The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Is there anything exciting in Unilever for expansion, new brands, etc. What is the story here, why investors should stick with UL given the higher payout from gilts vs. its dividend?
If they generally increasing sales and paying shareholders fine but large companies like Nestle, Mars, Heinz and you lot and fleecing customers with huge unwarranted rises then it’s not. The consumer are not daft and will switch brands like I have.
Cruusoen What a disgrace to pay shareholders a return. If shareholders were not supposed to make a profit we could well move to a communist country to enjoy the thriving economy and wellbeing.
Market data comment from France
What is the intel for today's drop in shareprice? Anyone?
The last two full years of dividend and two quarters this year have not changed so no increase of payments to shareholders. Price rises and shrinkflation are necessary to cover costs. Nobody wants to to take inflation on the chin be it individuals, companies or governments (by not increasing personal tax allowances with inflation) so it gets passed down to the little man.
And still shafting the customer with big prices rises to pay shareholders. If only everybody boycotted it and companies like Nestle who reduced Coffee Mate in size by 38% and kept same price.
@foolishlearner Total will be about 3 billions. I think so far is around 2.5 billions. I did no maths tho, Just a very rough estimate on what I can recall
Has any one worked out the average price of the share buy back to date
4th trance of the share buyback to start with immediate effect. Hopefully that can be a catalyst for some growth in the SP.
The world's most boring share? Nothing much happens, mediocre dividend yield, SP slowly drifts up or down. I tbink I'm losing the will to live.
Interesting commentary by Ian Cowie on growth prospects for the Indian economy in which he mentions Hindustan Lever (HUVR). This wholly owned subsidiary of ULVR comprises over 30% of the whole of the parent’s stock market capitalisation. he states "HUVR’s last dividend was up 19% and this seems to confirm that India is one of the best-positioned economies in the world to deliver growing wealth for its growing population over the next two decades. If so, ULVR’s holding in the biggest consumer company in India truly is a jewel in its crown."
TheLoaf there must be a reason why Lgen is so cheap (and probably always been)
The simple math with companies such as Unilever, GSK etc is the more the population grows worldwide, the more products they will sell.
Sadly, the SP will always yo-yo due to short term traders, shorters & IMO the FTSE is undervalued compared to some other markets. Yields of around 8% on the likes of solid earners like LGEN is almost laughable.
Buy the dips.
No great insights, but I will stick around for a bit yet.
Took some off the table couple of weeks ago as had a good profit.
When you look at a graph over 5 years it’s very cyclical ,it goes up and you finally think the market sees the value, only for gravity to take over and bring it back down.
It’s almost predictable enough to trade, but that not for me.
If comes down a bit more may buy back what I sold.
Good luck with you decision
Why the share price is so sluggish and not tracing the gowning profits? Is that down to the rising interest rates and people/fund managers etc. divesting to put money in savings accounts and in gilts?
Does Unilever have to offer growth rather than just reliable income? How do you quantify the potential for growth? I am really struggling with this one and I can't really make a judgment on whether to hold or move to greener pastures with a 20% profits after a 3 year holding period.
Than you all,
Ale
Wont be investing in a russian supporting outfit like unilever and stopped buying their products
Congratulations on your day in the sun here ( as prophesied by the motley fool) but does anyone know when arm are due to refloat and at what value twixt 30 / 70 Billion?
Shame London gets the bums rush
Atrm2, if the West is so concerned at the likes of Unilever (ULVR) continuing to operate in Russia, then shouldn't the Western high and mighty Governments and NGOs offer to compensate ULVR for leaving ? Why should Unilever hand millions in value to Russia and lose it. I'm invested in enough other UK shares which have left Russia and lost value from their balance sheets without compensation. There are the Russian assets in bank accounts outside of Russia as well as the oligarch assets confiscated by various Governments - what is happening to that value ? Believe me, even though the Western regimes are not as squeaky clean as they like us to think, if I had a loaded gun and Putin in front of me I would blow his head off, not much else would give me as much satisfaction......
Spikeji - do you think Unilever has the power to stop conscription and save their employees going to war if they conscription is mandated to by the state?
In war it's the masses who suffer the most, They are 'volunteered' to fight for the ideologies of the elite. TT
I don't think the ULVR employees will have much choice in thier fate Spikey. Maybe some senior management will lead from the front and volunteer but somehow I doubt it. TT
Looked at the headlines only and it looks OK at first sight.
Can't make the presentation right now but hopefully catch up later
Will they eventually do the same for their UK and European employees when the war spreads?
Unilever will let Russia employees be conscripted https://www.bbc.co.uk/news/business-66274358