Unilever Share Discussion Threads

[steve3sandal] 17/1/2022 09:20

Another one here who thinks it's mad to gear up £50/60Bn. FWIW I have bought a maiden Unilever holding to supplement a larger holding held in various ITs. £36.77 seems to take out Covid low and 3 year low so revulsion probably hereabouts? To think Unilever turned away £50 a few years ago. Get that Jope on the phone.

[rogerrail] 17/1/2022 09:17

My GSK Holding is over 2x ULVR so not unduly concerned about news. Main concern for ULVR is to not get into a bidding war and overpay particulary if their paper gets any weaker. $50 billion is about right. I guess GSK holding out for cash in full. A lot of debt for ULVR to take on at these uncertain times so cash call would be on the cards.

[philanderer] 17/1/2022 09:14

GlaxoSmithKline shares were up 5.2% early Monday, while Unilever shares were down 5.8%.

Analysts at Bernstein cut Unilever shares to Underperform from Market-Perform

(Alliance News)

[pander45] 17/1/2022 09:09

I see a private equity offer soon. All imho.

[spoole5] 17/1/2022 09:06

If I were gsk I wouldn't be accepting any ULVR paper with this idiot in charge

[pander45] 17/1/2022 08:58

This is becoming a target now.

[montyhedge] 17/1/2022 08:57

I see 3525p coming days.

[pander45] 17/1/2022 08:54

3 year low. Wow.

[bluemango] 17/1/2022 08:51

No-one should be surprised Glaxo is holding firm against the bids by Unilever for its consumer division.

In stark, simple terms, the best time to launch a bid is from a position of strength, rather than relative weakness.

Having said that, this could turn out to be a decent entry level - good luck CWA1

[cwa1] 17/1/2022 08:42

Taken a handful myself this morning(3690's) with the view that it's either undervalued, or someone will try to break it up and expose the value in it. Fingers crossed it's not just a complete, ex growth, dud -)

[careful] 17/1/2022 08:40

Bought a few on the dip this morning.
holding GSK also.

Shows how sought after GSK consumer is.
So many other big players considering a bid according to Daily Telegraph

The enormous international growing market for these branded products is mind blowing.
These are growth shares.

[gabsterx] 17/1/2022 08:30

"Invest in companies so good that any idiot can run, because someday an idiot will."

-Warren Buffett

[roguetraderuk] 17/1/2022 08:25

its the debt that will be a problem. they will need to sell off non core areas . theres a lot of things that need to happen to make it work and you wonder whether the board is capable after some serious underperformance. i cut an already underweight position in half late last year and despite the fall today its not clear why you should be a buyer here. also technically a move under 37 quid can get them down to the lows 33's. i think the best thing that can come out of this bid attempt is that unilever itself becomes a target via th surpressed share price

[montyhedge] 17/1/2022 08:24

They will raise they offer, so a boring company bidding for another boring company, that's why GSK want to get rid of it.

[purplepelmets] 17/1/2022 08:19

JOPE OUT NOW!! enough's enough

[1nf3rn0] 17/1/2022 08:18

Sold a few of my GSK at +6% and added ULVR at -6%

[acsatix] 17/1/2022 08:18

Seeking growth in the low growth consumer drugs GSK is fretting to unload is plain idiotic.

[spoole5] 17/1/2022 08:07

He's just made ULVR more vulnerable!

[brwo349] 17/1/2022 08:07

lol so even the possibility they do this deal has knocked 5% off the share price

[saltaire111] 17/1/2022 08:06

He’s making Emma Walmsley look credible. Which is an achievement of sorts!

Salty.

[spoole5] 17/1/2022 08:04

Jope's days are numbered

[nick100] 17/1/2022 07:57

(Bloomberg) -- Unilever Plc is promising a major restructuring initiative and plans to sell off slow-growth brands as it weighs making a higher offer for GlaxoSmithKline Plc’s consumer unit.

Unilever said it will announce the restructuring later this month. The disclosure comes after Glaxo said over the weekend that it rejected three offers from the consumer-products company for a bundle of brands including Advil painkiller and Sensodyne toothpaste, the latest of which was worth 50 billion pounds ($68 billion).

The Dove soap owner said it will refocus around its health, beauty and hygiene operations, suggesting divestitures will involve its food operations, which include the Ben & Jerry’s and Magnum ice cream brands.

Glaxo has been planning to spin off the consumer brands, but shareholders including Elliott Investment Management LP have been pushing Chief Executive Officer Emma Walmsley to consider a sale instead.

Unilever has held talks with banks about additional financing for a potential sweetened offer for the Glaxo unit, according to people familiar with the matter.

Some financial firms have discussed lending enough for a higher bid. Unilever hasn’t made a final decision on using the firepower, said the people, who requested anonymity as they aren’t allowed to speak publicly.

[nick100] 17/1/2022 07:54

Unilever : Barclays cuts target price to 4600p from 4800p * Unilever : Barclays cuts to equal weight from overweight * Unilever : Bernstein cuts to underperform from market-perform *