Member Info for slarti_bartfast

another £62m off the debt when this deal is approved and 2022 outlook is another year of sustainable free cashflow and revenue growth. Nowhere for Mr Lewis to hide now
https://www.morningstar.co.uk/uk/news/AN_1646230642664765800/in-brief-uk-cma-asks-for-comments-on-capita-software-sale-to-nec.aspx?msclkid=faa4600ca7bd11ec87cd7b35ac3bc262

'was gonna go all in just below £5. win some lose some..'
I tried to go all in but was only able to buy small tranches from 504. If it all blows over, £7 is still a great price. I cant wait 2 years though

As I understand it, the banks sanctioned are the same as 8 years ago relating to Crimea. Is it likely there is anything new for Poly?

HL should find out if their bank can receive the dividend cash into their bank as Poly will surely pay it imo?

or you are picking up gold rubles in front of tanks

'Is the fact that several rich Russians still have significant stakes in POLY relevant to the assessment of this risk?'
I guess it depends if their assets can be ring fenced eg in a court of english law under sanctions or they become a big seller etc. Not expert though.. dyor..

'what could potentially happen to the assets'
I will worry about that when USA lines troops up along the coast of Alaska

Can understand oil and steel at risk with inflation and tariffs bundled up in sanction thinking. Gold though, not so certain. SWIFT system wont get bundled in either imo

'how Russian companies will pay dividends in UK a as no access to Swift could make the movement from Roubles to Sterling difficult'
presumably same applies for companies who owe monies to Russian companies. Would depend on the scope of sanctions
but could broker the offset of dividends receivable from russian companies with monies payable to Russia companies and nothing move through the interbanking system?

'Since Trian first invested with P&G, the company's stock price nearly doubled.'
Well, good luck to them. Not the typical consultancy model feeding to the Board through a board member. I am optimistic, good dividend and interesting as this moves forward. Whats not to like?

They said they were going to do it and now they are doing it and an activist investor on their tail, so nowhere to hide.
It would be stupidity to lay off the hard working talent that can add value to the organisation elsewhere

'Nothing like a bit of management BS speak to raise the spirits'
Yeah, who hasnt been on the receiving end!
But its a big company and comms are done in 'town hall meetings'. If the message is genuinely for investor consumption, I read the sum of the parts are bigger than the whole. Identifying all the business elements to go with a disposal is important. Any business sale would come fully functioning and not leave a lot of 'shared cost' behind. Quite how gsk was envisaged to integrate whilst all that was going on, I dont know?

'weak sterling is good for ULVR'
Hurts my head to think of the exchange rate 'nexus', just as inflation, interest rates etc by entity/ country.

S0, is all the complexity to be pushed down to the opco/ regions?

' After a comprehensive review of our organisation structure, we intend to move away from our existing matrix to an operating model that will drive greater agility, improve category focus, and strengthen accountability.'
https://www.lse.co.uk/rns/ULVR/unilever-update-j21xd8qac06iqf1.html

Good results ulvr india
https://uk.investing.com/news/stock-market-news/hindustan-unilever-logs-168-rise-in-thirdquarter-profit-2566221

So, all eyes on the FY results!
'ECB's Lagarde: Inflation drivers will ease gradually in 2022'. I expect ULVR will settle nerves. Mine anyway after this week :-)
https://www.reuters.com/world/europe/ecbs-lagarde-inflation-drivers-will-ease-gradually-2022-2022-01-20/

UL up 8.8% at the moment..

CPI 5.4%
RPI 7.5%
ULVR brands a good defensive hedge and so I am in for the long term now
aimo
https://www.telegraph.co.uk/business/2022/01/19/ftse-100-markets-live-news-pound-share-price-inflation/

I expect a decent set of results 10 February and GSK to IPO...

SP down over 20% in last 12 months is overdone imo.

Analyst consensus earnings per share up more than 5% YoY and 5% revenue growth.
https://www.unilever.com/investors/results-presentations/analysts-consensus/

Think UK reports inflation tomorrow. RPI was 7.1% last month, hard to ignore that.

Nice chart Android ;-). Last week was xmas week and low volume. In general, trend does look like its building.

The Put options were "to decrease the cost of entering into the call options."

Presumably any effect is a timing difference and it all comes out in the wash.

if the sp doesn't correct at the end of the programme, still leaves me with the connundrum, where has €40Bn enterprise value gone (MV €31Bn)?

If Vantage is €16Bn
Vodacom is €15Bn
Whats the value of €30Bn european revenues and other product revenues €6Bn, NOTHING?

Also found this, Vod brand value $19Bn
https://www.statista.com/statistics/500110/vodafone-telecom-brand-value/

Alot of money moving around but not reflected in the SP.

What am I missing?