Unilever Share Discussion Threads

[ny boy] 26/10/2017 13:28

Recovering well, investors coming in for divi, as well as taking advantage of the recent dip

[ny boy] 26/10/2017 10:09

No idea but sometimes you have to buy these pull backs, also ex divi 02 Nov (this time next week) attractive imho

[cutlosses] 21/10/2017 14:37

Why the 3% drop on Friday ?

[ny boy] 20/10/2017 18:46

Nice buying opportunity with ex divi coming up 02 Nov

Support 4130, seems like a great entry anywhere around closing price down to support,with divi to add as well!

[nimrod22] 20/10/2017 16:58

I bought £20 grand on 25th Sept and sold on 18th Oct and managed 6.86% gain. I've bought back in today about £20 grand at 4225p and another £20grand at 4172p, but I see it fallen some more. Its at he lower Bollinger line, but not yet at the oversold on the RSI graph.
I've given my Tibetan bowl a dong and tried some chanting, but I'm not sure this is going to stop the share price falling further, but generally ULVR is a good buy at any level if you wish to hold for many years; its a consistent deliverer of value and a handsome divi as well.
The last RNS disappointed many and possibly the share price was over inflated with recent takeover activity from Kraft. Its also possible that world wide jitters over many things, Chinese debt, Catalonia, Brexit, Trump, Korea may all amalgamate to deliver the long forecaste correction. So should be ready to bale out at a moments notice, and suggest that not more than 50% in shares at this time. The answer re the share price lower level is that I don't know.

[magli] 20/10/2017 14:29

Where do you reckon they will drop to Nimrod ?
M

[nimrod22] 20/10/2017 08:58

SP sliced down through the 150 mda

[nimrod22] 19/10/2017 16:57

Luckily I sold 469 shares yesterday at £45.50165.
They were touching the overbought line on the rsi graph, and were overdue for a correction with a comparatively high PE. Combined with today's RNS they were due for a fall. I'm hoping they will drift down a few more points over the next few days and will buy back in again. Long term ULVR always delivers consistent good value, only hope I don't blow it on anticipating a further fall.....have to wait and see.
There was a massive buy at the end of the day of £26.52 million (not me)!

[rhubarbcrumble] 14/9/2017 15:53

I wonder if, the share price having been driven up on takeover expectations, it is now becoming apparent that this may not happen. I think that 57AndrewJH may have a point.

[57andrewjh] 03/9/2017 03:11

Buffett stated categorically in an interview on his 87th birthday that they would not rebid. He said it had been a mistake and they would not do a hostile bid. So any re-approach would need to be consensual. I think it was CNBC but not sure - about a 30 min interview. Long ULVR (biggest holding by far and held for about 20 years at varying levels).

[magli] 16/8/2017 16:41

Made offer on the 17th , withdrew on 19th.

[jimbeal] 16/8/2017 11:07

17/02/2017 13:01 Dow Jones News Kraft Heinz Says It Made a Takeover Proposal to Unilever

6 months up tomorrow

[jimbeal] 16/8/2017 11:04

I dont suppose the recent rise over the last few days has anything to do with the 6 month breathing off period following the Kraft bid? I believe it ends very soon - if not tomorrow?

[rhubarbcrumble] 16/8/2017 09:05

Magli,

Look at the Newsflow: Transactions in Own Securities.

[magli] 15/8/2017 21:51

I doubt it's just the buyback scheme !

[rhubarbcrumble] 31/7/2017 14:45

I am amazed to see that Deutsche bank have bought such low multiples of shares under the buy-back scheme. there are cases when they have bought just 1 share and even 7 or 8. I would have thought that they would have bought multiples of 100 or even thousands.

[broadwood] 26/7/2017 08:34

Unilever's sale of its £6 billion spreads division looks set to begin in earnest after two of America's biggest private equity firms teamed up to make an offer. Clayton Dubilier & Rice and Bain Capital are understood to have formed a consortium to construct a possible bid for the business, which includes Flora, Stork and I Can't Believe It's Not Butter among its brands. - The Times

[nimbo1] 21/7/2017 09:07

I'ts my largest holding and causes me 0 stress. Compared to the smaller holdings where I spend most of my time faffing and stressing. Perhaps it should all be in here : )

[jimbowen30] 21/7/2017 08:31

Not really much to add apart from very good company with a reasonable yield, so a long term buy and hold imo. It is on a premium rating though...

[jimbowen30] 21/7/2017 08:27

New all time high today.

[broadwood] 21/7/2017 08:15

Most surprising that this thread for one of the UK's biggest companies is totally ignored. Its not as though they don't have a good story to tell.

Admittedly, they are often the best kind.

[broadwood] 20/7/2017 07:57

Unilever reported strong progress against the strategic objectives set out for 2020.

Underlying sales grew 3%, ahead of our markets, with growth in all our categories and sub-categories except for spreads.

Turnover increased 5.5% to €27.7 billion, which included a positive currency impact of 1.7% and 0.8% from acquisitions net of disposals.

Gross margin improved by 40bps to 43.1% driven by margin-accretive innovations and acquisitions as well as our discipline in driving savings programmes.

Brand and marketing investment contributed 130bps to margin progression.

This reflects:

1) a recalibration of advertising spend in the overall market;

2) strong savings delivery from our zero based budgeting programme; and

3) innovation and support plans which are weighted towards the second half of the year, particularly in Personal Care.

For the year as a whole, we expect our brand and marketing investment to be maintained at last year's level in absolute terms.

Overheads were reduced by 10bps, driven by a further reduction in the underlying cost base partially offset by investment in new business models including retail-led brands and e-commerce.

Underlying operating margin improved by 180bps to 17.8%. Operating margin was 17.5%.

Chief Executive Officer Paul Polman said: "Our first half results show continued growth well ahead of our markets and a substantial step-up in profitability despite the persisting volatile global trading environment.

"It once more shows the validity of Unilever's long-term compounding growth model.

"Our change programme 'Connected 4 Growth' ('C4G'), which started in the autumn of 2016, is delivering ahead of plan.

"The transformation of Unilever into a more resilient, more competitive and more profitable business is accelerating.

"C4G is making our business even more agile, less complex and increasingly responsive to fast-changing consumer trends.

"The resulting increase in innovation speed and effectiveness will allow us to grow ahead of market.

"We see this as a proven way of delivering long-term shareholder value.

"C4G also enables a further step-change in margin expansion and cash flow delivery as we secure efficiencies from the roll-out of our savings programmes and benefit from the investments we have made over the last few years.

"The actions we are taking keep us on track for another year of underlying sales growth ahead of our markets, in the 3 - 5% range.

"We anticipate accelerating growth in the second half of the year driven by the phasing of our innovation plans and a step-up in brand and marketing investment.

"We now expect an improvement in underlying operating margin this year of at least 100 basis points and strong cash flow."

[spacecake] 06/4/2017 22:22

Yummy, sell spreads, then buy Kraft Heinz would be a plan !

[bluemango] 06/4/2017 09:50

Disposing Spreads. Restructuring etc.

Intention to raise dividend by 12% for coming year.