Member Info for EdinburghValue

Try Dubai mate - I heard it’s nice this time of year with the explosions and unstable neighbours.

Grass isn’t any greener.

People running this country down all the time gets on my nerves- most unpatriotic people in Britain.

A Farage moment - Meaning lie your entire life, suck up to Epstein best mate and think immigrants are the answers to all your small man syndrome problems?

??

excellent article - 25% upside

excellent article

https://www.***************************/unilever-plc-ulvr-l-stock-analysis-a-defensive-giant-with-25-upside-potential/4121248103

Have you opened a short yet Gerry?

I’m bullish on this deal - the business is currently valued less than merger. Keeping the emerging market segment is huge positive.

Another positive analyst note.

https://www.insidermonkey.com/blog/unilever-ul-supported-by-expected-volume-growth-recovery-1730587/

I don’t need to as we get shares as part of the deal - keeping emerging market element I think is a good thing.

Be good to see an increase in the dividend later this year.

Did you watch the 75 minute presentation on the deal I posted?

Again I post it below for reference -

https://youtu.be/MokfRDL0kqA?si=mbbiQWKlEvX96e9P

You could Google it yourself or try clicking the link I posted below my post. But just in case you struggle with either.

https://www.marketscreener.com/news/unilever-plc-barclays-reaffirms-its-buy-rating-ce7e51dfdf81f420

Merger presentation

ULVR merger presentation..

Https://youtu.be/MokfRDL0kqA?si=GV74o-6B0E30WVpa

Barclays and JP Morgan like the deal -

https://www.marketscreener.com/news/unilever-plc-barclays-reaffirms-its-buy-rating-ce7e51dfdf81f420

An interesting article this morning -

“Artisan Partners, which has a history of driving strategic change at consumer companies, ‌welcomed Unilever's (ULVR.L) decision on Tuesday to merge its food business with McCormick (MKC.N), saying the Dove soap maker should now be able to "more effectively manage" its core personal care and home brands.”

Excerpt From

“Exclusive: Investor Artisan Partners backs Unilever's plan to sell food unit”

Richa Naidu

Reuters

https://apple.news/Aq9NCARPeQYGr30sCt5P8lA

Even if the market doesn’t like it - the deal isn’t as awful as the drop would suggest?

Emerging markets (India/Brazil) have been kept, huge buy back, cash, shareholders get shares in the new business etc…

I’d imagine pension funds will start buying with a 4.1% yield. Fair value at £43-£45?

This is now my biggest holding - bought lots at £42.05. As a defensive stock, with its debt being cleared through this deal it’s an easy one to hold longer term.

Dividend Yield: 3.86%

(Based on an estimated 2026 annual dividend of 162p per share)

Price-to-Earnings (P/E) Ratio: 17.14x

(Based on a consensus 2026 Earnings Per Share (EPS) estimate of approximately 245p (£2.45).)

Wall Street article about deal - board met this afternoon to approve.

https://apple.news/ASf1lF-1SRm-j2Mz0NyyCyw

Looked pretty strong today after what some thought would be a tough day. I think results in May will prove how much of a cash cow this business is - hopefully we see a bit of a re-rate as these prices are madness.

Reading the Reuters article about how this food merger might be structured (majority owned plus cash) - think when this get announced we are going back north…

https://apple.news/Angwh5kYHQJmvJhqaFRzNmw

It’s been interesting reading different takes from analysts on NWG over the last few months.

For me the fundamentals make it a sound buy at these levels - my questions for you all is.. what’s the catalyst which will kickstart that price back towards £7/8?