Unilever Live Discussion

Sir_Buns-Up_Knealing 17 Sep 2018

Going Dutch What a carry on this tagging business is! I wanted to link the below post from my favourite Brexit Wars thead but was too stupid to be able to do it. So I found this thread where it really belongs. Then the bot told me that it was too similar to a recent post I had made elsewhere! So I’m just blathering on to cure that problem… How simple life was with the old iii boards. Anyway at last… Who is going to take any notice of Aviva with their tiny holding in ULVR, especially after their disgraceful fiasco regarding Pref investors? BBC News Backlash over Marmite maker's HQ move Aviva Investors will vote against Unilever's plan to move its headquarters to the Netherlands. IMHO, SBK

Gamesinvestor1 14 Sep 2018

Sold 2nd half of my holding Gamesinvestor1: Took advantage of the rise well above 4515 and sold - I may be leaving money on the table, but the gap has closed enough for me to want to derisk it. After seeing this see saw from a very large profitable position to a very big loss position and then back again with the bid, I guess I’m relieved to be out with a firm profit. I think on balance I was a little more than naive in not taking Shire’s debt more into account. A top line P/E is all well and good, but when debt adjustment is considered, the real P/E is very high indeed. I don’t fancy holding this as part of Takeda, which itself is suffering a declining portfolio of drugs and is now going to be so indebted (assuming the deal is done and there are still doubts) that they will be forced to sell several profitable aspects of the business to bring the debt down somewhat. Whilst the old Takeda family has only a minority stake, they are so strong in their ethics of such an old company, they will try anything to thwart this deal in the name of the original founder’s principles. It’s going to get more compex maybe? Games ouch - wrong board

Gamesinvestor1 14 Sep 2018

Sold 2nd half of my holding Took advantage of the rise well above 4515 and sold - I may be leaving money on the table, but the gap has closed enough for me to want to derisk it. After seeing this see saw from a very large profitable position to a very big loss position and then back again with the bid, I guess I’m relieved to be out with a firm profit. I think on balance I was a little more than naive in not taking Shire’s debt more into account. A top line P/E is all well and good, but when debt adjustment is considered, the real P/E is very high indeed. I don’t fancy holding this as part of Takeda, which itself is suffering a declining portfolio of drugs and is now going to be so indebted (assuming the deal is done and there are still doubts) that they will be forced to sell several profitable aspects of the business to bring the debt down somewhat. Whilst the old Takeda family has only a minority stake, they are so strong in their ethics of such an old company, they will try anything to thwart this deal in the name of the original founder’s principles. It’s going to get more compex maybe? Games

Gamesinvestor1 12 Sep 2018

Going Dutch jkz, It’s not a uestion of the managers ignoring it, it’s what happens with all the funds that are linked to the FTSE100 – If it’s not in the index they can’t hold it and there are so many funds where Unilever is a top 10 holding it’s incredibly significant - not to know that I would consider to be more naive. We shall see what happens when all those funds are forced to sell their holdings. Games

jkz 12 Sep 2018

Going Dutch You can disagree, but assuming that fund managers will disregard an equity only because it’s not a part of FTSE seems very naive.

Gamesinvestor1 12 Sep 2018

Marketing Approval [link] “”“Rare diseases specialist Shire announced on Wednesday that the European Commission has granted marketing authorisation for ‘VEYVONDI’, for the treatment of bleeding events and the treatment and prevention of surgical bleeding in adults with von Willebrand disease, when desmopressin treatment alone is ineffective or not indicated.”"" Games

Gamesinvestor1 11 Sep 2018

Going Dutch I disagree - The vast majority of the funds invested in the UK fall into the FTSE100 - pareto principle – take away Unilever from the FTSE100 and it’ll suffer. Unilever is a good company, it’s stock demand is another issue - deprive it of a market and it’ll suffer. Games

jkz 11 Sep 2018

Going Dutch ULVR is a good stock - in the medium term it does not matter if it’s a constituent of FTSE100 or not. When the passive funds offload ULVR, the active ones will be happy to snap it at a cheaper price.

muddyfox22 07 Sep 2018

Share trades - volumes Why is it when I look at the share trades on most companies I see a heap of very small trades. Surely with dealing costs, these trades aren’t viable?

In_the_dark_yet_again 06 Sep 2018

SP? I'm in the dark I’d heard rumours he hadn’t been captured by Somali pirates and was being held to ransom while they stripped Vulganus of all useful maritime equipment but in fact had merely been evicted from Interactive Investor discussion boards due to some language infraction of some kind - there are a lot of touchy people out there who don’t like being pulled up, especially when they they are talking total garbage; shame LKH got on the wrong end of the language police. Nice to see full confirmation (because that comment is 100% certainly from LKH) of his well being and that he’s still as boisterous as ever. But the FT don’t support discussion boards as such (or do they?) so I don’t know how to engage in productive dialogue with him. In kicking him out II shot themselves in the foot which, given they had already shot themselves in the other foot with these new ‘improved’ discussion board, just compounds the error. Regards, ITDYA

jdhm 05 Sep 2018

SP? I'm in the dark LKH is over at the FT commenting (yesterday) in typically boisterous fashion on the letters page- "British brands as Marmite, Colman’s mustard, Persil and PG Tips will no longer be British-owned" They’re not really “British-owned” at the moment because Unilever NV (the Dutch company) owns 1.7 billion shares in the Unilever Group, while Unilever PLC (the British company) owns only 1.2 billion shares in the Group. So the Cloggies already have control by virtue of having 59% ownership of the shares. That is a rather more impressive majority in favour of Cloggyisation than the 52/48 referendum outcome by virtue of which we are in the process of flushing Blighty down the toilet of Brexit. It is also misleading of Mr John to refer to Mark Rutte having “enticed the company to his country with tax breaks on dividends”. Holland has traditionally been unattractive to British shareholders because of the 15% Dutch withholding tax levied on dividends. The UK has no such withholding tax (though dividends may be subject to UK tax in some circumstance). Rutte has said that the 15% withholding tax will be removed, which will put NV companies and PLC companies on a level playing field with one another in a year or so. It is of course entirely possible that either the British or the Dutch fiscs will subsequently do something to unbalance the playing field again, but who knows? Whoever owns Marmite or Colmans, they will always be “British”. Persil has never really been particularly “British”. In most of the world it’s made and marketed by a German company, Henkel."

ValueSeeker8 05 Sep 2018

SP? I'm in the dark @In_the_dark_yet_again, Spare a thought for VOD shareholders, have a look at the YTD LSE:VOD curve: Since the beginning of this year it is down by 31.6 %! IMO a lot of UK investors are selling LSE to get into NASDAQ to get a ride on uncle Sam’s new technology band wagon. They also see it as a hedge against Brexit and £! A case of capital flight from London to New York! It not just Unilever, look at all the LSE listed best big caps: utilities, commodities, retailers, banks and even oil companies etc. Very few FTSE100 (like WTB and AZN) did well this year so far. Sooner or Later uncle Sam’s new bubble will burst, the trouble is every body else also gets hurt. But I am sure that good companies like LSE:ULVR and LSE:VOD will remain (as almost always) amongst the best investments left around. They make real profits and pay real dividends (unlike most of uncle Sam’s latest hits). Best Regards @ValueSeeker8

In_the_dark_yet_again 05 Sep 2018

SP? I'm in the dark LSE:ULVR Can’t find any news. Down 1.5% on ‘nothing’? Am I missing something is is this just a very fickle market? All/any thoughts appreciated. Regards, ITDYA… where is LKH when when I need him?

Saigon_Sally 27 Jul 2018

For all you LKH seekers Thank you, ValueSeeker. SS

ValueSeeker8 25 Jul 2018

For all you LKH seekers You can use the spy glass to search for discussion on any stock. For example I entered BP as shown below: image.png536x788 35.5 KB Clicking the greyed text indicated by the red arrow would open the main discussion page for BP.