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Unilever (ULVR)

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scrumpyjack
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Re: Unilever (ULVR)

#364118

Postby scrumpyjack » December 8th, 2020, 3:57 pm

Yes but they can't yet quite be sure the Dutch won't stick them for an £11 billion exit tax!

As for the working week, I would have loved to do one day a week. I would have been really productive - honestly. :D

Bouleversee
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Re: Unilever (ULVR)

#364434

Postby Bouleversee » December 9th, 2020, 1:09 pm

Dod101 wrote:
Bouleversee wrote:Incidentally, as may already have been notified on here, the article also said that the company said it had unified its group legal structure under a single parent company, Unilever plc, and that the group would trade with one market capitalisation, one class of shares and one global pool of liquidity, while maintaining its listings on the Amsterdam, London and New York stock exchanges.


Ah Bouleversee. Where have you been these last few months? !!! This has been well publicised and in fact is mentioned higher on this very thread. After about 90 years or so living with the dual company structure, PLC (the UK company) finally bought the NV company (the Dutch company) so it is now entirely owned from London and Unilever PLC. Boris will be pleased. I look forward to reading the unified accounts for 2020 next year. Should make them easier to understand. I think it went through this time because London is the better place than Rotterdam for a large multi national to be based and we now have a Swedish Chairman and a British CEO (rather than the Dutch both when they tried to unify making Rotterdam the HQ)

Dod


I've been working all the hours God made in house, garden*, on-line ordering, admin. medical research etc. etc. No time to read every TLF post or check back. I occasionally find time to cook and eat but never to watch TV. I was, however, fully aware of Unilever's plans and merely copied the statement in the recent Times article confirming that it was now fait accompli in case someone had not already done so.

* Did you know there have been a phenomenal (literally) number of acorns this year, thousands if not millions of the damn things all over my garden and the ones I haven't already managed to collect are now putting down long roots everywhere. Gravel paths had become acorn paths with no gaps between. Very strange.

idpickering
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Re: Unilever (ULVR)

#365915

Postby idpickering » December 14th, 2020, 7:11 am

Climate Transition Action Plan

The Unilever Board today announced the intention to put its climate transition action plan before shareholders and seek a non-binding advisory vote on the company's ambitious emissions reduction targets and the plans to achieve them.

The plan will set out the company's climate strategy to reduce emissions within its operations, through its value chain, as well as describe how the company is managing risks and meeting consumer needs connected with climate change and societal responses to it.

It is the first time a major global company has voluntarily committed to put its climate transition plans before a shareholder vote.

Unilever believes that the economy-wide shift to net zero emissions will require a greater and deeper level of engagement between companies and their investors about their climate transition plans. In setting out our plan, we hope this increased level of transparency and accountability will strengthen the dialogue with our shareholders and encourage other companies to follow suit.


https://www.investegate.co.uk/unilever- ... 00084634I/

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Re: Unilever (ULVR)

#369254

Postby monabri » December 23rd, 2020, 5:41 pm

A Whopper of a deal. ;)

https://amp.rte.ie/amp/1186104/

idpickering
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Re: Unilever (ULVR)

#383519

Postby idpickering » February 4th, 2021, 7:19 am


ADrunkenMarcus
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Re: Unilever (ULVR)

#383542

Postby ADrunkenMarcus » February 4th, 2021, 8:48 am

The 4 percent increase in the fourth quarter dividend means a modest rise in the full year dividend for 2020, as opposed to a freeze, and puts ULVR on a 3.6 percent dividend yield at the present market price.

Best wishes


Mark.

idpickering
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Re: Unilever (ULVR)

#407874

Postby idpickering » April 29th, 2021, 7:23 am

Trading Statement.

· Underlying sales growth of 5.7%, with 4.7% volume and 1.0% price

· Turnover decreased by 0.9%, driven by a negative currency related impact of 8.0%

· Quarterly shareholder dividend of € 0.4268 per share and share buyback programme of up to €3 billion to commence in May

Alan Jope Chief Executive Officer statement

"Unilever has made a good start to the year. Our focus on operational excellence, innovation, and purposeful brands is continuing to strengthen competitiveness and has delivered underlying sales growth of 5.7% for the quarter.

We are driving the evolution of our portfolio, with strong growth in Prestige Beauty and Functional Nutrition. The operational separation of our Tea business is on track. We are also making good progress in creating a new unit, Elida Beauty, comprising a number of our smaller beauty and personal care brands.

We are confident that we will deliver underlying sales growth in 2021 within our multi-year framework of 3-5%, with the first half around the top of this range. We expect to increase underlying operating margin slightly for the full year, though with a decline in the first half driven by Covid-19 impacts, higher cost inflation and increased marketing spend over the prior year. Following another year of strong cash flow delivery, Unilever's Board has approved a share buyback programme of up to €3 billion.

We are committed to delivering superior long-term financial performance through our sustainable business model, which we believe has never been more relevant than it is today."


https://www.investegate.co.uk/unilever- ... 00099843W/

Dod101
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Re: Unilever (ULVR)

#407884

Postby Dod101 » April 29th, 2021, 7:59 am

Thanks Ian. Results look good and I am pleased that they are doing a share buyback for two reasons. Firstly it indicates that they are generating surplus cash and secondly it will reduce the number of shares in issue.

Dod

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Re: Unilever (ULVR)

#408018

Postby Dod101 » April 29th, 2021, 1:05 pm

I am very pleased to see that the share price is up over 3% on the back of these good numbers for the first quarter.

Dod

idpickering
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Re: Unilever (ULVR)

#408084

Postby idpickering » April 29th, 2021, 3:18 pm

Dod101 wrote:I am very pleased to see that the share price is up over 3% on the back of these good numbers for the first quarter.

Dod


Me too, although less so, as I intend topping up my ULVR holdings soon. :D

Ian.

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Re: Unilever (ULVR)

#408105

Postby daveh » April 29th, 2021, 4:08 pm

idpickering wrote:
Dod101 wrote:I am very pleased to see that the share price is up over 3% on the back of these good numbers for the first quarter.

Dod


Me too, although less so, as I intend topping up my ULVR holdings soon. :D

Ian.



I'm not pleased the share price is up. I've just started building a stake (10% complete) using divis received from else where and want the share price to stay depressed whilst I'm slowly building my stake - once I've got a full holding the share price can then start rising. :D

idpickering
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Re: Unilever (ULVR)

#408111

Postby idpickering » April 29th, 2021, 4:20 pm

daveh wrote:
idpickering wrote:
Dod101 wrote:I am very pleased to see that the share price is up over 3% on the back of these good numbers for the first quarter.

Dod


Me too, although less so, as I intend topping up my ULVR holdings soon. :D

Ian.



I'm not pleased the share price is up. I've just started building a stake (10% complete) using divis received from else where and want the share price to stay depressed whilst I'm slowly building my stake - once I've got a full holding the share price can then start rising. :D


Aren't we an ungrateful lot? lol

As for ULVR, I'm more than confident that the future is bright for the company (hopefully), and those of us who own it too.

Ian.

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Re: Unilever (ULVR)

#408114

Postby Dod101 » April 29th, 2021, 4:23 pm

daveh wrote:
idpickering wrote:
Dod101 wrote:I am very pleased to see that the share price is up over 3% on the back of these good numbers for the first quarter.

Dod


Me too, although less so, as I intend topping up my ULVR holdings soon. :D

Ian.



I'm not pleased the share price is up. I've just started building a stake (10% complete) using divis received from else where and want the share price to stay depressed whilst I'm slowly building my stake - once I've got a full holding the share price can then start rising. :D


Sadly none of us always gets what we want. Anything below £50 I would say is a good long term price to pay, certainly below £45 is fine I think. I do not understand why the market took against Unilever after it announced its year 2000 results. It is to me one of the world's long term successes.

Dod

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Re: Unilever (ULVR)

#408126

Postby dealtn » April 29th, 2021, 5:37 pm

Dod101 wrote:I do not understand why the market took against Unilever after it announced its year 2000 results.


2020?

Dod101
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Re: Unilever (ULVR)

#408202

Postby Dod101 » April 29th, 2021, 9:21 pm

dealtn wrote:
Dod101 wrote:I do not understand why the market took against Unilever after it announced its year 2000 results.


2020?


Indeed. Typo, thanks for correction.

Dod

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Re: Unilever (ULVR)

#409142

Postby TheMotorcycleBoy » May 4th, 2021, 6:54 am

Hi folks,

I've been parsing the Q1 results. I'm slightly curious about these statements:

The operational separation of Unilever's Tea business, excluding India and Indonesia and the partnership interests in the ready-to-drink tea joint ventures, is progressing well and is expected to complete this year. We continue to evaluate the most value creating model, including an IPO, a demerger, a joint venture, or a disposal, and we have also appointed an external CEO to lead this business into its next phase. The business that will be separated generated revenues of around €2 billion in 2020.

The separation of a number of smaller beauty and personal care brands is also underway. These brands, which are predominantly sold in Europe and North America, will operate under the name Elida Beauty and will benefit from dedicated management focus. The brands include Q-Tips, Caress, Tigi, Timotei, Impulse and MonSavon, and together generated revenues of around €0.6 billion in 2020.


When ULVR mention "separation" of these businesses, are they just referring to moving them into different (i.e. more specialised) business units, rather than disposing of them? Otherwise I'd be worried!

Matt

idpickering
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Re: Unilever (ULVR)

#409150

Postby idpickering » May 4th, 2021, 7:32 am

ReallyVeryFoolish wrote:
TheMotorcycleBoy wrote:Hi folks,

I've been parsing the Q1 results. I'm slightly curious about these statements:

The operational separation of Unilever's Tea business, excluding India and Indonesia and the partnership interests in the ready-to-drink tea joint ventures, is progressing well and is expected to complete this year. We continue to evaluate the most value creating model, including an IPO, a demerger, a joint venture, or a disposal, and we have also appointed an external CEO to lead this business into its next phase. The business that will be separated generated revenues of around €2 billion in 2020.

The separation of a number of smaller beauty and personal care brands is also underway. These brands, which are predominantly sold in Europe and North America, will operate under the name Elida Beauty and will benefit from dedicated management focus. The brands include Q-Tips, Caress, Tigi, Timotei, Impulse and MonSavon, and together generated revenues of around €0.6 billion in 2020.


When ULVR mention "separation" of these businesses, are they just referring to moving them into different (i.e. more specialised) business units, rather than disposing of them? Otherwise I'd be worried!

Matt

I'd say fully autonomous businesses within ULVR, perhaps with a view towards demerging entirely at some stage.

RVF


I must admit that I don't worry about such things as this, and am happy to just let the managers do their jobs.

Ian.

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Re: Unilever (ULVR)

#409152

Postby Dod101 » May 4th, 2021, 7:36 am

TheMotorcycleBoy wrote:Hi folks,

I've been parsing the Q1 results. I'm slightly curious about these statements:

The operational separation of Unilever's Tea business, excluding India and Indonesia and the partnership interests in the ready-to-drink tea joint ventures, is progressing well and is expected to complete this year. We continue to evaluate the most value creating model, including an IPO, a demerger, a joint venture, or a disposal, and we have also appointed an external CEO to lead this business into its next phase. The business that will be separated generated revenues of around €2 billion in 2020.

The separation of a number of smaller beauty and personal care brands is also underway. These brands, which are predominantly sold in Europe and North America, will operate under the name Elida Beauty and will benefit from dedicated management focus. The brands include Q-Tips, Caress, Tigi, Timotei, Impulse and MonSavon, and together generated revenues of around €0.6 billion in 2020.


When ULVR mention "separation" of these businesses, are they just referring to moving them into different (i.e. more specialised) business units, rather than disposing of them? Otherwise I'd be worried!

Matt


They have already explained what they mean as far as the tea business is concerned. They intend to dispose of it one way or another, in whole or in part. It looks as if they simply want to provide a better focus to the beauty products under Elida. But why do you ask? They have fairly clearly explained their intentions, maybe a bit more ambiguous as far as the beauty products are concerned. I am not in the least concerned. Why would I be? They know a lot more about their business than I do.

Dod

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Re: Unilever (ULVR)

#409164

Postby TheMotorcycleBoy » May 4th, 2021, 8:06 am

The reason I ask is purely down to a potential shrinkage of their total business, which without replacement with other BUs, would *possibly* equate to shrinkage of revenue/income streams.

Since I'm very much in the building stage of mine (and Mels) portfolios, we really want to focus on firms that grow. Spinning off units clearly is not that.

Matt

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Re: Unilever (ULVR)

#409166

Postby TheMotorcycleBoy » May 4th, 2021, 8:12 am

So is it just the Tea business they are planning disposal of?

I guess another concern of mine, is that presumably, the Tea BU is an earlier acquisition gone bad (or rather lower than expected OM).

If so, this is not a sign of good earlier judgement. I remember analysing Reckitt-Benckiser a while ago, and running a mile when I read how much damage the acquisition of a milk powder BU had done, and of course now the evitable process of them disposing of it. Shareholder value is wasted.

Matt


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