The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Maybe we can convince ULVR that its a better buy than that Glaxo thing they're chasing! ;-).........
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LONDON (dpa-AFX) - In a planned update released on Monday, Unilever (UN, ULVR.L, UL) stated that GSK Consumer Healthcare would be a strong strategic fit for the company. Unilever believes this would be an attractive and synergistic combination for the shareholders of Unilever, which would also deliver value and certainty for the shareholders of GSK (GSK.L, GSK) and Pfizer.
Following an extensive process to review strategic pathways, the Board of Unilever has concluded that future strategic direction lies in materially expanding its presence in Health, Beauty, and Hygiene. The Board of Unilever also noted that major acquisitions should be accompanied by the accelerated divestment of intrinsically lower growth brands and businesses.
Also, Unilever said it plans to move away from existing matrix to an operating model that will drive greater agility, improve category focus, and strengthen accountability. The company will announce a major initiative later in the month.
Unilever stated that the company is committed to strict financial discipline to ensure that acquisitions create value for shareholders. Following any acquisition, Unilever would target a return to current levels of gearing over the short to medium term.
Looked like somebody dumped a heap at open - maybe they just have to buy back in discreetly having dumped the price ...
This would probably be it...
https://e.vnexpress.net/news/economy/vn-index-plunges-43-points-4417361.html
Agreed , the discount to NAV/ is way to wide based on recent news - Maybe ST will give it a little nudge when he dehibernates! ;-)
I'm very happy with this one just touching on 100% up at the minute so cautious me is thinking about trimming a little but adventurous me sees there does seem to be a lot coming through ,I do think Salarius has massive potential . In the short term I guess we just need someone to drag Simon Thompson out of hibernation to give it a spruik . If somebody dragged him over a couple of sharp edged VLG rocks at the same time I'd be hard pushed to shed a tear ;-)
https://www.facebook.com/dinosandcomics/photos/a.353272316532075/421913583001281
Did any private investors get the briefest chance at this **** show of an instantly oversubscribed "boys club" discounted share holding diluting offering?
I'm 270% up on this one so not too concerned but also been wondering why? It's always moved in mysterious ways , might be a vague perception of geopolitical risk? Or just somebody needed some money for a yacht and sold a big chunk!
Interesting
Where did you get the shorts data?
For most of us an 800 pound Gorilla on the back would be fatal , for Unilever it's more like having to carry a heavy bag of shopping up the stairs
Once that snip of good news appears - A fund deciding to go long on ULVR or similar , I guess the shorters will melt away or swap to Calls , hence accelerating the up swing
If they re list as the same company and recognise existing shareholders it will probably involve a huge reverse split hundreds or even thousands to one , but, this has been an anything could happen share for years so time to sit back with the popcorn and wait ;-)
The longer the copper stays in the ground the closer we get to this....
https://en.wikipedia.org/wiki/Peak_copper
MMM that doesn't look like a great deal..................<br />
Well No more heroes I'd guess there's a lot of us in the same boat , what would be the point of selling it? I've hovered over the button a couple of times in recent years , book average of 0.08 - simply because I bought an extra million at their all time low! So I could of exited with a reasonable profit a couple of times, but , for reasons I can't really put a finger on I decided to hang on for the pot of gold at the end of the rainbow , it represents substantially less than a 1 % of my portfolio anyway so just class it in mad money corner - I've got plenty of big dull stable things to make me feel like a grown up!
Ah here it is the bounce up , bought in a 3k extra few days early , so had to wait nearly a week but I can live with that :-)
Surprisingly quiet despite recent volatility - I wish I knew a way of predicting it! ;-) I bought a nice little chunk of these in the days after brexit , see no reason to sell currently
Hi Buy hold sell , although I am on the winning side of this deal - assuming that it goes through..(only because I doubled down at 6.8p) I am having increasing doubts on IC's use , seems that ever since they went for lot's of pictures on the homepage instead of easy navigation to useful articles it has gone downhill , I really don't have time to research hundreds/thousands of companies so have used it through the years as a shortlist for further research but strongly considering looking elsewhere for a similar service - any thoughts on where? money am. shares magazine? I like Seeking Alpha but heavily Americas biased
I wish I could claim some grand vision here but , probably like many others, I bought some too high on the IC tip then doubled down on my own evaluation early December so was holding more than I really wanted at an average of 9p - this one has definitely perked the look of my portfolio up , just need Herencia to prove that mad money corner can work out now !! ;-)
From their days as Northern Petroleum to now they have lost over 90% of their share value -( based on share price , the value may be different!) Now they are offering a special opportunity to buy more shares , at the market price ...............?????? OK they are fiddling around in Canada now instead of the North sea and Italy ,but, the only chance of a solid return as far as I can see is one of the Majors in Canada needing to buy something to avoid paying tax