Unilever Share Discussion Threads

[vaston] 08/2/2024 10:28

SYME IS NOW READY TO FLY

[philanderer] 08/2/2024 10:26

Pleasing, and back avove 4000p

[alotto] 08/2/2024 10:09

Topvest, it it is not rocket science. You just add the 4 quarterly dividends to have the annual figure.

[topvest] 08/2/2024 09:48

I have lost my patience with their results reporting - it always fails to give a simple summary...just sent this to investor relations...

"Dear Sir / Madam,

Congratulations on your annual results today.

As a Chartered Accountant and 30yr+ private investor could I politely flag a frustration. Your results continue to not disclose the annual dividend in £ or Euro clearly. You just disclose the quarterly dividend. Many investors hold Unilever for dividends and your disclosure is beyond poor versus other companies. Could this be rectified? I would suggest that I am not alone in having to work out what your annual dividend is from an alternative source! It is very easily solved as most companies disclose the full year dividend in the summary. Your annual dividend is something that you should be proud of."

[essentialinvestor] 08/2/2024 09:22

Tbf their cash flow has been pretty robust throughout the last decade.

Got to raise those market share numbers at 37% winning or maintaining share.

[keyno] 08/2/2024 08:46

Good to see a share actually go up on results day. Makes a change for my p/f!

[giltedge1] 08/2/2024 08:30

Return to volume growth Q4 better than peers, so now both volume & price growth. Market likes, now over £40 with buyback to come. Cashflow was great improvement as well, Looking positive with new team.

[wad collector] 08/2/2024 08:29

The fall in the diluted EPS is because of the big Tea disposal last yr inflating last yrs figures. The diluted EPS was E2.32 for 2021 , so up on this at E2.56.
Not much to be critical about in these results, whilst acknowledging the headwinds they seem to have a plan that is working. Hold and prosper in my book.FWIW

[edwardt] 08/2/2024 07:50

111% cash conversion caught my eye. Looks like they are restoring gross margins too - about time that happened!

[saltaire111] 08/2/2024 07:34

£1.5b buyback.

Nice.

[laurence llewelyn binliner] 07/2/2024 18:11

Q4-2023 results and dividend news in the morning, see if there are any green shoots from our new CEO strategy and direction, or another Q trading sideways while those measure take effect..?

[alotto] 31/1/2024 14:01

The ftse 100 is in total neglect.

[mister md] 31/1/2024 13:39

Think P&G is trading at almost double the p/e ratio here?
Then again, the whole UK market hasn't budged in over 20 years versus a 4-fold increase in the Dow Jones. Surely it's time for a bit of catch-up ?

[redbaron10] 29/1/2024 14:27

Never had a big holding here and sold whenever i made a small profit as the company appeared directionless with its strategy and the advertising emphasis on everything progressive and pc put me right off.Trying for a takeover of GSK was just plain looney.I don't want mission statements on how ethical its products are.How is Domestos ever going to be other than harmful to the environment?.... but it does perform a necessary function in some instances by destroying harmful bacteria and germs.The share price hasn't moved much in seven years but i think now could be a good time to build a holding....so i have.The dividend yield is also more of an interest to me now.

[laurence llewelyn binliner] 28/1/2024 14:34

#Philanderer, already in it, and waiting for the impact of Hein Schumacher and his strategy / decisions / direction to play out.. :o)

[philanderer] 28/1/2024 10:16

The Sunday Times (The Tipster): Put Unilever in your basket

[blackhorse23] 25/1/2024 08:26

Money moving to APH

[alotto] 24/1/2024 13:21

P&G seems to be doing not too bad. Let's hope to see some positive signals in here too.

[philanderer] 23/1/2024 15:09

Nice move up.

[giltedge1] 23/1/2024 13:24

Looks Good value, when you deduct £40B India holding, rest £50B earns £7B profit or there abouts & includes some of the Global top 50 brands, so very cheap IMO at £37.
Board needs to streamline tail brands, continue buybacks & raise dividend Q4 2023. Should be £40+ at least.

[edwardt] 23/1/2024 13:13

p&g reported very well.

[sumday] 22/1/2024 11:47

I think there’s a belief that if things get bad; perhaps a massive crash, ULVR will still be standing.

[alotto] 22/1/2024 10:33

Jonny, I agree on S&N, however the share price seems to be extremely resilient. I don't get why investors love this stock.