. Used to buy princes tuna, but tescos own brand much cheaper and just as good. I could go on. I used to be a "brand snob" falsely thinking brands were far superior but since this cost of living squeeze and switching to own brands I have learnt I have been ripping myself off for all those years! I won't invest in Unilever for the reasons I have given.

[essentialinvestor] 16/11/2023 11:28

It's an interesting discussion and tbf this has been referenced for the past 15
year plus.

What Unilver is attempting to do is position the business in areas where
consumers are likely to continue choosing brands - health and beauty as an example.

The tougher times in some mature markets are also to an extent offset by
a very significant presence in markets such as India - with a rapidly growing
middle class.

[yump] 16/11/2023 10:06

Structurally perhaps there is a real risk that brands will have a long slow death. Only speaking from the point of view of the UK with the increase in own-label sales.

However the rise of AI and the gig economy is producing a race to the bottom in wages, in bulk.

I don’t think that bodes well for businesses reliant on a fat margin because of their brand identity.

As a very minor example, here in Brum I don’t buy Schwarz any more, I just go and get big bags of coriander, cumin etc from the corner shop.

Will there be enough people with enough money but less sense to keep the brands going ?

[montyhedge] 16/11/2023 08:57

Thing is dividend to low, I think they gone ex growth.

[philanderer] 15/11/2023 14:37

Morgan Stanley cuts Unilever price target to 4,100 (4,400) pence - 'equal-weight'

[philanderer] 10/11/2023 00:16

Deutsche Bank backs Unilever’s ‘pragmaticR17; new boss


A meeting with the new Unilever (ULVR) chief executive Hein Schumacher revealed refreshing ‘pragmatism217; but he faces ‘a lot of inertia’ at the group, says Deutsche Bank.

Analyst Tom Sykes retained his ‘buy’ recommendation and target price of £46 on the Citywire Elite Companies AAA-rated consumer goods giant, which was trading at £38.96 on Wednesday.

He met with Schumacher and found the CEO’s ‘pragmatic communication refreshing’ as it was ‘based on where he can make performance-related improvement and was much less driven by consultancy speak and very long-term ambitions’.

‘We think many investors would come to the same conclusion on strategy for Unilever, but execution has been the issue,’ said Sykes.

‘We would see pragmatism and clarity of personal targets as likely well appreciated by Unilever staff, but the new team is going to have to overcome a lot of inertia in the business and full organisational change is only now just being completed.’



citywire.com

[markatkinson] 09/11/2023 21:05

In this latest episode of the Desert Island Investor my very dear friend and fellow ‘pod-castaway’ Paul Kerin discuss Unilever ( ULVR), one of my core holdings -

[oharebj] 09/11/2023 17:45

NS & I are paying 5.7% on their 3 year bond. Totally risk free

[philanderer] 09/11/2023 14:16

DZ Bank cuts fair value for Unilever to 4,325 (4,650) pence - 'hold'

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Barclays raises Unilever to 'overweight' (equal weight) - price target 4,600 (4,300) pence

[action] 07/11/2023 12:46

Looking for high uk treasury bond. Anything yielding 5%?

[worldwidet] 07/11/2023 10:18

200 MA must hold... can get very uncomfortable otherwise...

5% yield in GBP UK government bonds can be a massive competition to 3.5% dividend.