Unilever Share Discussion Threads

[careful] 20/11/2021 13:10

Tempting to re live the attitudes of the late 1990's.

Dot com shares, most of them worthless were bid up, up and further up by speculators.
They abandoned profitable boring companies that grew slowly and paid dividends.

Eventually most of them crashed, and fortunes were lost. Some fortunes were made on the way up by pump and dump merchants.
A zero sum game, losers = winners.

I saw an investor on CNBC with a large Bitcoin investment. He was convinced that Bitcoin would triple.
Bitcoin rose a bit more then he dumped the lot.
Smart guy.

Todays game is to pump up impressive companies to 3 times their true value.

[careful] 20/11/2021 12:33

I see in todays Telegraph that Nick Train the star fund manager of Lindsell Train, has a number of underperforming funds, and is suffering from withdrawals.

He was frustrated by the current markets and their valuations.
He noted that over a month Tesla shares had risen 44% whilst Unilever had fallen 2%.

[philanderer] 19/11/2021 13:37

Yes, RKT and pharmas holding up as well . Oils hammered.

[essentialinvestor] 19/11/2021 12:40

Getting some support on the Europe lockdown trade.

News from Austria earlier.

[shieldbug] 19/11/2021 11:12

What the few see as woke most see as a brighter future.

[bluemango] 19/11/2021 08:57

The wokism point is a valid one. Even if its customers are likely to be more woke than its investors, it still becomes a factor. Rather like investors who prefer not to invest in tobacco or Defence/weapons.

I am not going to invest in a company where wokism is given such top priority - not just because I see wokism as a lost cause, but because I see it as a transitory fashion; a fad. And companies that commit to a temporary extreme, tend to get unstuck when that trend goes out of favour; which it will.

Others will have their own reasons, but I sold several weeks ago when it became clear that business decisions were being taken purely on the basis of what would temporarily appease or find favour with the 'woke police' rather than what made longer term financial sense.

[shieldbug] 19/11/2021 08:47

From sentiment on this board and comments under today's Times article ULVR is clearly what is called and unloved stock. Most investors don't understand the company and can't be bothered to research it. This view is based on the woeful number of views of videos about the company on Youtube. I fully expect the share price to crash. UK Boomer investors don't like wokism - but the companies customers are not UK investor Boomers. The companies customers are young women in Indonesia, India, China, Nigeria etc. Every time Unilever is mentioned in the press - Marmite is mentioned. Unilever is not Marmite! Unilever sales in the UK are less than 1/20th of overall sales. The very fact that Unilever trade in so many emerging economies means the company has a great deal of experience of trading in inflationary environments. But no the mood is dark. The herd moves as one.

hxxps://www.statista.com/statistics/269195/revenue-of-the-unilever-group-by-region/

[riskonricky] 19/11/2021 08:38

Oh sorry, I thought it was based on something

[spoole5] 19/11/2021 08:30

Lack of buyers?!

[spoole5] 19/11/2021 08:13

Without buybacks these would be 3500

[essentialinvestor] 18/11/2021 21:50

Announced before the market close, all be it late in the day.


Remember on the buyback ULVR yielding near 3.9% ATM,
that's a big saving on dividends for those shares bought back.

[pander45] 18/11/2021 21:39

How will the market respond to this sale I wonder.

[ceaserxzy] 18/11/2021 20:11

This company has under performed its peers like Nestle and Procter & Gamble by so much, surely it is time to ask the questions of leadership, starting from the Chairman and ceo. The institutional investors like Train should do something about it.

[pander45] 18/11/2021 19:17

I can see buybacks coming. Which I despise.

[essentialinvestor] 18/11/2021 18:13

Nope, at a guess pay some off debt and use the remainder for acquiring/developing new brands.

With the share price around these levels the BOD may allocate some funds to further buybacks.

[pdosullivan] 18/11/2021 18:09

Has ULVR set out what it intends to do with the proceeds from the tea disposal please?

[essentialinvestor] 18/11/2021 14:44

It would take the joint efforts of Space X, Blue Origin and NASA to
raise the share price ATM - ripe for an activist to shake it up,
does not follow that will happen.

[philanderer] 18/11/2021 14:41

(Sharecast News) - Private equity firm CVC Capital Partners is reportedly close to buying Unilever's tea business, which includes the Lipton and PG Tips brands.
According to Bloomberg, CVC has reached an agreement with the consumer goods giant after beating out rival private equity bidders including Advent International. Sources told Bloomberg the deal is set to value the business at around €4.5bn.

[frederickbloggs] 18/11/2021 08:33

Indeed, getting very bored with this share. I thought it was a high quality business with steady growth prospects but I think it's in need of a very large shake up. I might put a limit sell order in so that if it picks up to where I bought it (not too far away from here) it'll be sold.

[spoole5] 17/11/2021 09:11

At some stage the activists will arrive, this is ripe for break up

[lizafl] 17/11/2021 09:03

I agree spoole5. And if 3700 doesn't hold, it could fall quite a bit further.