Unilever Share Discussion Threads

[purplepelmets] 18/1/2022 00:25

eye am fuggin dis custard. May as well fire off another letter to ULVR to register my outrage after sobering up, not that I will get more than a curt reply. To average down or not is the real Q? Got too much invested here to cut and run. Interesting poster yesterday said he sold GSK +6% and bought ULVR -&% sounds like a good idea.

[philanderer] 18/1/2022 00:17

“The market has given a thumbs down to news that Unilever has bid for GlaxoSmithKline̵7;s consumer goods division,” said Russ Mould, investment director at AJ Bell.

“The negative share price reaction probably reflects investors’ fears that Unilever is going to come back with a higher offer and potentially pay too much.

ADVFN market report

[lendmeafiver] 17/1/2022 23:35

In my view management need to focus on running the existing business and brands efficiently and forget the Mega debt fuelled M&A.

[justiceforthemany] 17/1/2022 23:20

Reckitt have plenty of healthcare products including Gaviscon, Nurofen, Durex, Clearasil.

[pander45] 17/1/2022 20:32

Arguably the better option actually.

[justiceforthemany] 17/1/2022 20:15

For the same amount Jope could take over Reckitt Benckiser.

[essentialinvestor] 17/1/2022 19:07

It's ultimately not the CEO's call, large institutional investors decide.

Ae per the Netherlands proposal, without support it does not happen.

And as for the CEO's shareholding, you will find the vast, vast majority
are options for which he has not paid a penny for.

[careful] 17/1/2022 18:47

It seems the whole World thinks it knows better than the man running the company.
I doubt that.
This guy is getting a terrible press.

The contrarian in me often does well when I ignore the stupidity of the crowd.

I have not read a single positive argument in support of this deal.

[justiceforthemany] 17/1/2022 18:34

CEO's shareholding is worth almost £20 Million here.

[roguetraderuk] 17/1/2022 16:30

esg doesnt seem to be the problem here in that they appear to be doing that reasonably well and in reality its something picked up from the prior ceo rather than a new idea from the present. in any case, the real issue is the business is at best stagnant. personally think the best way forward here is a shrink to grow approach, a bit like jnj has announced recently. either that or a pe bid which will do much the same but with the spoils favouring the buyer. shareholders would see a premium but that would be it.

[essentialinvestor] 17/1/2022 16:20

FT- The basic problem with Unilever’s £50bn healthcare bid.

[panshanger1] 17/1/2022 15:43

Unilever should be looking for smaller emerging brands that their enormous global reach can develop, market and grow(Diageo have been doing this for years)Not taking on established brands with limited upside - and don't get me started on the debt ...

[essentialinvestor] 17/1/2022 15:37

He won't walk without a huge severance deal.


Idea is a good one, the price ludacris.

Monumental error of judgement on that basis.

[thruxie] 17/1/2022 15:34

I bought into ULVR as a safe defensive bond like proxy. Not to see management take on hefty debt burden in a rising interest rate world.

So back to basics, pay off debt, grow organically with purchases out of free cash and lastly drop the saving the planet BS, focus on what's best for the business owners, ie the shareholders, us.

Having said that, this deal looks dead and I'm tempted to top up...

[pander45] 17/1/2022 15:18

Inevitable.

[onehanded] 17/1/2022 15:14

deal is not going to happen. It needs the large fund shareholders to agree and nothing in it for them. Dead in the water as CEO falls on his sword lol. Expect news in the morning or later after hours. Anybody short will be collecting their big profits.

[onehanded] 17/1/2022 14:33

All today's brokers update are above £40 so plenty of upside still. Think the next management communication will be more positive for the share price

[acsatix] 17/1/2022 14:07

I do not think that it was a smart move to do this now.... he should steady the ULVR ship first and prove he can deliver strong results and on the back of it then if wanted take over the GSK unit (or whatever next step)
in the open market after price discovery would have let the market price the asset for a while...


at the moment you have to trust Emma to place your bet... no way.