Unilever Share Discussion Threads

[nick100] 19/2/2021 10:45

BERNSTEIN CUTS UNILEVER PRICE TARGET TO 4,000 (4,300) PENCE - 'UNDERPERFORM'

[ttg100] 19/2/2021 09:47

added a few

[porsche1945] 18/2/2021 16:42

That idiot Polman should have worked on getting a better offer from Kraft/Buffet in 2018, from 5250 to 3900 in two years since with a soso dividend, needs a break up shake up or takeover like rest of non performing world dog brexit index ftse 100.

[marksp2011] 18/2/2021 04:36

I have started rebuilding a position in these.

My portfolio is in need of a reshape as I have had some good times with some that now look really overpriced even though they are great stocks. HWDN is well ahead of itself and I have several nigh 100% gains that I am cutting back - I wouldn't buy at these prices so why hold

[philanderer] 17/2/2021 18:43

‘Portfolio evolution’: Unilever to divest select beauty and personal care brands

17-Feb-2021 By Kacey Culliney

Personal care major Unilever has begun the process of separating out some of its smaller beauty and personal care brands as part of a portfolio reshuffle that will also see potential acquisitions in prestige beauty, according to its CEO.

[spoole5] 17/2/2021 08:24

Bats hammered today for decent results and increasing divi. Groundhog day

[onehanded] 17/2/2021 07:54

See unilever and deepverge DVRG in partnership for labskin research and with dell, very interesting. From this month Deepverge RNS...

DeepVerge (LSE:DVRG.L), the environmental and life science AI company, announces the addition of two Containment Level 3 (CL3) laboratories at the Company's York, UK HQ facilities, creating a Centre of Excellence for the EcowaterOS consortium, Labskin initiatives, and increases laboratory space in preparation for the launch of the Skin Trust Club, later this quarter.

The Centre of Excellence expands on the successful product testing using Labskin with the SARS-CoV-2 virus with University of Aberdeen, Public Health England, University of Liverpool, Cork Institute of Technology and the work completed with industry partners including Dell Technologies, Unilever and the Water Rising Institute.

[essentialinvestor] 15/2/2021 10:19

Dash for cyclicals atm, exacerbated by FX moves weighing on Unilever.

Cable at 1.39.

ULVR looks value to me.

[contrarian joe] 14/2/2021 21:30

Isee Hugh Yarrow & Ben Peters guys i rate highly have ulvr as their largest holdings over 9%,(similar position to mine),reckon I'm down around 8% from average price paid,might/hope to trade some over the course of months to require a lower average price,worst possible action is to sell out completely at these levels.

[shieldbug] 12/2/2021 13:30

Its just a phase that the market is going through.

[damp seaweed] 12/2/2021 12:27

It seems someone is quietly selling down their holding over the last few days.

[essentialinvestor] 12/2/2021 12:08

Yup agree.


Market sees it differently atm.

[nick100] 12/2/2021 12:06

I think this is oversold .

[essentialinvestor] 12/2/2021 12:05

Nick, what is your own view on Unilever if I may ask ?.

[essentialinvestor] 12/2/2021 10:47

And ultimately free cash flow is key,
that's the gold standard measure of quality.
If you look at both FCF and cash conversion it's a great business.


So lots and lots of views, but free cash flow shouts the loudest for me.

[essentialinvestor] 12/2/2021 10:41

With Unilever food and household are slowly becomming less important.

What they are attempting to do is gradually shift to higher margin
health and beauty growth categories- and to be fair, if you look
at Unilever sector composition from a decade ago, this is happening.

The tea divestment will further shift the company in that direction,
as did the divestment of spreads.

[frazboy] 12/2/2021 10:28

EI,

The article does, I think, refer to the underlying operating margin - therefore adjusted for exceptionals (Covid/restructuring related)? Not sure... The author does run his own portfolio and is definitely worth a read, not sure I would dismiss him as as just as financial journalist (I appreciate that's not exactly what you said).

Good value down here, I think, the worry for me is supermarket own brand erosion (in developing markets?) caused by Unilever's customers switching who are suffering financial distress due to Covid.

Might add on further weakness but not at this level.

[essentialinvestor] 12/2/2021 10:04

Appreciate the journalists need an angle to write from,
however if you look through the headlines COVID related costs
must be responsible for a chunk of that margin compression.

The restructuring costs were seen as a negative,
but when viewed a result of removing costs from the business
it's a positive, not a negative.

[frazboy] 12/2/2021 08:51

Thanks Nick, I've just glanced at that but if I'm reading it correctly the short position has reduced - looks to me the positioning was more short term trading rather than a dark shadow being cast over prospects.

[frazboy] 12/2/2021 08:26

nick100 - post 1147, if you don't mind me asking, where are you getting your data, specifically 'That number has increased considerably since the results"? For what it's worth, the Dec 31st short position was effectively 0% (a rounding error).

Cube investments covered the results the day after the start of the sell-off:

hxxps://cube.investments/cube-uk-report-5-feb-2021/

He tries to interpret the numbers and explain the recent weakness in terms of margin compression (as mentioned in the FT Lex), and pricing power. Note, I don't know where he got his Market Cap numbers from as they're clearly wrong.

[pugugly] 11/2/2021 18:59

As the senator said to the actress - we have established what you are - we are just haggling about your price!