Unilever Share Discussion Threads

[stever4545] 19/4/2013 14:43

Persil go green as you walk powder:

[stever4747] 18/4/2013 09:13

Market share to April 5th
value share up YTD 161 basis points non food 227 basis points - food 79 basis points
NPD Persil sales up 206% over plan

[stever4747] 18/4/2013 08:08

NPD update and market share at 10 am

[stever4545] 17/4/2013 12:12

That equates at a constant price earnings ratio to somewhere in the region of £35

[stever4545] 17/4/2013 09:39

Eps up from 128 p seen at 209 p

[stever4545] 17/4/2013 09:16

Within the European consumer-staples space Barclays pointed to Diageo PLC , up 0.7% and Unilever PLC (UL), up 0.5%, as preferred names.

[stever4545] 17/4/2013 09:11

Eps should be done by 1030

[stever4747] 17/4/2013 08:41

April to 15th
Global Gross Sales volume seen up 7.6% driven of 5% volume and 2.6% price
Mix migration 12% more to non food
Spend down 90 basis points
USG (Underlying Sales Growth) - (Turnover) seen up 8.5%
Gross profit Gp% seen up 100 basis points driven off mix migration and low profit disposals such as Ragu and Chicken Tonight brands
Cash margin generation seen up 115 basis points
EPS calculation will be stated year to date when completed

[stever4545] 17/4/2013 07:57

We have some info on how April is to date by 930

[scallywagkid] 16/4/2013 10:47

Came onto this board in hope of reading some objective / independent views prior to buying in. Seems instead to be a one man obsession, not seen another board like it. Put me off.

[outlaw8] 16/4/2013 09:32

2780.
Failure to hold at 2800 indicates temp fall to 2600. This could be a great time to buy @2600.
Short to 2700 in the meanwhile.

[stever4545] 15/4/2013 15:29

Major institutions buying to 33

[stever4545] 12/4/2013 13:15

I have told u all to buy this since before it was twentyI re iterate BUYTarget £33

[stever4747] 12/4/2013 11:34

Financial Proposition - NPD _

This proposition is totally confidential

Basically what we know is too much

That having been said we need to leverage this information

So far we have :

EPS

Earnings per share : EPS is now re forecasted to be 200 pence a share not 128 pence

We also have very strong market penetration data via Kantor

This up hugely

We know all the new NPD

And we know the logistical efficiencies

Target to Sterling 33

GS

[stever4747] 12/4/2013 11:17

EPS to 10 April
from 128p now 199p
PE ratio still calculating but looks more like £33 a share

[stever4747] 12/4/2013 10:38

EPS year to date to 10 April will be calculated at 12 noon

[stever4747] 11/4/2013 12:23

i think omg BUY
LARGER INSTITUTIONS BUYING
IN BLOCKS
SIGNS ARE THERE

[stever4747] 11/4/2013 10:42

Latest view incorporating week 1 April is EPS (Earnings per share) up 77%
This means that on current PE ratio - a fair price in market is £33
This is not the case
Thus Goldman Analysis is correct

BUY

[stever4747] 11/4/2013 10:42

Latest view incorporating week 1 April is EPS (Earnings per share) up 77%
This means that on current PE ratio - a fair price in market is £33
This is not the case
Thus Goldman Analysis is correct

BUY

[stever4747] 11/4/2013 09:37

what a ticket we have!

[stever4545] 10/4/2013 14:01

Buy cause its going £30

[stever4545] 10/4/2013 13:54

Buy at all costsMarket share up 201 basis points

[stever4747] 10/4/2013 12:22

Awaiting collation of data in USA

[stever4747] 10/4/2013 10:16

Still waiting - should have NPD update soon

[stever4747] 10/4/2013 08:06

I should have an NPD update by 10 am