Unilever Share Discussion Threads

[montyhedge] 16/12/2021 15:32

I know its supposed to be, but what a boring shareprice.

[robinnicolson] 15/12/2021 13:43

Nick Train wrote about Unilever in the Finsbury Growth & Income Trust 2021 annual report:

Unilever has been a detractor from the Company's performance over the last 12 months. Its wide diversification by brands and geography, that made it understandably "defensive" during the traumas of 2020, has counted against it. Especially so during the current period of rising input and logistics costs. It is undeniable that of all the consumer brand companies we own in the Company, Unilever is the one most at risk of a loss of pricing power across its product portfolio. Soap powder is more prone to price competition than Tanqueray or Crunchie Bars.
However, it is important to consider the lessons of Unilever's long history. Over many, many decades Unilever has successfully exploited its global distribution, its marketing skills, the knowledge it learns about changing consumer tastes and, crucially the billions of pounds of annual cash flows it generates from its brands. It uses all these attributes to develop or acquire new brands. As a result, the shape of Unilever today is very different from that of 30 years ago. Why shouldn't this formidable company continue to evolve and create value for its owners?
Some may counter that the Internet has changed everything for Unilever; for the worse. But at its recent results meeting, Alan Jope, CEO said: "It is a myth that the infinite shelf space of e-commerce favours middle and small-sized brands. E-commerce is very favourable to relevant big brands; they get first on the search and shopping list." Even noting the key adjective "relevant" in that quote, if Jope is right (and maybe it is still too soon to be certain) then current pessimism about Unilever is excessive.

[montyhedge] 13/12/2021 13:34

Not worth it with the withholding tax.

[shieldbug] 11/12/2021 12:59

Four fifths of Kraft Heinz's revenue is from North America. I's say they have limited growth potential compared to Unilever or Nestle.

[philanderer] 10/12/2021 17:46

Good to see 4000p again :-)

[justiceforthemany] 08/12/2021 22:44

Kraft Heinz now trading at just 12x earnings
Dividend yield 5%

[shstt1] 08/12/2021 14:05

As an accountant I’d be wary of investing in US listed investments, in my experience many get investigated by the inland revenue and do not realise they’re accountable for tax

[shouldhavesold] 08/12/2021 13:09

stereotype the marketeers love

[shstt1] 08/12/2021 12:34

Porsche criticises anything British like he is an expert economist, but in reality must have been a failure in his uk life. Check out he posts on many uk shares threads. I’m surprised he wastes so much of his time if he is so successful elsewhere (pah ). A bitter remainer too, I detest these unpatriotic negative people, everything about him, the name he’s chosen, his hyper tone, the guy (to put it in terms he would appreciate) is a putz!
The sad thing is, he resents being British even though probably been supported through covid but I reckon he wouldn’t be any happier livin in America, his bitterness just eating him up inside
Live sad, die sad 😞

[big7ime] 08/12/2021 12:06

You sound to me like you haven’t lived through bad times in stock mkts, maybe you are in your 30s. It’s great if you’re making good money but you also sound very aggressive and your floccinaucinihilipilification of uk stocks makes me think you deeply down are quite insecure about your choices. Let us know which stocks are you buying right now, and we will see how they do..

[big7ime] 08/12/2021 09:41

ULVR has always been an inflation proof stock so not sure why all the negative comment about costs rising. When the price was riding high all the comment was positive!
Shows PIs are not worth reading
Ulvr is safe as houses, and you can value it. Unlike some US bubble stocks mentioned here. Buy the dip and enjoy the income with a takeover windfall prospect a bonus.

[spoole5] 06/12/2021 23:18

No more buybacks to prop up the price

[ch1ck] 02/12/2021 15:20

Yep lost 20 percent in three years in one one of the strongest marketsMassive missed opportunity

[spoole5] 01/12/2021 14:55

Yep, needs some activist action

[ch1ck] 01/12/2021 14:47

Time to change this useless management team

[wad collector] 30/11/2021 15:08

Not sure why you don't use Google ?

Dipped my toes here for the first time , I only bought them because the header convinced me! 3881 seems cheap to me..

[adejuk] 25/11/2021 16:24

forgive my newbie status
what is the predicted yield next year?
at current sp

[roguetraderuk] 25/11/2021 15:32

pretty decent volume over last few days and is now threatening a small double bottom on a close over 3967, the potential target being around 4150. nasty descending triangle going back a couple of years means you should expect sellers 4200-4300. a breakout takes the share price at least 10 quid higher or lower.

[adejuk] 25/11/2021 15:14

?
hin mkt cap

[essentialinvestor] 21/11/2021 15:37

PUG, quite easy to work out

ULVR own approx 67% of Hindustan Unilever, take 67% of that market cap,
convert from INR to GBP, minus that figure from the ULVR market cap and that's your answer.

[pugugly] 20/11/2021 18:47

Comment in a national newspaper
"Unilever’s prized asset, a majority stake in the publicly traded Indian consumer goods division Hindustan Unilever, accounts for more than half of its overall value. Meanwhile, investors attribute almost no worth to Unilever’s developed markets business".

Seems very odd to me - almost unbelievable

However the Bull case thanks to n old article in the Daily Mail.

Thoughts - comments?

NB Do not hold but come to have a look given recent fall in share price

[careful] 20/11/2021 16:45

PS I am holding a significant holding in Unilever, which I consider to be a risk free safe investment to be compared to a bond.

Nothing to say about it, that why I have rambled on about other topics.
It started when I read about a fund manager who was frustrated the Tesla was up 44% in one month, ULVR 2% dow,

[careful] 20/11/2021 15:59

A few self driving cars leading their passengers over the cliff at Beachy Head will scare people.

And old batteries will be known for fires and unreliability.
I am the Worlds foremost expert on that topic because I have an electric golf trolley.
These batteries are lively and reliable to start with, but after time begin to fade.

[keyno] 20/11/2021 15:01

"Tesla drivers say they have been locked out of their cars after an outage struck the carmaker's app.

Dozens of owners posted on social media about seeing an error message on the mobile app that was preventing them from connecting to their vehicles."
BBC website

A friend of mine couldn't start her car because the battery on her bleeper thingy had run out. Garage was supposed to have replaced it. Massive inconvenience followed.

Whatever was wrong with starting a car with a key? I know, I know, old technology ........