Unilever Share Discussion Threads

[irenekent] 02/9/2021 14:28

As with Shell the Dutch are woking this into the ground.

[spoole5] 02/9/2021 12:33

May not be long!

[bluemango] 02/9/2021 12:21

Good company but absolutely dire, overly politically motivated management. Such a wasted opportunity; in competent hands this could be so much more dynamic.

[essentialinvestor] 02/9/2021 11:53

Need to keep some context, FY 2021 pre tax consensus is around 8.7 bn Euro,

Go out to full year 2023 and consensus is near 10 bn Euro pre tax.

IF they deliver that, or near, the share price may be well North of current levels,
emphasis on IF.


To accelerate growth, it may take hiving off the food division and listing it as a separate company.

[blue59] 02/9/2021 11:29

Probably high time to change the outdated and inappropriate header! ‘The Dream and Safe Ticket’ is almost ironic!!

[spoole5] 02/9/2021 09:20

Has underperformed for years, margin issue is short term, the longer term decline is related to poor management. Maybe they are too busy dreaming up new countries not to sell ben and jerrys to.

[essentialinvestor] 02/9/2021 08:50

As mentioned previously FY 2021 margin guidance looks very optimistic.


Unilever currently guiding flat on full year margins and even allowing
leeway for raising prices, can this combat the full extent of very significant input costs ..? - would not take that bet.

[spoole5] 02/9/2021 08:31

Hopefully private equity are running the rule over this poorly managed mess

[cwa1] 02/9/2021 08:27

JPMORGAN CUTS UNILEVER TO 'UNDERWEIGHT' (NEUTRAL) - PRICE TARGET 3850 (4200) PENCE

[spoole5] 02/9/2021 08:04

Now below the rejection offer price

[spoole5] 02/9/2021 08:02

Another leg down for this dog, below 40 today. Where would we be without the buyback?

[bend1pa] 01/9/2021 13:40

It's not a dog. It's increased eps every year, bar last year when nearly every company was affected by lockdowns. Even then, eps only fell by 3%, so hardly a dog. In the last 5 years divs have increased each year bar one.

There's nothing wrong with ULVR other than it's a boring stock, its rating is a bit overvalued and it's right out of favour. £35 would be decent value IMO.But then there are many far more overrated stocks around at the moment which the market loves for some strange reason.

[spoole5] 01/9/2021 12:11

Without the buyback these would be 38-39. Agree a bid or change of management is the only way to change direction here

[porsche1945] 26/8/2021 11:55

These keep falling will elicit a bid, hopefully Warren comes back before he snuffs it and relieves the dogsxxt ftse index of another poorly managed listing.

[essentialinvestor] 25/8/2021 15:51

I could name 8 UKX stocks which have nicely outperformed the SPX over the last 15 years.

The vast majority of investors who may hold a UKX stock or two will also
have many other investments outside this index.

With respect, it's a very childlike way of looking at the investment world,
as if someone is fully focused on one index and it only applies to those
holding a UKX tracker.

[bluemango] 25/8/2021 15:32

#1466 "Come back Blair"

Oh dear. Now I've really heard it all.

And if one truly believes the FTSE is 'hated', then logically that's a reason to buy. You don't buy the stuff or indexes that are already over-valued/over hyped, you buy the currently unloved.

[essentialinvestor] 25/8/2021 14:34

SP is up over 350% since the 2009 low - without including dividends.


Dividend keeps increasing and many longer term holders now enjoy fat double digit yields on their original investment.

Unilever traded at around £32 pre bid and that news distorted the share price,
pushing it in to overvalued territory, rather than slowly increasing. Also perhaps when many who are now unhappy bought in.

I hold a small amount because if the sh1t really hits the fan again for wider markets,
Unilever should once again outperform, just as it did during the COVID panic plunge.
It gives optionality, and one with a growing dividend.

That being said, they are facing a huge challenge with commodity price inflation atm
and wondering whether FY 2021 margin guidance will need to be cut,
currently guiding flat, which looks more than optimistic!.

That may present a decent longer term entry point.

[porsche1945] 25/8/2021 13:24

Terminal. U.K. index has put on sub 8 pc in 12 months, US has shot the lights out, dax has put on 15pc and French Bourse 20pc, brexit epic fail, no reason ftse will ever catch up, it is just hated, probably becos nobody has any faith in sterling holding up long term with the tory loonies in charge. Come back Blair ( 2.07 usd to pound under labour )

[spoole5] 25/8/2021 09:53

Bloated badly managed company more worried about virtue signalling politics than making money for shareholders

[alotto] 25/8/2021 09:43

The buyback accounts for about 3% of the market cap when completed. The share price is very marginally supported by the buy back

[spoole5] 25/8/2021 09:29

If there was no buyback these would be comfortably below 40. This company needs a change of management or a bid

[mastey] 24/8/2021 15:55

I have to agree with P1945. The FTSE100 is full of low or no growth, mouth watering board pay scales adding no or at best little value. Economic mess post Brexit . My direct conviction trades now outside this index . Just have to sit with the bits I have in UK FTSE 100 and enjoy the ever decreasing real and nominal values. Luckily only small element now

[blue59] 24/8/2021 11:42

What a charmless character you are! Fortunately there’s the filter!