Unilever Share Discussion Threads

[essentialinvestor] 24/4/2018 11:43

Added some more yesterday morning, hoped ULVR might dip sub £38,
Not looking too hopeful atm!.

[losos] 19/4/2018 17:58

pj fozzie - "that puts Unilever into "top up holding" territory"

I agree, I have held ULVR for many years, I have 'top sliced' a few times but will add when it looks like an appropriate time, and that maybe now.

[essentialinvestor] 19/4/2018 16:26

Added a small amount.

[calabrian] 19/4/2018 16:23

I'm too optimistic!

[pj fozzie] 19/4/2018 10:09

With the dividend increase and slight easing of the price, the yield rises to 3.46% - for me, that puts Unilever into "top up holding" territory. Unilever has always been a 'buy and hold forever' share in my portfolio and will pay me back my patience when I retire. I see nothing in the current trading update to overly worry about.

Cheers, PJ

[foxeye2] 19/4/2018 09:58

It is what I really expect, but I admit to having sold out my entire holding of ULVR some time ago and I see nothing, at this time, to tempt me back in. Those who remain however, Good Luck.

[essentialinvestor] 19/4/2018 09:51

Fox, is that wishful thinking, or what you really expect?. Not intended disrespectfully.

[foxeye2] 19/4/2018 09:48

Calabrain, I admire your optimism, but hardly good news and as regards your prediction of £50 by year end, I believe £30 per share is much more likely.

Stormy waters ahead to say the least.

[calabrian] 19/4/2018 07:57

Some good news. 50 pounds a share will make me happy by year end. Nice to see the div increase.

[broadwood] 19/4/2018 07:55

- Unilever has reported underlying sales growth, excluding spreads, of 3.7% in the first quarter.

This comprised volume growth of 3.6% and price growth of 0.1%.

There was an improvement in volumes particularly in emerging markets, where underlying sales growth was 5.1% with volume up 4.3% and price up 0.8%.

Turnover decreased 5.2% to €12.6 billion, which included an adverse currency impact of 9.8% and 1.5% growth from acquisitions net of disposals.

Developed markets grew by 1.1% despite continued price deflation in Europe and North America.

Paul Polman, chief executive officer, said: "The first quarter demonstrates another good volume-driven performance across all three divisions. The broad-based growth, including over 4% volume growth in emerging markets, shows that the 'Connected 4 Growth' programme is working and enhancing our long-term compounding growth model. We are further improving the quality and speed of our global and local innovation as a result of a more agile, consumer-facing organisation. At the same time, we are maintaining strong delivery from our savings programmes and expecting to complete the exit from spreads in the middle of the year."

For the full year, the company expects underlying sales growth in the 3% to 5% range and an improvement in underlying operating margin and cash flow.

It intends to start a share buy-back programme of up to €6 billion in May to return the expected after-tax proceeds from the spreads disposal.

Unilever has raised the dividend by 8%.

[broadwood] 19/4/2018 07:16

Paul Polman: Chief Executive Officer statement

"The first quarter demonstrates another good volume-driven performance across all three Divisions. The broad-based growth, including over 4% volume growth in emerging markets, shows that the 'Connected 4 Growth' programme is working and enhancing our long-term compounding growth model. We are further improving the quality and speed of our global and local innovation as a result of a more agile, consumer-facing organisation.
At the same time, we are maintaining strong delivery from our savings programmes and expecting to complete the exit from spreads in the middle of the year.

For the full year, we continue to expect underlying sales growth in the 3% - 5% range and an improvement in underlying operating margin and cash flow that keep us on track for our 2020 goals. We intend to start a share buy-back programme of up to EUR6 billion in May to return the expected after-tax proceeds from the spreads disposal. We are raising the dividend by 8%, reflecting confidence in our outlook."

[grupo guitarlumber] 16/4/2018 10:12

Apparently investors revolt due to risk of London delisting upon move to Tulipland

[mozy123] 28/3/2018 16:28

Bond proxies rising and ulvr paying off expensive preference shares?

[nimrod22] 26/3/2018 14:32

Looks as if the uncertainty of the relocation and general Brexit issues is having an adverse effect. Not in the oversold range on the RSI graph so may have further to fall yet???

[ygor705] 16/3/2018 08:07

I do not understand all this chat about whether the new Unilever entity will be able to stay in the FTSE 100 with just an LSE quotation. I hold Smurfit Kappa which joined the index last year after getting a quote on the LSE as well as Dublin. What is the difference? As an aside, the Smurfit Kappa share price did very well as a result of the move although it has attracted a recent bid from International Paper. Personally, I do not think that the Unilever Board's decision is in the best interests of shareholders and I will vote against the proposal..........if it comes to that. Our Board are still living in the 1930s.

[rackers1] 15/3/2018 17:21

Hahahahahaha hook line and sinkerShe's followed meHahahahahahaha

[rackers1] 15/3/2018 15:58

unilever are moving because its easier to fight off takeovers under dutch law.

simples

[irenekent] 15/3/2018 12:58

Probably a buy at around £25

[jeffian] 15/3/2018 11:47

#421 re #418,

My understanding too. This was always an Anglo-Dutch company with the bias towards the Dutch and, after the failed t/o, it smacks more of protectionism than anything Brexit-related.

[ygor705] 15/3/2018 09:32

See that prefs are being cancelled and U.K. holders will have to take a capital repayment option rather than a dividend up until 1st Jan 2020 if they want to avoid 15% Dutch withholding tax. IMO this decision was taken after the Buffett approach. The Board are running for the cover to a jurisdiction more protective of hostile takeovers. Not expecting the share price to react positively in the shorter term.

[galeforce1] 15/3/2018 08:39

'This is not about Brexit' says Paul Polman.

Of course not Paul, absolutely not, not in any way at all.

Pull the other one mate.