Unilever Share Discussion Threads

[roguetraderuk] 17/1/2022 13:13

rising input costs will surely be a factor at the update. i would be surprised if they are able to match or beat those costs with price hikes. so its poss the upcoming update wont be rosy. im not saying its a given, but i wouldnt be surprised as many are unable to fully pass on the higher input costs. maybe this forced the ceos hand late last year when he began tapping up gsk.

[mozy123] 17/1/2022 12:53

GSK unit - whats the valuation. How much FCF does it produce?

[redbaron10] 17/1/2022 12:53

Management needed to get the mood music right first before making this overpriced bid.Is jope partying it up with Boris in Number 10 by any chance?

[brwo349] 17/1/2022 12:50

you mean dead duck

[essentialinvestor] 17/1/2022 12:48

nick, any offer given the size would be subject to shareholder approval.
It's a dead parrot.

Find it extraordinary and not surprised by much these days.

[brwo349] 17/1/2022 12:48

Was minus 8% the bottom?

[brwo349] 17/1/2022 12:47

Dream and safe ticket my ass

[nick100] 17/1/2022 12:44

I presume if they do come with a higher offer it will have to be put to the shareholders, from todays share price the share holders have spoken.

[watfordhornet] 17/1/2022 12:39

I was at ABN at the timeThe lack of due diligence was mind blowing. Fred just wanted to get in b4 Barclays at any costHaving said that ABN staff/shareholders had all shares paid out at the top just before Bank shares crashed

[essentialinvestor] 17/1/2022 12:38

Dope was toast at 8.05 this morning Phil.

Deal is dead in the water as it requires shareholder approval.

However, this may lead to an opportunity, difficult to gauge where the price may go.

Around 8% lower, coupled with recent underperformance looks to discount a lot -
barring a disappointment on the next trading update.

[philanderer] 17/1/2022 12:34

Yield at the moment is 4%

[laptop15] 17/1/2022 12:33

If they do a deal with glaxo surely this sends share price higher

[philanderer] 17/1/2022 12:30

If/when they pull the deal Jope is toast.

[onehanded] 17/1/2022 12:22

Buying opportunity now says a few on the wire. Will see later what reaction are from fund mangers. They must be going mad and will demand a stop to this crazy idea.

[redbaron10] 17/1/2022 12:19

Consumer staples in an inflationary environment like this makes some sense but Terry Smith is going to be even less pleased if this continues

[onehanded] 17/1/2022 12:18

deal over and management will say shareholders and market have spoken and will jump up 10% lol.

[panshanger1] 17/1/2022 12:16

Market has given its view on the strategic value of this deal Unlikely to proceed imho

[onehanded] 17/1/2022 12:12

has good cash generating business, not let this gets destroyed...

[pander45] 17/1/2022 12:12

What a shower they are, communication dire.

[onehanded] 17/1/2022 12:11

expect management to say something soon, either deal off or another smaller company to be looked at with better value.

[pander45] 17/1/2022 12:11

Here's a novel idea, make the most of the product portfolio you have before venturing into more very expensive bolt ons.

[pander45] 17/1/2022 12:09

Don't trust that data. Try the other way around.

[onehanded] 17/1/2022 12:09

At this level i see some analysis see it as a takeover target. Maybe the CEO had a plan..

[nick100] 17/1/2022 12:07

4.8 millions buy and 2.6 million sale