Unilever Share Discussion Threads

[porsche1945] 22/7/2021 11:22

Questor…the idiot at the times who recommended Aston Martin ( 18 quid a share to .45p ) and Patient Capital. Why not just recommend buying Amazon and Apple and double your money every four years??

This is just another poorly managed capital destructive ftse 100 share that never goes anywhere. You can argue about that but the share price is where it was three years ago so I’m right about that I’m afraid. Will get back to about 36.80 looking at charts, support levels gone through. Maybe a takeover will save it.

[muffinhead] 22/7/2021 11:20

Questor did make some good points. The internet will create new local/regional brands.

Unilever spending 3 billion odd Euros to support price and institutional exits is free cash flow down the drain imo. Pension funds that need income will be furious

From a chart perspective, odds on now for the 50 moving average to cross the 200 moving average on a weekly chart, the first cross since 2006. That will be curtains for the secular unilever bull market run. Also looks like a three year topping formation

Weekly timeframe chart... first test of support 3700p

[dandu69] 22/7/2021 11:16

Hi Phil, excuse my ignorance....what did Questor advise?

[philanderer] 22/7/2021 10:34

Maybe Questor called this right a few days ago ?

[marksp2011] 22/7/2021 10:16

B&J brand has always been very ESG and when ULVR bought them they had to provide a commitment to maintain the culture and ethos and not roll it into the ULVR machine.

Bought today

[essentialinvestor] 22/7/2021 10:06

Solid enough H1, if unspectacular. Tea business disposal should be completed
before the end of H2. Unilever shares tend to overreact to updates, in either direction, so today just continues that trend. Might possibly dip towards £38.50
type area.

[midas7576] 22/7/2021 09:55

Remove the CEO - he will destroy the company.

[essentialinvestor] 22/7/2021 09:27

Divestment of their tea business and plantations will largely offset
the buy back cost and Jon's point re the dividend saving is also valid.

Although an IPO has been mentioned it will either be snapped up by PE or
a competitor.

[jonwig] 22/7/2021 09:25

I think it's consensus forecasts missed by a sliver. Markets need stuff to react to.

[laptop15] 22/7/2021 09:23

Why the drop? Results looked OK, decent profit

[jonwig] 22/7/2021 09:20

Spacecake - every share bought back saves £1.40 in dividend payments and costs 60p in interest.
Not so clear cut.

[essentialinvestor] 22/7/2021 09:11

Ben and Jerry's has it's own BOD and significantly more brand Independence than
the rest of Unilever's portfolio. It was a stipulation of the agreement to
sell to Unilever. Like or loath the brand it's incredibly popular with many
younger people.

That's their target audience, not aging men who have seen better days like me ).

[jrlomax] 22/7/2021 09:08

Agree jope should go, hawks could be circling with this price drop

[spoole5] 22/7/2021 08:42

Too big to manage too little focus.

[spacecake] 22/7/2021 08:33

There buying back shares while increasing debt, crazy.

[jonwig] 22/7/2021 08:28

FY results:



Rather disappointing, biut it looks as though forex was a big issue in the numbers.

[spoole5] 22/7/2021 08:13

This company is not run for the shareholders thats for sure

[luddenden7] 22/7/2021 08:10

I think this CEO needs to go

[bountyhunter] 22/7/2021 08:05

Slow and steady, 22 year+ record of increasing the dividend, what's not to like. Why the drop, expecting fireworks, I don't think Unilever do fireworks. :)

[nerja] 22/7/2021 08:05

Well they went well then