Member Info for nikylauda

https://www.lse.co.uk/rns/HDD/posting-of-annual-report-and-notice-of-agm-7atgobc1t159deo.html

https://www.building.co.uk/news/persimmon-sought-legal-advice-from-top-qc-over-goves-4bn-cladding-threats/5116054.article

https://www.standard.co.uk/business/nelson-peltz-the-wall-street-billionaire-stalking-marmite-maker-unilever-b982071.html

https://www.bbc.com/news/business-60324332

"We are still waiting for Airbus and their Tier 1 supplier to agree final arrangements that will allow a supply agreement to be signed between Hardide and the Tier 1. The timing of this is outside of our control, but indications are that it should be soon. Other components for Airbus from other Tier 1 suppliers are not affected."

The above statement in their last RNS dated 6th December ,its over two months and still no news.

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

https://www.advfn.com/stock-market/london/VOD/stock-news/87220065/frances-iliad-makes-offer-for-vodafone-italia

https://hardide.com/join-us-at-surfair-2022/

https://hardide.com/well-be-at-singapore-airshow-15-18-february-2022/

Persimmon : HSBC raises target price to 3830p from 3380p *

What we now need is some news on the Airbus contract, well over due.

https://www.fundsmith.co.uk/media/iljh250j/fundsmith_unilever_and_gsk.pdf

Unilever update



London, 19 January 2022. We note the recently shared financial assumptions from the current owners of GSK Consumer Healthcare and have determined that it does not change our view on fundamental value.



Accordingly, we will not increase our offer above £50bn.



Unilever is committed to maintaining strict financial discipline to ensure that acquisitions create value for our shareholders. Unilever also reiterates its commitment to continuing to improve the performance of its existing portfolio through its ongoing focus on operational excellence, its upcoming reorganisation and by rotating the portfolio to higher growth categories.



We look forward to updating on our performance for Q4, and the full year, on February 10th and continued engagement with shareholders.

ONDON, Jan 17 (Reuters Breakingviews) – Emma Walmsley is holding out for something better. The GlaxoSmithKline boss has rejected https://www.gsk.com/en-gb/media/press-releases/update-gsk-consumer-healthcare a 50-billion-pound offer from Unilever for the drugmaker’s consumer unit, whose products include Advil painkillers and Sensodyne toothpaste. But Walmsley’s plan to spin off the business is unlikely to produce a higher valuation. To placate shareholders, she’ll need other deep-pocketed buyers to step up.

For Unilever Chief Executive Alan Jope, the GSK business represents a chance to beef up the Dove soap maker’s credentials in health and wellness. The 100-billion-pound company can apply its experience in pitching to consumers to boost GSK’s over-the-counter medicines.

The challenge is financing the deal. GSK says Jope offered 41.7 billion pounds in cash, with the rest in stock. Such an outlay would lift Unilever’s net debt to around 57 billion pounds, after factoring in the proceeds from the recent sale of its tea business. That’s slightly more than four times the enlarged company’s forecast EBITDA for 2022, including likely cost savings of a billion pounds a year.

True, GSK has proposed a similar leverage multiple for its consumer unit following the planned spinoff. Nevertheless, it would be a big shift for a company that has tended to operate with more conservative debt levels. And it leaves Unilever little room to make a higher offer, unless it commits to selling food brands like Hellmann’s mayonnaise and Knorr stock cubes. Such sales take time, though: Jope announced a review of his tea business in January 2020 https://www.breakingviews.com/considered-view/private-equity-can-sweeten-unilevers-tea-business but only selected a winning bidder late last year.

Walmsley’s plan hardly looks more appealing. Analysts expect the business to generate EBITDA of 2.7 billion pounds in 2022. On a valuation similar to Nurofen maker Reckitt Benckiser it would be worth little more than 40 billion pounds, while a partial listing would leave GSK and minority shareholder Pfizer with less cash. That’s unlikely to be attractive to shareholders including activist Elliott Associates.

GSK insists the division’s growth prospects mean it is worth more. That’s why its best hope is for other bidders to enter the fray. Consumer giants like $387 billion Procter & Gamble or $441 billion Johnson & Johnson , which recently decided to hive off its unit that makes baby shampoo ..., are in a stronger position to finance an all-cash offer. By rejecting Unilever, Walmsley has raised the bar for success.

I got this from someone who posted on ADVFN

https://www.theguardian.com/business/2022/jan/13/persimmon-reports-bumper-year-amid-uk-housing-market-boom

This morning:

JPMORGAN RAISES PERSIMMON PRICE TARGET TO 3,580 (3,530) PENCE - 'OVERWEIGHT'

https://seekingalpha.com/news/3787596-india-plans-to-exit-vodafone-idea-stake-once-company-stabilizes?messageid=2900&utm_campaign=rta-stock-news&utm_content=link-1&utm_medium=email&utm_source=seeking_alpha&utm_term=RTA+News+Smart

https://www.youtube.com/watch?v=Vc2e8qkJfJk

https://uk.finance.yahoo.com/news/bank-england-orders-lenders-put-174424618.html

Please put directors talk interview . com where the stars is