Member Info for driftking27

I believe ULVR is evenly priced at the minute, maybe a touch on overpriced too

There are plenty of risks that could hold the business back.
Inflation is affecting consumer confidence. This could cause consumers to move away from higher-value brands favouring cheaper alternatives like supermarket alternatives.

We will see if ULVR can prove me wrong, but so far after 12mths of watching this dismay display compared to NESTLE’s 25%+ growth in business I’m not a fan of adding any as I see further downside until the inflation does slow right down.

GLA

If your going to correct yourself, at least make sure it’s correct. It hit 6658p on 10th May 2021

Where do you get ticker for IRON ORE & Aluminium?

Holder here, VALE & OXY plus the BP/RDSB
Cheers.

This is great news for GSK, change is starting to happen :-)

Either you sell and come back when the dust settles, or buy more at these prices.
I for one have decided to reinvest in MYI and ABBVIE.

Also, MYI sits in discount territory with - 4.5% to NAV of 1223p to todays price of 1165p

Dropping due to ULVR Holding in top 10 holding

Im out first thing this morning .. going to let dust settle abd see what Feb brings

Can’t wait to get out of this and move to maybe AZN, MYI, LGEN or maybe AMGN.

Not been a fan of GSK, other than it pays a 6% dividend back at 1290p, to a dividend that was under scrutiny .

Again our FTSE high dividend paying companies need to follow EU/USA competitors.
3-4% is the base it should be at, this helps the company grow and sustain the dividend payout ratio

I have 750 GSK
180 ABBVIE
90 GILD
350. AZN
90 JNJ
75 VERTEX

Watch for 4500p. If the NASDAQ continues it rebalance maybe we will see a full correction. So don’t put numbers of 5000p. Wait and we will see lower lows happen

Up 220% since buying in 2010. When my broker said NOT to buy! Haha. I win. I bought 2353 back at 92p.

One of my best buys, along with APPLE, MasterCard, RIO, MYI, SPG, AZN, ABBVIE

Though the downward trend doesn’t really hurt me, as I have accumulated since 2003 & 2009. It will grow in time

Why oh why did they think it a great idea to sell the commodity, PG tips. Worst decision ULVR have made so far I believe.

My stock has been in a downward trend for past 12months, and did say this 12months ago. I believe it has further to go possibly to 3725p.

While compared to PG & HEINZ it’s a WATCH stock ONLY

The delisting of BHP this can only be a benefit to RIO’s strength in the FTSE, with those BHP investors / trackers moving funds here and to a lesser extend AAL.

Here’s to 2022 !

GLA

I have found the answers, which should help others decide.

BHP says. If it does go ahead, index trackers would be forced to sell BHP shares as the company exits the FTSE 100

Hi all,

I have read the last article regarding the changing of listing for BHP.
Can someone tell us again, that BHP will still be a trade-able stock in FTSE, or not?
I’m a tad confused but still searching for other articles on this matter

Cheers

I have held and added along the way since buying in 2003.

The last 2-3yrs has seen a divergence in growth compared with P&G.
I don’t like the look at what they have done in selling Crown Jewels like PG tips. Then we have the B&J debacle going on.

This is a watch stock for next 3mths until earnings report.

GLA

If you compare BHP v RIO, you are better to buy RIO.

I’d jump ship and join RIO in January -Feb sales

(Sharecast News) - Liberum upgraded Rio Tinto to 'hold' from 'sell' on Tuesday as it argued that bad news was now priced in.

"We upgrade Rio Tinto, as much of the near-term iron price downside risk has been realised (stocking pricing in $90/t iron ore) with the possibility of a seasonal uptick in Q1," the broker said.

"We still struggle to build a sustainable bull case for Rio Tinto from current levels, as iron ore still has further downside risk over the medium term. For now though, the risks appear more balanced - certainly versus BHP."

Liberum noted that Rio shares have underperformed since the company outlined the cost of going 'green' at its investor seminar, at $7.5bn between 2022-30.

In a broader note on the mining sector, Liberum said its most preferred stocks are Anglo American, Ferrexpo, Thungela, Shanta Gold and Gemfields. Least preferred are BHP, Centamin and Taseko Mines.

Sitting at 4885p or so, it still sits as neutral in opinion. It has come down from 6500p this July, but believe me it should outperform over longer term versus BHP.

Q1 is the key to the trend if the SP, so still sitting waiting for the sales to arrive.

I also found a note to back my continued opinion :

March 3rd -15th is the time to consider a big top up.

Sharecast News) - Liberum upgraded Rio Tinto to 'hold' from 'sell' on Tuesday as it argued that bad news was now priced in.

"We upgrade Rio Tinto, as much of the near-term iron price downside risk has been realised (stocking pricing in $90/t iron ore) with the possibility of a seasonal uptick in Q1," the broker said.

"We still struggle to build a sustainable bull case for Rio Tinto from current levels, as iron ore still has further downside risk over the medium term. For now though, the risks appear more balanced - certainly versus BHP."

Liberum noted that Rio shares have underperformed since the company outlined the cost of going 'green' at its investor seminar, at $7.5bn between 2022-30.

In a broader note on the mining sector, Liberum said its most preferred stocks are Anglo American, Ferrexpo, Thungela, Shanta Gold and Gemfields. Least preferred are BHP, Centamin and Taseko Mines.

This stock hasn’t moved in a year, and is at best just a dividend stock due to its defensive properties.

Next year is possibly the buying time in January to top up.

Still looks equal weight to me, neither going up nor down 10%

Merry Xmas all