Unilever Share Discussion Threads

[retsius] 19/1/2022 13:31

shorts closing

[partenope] 19/1/2022 13:24

here is Lex's take (FT)

[spoole5] 19/1/2022 12:42

If they have good news they may well bring the results forward

[partenope] 19/1/2022 12:32

back over £36 at least. i bought these for £42 in May 21 and they are the largest holding in my core portfolio. I'm not exactly delighted with recent events to put it very mildly. I am a holder though and have full confidence that the deal is stone dead in the water now and the shares will recover. I like the present mix of brands and would much prefer them to either stick with them with additions made as and when (ie no mega deal) or to have a friendly merger with RKT. I think both the under-performing CEOs could then leave the party with their reputations improved - and Dave Lewis could take over as boss.

Or is this sheer fantasy? :)

[roguetraderuk] 19/1/2022 12:06

P&G out with decent results, raising f/c. this is what unilever should be aiming for. they update in february.

[careful] 19/1/2022 10:50

The logistics and distribution networks of companies such as Unilever and Glaxo are huge.

They are operating in many global counties.
There is duplication of effort, employment and distribution infrastructure.
20 times earnings sounds expensive but synergies will reduce this significantly.

It is easy for us to assume that the Unilever board and its CEO are idiots.
But try to imagine that they are very smart, and that they have been discussing this daily for months and know every detail of risks and potential rewards.

They will not want to go ahead with a wealth destroying bid, or would be allowed to.

[essentialinvestor] 19/1/2022 10:49

Dave Lewis as new CEO?.

Every little helps etc ).

Not taken another major role since TSCO.

[essentialinvestor] 19/1/2022 10:47

rogue, now sitting at a 20/5% plus discount to peer group.

That discounts a hell of a lot,barring something sensationally bad on current trading.

[rogerrail] 19/1/2022 10:43

Whilst it is true that health spending is a growth area, not sure it reads across to toothpaste and painkillers?

[roguetraderuk] 19/1/2022 10:40

brwo, its 20 times earnings they are paying. a higher multiple than what they trade at. if you are doing that, you should expect higher growth too. but it hasnt produced it and isnt forecast to either, the gsk figures show it in black and white. its a mystery why gsk didnt accept but i expect its the american partner that is blinkered by higher valuations in the states.

[roguetraderuk] 19/1/2022 10:37

EI, i would be confident of saying something on that subject after the trading update next month. not before.

[brwo349] 19/1/2022 10:25

Why make an acquisition if you are not going to get it on the cheap? I fail to see the point in buying something that just may show its value in 5 years. That link to the seeking alpha article was on the money. Nearly all acquisitions are bad deals for the acquirer.

[philanderer] 19/1/2022 10:08

Jope about to pull it ?

[careful] 19/1/2022 09:34

Just a bunch of over excited traders tying to make a quick buck.
CEO will talk to his serious large investors.
They will decide.

Deals like this take a 20 year view.
Serious investors know that.
The key to this is synergies.

We are so used to profitless Tesla rising 40% in 1 week or worthless Bitcoin doubling and halving over a few weeks that we seem to forget that there are huge important long term businesses out there.

[nick100] 19/1/2022 09:06

He would be a fool to go forward with this deal, the market has spoken.

[pander45] 19/1/2022 08:55

I think most have concluded the deal is dead in the water. The issue is now one of competence.

[kiwi2007] 19/1/2022 08:53

They'll not want to lose face... maybe make another half hearted offer knowing it'll be rejected and then pull out?

[montyhedge] 19/1/2022 08:50

If they bid another 5 to 10 billion, I think these will go under 3000p.

[uppompeii] 19/1/2022 08:44

Sold my GSK, it's just whether it's a wise move popping the proceeds in here...

[bluemango] 19/1/2022 08:12

Unless they're still determined to go ahead?

[big7ime] 19/1/2022 08:06

Time to go long Ulvr, short GSK