Now would certainly be an opportune moment to get some, low price and higher dividend yield as a result. I too hold Unilever but also GSK. So I am experiencing a small boost for GSK and the Unilever drop.
It smells of desperation if you ask me that they are trying to purchase the consumer division of a company as large as GSK. What were they thinking? Why not target something much smaller with higher growth prospects. They could purchase 3 or 4 entire companies for the amount being considered.
I would have to look hard at if I keep my Unilever shares. It may be less long term but I feel a Ā£60bn deal would take a while to get the gains that something as simple as 2-3% buybacks with 3-4% div yield (with modest low/mid single digit % annual increases) would do for shareholders. Then buy Ā£500m-$3bn companies, maybe up to Ā£5-8bn if the right one comes along.
The irony is, last year or two they have done all the right things, but shareholders have been TOO short term due to this bull market, so now they want a faster result which could actualy push Unilever to make a HUGE mistake. Of course I am just a lowly individual investor but through my own work I know how effective cash flow and capital allocation can be and that you almost never take on that amount of corporate debt to your net worth.
Yep, youāre absolutely right. Alan Jope is under a lot of pressure to steer back the company value to the success it used to held before his arrival. Some of the biggest shareholders are loosing their patience.
With a very decent dividend returns they are the long term buy, however I need yo work out how long is the ālong termā? I believe that Unilever will make that mistake and offer āhugeā 60bn! 
I think going by 2 days market reaction, it will be unwise to increase the offer bid to GSK
Or the market is already reacting to new offer 
Possibly reacting to a new offer, i truly hope at some point when the dust settles a US PE will buy both ULVR & GSK
i own both companies and more line up of UK stocks to sell since investors donāt want them even though most are undervalued - Morrison was a sweet return
Tesco, BT, Tate & lyle could be potential upcoming sweet deal if only regulators will step aside
It seems Unilever wont be increasing its bid, which I think is good. Either deal is dead, or GSK investors pressure the sale at Ā£50bn (I still hope it doesnt go through at Ā£50bn). Unilever stock price has regained over half its decline on the news.
Arguably a solid entry the 3700s, also havenāt seen a 4% yield for a while with Unilever. A revert to normal (depressed) prices of 3900-4000 could see fairly conservative 8-10% total return for rest of the year, lets see if my year start prediction of Unilever outperforming S&P500 happens, both down around 5-6% for the year.
Aaaaaaaaaaaand were backā¦
Bump in share price today on that news, that was a nice dip to buy 
Almost as if nothing happenedā¦ I wonder how long it will take for us to start noticing that things are being done slightly differently (if at all) to placate the activists. The media seems to think that Trian will push for divestment of some brands as they apparently did with P&G.
Just when I was building up the position. 
Under-pressure Unilever to announce thousands of job cuts
The full years earnings and Q & A call is going to be fun in a couple of weeks.
glad i sold Unilever a year ago
Got in couple of days ago, up about 6%. It is very volatile, not sure whether it is entirely the company or the whole market also play a part in it. Wait and see.
CLIPPER LOGISTICS PLC in the bag with good handsome reward
Does anyone know of more undervalued UK stocks that could be potential target for private equity or US rivals?
There is a good analysis in seeking Alpha regarding ULVR.
I also try to collect the fundamental Data of ULVR and compared it with The Procter & Gamble Company (PG)
ULVR.L: PE ratio (TTM): 17.46; P/S Ratio: 1.66: Dividend Yield: 4.25%
PG: PE ratio (TTM): 25.34; P/S Ratio: 4.55: Dividend Yield: 2.40%
I invest a small amount of money in ULVR and will keep adding it everytime I see the red days.
@Adindas Its on my buy list for end of month 
For long term investors who want that more reliable/stable company that also returns a fair amount of capital to shareholders ULVR is one of my favourites, I have added more recently in this 3300-3400p range.
If you are interested, I have recently completed some analysis on Unilever:
Relative Valuation - Comparable Analysis, Analystsā Consensus, Valuation Multiples
Intrinsic Value - Fundamental Review & DCF Models
Relative Valuation:
EV/Revenue: Ā£64.00
EV/EBITDA: Ā£55.53
P/E: Ā£52.31
P/S: Ā£67.04
P/FCF: Ā£71.64
Intrinsic Value (Base Case Scenario):
DCF (5y) EBITDA Exit = Ā£44.25
DCF (5y) Perpetual Growth = Ā£54.66
I would be interested to hear your thoughts and if anyone else has completed any analysis recently for Unilever.
You can see my full Unilever valuation analysis here:
Relative Valuation:
IS UNILEVER A BUY? ULVR STOCK PRICE VALUATION (bull-headed-bear.com)
Intrinsical Valuation:
UNILEVERāS INTRINSIC VALUE | UNILEVER DCF (bull-headed-bear.com)
NOTE: NOT Investment Advice - Sharing personal analysis based on personal assumptions.
