Unilever Share Discussion Threads

[purplepelmets] 16/1/2022 01:38

Are Sensodyne and Panadol woke enough for our precious Jopey? I'm outta here as soon as get my money back at 4200. Been my biggest holding by far for a long time, just cant handle this wokeness over profit as I said until Im blue in the face.

[philanderer] 16/1/2022 00:43

The Mail on Sunday understands that Unilever, which also owns Marmite and Dove soap, is this weekend preparing to restart talks.

[philanderer] 15/1/2022 15:58

The prospect of a deal being reached depends on what the market and GSK believe is the value of the consumer business.

Analyst estimates range from £37bn to £48bn for the unit, which had £2.45bn of net profit for the full year 2021, according to one person familiar with the matter.

Unilever declined to comment on whether it would return with a higher bid.

[philanderer] 15/1/2022 15:54

Marmite-owner Unilever bids for GSK's consumer arm


Unilever made an offer of about £50bn to buy Glaxo Smith Kline's consumer goods arm in late 2021, it has emerged.

It means the owner of Marmite, Persil and PG Tips hopes to soon own more household brands including Sensodyne toothpaste and Panadol.

If the sale went ahead, analysts say it would be one of the biggest ever deals involving London-listed firms.

The Sunday Times, which first reported the move, said GSK rejected the bid for being too low.

GSK is already preparing to separate its consumer goods division from its pharmaceutical business in the middle of this year.

The company has come under pressure from investors for failing to develop a Covid vaccine.

Unilever said in a statement the GSK consumer arm "would be a strong strategic fit as Unilever continues to reshape its portfolio".

The consumer goods giant, which became a fully British company in 2020 after previously being separated between the UK and the Netherlands, also approached Pfizer about the potential deal, since the American pharmaceutical giant owns a 34% stake in GSK's consumer goods business.

[montyhedge] 13/1/2022 15:26

Entering Crufts again this year, Best in Show, what a dog.

[max euwe] 13/1/2022 15:04

It was one of the dogs of the ftse100 in 2021, probably same again in 2022.

[spoole5] 13/1/2022 14:32

Won't be long before someone comes knocking

[montyhedge] 13/1/2022 12:48

Will this be the dog of the FTSE 100 in 2022?

[big7ime] 13/1/2022 11:43

42 I think

[spoole5] 13/1/2022 08:02

Bid was 40 wasn't it?

[philanderer] 13/1/2022 00:23

Mayonnaise with ‘purpose’ rebuke shows discontent Unilever is facing

Shares are only slightly higher than when consumer goods giant fought off a bid from Kraft Heinz

[riskonricky] 12/1/2022 17:14

It's just words if it doesn't create revenue though. If they were like "UL is eco, here is a new eco product" that would be fine. Instead they say "UL is eco, keep buying the same old stuff we sold you in the 1990s, 3 for a £1".

[shieldbug] 12/1/2022 17:00

Very likely. Overly paid people are apt to become complacent. Interestingly in the interview with Polman in the Times recently Polman said his only regret was not going even further on the sustainability drive. I would take that as Polman endorsing Jope.

hxxps://www.thetimes.co.uk/article/paul-polman-unilever-leadership-crisis-interview-nddf8fmnm

[montyhedge] 12/1/2022 14:41

Those at the top have become complacent in my view.

[shieldbug] 12/1/2022 14:27

"We're all entitled to our own principles but not to use other people's money to put them into effect." That sounds exactly what Terry Smith does. He uses investors money to enact his principles.

[grahamite2] 12/1/2022 11:02

Now Terry Smith has brought out into the open what many were thinking, perhaps more institutional holders will start to put some pressure on. We're all entitled to our own principles but not to use other people's money to put them into effect.

[spoole5] 11/1/2022 21:01

Tezza bang on the money, management are not working in the interest of shareholders.

[robinnicolson] 11/1/2022 13:26

Terry Smith in his annual letter to Fundsmith shareholders:

Unilever seems to be labouring under the weight of a management which is obsessed with publicly displaying sustainability credentials at the expense of focusing on the fundamentals of the business. The most obvious manifestation of this is the public spat it has become embroiled in over the refusal to supply Ben & Jerry's ice cream in the West Bank. However, we think there are far more ludicrous examples which illustrate the problem. A company which feels it has to define the purpose of Hellmann’s mayonnaise has in our view clearly lost the plot. The Hellmann’s brand has existed since 1913 so we would guess that by now consumers have figured out its purpose (spoiler alert — salads and sandwiches). Although Unilever had by far the worst performance of our consumer staples stocks during the pandemic we continue to hold the shares because we think that its strong brands and distribution will triumph in the end.

[philanderer] 11/1/2022 11:31

BOFA CUTS UNILEVER TO 'NEUTRAL' (BUY) - PRICE TARGET 4,500 (5,000) PENCE

[marksp2011] 11/1/2022 10:12

God, that dates you !!
Cliff Michelmore