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I've sent a message to Unilever calling for them to call an EGM in order to suspend all operations and supplies to their Russian market for the duration of the hostilities in Ukraine. I would appreciate it if any other shareholders feel compelled to submit similar requests as if they start getting more and more requests, they might take action.
Porsche, fancy seeing you here. You went quiet on the HSBA forum after they went up 20% and haven't been since. In that time, the FTSE has outdone your beloved US and the SP is over double what you claimed it would be. Absolute joker. Can't believe you are still at it tbh. You must be skint
Income not growth. Also now is the time to buy footsie and uk funds. American growth was a buy 3 years ago. Income from infrastructure in the USA stable and inflation linked returns. All in my own opinion and many professional investors .:-).
Only thing that will save this now is Nelson from Trian. The whole ftse is dross, was dying anyway along with sterling and brexit was the the final nail, only 600 points above where it was 21 years ago. Shocking. Stick to buying US growth.
One rookie question I have is that Unilever closed 3914.50 today according to numerous records but Google does seem to have a tendency to react to what I imagine are after business trades and currently shows the price at 3871.
Seen it several times in numerous shares and just wondered if anyone had a view (not specifically re today or even Unilever) why google does this so often.
Appreciate there are some after business deals and indeed Unilever is traded on the DOW but seems Google is the only one that sometimes shows these wild spikes 5 minutes after close.
Feel sorry for the people who sold yesterday , not sure why Unilever went down on good rns. Good comeback today.
Unilever is cheap, share price can go down but it’s under valued and good chance to do well.
Short high growth richly valuated Nasdaq and buy under valued U.K. value stock, it’s never been so easy to make money this year lol
Of course it is not just ULVR that is going to have to raise prices. And such a large company should be able to use the economies of scale that smaller competitors do not have - if the management are any good.
From 0800 most shares trading sharply down, probably hangover from hectic trading yesterday. One of few bright sparks was ULVR which upticked steadily whereas divi darling BATS muted. Appears investors unimpressed in today's world with buybacks - preferring cash returns instead.
Cheap? Last year, when they were around £40 people, were saying how cheap ULVR was, but it failed repeatedly to hold that level. Now they can't even stay above £38. I'm fairly sure we will see this dip below £36 this year.
Nice! It's possible to turn positive, I dont know why the sellers were panic on good result but thank you all for the cheap shares.
''I've taken my profits now.'' well time to buy back in.
I added 900 shares today, the SP is boring but safe.
I short Nasdaq at the same time as buy cheap UK value stocks, the easiest way to make money in 2022.
Well done HI. Pleased for you. I thought results were tomorrow :(. Mixed up with BATS.
This one is following on the trend of the better the numbers the worse it's hit.
Little worried for BATS tomorrow. Was whacked last year on excellent numbers, and now at 2 year highs.
I've taken my profits now.
I agree that was the easiest and quickest trade ever. Market can be absurd sometimes.
Best
Happy
MrG on the money. At 0800 overnight stop losses taken out down to 3666. At that point II's came in and bought everything up to 3700 which was the floor. By 0830 traders were drifting off to breakfast having made ca 3% within 30 mins at 3750. Not bad for trading a solid share with reasonable results and prospects. Will the herd ever learn? As I write its 3782 but happy with 3750.
A low SP is great for the share buybacks.
I have been trading these quite successfully and I am back in this morning. I thought I would not get the chance as they'd rise.
The market reaction is truly bonkers. Yes, short-term headwinds on cost inflation but plenty of evidence of pricing power in these results. They are an excellent hedge against cost inflation in the medium term.
A definite takeover and/or break-up target if share price doesn't improve.
All IMHO DYOR
Happy
This is a real long term one, reason why I have it only in my SIPP. I Will be adding more.
+5% today..
BFW 02/10 06:59 Unilever 4Q Underlying Sales Beats Estimates
RNS 02/10 06:59 Unilever PLC ULVR Final Results
BN 02/10 06:59 *UNILEVER 4Q DIV/SHR EU0.4268
BN 02/10 06:59 *UNILEVER 4Q UNDERLYING SALES +4.9%, EST. +3.56%
BN 02/10 06:59 *UNILEVER 4Q UNDERLYING PRICING +4.9%, EST. +4.9%
BN 02/10 06:59 *UNILEVER FY ADJ. OPER PROFIT EU9.64B, EST. EU9.51B
BN 02/10 06:59 *UNILEVER ANNOUNCING FURTHER €3B PROGRAM FOR 2022-2023
BN 02/10 07:00 *UNILEVER 4Q UNDERLYING SALES +4.9%, EST. +3.56%
BN 02/10 07:00 *UNILEVER: MAJOR CHALLENGE OF '21 DRAMATIC RISE OF INPUT COSTS
BN 02/10 07:00 *UNILEVER ANNOUNCES FURTHER EU3B BUYBACK PROGRAM FOR 2022-2023
BN 02/10 07:01 *UNILEVER: IN 2022, WILL MANAGE SIGNIFICANT INPUT COST INFLATION
BN 02/10 07:02 *UNILEVER: SEE UNDERLYING SALES GROWTH IN 2022 OF 4.5% TO 6.5%
BN 02/10 07:02 *UNILEVER SEE VERY HIGH INPUT COST INFLATION IN 1H OF OVER €2B
BN 02/10 07:05 *UNILEVER SEES VERY HIGH INPUT COST INFLATION IN 1H OF OVER EU2B
Unilever 4Q Underlying Sales +4.9%; To Buyback Further EU3b
2022-02-10 07:08:26.670 GMT
By Sarah Jacob and Bloomberg Automation
(Bloomberg) -- Unilever reported underlying sales for the
fourth quarter that beat the average analyst estimate.
FOURTH QUARTER RESULTS
* Underlying sales +4.9%, estimate +3.56% (Bloomberg Consensus)
* Underlying pricing +4.9%, estimate +4.9%
* Dividend per share EU0.4268
2021 YEAR RESULTS
* Underlying EPS EU2.62, estimate EU2.49 (range EU2.42 to
EU2.56)
* Revenue EU52.44 billion, estimate EU52.03 billion (range
EU51.13 billion to EU52.36 billion)
* Adjusted operating profit EU9.64 billion, estimate EU9.51
billion (range EU9.4 billion to EU9.6 billion)
* Adjusted operating margin 18.4%
* Operating profit EU8.70 billion
* Free cash flow EU6.39 billion
COMMENTARY AND CONTEXT
* Announcing Further €3B Program for 2022-2023
* Major Challenge of ‘21 Dramatic Rise of Input Costs
* In 2022, Will Manage Significant Input Cost Inflation
* See Underlying Sales Growth in 2022 of 4.5% to 6.5%
* See Very High Input Cost Inflation in 1H of Over €2B
* Rules Out Major Acquisitions in Foreseeable Future
* Sees input cost inflation may moderate in the second half to
around €1.5 billion, although there is currently a wide range
for this that reflects market uncertainty on the outlook for
commodity, freight and packaging costs
* 2022 underlying operating margin is expected to be down by
between 140bps and 240bps, so maintained between 16% and 17%,
with the first half impacted more than the second half. We
expect margin to be restored after 2022, with the bulk coming
back in 2023 and the rest in 2024
those results are actually fantastic and way above what i was expecting at these levels UNI has to be a strong buy....excellent...
Way better than I anticipated ??
Quite happy with these results
Glad I have been increasing my holding to be stored in the bottom drawer
Fastest underlying sales growth in nine years - 4.5%, with 2.9% price and 1.6% volume
· Turnover increased 3.4%, with a positive impact from acquisitions and a negative impact from currency
· Underlying operating profit increased 2.9% and underlying operating margin decreased by 10bps
· Underlying earnings per share increased 5.5% and diluted earnings per share 9.2%
· Announced the sale of Tea business for €4.5 billion, with completion expected in H2 2022
· Completed €3 billion of share buybacks in 2021; announcing further €3 billion programme for 2022-2023
· Dividend per share growth of 3% for 2021