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To be fair to Unilever, most of the other Magnum type ice cream lollies pale in comparison, and therefore should be far cheaper.
Unilever is starting to look like a buy as the share price drops below 3800p
The people in Unilever are the same, what changed is the top management and the reshuffle in the management.
I cant wait to see what the strategy will bring about. I am not surprised Unilever suffered from volume declines in Europe, the price hikes were brutal. A pack of 4 magnums sells for £1.60 more than the supermarkets own labels
It all depends on the new Unilever team and of course status of the global consumer!
What does suggest that it may be 40p per share in Feb24?
Trading x div today. Another 37.15p per share on the pot.
Final results Feb 2024 should be interesting.
Hoping for Q4 dividend of 40p per share.
Happy days
GLA
ULVR needs fresh blood, Alan Jope's tenure did nothing for the share price, new CEO now probably needs a year or more and if he fails to make major constructive impacts here then it'll be downhill for while, time will tell.
Unilever is one of the few dogs that have not benefitted from yesterday's stock market uplift. It will take at least a 2 to 3 quarters to see results, if any, from the changing strategy in Unilever.
I hope the share price can reach £60 in the next few years. The share price has gone no where for way too long.
It goes ex-dividend every three months and nothing ever happens to the share price
Hi,
Goes xd this week. Hoping for a good run from here into the New Year.
GLA
Thanks Trojan
"Things might not get better quickly but Barclays feels confident that there is urgency and clarity in the new CEO’s plans, even if the content of the plan was not new."
How slowly will things get better is the question. Barclays forecast £46 as a share price. That would be a good start for a 1-year target.
Thanks Nelly, good. Unilever management has been disappointed on so many level. Too much wokness. I hope they can make Unilever great again (as D. Trump would say)
"Many people didn't use deodorant as much when they were in lockdown and working from home and some recovery in that is coming through," said the group's finance director, per The Guardian.
But the good news is the idiot climbs back into his hole on 31st December, which is a good few months earlier than I thought :). Looking forward to the new regime.
NervousNelly What comment do you refer to?
Lets give the new CEO a chance. Making the right noises at least. He can't be any worse than Jope the Dope. As for the CFO. Well I know that idiot was promoted way above his capabilities from my time there.. Announced his impending resignation just before his buddy Jope left to avoid being sacked on day 1 of Schumakers reign. But why wait a year??? - oh because he is unemployable & will never secure another position.
Did you see his comments about deodorant sales.... I'd expect the intern to write that at the end of their first week, not the CFO of a multinational. Sigh.
Why are you so incompetent? This is a dog of a share. Unilever does not deserve to be in the FTSE 100. Just resign, the whole lot of you, you’re a disgrace.
Another Jurassic park terminal ftse 100 share that never goes anywhere and pays a crxp dividend. U.K. brexit basket case index uninvestable.
Thanks for the link
To be honest, I haven't done a load of research on Unilever for a while, so interested in your comments. But just looking at the top line numbers a long-term profitability, I think just an average CEO can keep the cash coming in. I have a reasonably sizable proportion of my equity portfolio in Unilever, and don't expect to sell any of it in the next five years. If i had a load of spare cash now, I would likely add to my Unilever holding based on current valuations. Though, I should probably do a bit more research.
Schumacher stated that Unilever will now prioritize faster growth.. what about the details, how will they drive consumers to their products, are they thinking about more advertising? that's a double hedge sword, due to the cost of advertising.
I am not convinced about product innovation, that's an expensive route too, and consumer may not welcome new variations of classic products. I hope Nelson Peltz is having a big influence in the board of directors. Unilever has had a terrible leadership in the past few years.
I guess that's the same for all large corporates. I like Unilever as a long-term hold. They have strong brands and pricing power. I just think at these levels they look good value for the long-term. I think the bar is pretty low for the new CEO, so opportunity to improve productivity and growth.
I worked in Unilever, a good number of dinosaurs in the staff and management that are there only to do politics and for their paycheck. I guess big companies in general attract the kind of people that look for a parking spot for their a**.
I hope the new leadership and CEO can straighten it up, as Unilever has been disappointing for 5 solid years.
I think you make a good point on relative attractiveness of ULVR vs. cash now, and this explains why the PE is very low relative to its historical average. I think the key point is that you would expect ULVR dividends to at least rise with inflation or more, so you might think of this as a real yield, which is higher than you would get on say index-linked bonds. I think ULVR is a long-term hold, especially given the ability of the company to raise prices. It's never going to be a multibagger, but long-term risk/reward looks good.