Unilever Share Discussion Threads

[essentialinvestor] 24/2/2021 17:33

That's the question, 7bn plus on free cash flow says yes.

[unastubbs] 24/2/2021 16:35

need basics, but do they need brands?

[careful] 24/2/2021 15:54

The fall is down to a rotation into risk on assets.
Miners, Oils, aviation, all on a roll right now.
Bitcoin, Tesla...they will blow themselves out.

7 Bn World population, they still need the basics.

[nerja] 24/2/2021 15:48

Well ex div tomorrow , judging the declines daily so far below 3700 could be on the cards. The £ rise is really hitting lots of the large so called safe haven stocks, trend for the £ it could well easily hit 150 to the dollar, that will be a big hit to dollar earners, hard to know top up the dip tomorrow or wait until the £ runs it’s course

[spoole5] 24/2/2021 14:41

All three BATS, TATE and ULVR have come out of this in fine shape, all increasing or holding divis.

[essentialinvestor] 24/2/2021 14:36

I'm just giving some context re headwinds they are facing.


A lot of criticism levelled at Unilever recently and some of it unwarranted.
When all is said and done they delivered record free cash flow and dividends during a pandemic.


Where perhaps criticism looks valid is a failure to spot the growth opportunity
in pet care. And they arguably overpaid for some prior year acquisitions-
the $1 bn for Dollar Shave Club now looks somewhere near madness.
Profitability never mentioned on that brand.

Also spent well over £12bn on premium skincare purchases
over recent years. Tbf the jury is still out on the pay off there,
however Unilever are clearly looking to further build out this division, so appear to remain optimistic.

[frazboy] 24/2/2021 14:36

A few other currency sensitive stocks selling off too including Tate and BATS to name but two. This does seem to be getting hit harder tho. Approaching a 4% gross yield

[spoole5] 24/2/2021 14:26

3x the divi sold

[essentialinvestor] 24/2/2021 13:12

As one example Euro and GBP Up about 10% against the Indian rupee

over the last 12 months.

The Euro is Up 30% against the Brazilian Real over 12 months.


India and Brazil two large markets for Ulvr, gives you some idea.

[shieldbug] 24/2/2021 13:03

I think it is a recovery play. Not on the same level as travel or leisure perhaps. The thing is that the share price is a snapshot in time. It reflects who is trading at that time. In 6 months sentiment may well be very different.

[unastubbs] 24/2/2021 12:52

agreed. but since ulvr has a cosmetics arm and sells foodstuffs suited for dining out...you might argue it is a recovery play too.

[shieldbug] 24/2/2021 12:39

It contributes. But the biggest influence is the rotation into recovery plays.

[unastubbs] 24/2/2021 12:33

aah...explains why shares have fallen 13.5% in one month.

[shieldbug] 24/2/2021 12:32

The pound is up 6% against USD in past 3 months. Not helpful to ULVR bottom line.

[shieldbug] 24/2/2021 12:23

In full year 2012 operating margin was 13.8%. This grew every year until full year 2019 when it was 19.1%. Last year this crashed to 18.5%.

EPS grew every year from €1.57 (2012) to €2.55 before utterly collapsing to €2.48.

[unastubbs] 24/2/2021 08:41

looking to buy more of these but reckon the ex-div fall tomorrow will be in excess of 50p, so maybe top up @ 37.8?

[bluemango] 23/2/2021 19:47

And I'm not sure about the name 'Billionaire'. Too closely identified with Trump, so it's politically toxic. If they renamed it 'Homeless transgender climate activist' it might fit better with the corporate image. And management would be so proud of it.

[lendmeafiver] 23/2/2021 19:37

But is it a Vegan product? That’s all that matters.

[bluemango] 23/2/2021 18:43

Lol, definitely Kev.

In fact I'll be heading out in the February gales & drizzle as soon as I can, to buy one.

[kev0856153] 23/2/2021 18:19

Fantastic news. That explains the rise. I think it will go up even more tomorrow once people realise the Magnum Double Gold Caramel Billionaire will be hitting the shops soon.

[philanderer] 23/2/2021 18:03

:-)

Unilever launches Magnum Double Gold Caramel Billionaire in UK


Unilever has expanded its Magnum Doubles range in the UK with a new flavour inspired by the popular confection millionaire’s shortbread.

Described as the “most indulgent Magnum yet”, the new variant is available as a stick format and tub option, both containing under 250 calories per serving.


foodbev.com/

[cwa1] 23/2/2021 17:45

Ex dividend Thursday

[nick100] 23/2/2021 16:48

EX dividend tomorrow.

[theapiarist] 23/2/2021 13:56

Yes you're quite right dynamo. I was a little hasty and should have read it properly!