Member Info for Alessandro

Does it even matter what kind of customer a retailer caters? Money is money and at the end of the day, to an investor it is irrelevant it money come from the pocket of a 50 year old shopper or a teenager.

By comparison look at the PE of other retailers, such as Lululemon. Stellar valuation and the company may turn out to be a shooting star, a fad.

Noferkinamesleft thanks. Do we know why customers called off orders?

I appreciate all being said about the slowing down of the chip industry and all the rest, however I lack visibility on the scale of the industry related headwinds and the impact on XPP. I have the impression (and that's gut feeling only) that the severity of the hit on revenue is of a magnitude that can't be justified by the slowing industry alone.

Smith and Nephew has always been way overpriced. Even at the current level still seems overpriced. The dividend payout is below what you get from a savings account and the prospect for growth is just about ...meh, especially now and the slowing Chinese market. The share price should be half as much to yield a healthy dividend of 5-6%.

I would buy only with the wish of seeing the share price back to historical levels but I can't put any weight behind my wish especially with the debt it carries and the rates.

The drop in revenue is huge with not much in sight for a recovery. Did XPP lose contracts, are customers turning to different suppliers? Is XPP technology becoming obsolete? Not much clarity here.. for me.

Barclays raises Unilever price target to 5,000 (4,600) pence - 'overweight'

Warren Buffet made a fortune on the back of BB programs.

https://www.youtube.com/watch?v=x1p6Pg_IqLM

Trading update tomorrow.

115p is ridiculous. I do believe that 14 year old kids are issuing broker forecast on behalf of banks. They are as good at tossing numbers around as a n y b o d y else.

The gap in the chart from 2 years ago is almost filled. What to expect next? HFG is in a better shape than 2 years ago, although rates are now higher than 2 years ago. Will the share price push to £12 in 2024?

What a disgrace to see good business being wiped out the public hands to end up owned by private equity firms. The employees are neglected the possibility of ownership and retail investors have less options for investing. All of this for a meagre 15% premium. Companies are not for sale, people managing companies are for sale, and on che cheap too.

I don't understand this either "When you look at the fundamentals of JD compared to Hibbett, the JD share price of £1.19 compared to $86.25 seems strange."

On Hargreaves Lansdown website: "All in, there are clear signs that the new management team are making progress and Unilever remains a quality business with attractive fundamentals. If it can deliver on planned cost cuts and spin-off Ice Cream without causing too much damage, then achieving mid-single-digit sales growth is on the cards. The valuation isn’t too demanding, but we still think it’ll take time before we see a material rerating."

You kidding me: PepsiCo (27), Henkel (23), Reckitt B. (19), Nestle (22), Colgate (32), PG (26) have a PE above 20 (apart from Reckitt). Unilever currently trading with a PE 18, with a positive outlook and a share BB program of 1.5 billion pounds and HL cannot see a rerating? I can see a 10% upside, easy. FOOTSE is going strong, so I would give ULVR a chance.

Surprisingly, at market open, IP declined marginally, less than DS Smith.

IP: Despite the revenue increase, earnings are down significantly, possibly due to the fire at the Mexico plant and the winter freeze (I did not look into the details, hopefully that's the sole cause of drop in earnings). The quarterly presentation mentions the acquisition of Smith and the offer coming in at 415p based on the SP and exchange rate on the day prior to the announcement. I hope the board of directors in DS Smith had a look at the Q1 financial results and are comfortable with the headwind in IP before advising the shareholders to team up with IP rather than Mondi. DS Smith has a tough decision to make.

Unilever stubbornly does not increase the dividend payout. Perhaps at the current valuation the BB seems a better place where to put the excess cash.

If they bought at 240p I assume they saw a good opportunity to acquire value through the BB program.

If the BB was to boost EPS and perhaps stop the SP decline then yes, a poor move. I hope for the former.

How risky?

At what time will International Paper publish their trading update? Was it expected for today?

Why wasted? The company bought its own shares, haven't we all here bought in RWS too?

The bull run didn't last very long innit