Member Info for Notmyjob

I’m up 11% and at no point have I considered selling these shares as the ex divi date approached.
Things are getting interesting for NG as regards renewables and electricity distribution. LTH.

Tuesday 1st June. 14.3p.

According to today’s RNS it would appear FIL Limited, Fidelity Bermuda, have tucked away 5% of the company.
Very encouraging.

Nice to see an insider purchase worth north of £55k today.

I had a quick skim through the RNS this morning and will digest further this evening.
My first impression was a more than decent set of figures.
There’s a bit of a market sell off today which coincided with the latest figures on inflation.
If EXPN is part of a SIPP or long term ISA then I wouldn’t worry.

Seems the markets liked the update.
Find an unloved quality stock with good fundamentals and buy low.
Sit back and relax.

Medium to long term I am extremely confident the company will continue to grow.
Day to day, week to week s/p movement is just theatrics.
Looking forward to the update on Friday.

Exactly that.
Out of favour.
Sentiment will return and at some point in the future fair value will out.
I’ve seen the tide beginning to turn (hopefully) on some of my other unloved holdings like SN, EXPN, SGE, ULVR, RKT...
Remember when Aviva was unloved and labelled a dog by some quarters?

LInk for the trading statement presentation.
https://www.connectmyevent.com/unilever/q1-2021/module/1199/watch-the-replay

Just a little turbulence on the s/p action but not totally unexpected.
I hold BAE for many reasons, but as an income investor I just collect the divi’s, say thank you and wait for the next one.

Based on today’s rumours I’ve upped the limit on my sell order from £20 to £30.
One never knows.

Article in The Telegraph:
Britain’s military is to get an £80 billion upgrade as the Government announces a modernisation drive this month to get the Armed Forces ready for the wars of the future.
The Telegraph understands that is roughly what will be invested in improving military equipment over the next four years. The total over the next decade could get close to £200 billion.
More than a hundred aging Challenger 2 tanks will get new turrets, guns, sensors and engines, becoming more deadly in the battlefield, while new frigates are being acquired.

Nice to see an associate of an insider to RB pick up 6 300 shares at a cost of £376 000.

Unilever is neither a panic buy nor a panic sell type of company.
The share price will rise and fall whilst all the time the important business of making safe profits continues.

If anybody is building a large stake they will need to notify the markets through a TR-1.

Rose to 0.7% which is ahead of expectations.
Probably explains some of the selling today given how margins could be squeezed. However, this is an ideal opportunity for management to look at efficiencies within the group.

were purchased by a non executive director yesterday.

Had to add further at these levels, only nagging doubt is a potential squeeze on margins given that it looks commodity prices are on the up.
Still a safe bet and way more upside than downside.

I agree. Surely a decent hedge against currency fluctuations would have yielded improved figures?

If Terry Smith does sell out then I’ll just buy more of ULVR at a further discount just like I have done with RB.