Unilever Share Discussion Threads

[careful] 19/10/2021 13:17

The trouble is that no investor buys on fundamentals anymore.
Unilever is a great well run profitable company with secure dividends.

As are many other UK companies.

But with trillions going into ETF'S that passively invest in the S&P,all of this money has to be placed into that market.
They are even about to start a crypto ETF that has driven Bitcoin uo to $60,000.

The underlying shares in these fashionable investments make very little or no profit at all.
You have a share in worthless tat that goes up in value only because it is being bought because of ETF's.

People going around with a smug grin thinking they are smart. dividends, almost non existent.

I will keep my Unilever, easy to understand. You can move to something that is 100% overvalued If it makes you happy.
You can keep your mega profits from Bitcoin and gloat when your index is driven up.
Tulipmania, it keeps on happening.
Alladin, new lamps for old.

[marksp2011] 19/10/2021 13:02

Porsche

My SIPP is equal weight UK
4%
that's enough

:)

[porsche1945] 19/10/2021 12:41

God this is dire and ftse 100 still barely at 7000 22 years later, S&P killing it again, these are just all the wrong companies/businesses, listed on a hated exchange in a political basket case country with a currency behaving like an emerging market currency, net outflows from U.K. funds have picked up again as foreign investors desert, heavy bets on sterling falling, the tory scum in the last ten years have wrecked the U.K. and this winter likely to be brutal, enjoy queuing for fuel and dried pasta haha. I’d dump this and buy US growth denominated in USD. Been picking up Amazon sub 4300, good 30/40 pc upside and will have a strong xmas, forget buying dividends, it’s capital destructive and not how you make money anymore, not for a long time in fact. The only thing propping up ftse 100 are oil, miners and Astra, the rest is utter dross.

[shieldbug] 19/10/2021 12:19

Investor Presentation on Unilever China from last month - hxxps://streams.eventcdn.net/unilever/china-investor-presentation/

[essentialinvestor] 19/10/2021 11:20

lol, you don't say!!.

[careful] 19/10/2021 08:47

Q trading statement Thursday.

inflation problems?

[essentialinvestor] 18/10/2021 10:31

P&G update tomorrow stateside, so expect some reaction to that.

[yump] 17/10/2021 19:46

Sorry edited my post - was looking at 5 year chart. Not sure what’s more a reflection of the business !

Probably a must for divs though. Doesn’t exactly look the biggest risk amongst the big dividend payers.

[essentialinvestor] 17/10/2021 18:06

October 2011 Unilever traded around £21 a share, so over 10 years the share price is
currently showing a nice % gain, that is not factoring in dividend payments which
add to the capital appreciation

The bid propelled ULVR to overvalued levels and at £50 plus a share
Unilever was arguably clearly overvalued.

The business is currently navigating some extraordinary raw material price increases,
some of which are up over 50% in 18 months, coupled with weaker EM currencies and
a strengthening £.

Fwiw I'm watching for a potential longer term buying opportunity if we get a sell off on the Q3 announcement - provided there is nothing dire in next Thursday's update.

Obvs the share price might do the opposite and open higher!.

[wad collector] 17/10/2021 10:11

TU on Thursday , what will we see? Not much good if you look at the recent share price

[marksp2011] 15/10/2021 10:58

lendmeafiver

Dividends?

October 2020 £48
October 2021 £38

And balancing that is £1.50 or so in divis?

Hurrah

Send me all your money i will give you £3 as a dividend

[essentialinvestor] 15/10/2021 10:44

This looks like it wants sub £38 as previously mentioned.

Cut to FY margin guidance next week?.

[spoole5] 14/10/2021 14:33

Don't think you can compare INTU to ULVR!

[yump] 14/10/2021 11:11

I was thinking of putting a bit in for a dividend fund, but look at the long term chart 10 years+.

I've started doing that after being caught in structurally declining businesses.

eg INTU is a good example. Plenty of thoughts about online taking over, but not until you look at the long term chart, that you see the trouble brewing actually reflected in the share price.

Obviously temporary hiccups in a business don't count.

[philanderer] 14/10/2021 10:37

RBC CUTS UNILEVER PRICE TARGET TO 3,400 (3,600) PENCE - 'UNDERPERFORM'

[essentialinvestor] 14/10/2021 09:54

A week until the Q3 update, this will be interesting!.

[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.