Unilever Share Discussion Threads

[spoole5] 12/10/2021 12:11

Action starting at gsk, only a matter of time here

[marcela9] 11/10/2021 10:06

Good entry point - safe in these choppy times. Don’t believe the other bs on this thread!

[spoole5] 11/10/2021 09:13

Not gonna be long till the activists get involved here

[essentialinvestor] 08/10/2021 15:28

Looks like it want sub £39 ?.

[kaffee] 08/10/2021 10:32

brwo3498 Oct '21 - 09:25 - 1528 of 1529
0 2 1
dream and safe ticket my ass


LOL! Triple bottom is the current target I guess.

[redips2] 08/10/2021 09:48

I think Mr Buffett needs to revisit.

[brwo349] 08/10/2021 09:25

dream and safe ticket my ass

[spoole5] 06/10/2021 11:40

This is why the whole thing needs breaking up. The further it falls the more likely this is to happen

[essentialinvestor] 06/10/2021 10:32

No quite Mark, Unilever own about 60% of the Hindustan from memory,
would need to check the exact number. On Indonesia, not aware of the ownership %.

[marksp2011] 06/10/2021 10:04

Market Cap OfHindustan = $85BN
market cap Indonesia 11 Bn

Market cap ULVR = $138 BN

So........ the whole of Unilever exc India/Indonesia is worth $44BN?

really?

[scooper72] 06/10/2021 09:15

Wish I had followed my initial thoughts yesterday and sold then. Have done so now. Lost 200 quid and came out down 6 percent but at least sold the other half earlier in the year

[bluemango] 06/10/2021 08:59

Chart looking pretty ugly now. Heading back towards support that dates back to early 2017 which would be a critical level.

[essentialinvestor] 05/10/2021 14:13

AS mentioned previously, the next Q update could provide a nice longer term opportunity here on a sell off.

[spoole5] 05/10/2021 08:59

Awful 3 year chart here now. Just like gsk, failed management, both companies need splitting up into various pieces and sold to better performing entities with superior management.

[porsche1945] 04/10/2021 10:41

This needs Paul Elliot of Elliott Partnership to do a whitbread on it, rip it apart and flog it off and give us the proceeds ( i own this via schroder maximiser ) Jope is useless but so was the axxhole ceo before, If Elliott or another US killer got involved may draw out a bid from Buffet. As seen with Morrison’s whitbread RSA etc, this UK listed crxp is only worth anything if a takeout/takeover comes into play, otherwise it is just dead, for years, on an index where it was 21 years ago. The fact that this stuff is listed on dog index of the world brexit basket case UK keeps a lid on the share prices ( Shell for instance if listed in the US would be 35/40 pc higher ) Sterling is tanking because investors are giving up on U.K., again, watching petrol queues as UK heads back to 1970’s stagflation. You need to be careful buying this dividend sxxt, these could be down to 34 without a bid, its not just the companies/index, its the perception of UK in general that puts off foreign investors. I ll buy back in sub 36 if it gets there, with a punt on a “ takeout “. Buybacks are pointless and as for Nick Trains U.K. equity, what a steaming pos that is, it’s only the foreign listed stuff in that fund that’s done any good, the rest of it, like this and Hargreaves Lansdowne ( below where is was 5 years ago ) just hopeless dross.

[pander45] 01/10/2021 18:47

Or down.....depends on your perspective.

[ballychan] 01/10/2021 17:47

I've sold some, not all, in the hope a takeover offer emerges over the next 4-6 months. The special dividend once the Tea sale is complete, is another reason for not bailing completely.Expect it to hit £36 and may top up then.

[bend1pa] 01/10/2021 17:44

Can't even stay above 4000 now. So where's the bottom?

[bluemango] 01/10/2021 17:41

I'm out, after 5 years of holding. Reasons:

Better yields easily available elsewhere

CEO should be focused on growing revenues & profits, not playing politics. 'Woke' is much-ridiculed already (just look at how Ms Markle and Harry are viewed by the majority), and I can only see that situation increasing as time goes on. He's not only alienating a large portion of his customer & shareholder base but imo on the wrong side of how this will trend in future.

Lastly I'm not convinced that buying for the brand will be such a priority for younger generations. Wider choice and price have become ever more critical factors. GLA to those remaining.

[spoole5] 01/10/2021 17:21

Only thing holding these up is the buyback

[purplepelmets] 29/9/2021 06:32

Rather than get rid of all our brands and assets, could we not just get rid of Jope and replace with someone more dynamic and with shareholder interests at heart, rather than Jope with his goal of playing woke politics with our company? He can bathe in Cherry Garcia and take a knee 24/7 after he's gone, sure he will be chuffed with that.

[nick100] 29/9/2021 06:17

(Alliance News) - Unilever PLC has narrowed down the list of bidders for its tea brands, including PG Tips and Lipton, Sky News reported Tuesday.

According to its City sources, Sky News reported that CVC Capital Partners has advanced to the second round of the sale process, and will compete against a bid from Carlyle, and a combined offer from Cinven and the Abu Dhabi Investment Authority.

Other rivals, including Bain Capital and Clayton, Dubilier & Rice, have apparently dropped out of the process.

In January 2020, Unilever initiated a strategic review of the tea business, and Sky News noted that a disposal is unlikely to be completed until 2022. The auction does not include Unilever's tea operations in India or Indonesia, or assets in the ready-to-drink tea segment.



Shares in Unilever closed 1.2% higher at 4,012.50 pence on Tuesday in London.

[essentialinvestor] 20/9/2021 07:32

We should get some relative outperformance against the wider UKX if
markets continue to sell off.