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Unilever (ULVR)

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ADrunkenMarcus
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Re: Unilever (ULVR)

#429600

Postby ADrunkenMarcus » July 22nd, 2021, 12:09 pm

monabri wrote:Why the heck are they getting involved in Israeli Palestinian politics ( Ben & Jerry's ice cream )?


That business’s Board has a degree of independence.

Best wishes

Mark

ADrunkenMarcus
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Re: Unilever (ULVR)

#429604

Postby ADrunkenMarcus » July 22nd, 2021, 12:16 pm

ReallyVeryFoolish wrote:Share price looking sick today. Quite a bit of negative sentiment around Unilever presently.

RVF


3.6% dividend yield!

My highest individual company share yielder.

monabri
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Re: Unilever (ULVR)

#429614

Postby monabri » July 22nd, 2021, 12:28 pm

ReallyVeryFoolish wrote:
ADrunkenMarcus wrote:
ReallyVeryFoolish wrote:Share price looking sick today. Quite a bit of negative sentiment around Unilever presently.

RVF


3.6% dividend yield!

My highest individual company share yielder.

Might go higher if the share price suffers further? I bought the company for the first time a few months ago when the yield topped 4%. I guessed at that yield the share should appreciate and longer term deliver steadily increasing, unexciting income.

RVF


That was a rare event, you did well. I don't remember it topping 4%.

TheMotorcycleBoy
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Re: Unilever (ULVR)

#429678

Postby TheMotorcycleBoy » July 22nd, 2021, 3:35 pm

If I wasn't a little bit overweight ULVR I'd be buying that dip. A 5.74% fall in SP but only 1% (explicable) decline in OM:

Underlying operating margin declined by 100bps to 18.8%. After conserving spend at the peak of the global pandemic in the prior year we have stepped up investment in our brands and marketing campaigns, increasing spend by 80bps. Gross margin was 60bps lower, impacted by an increase in raw material, packaging and distribution costs globally. There was a slightly negative incremental impact on gross margin in the first half from adverse mix related to Covid-19 . Overheads improved by 40bps. Productivity programmes and ongoing Covid-19 related savings in areas like travel and facilities continued.

I believe that a lot of the diluted EPS fall which is stated in Euro, is due to the weak $ due to the effect of US stimulus measures.

Matt

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Re: Unilever (ULVR)

#429692

Postby TheMotorcycleBoy » July 22nd, 2021, 4:14 pm

Somewhere else in that H1 RNS, we see a table where ULVR detail their EPS in constant currency. It actually looks to me as if

Image

they are up 3.8% against H1 2020 on this metric. Possibly a buy point right now then?

Here is their constant currency explanatory section

Image

Just comparing the left and right sides of this gives it away for me
https://www.xe.com/currencycharts/?from ... UR&view=2Y

Matt

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Re: Unilever (ULVR)

#429698

Postby ADrunkenMarcus » July 22nd, 2021, 4:28 pm

I wonder if the market is fretting these issues are unique to Unilever - they're not, although I recognise the strength of its brands/pricing power is key to the investment case. And I remember a few years back when analysts were moaning of a lack of volume growth instead! Unilever delivered both volume growth and pricing increases to contribute to underlying sales growth.

Kone did better than expected earlier this week in terms of topline revenue but did flag margin pressures, which they have offset through price increases.

I also suspect the reason Spirax Sarco has been so strong recently (now over £145) is due to perception of pricing strength.

Unilever is my fourth biggest holding.

Best wishes


Mark.

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Re: Unilever (ULVR)

#429714

Postby absolutezero » July 22nd, 2021, 5:19 pm

ADrunkenMarcus wrote:
ReallyVeryFoolish wrote:Share price looking sick today. Quite a bit of negative sentiment around Unilever presently.

RVF


3.6% dividend yield!

My highest individual company share yielder.

How is your LYP of company shares doing? ;)

ADrunkenMarcus
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Re: Unilever (ULVR)

#429723

Postby ADrunkenMarcus » July 22nd, 2021, 5:39 pm

absolutezero wrote:
ADrunkenMarcus wrote:
ReallyVeryFoolish wrote:Share price looking sick today. Quite a bit of negative sentiment around Unilever presently.

RVF


3.6% dividend yield!

My highest individual company share yielder.

How is your LYP of company shares doing? ;)


Year to date it's ahead of the FTSE 100, FSTE 250, FTSE All Share and FTSE All World ($) so not too bad.

Best wishes


Mark.

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Re: Unilever (ULVR)

#429873

Postby absolutezero » July 23rd, 2021, 10:29 am

ADrunkenMarcus wrote:
absolutezero wrote:
ADrunkenMarcus wrote:
3.6% dividend yield!

My highest individual company share yielder.

How is your LYP of company shares doing? ;)


Year to date it's ahead of the FTSE 100, FSTE 250, FTSE All Share and FTSE All World ($) so not too bad.

Best wishes


Mark.

Exactly ;)

richfool
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Re: Unilever (ULVR)

#430797

Postby richfool » July 27th, 2021, 8:31 pm


monabri
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Re: Unilever (ULVR)

#430815

Postby monabri » July 27th, 2021, 10:28 pm

richfool wrote:The CFO buys 18350 shares:

https://www.investegate.co.uk/unilever- ... 06456627G/


Good to see a CFO putting their hand in their pocket.

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Re: Unilever (ULVR)

#430818

Postby richfool » July 27th, 2021, 10:48 pm

monabri wrote:
richfool wrote:The CFO buys 18350 shares:

https://www.investegate.co.uk/unilever- ... 06456627G/


Good to see a CFO putting their hand in their pocket.

Must be a big pocket too, at c £40 per share!

TheMotorcycleBoy
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Re: Unilever (ULVR)

#430860

Postby TheMotorcycleBoy » July 28th, 2021, 8:15 am

richfool wrote:The CFO buys 18350 shares:

https://www.investegate.co.uk/unilever- ... 06456627G/

That looks like a pretty strong buy signal to me!

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Re: Unilever (ULVR)

#430863

Postby Dod101 » July 28th, 2021, 8:30 am

It is of course all relative. The CFO was paid over £4 million for 2020 according to the Annual Report. Still it is good to see.

Dod

idpickering
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Re: Unilever (ULVR)

#432593

Postby idpickering » August 5th, 2021, 7:43 am

Unilever Is Said to Kick Off Sale of Large Part of Tea Business

Unilever Plc has kicked-off the sale of large parts of its tea business, which could be valued at about 4 billion pounds ($5.6 billion), according to people familiar with the matter.

The U.K.-listed consumer group has reached out to potential suitors and is expecting first-round bids in September, the people said, asking not to be identified discussing confidential information.

Deliberations are ongoing and there’s no certainty it’ll decide to proceed with a sale, the people said. Unilever is also considering an initial public offering of the tea business, or a partnership, the company said in a first-half results statement in July.

The sale does not include Unilever’s tea units in India and Indonesia or its partnerships in the ready-to-drink tea market. The rest of the business could draw offers from private equity firms, the people said, asking not to be identified discussing confidential.

A representative for Unilever declined to comment.


https://www.bnnbloomberg.ca/unilever-is ... e%20matter.

Dod101
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Re: Unilever (ULVR)

#432611

Postby Dod101 » August 5th, 2021, 8:39 am

I hate that expression 'reached out'. It sounds corny. Anyway nothing new in this but it will be interesting to see what, if anything, comes of it.

Dod

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Re: Unilever (ULVR)

#432636

Postby TheMotorcycleBoy » August 5th, 2021, 9:45 am

Dod101 wrote:I hate that expression 'reached out'.

You're lucky you're no longer in salaried employment. We have to listen to it all the time! And for a less formal contact we are urged these days to "ping" people. We are either pinging or reaching out to people these days. At least the world keeps turning around.

Matt

ADrunkenMarcus
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Re: Unilever (ULVR)

#432645

Postby ADrunkenMarcus » August 5th, 2021, 10:14 am

TheMotorcycleBoy wrote:And for a less formal contact we are urged these days to "ping" people


I 'bang' people. 'Can you bang that in an email to so-and-so'. Or I 'touch base'. Not difficult when nobody's even got to the first post.

I am pleased a demerger seems unlikely!

Best wishes

Mark.

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Re: Unilever (ULVR)

#432680

Postby OLTB » August 5th, 2021, 1:07 pm

TheMotorcycleBoy wrote:
Dod101 wrote:I hate that expression 'reached out'.

You're lucky you're no longer in salaried employment. We have to listen to it all the time! And for a less formal contact we are urged these days to "ping" people. We are either pinging or reaching out to people these days. At least the world keeps turning around.

Matt


Arghhh - glad it's not just me. No I won't blo@dy 'ping' you something... and don't get me started on 'moving forward'...

Sorry, OT I'll go to Grumpy Lemons.

OLTB.

TheMotorcycleBoy
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Re: Unilever (ULVR)

#432979

Postby TheMotorcycleBoy » August 6th, 2021, 5:46 pm

ADrunkenMarcus wrote:I am pleased a demerger seems unlikely!

Do you mean this?

https://www.bloomberg.com/opinion/artic ... edge-funds

thanks Matt


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