Unilever Share Discussion Threads

[spoole5] 04/2/2021 08:02

Soon be down below the bid price

[magli] 04/2/2021 07:35

Woo hoo. Bonus will be good this year !

[nick100] 04/2/2021 07:26

y Sarah Jacob and Bloomberg Automation
(Bloomberg) -- Unilever reported underlying sales for the
fourth quarter that beat the average analyst estimate.
FOURTH QUARTER RESULTS
* Underlying sales +3.5%, estimate +3.18% (Bloomberg
Consensus)
* Underlying volume +3.3%, estimate +2.78%
* Underlying pricing +0.2%, estimate +0.68%
* Dividend per share EU0.4268

2020 YEAR RESULTS
* Underlying EPS EU2.48, estimate EU2.48 (range EU2.39 to
EU2.58)
* Revenue EU50.72 billion, estimate EU50.82 billion (range
EU50.12 billion to EU51.41 billion)
* Adjusted operating profit EU9.37 billion, estimate
EU9.64 billion (range EU9.44 billion to EU9.83 billion)
* Adjusted operating margin 18.5%
* Operating profit EU8.30 billion
* Free cash flow EU7.67 billion

COMMENTARY AND CONTEXT
* Aims for Underlying Sales Growth Ahead of Its Markets
* Aims to Deliver Underl. Sales Growth in Range of 3%-5%
* Aims for Profit Growth Ahead of Sales Growth
* To Deliver Savings of EU2 Bln/Yr in Multi-Yr Framework
* Restructuring Investment of ~EU1 Bln for 2021, 2022
* Restructuring Investment to Be Lower After '21, '22
* Continue to Work on Separating Out Tea Ops

* Multi- year financial framework: "We will deliver long term
value creation by continuing to evolve our portfolio and driving
earnings growth, a strong cash flow and a growing dividend"
* Multi-year financial framework: Sustained strong cash flow
over the long term, ROIC in the mid-to-high teens, Net Debt to
Underlying EBITDA at around 2x
* Made five strategic choices including developing portfolio
into high growth spaces, win with our brands as a "force for
good", Accelerate in the USA, India and China

NOTE
* 12 buys, 7 holds, 4 sells

[purplepelmets] 04/2/2021 07:12

Sack Jope and hire the Donald to replace. We need more art of the deal and less woke soyboy gimmickry. Gave him a chance, but seriously...

[philanderer] 03/2/2021 14:52

Report: Unilever Picks Credit Suisse for Beauty Brands Sale


Unilever Plc is planning to sell a portfolio of non-core beauty brands in the US and Europe as it continues with its divestment program, people familiar with the matter said.

The company is working with Credit Suisse Group AG on a potential disposal of the assets

[essentialinvestor] 30/1/2021 14:51

Apologies if already mentioned, just flagging this up:

[philanderer] 30/1/2021 00:54

CJ, preview from Hargreaves...


Unilever full year results

Mould says Unilever’s Q3 sales came in way above expectations, increasing by 4.4% on an underlying basis, its fastest volume growth in five years.

Analysts are pencilling in slightly lower sales growth of 3.5% for the final quarter which would bring growth for the year to 1.9%.

The Share Centre notes that Unilever has been tapping into the ESG trend and has outlined plans to increase meat and dairy substitute sales to €1bn per year in five to seven years and achieve zero emissions from its operations by 2030.

[contrarian joe] 29/1/2021 15:52

Thanks Phil.

[philanderer] 29/1/2021 14:54

Full year results next thursday.

[contrarian joe] 29/1/2021 14:24

my heart bleeds for poor souls ,have taken a bit of a hiding of late....oh dear.

[spoole5] 29/1/2021 13:56

Hedge funds will be deleveraging, dumping liquid stocks like this.

[contrarian joe] 29/1/2021 13:48

That's me done,taken my last tranche.

[onehanded] 27/1/2021 11:16

should test 48 in the coming weeks.

I saw that there is again rumour of Unilever buying the small AIM company Byotrol (BYOT). Yes when I saw that I bought in yesterday on a dip. On my research into BYOT I found out they had a 24 hour product for defence against bacteria / virus, had a few ex employees from Unilever in the management team and no debt. They had a government grant to look into covid long term daily defence on surfaces and could be going into the NHS / airplanes and public transport. Worth a look...

[luderitz] 21/1/2021 14:56

Ha ha yeah till 2030 in other words let’s get some cheap publicity from an announcement.

[philanderer] 21/1/2021 13:58

'Unilever to tackle advertising stereotypes in diversity drive'

FTSE 100 company pledges to work with more businesses run by women and minorities

[philanderer] 21/1/2021 00:24

Ben & Jerry's maker Unilever to insist suppliers pay 'living wage'





Unilever has designed a factory to run within a shipping container, with just an electricity cable and water hose required to produce hundreds of tonnes of product every day.

[shieldbug] 20/1/2021 14:36

Interesting talk. Napier did say during that talk (recorded in August 2020) that he thought CPI could get to 4% in 2020. Official rate is 0.8% for December 2020.

US 10 year treasuries have been rising since that podcast was recorded. I would guess that has some negative effect on Unilever share price. UK 10 year not so much.

[contrarian joe] 20/1/2021 10:52

Rising Inflation the main drag at the moment imo.Below is a riveting podcast.hxxps://www.podbean.com/ea/pb-pssc3-e54d18

[philanderer] 19/1/2021 15:47

shieldbug, 321 now , thanks for the link :-)

[shieldbug] 18/1/2021 10:06

Struggling to see why this fireside chat with Morgan Stanley has only 292 views on Youtube. Clearly Unilever is not flavour of the month. Good reason to buy.

hxxps://www.youtube.com/watch?v=qj5j9ny217Y&feature=youtu.be

[essentialinvestor] 15/1/2021 12:16

Hoping for a couple of more days like this.

Value harder to find when the world and his wife are clamouring to buy something.

[philanderer] 15/1/2021 12:00

'Risk on' day today.