Unilever Share Discussion Threads

[giltedge1] 20/1/2022 13:34

I agree with Roguetrade UK results for FY21 may surprise on upside, India storming ahead despite Covid, China doing well high single digit growth, USA & Latin America up despite tough comparatives, Europe level or slightly up as expected. Also currency tailwind Euro down since HY21.

[roguetraderuk] 20/1/2022 12:23

trading update will be fascinating. p&g showed how it can be done on a large scale yesterday, with a equal mix of vol and price hikes contributing to top and bottom line. while today premier said its branded segment led the growth and gained market share.
so it can be done on all levels.

[redbaron10] 20/1/2022 12:18

Some of these kite-flying CEOs think investors have short memories.I remember Lord Simpson and the Marconi debacle when they took the company on a debt fuelled binge.It taught me an invaluable investment lesson.The CEOs get all the plaudits and a lovely fat bonus when it goes right but investors are the ones who suffer when it goes pear shaped.

[redbaron10] 20/1/2022 10:46

Sanity has prevailed but Jope's credibility is in question.He and the board need to be laser focused on results now.Unilever has some pricing power with its power and recognisable brands, but raw material,ingredient and input costs are rising with inflation, so margins are going to be squeezed.Especially so if the cost of living crisis intensifies and consumers choose cheaper/supermarket own label brands when shopping.Unilever does have brand loyal customers, but they shouldn't be taken for granted.

[roguetraderuk] 20/1/2022 09:07

part, the shares have tended to outperform and note absolute positive returns on days the general markets were under pressure. that was the trend in the second half of last year.

[roguetraderuk] 20/1/2022 09:06

initial res is just below 38 quid, the gap high. 3788. if they can clear that it can fill the gap. but i expect it might stay soft until results. if low of day so far is breached you can expect the downside gap to be filled.

[spoole5] 20/1/2022 08:58

Has turned into a management issue now.

[partenope] 20/1/2022 08:51

think yr dreaming a little there onehanded, think this will rise or fall with the wider market...

wait and see

[onehanded] 20/1/2022 08:46

target today to test £39 so they say on the wire. Think the share price will build as the day goes on and USA opens.

[montyhedge] 20/1/2022 08:44

What a plonker Rodney, waste of time.

[philanderer] 20/1/2022 00:30

Bruno Monteyne, of Bernstein...

"No investor backs this bid. Our investor call last night was a torrent of criticism along the lines of: 'what on earth are they thinking', 'how can the board even think …', 'desperation'."

Mr Monteyne said even if a deal is agreed for GSK's business, Unilever would be "unlikely to get it approved", and added: "Paying such enormous premiums/valuations for other similar assets will be treated similarly. The boat has sailed."

He added: "That is bad news for Unilever management and the board. Given the performance of the business over recent years; given this sudden change in strategy and the shareholder refusal to back one of the key pieces of the plan, we think management has lost credibility. We would expect management and board change to be the key topics for the next three to six months."

Mr Monteyne said that shares would be likely to perform better if Unilever's management was ousted.

[beergut] 19/1/2022 22:23

PanderWould they say we are dreading our 4th quarter results :-)

[lendmeafiver] 19/1/2022 22:17

Warren should have another crack, investors would welcome it now in my view.

[justiceforthemany] 19/1/2022 21:48

Bert Flossbach, the founder of top ten shareholder Flossbach van Storch, told the Financial Times: "I would strongly oppose it if it comes to a vote."

Mr Monteyne said even if a deal is agreed for GSK's business, Unilever would be "unlikely to get it approved", and added: "Paying such enormous premiums/valuations for other similar assets will be treated similarly. The boat has sailed."

[philanderer] 19/1/2022 21:03

Big questions for Unilever board after GSK pursuit ends

[careful] 19/1/2022 20:55

up 7.5% in America right now.

Gets interesting now.
A good update will cause a pop in the share price and tempt GSK.
If GSK shares fall back ULVR could be in the driving seat.

The institutions will decide this one.
Game on.

[mozy123] 19/1/2022 19:49

P and G killing it. Unilever take note.

[pander45] 19/1/2022 18:55

This looks promising "We look forward to updating on our performance for Q4, and the full year, on February 10th" must be half decent as they wouldn't be looking forward to it, especially after this weeks debacle.

[riskonricky] 19/1/2022 18:25

Genuinely made me rofl.

[patientcapital] 19/1/2022 17:59

A rather terse statement. Ahead of heads rolling one would imagine. A lesson for employees, who manage businesses on behalf of owners, that significant owners should be consulted prior to embarking on vanity projects.

[justiceforthemany] 19/1/2022 17:56

Back to £40 hopefully and £100Bn market cap.