Unilever Share Discussion Threads

[pander45] 17/1/2022 12:02

It needs a company response now. It's creating uncertainty that is damaging the company. Weak leadership.

[nick100] 17/1/2022 11:58

To over pay for an asset and be in trouble for a lot of years, is foolishness, it is better to be aggressive and build on your portfolio to get maximum returns.

[ballychan] 17/1/2022 11:51

An RNS stating there will be no higher bid should give us +6% back in quick time. This is dead.

[redbaron10] 17/1/2022 11:50

This could go lower but dipped my toe in at 7.5% down.

[onehanded] 17/1/2022 11:44

could be a buy soon.....

[pander45] 17/1/2022 11:42

Deal dead.

[philanderer] 17/1/2022 11:39

James Edwardes-Jones, analyst at RBC Capital Markets, said: “We see little justification for such a deal strategically, operationally or financially. Even seriously contemplating such a bid raises questions in our mind about management’s confidence in the current business.”

Bruno Monteyne, analyst at Bernstein, said the transaction would entail “£10bn of shareholder value destruction”. 

[essentialinvestor] 17/1/2022 11:38

* US markets closed today.

[philanderer] 17/1/2022 11:38

:-D


Richard Buxton at Jupiter Capital Management, a top-30 shareholder in GSK, said on Sunday there was no price at which it should sell to Unilever. “The idea of letting the goons at Unilever run it is laughable,” he said.

Jope responded on Monday saying he “would not indulge in name calling”.

[wish i wasnt in rbs] 17/1/2022 11:37

ULVR board may as well have said, we don't like our business, we'd like a different one please.

[essentialinvestor] 17/1/2022 11:35

monty, point I made earlier, stateside may take this lower.

[muffinhead] 17/1/2022 11:34

On fundamentals, a £50b takeover of GSK (consumer division of which we don't know the balance sheet of the final purchase), many not happy


Momentum and technical traders will be sniffing the potential deal if current price level consolidates and holds into next week.. Key support level has been breached but need to see the Friday close for true sentiment

weekly chart...

[spoole5] 17/1/2022 11:33

This fall has effectively killed the deal, but ruined further reputations

[onehanded] 17/1/2022 11:29

looking back Unilever has delivered on its intention, as announced on 29 April 2021, to buy back shares with an aggregate market value equivalent of up to EUR3 billion., wow. Held share price up and with loss of divi could see another sharp fall in share price They are held in treasury though.

[bend1pa] 17/1/2022 11:23

Jope has been CEO of ULVR for 3 years now. The share price is about 10% lower than it was when he took charge. Around that time the FTSE was just under 7000. Today it's only a pitiful 8% higher, but that's still better than the share price performance of ULVR under Jope.

It's become increasingly clear that Jope is the wrong man for the job. He has proven over 3 years he is rather good at one thing - losing shareholder value. I think that's a sufficient time period to make a judgement call here.

[montyhedge] 17/1/2022 11:15

Wait until yanks start selling has well.

[justiceforthemany] 17/1/2022 11:13

US markets are closed today. No doubt pro Israeli investors have also been targeting the company and selling shares in recent weeks.
.

[montyhedge] 17/1/2022 11:09

They will have to come back with a higher offer and I bet in the end they pay to much.

[porsche1945] 17/1/2022 11:07

Did tell you idiots to sell out of this……. Haha. It’s terminal, it’s a last ditch effort that’s desperate, bit like MKS and it’s Ocado overpriced buy, these are businesses in terminal decline like everything else on dogshxt index of the world ftse 100, get your money into Microsoft, will put on 30 pc in the next 12 months. This U.K. dross is capital destructive, forget stupid dividends, it’s capital growth where you make real money. Wonder if Terry Smith sitting in the Maldives in tax free sunshine will bail out now, he’s dumped almost all U.K. holdings, think this was the only one left.

[wad collector] 17/1/2022 10:59

The rise in the GSK share price this morning suggests who is getting the better deal....

[philanderer] 17/1/2022 10:53

Looking like a poison pill deal that may well backfire on Jope. I too have now added a few.


"Initial feedback on the deal from investors over the weekend has been almost uniformly negative," Jefferies analysts said in a note.

[spacecake] 17/1/2022 10:47

Another great company that's lost it way in the world.

[ghhghh] 17/1/2022 10:45

The market doesn’t like the risk that Unilever will cough up the £60bn demanded by Glaxo. Unilever has a lousy track record for over paying.

Looks a good deal on price being offered.

This is a no brainier buy to me. Deal is clearly OFF and Jope discredited. Unilever must now be in play at this price