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Unilever 3rd quarter highlights

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idpickering
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Unilever 3rd quarter highlights

#258369

Postby idpickering » October 17th, 2019, 7:15 am


tjh290633
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Re: Unilever 3rd quarter highlights

#258422

Postby tjh290633 » October 17th, 2019, 10:48 am

Dividend information:

The Boards have determined to pay a quarterly interim dividend for Q3 2019 at the following rates which are equivalent in value between the two companies at the rate of exchange applied under the terms of the Equalisation Agreement:
Per Unilever N.V. ordinary share:       EUR 0.4104 
Per Unilever PLC ordinary share: GBP 0.3576
Per Unilever N.V. New York share: US$ 0.4516
Per Unilever PLC American Depositary US$ 0.4516
Receipt:
The quarterly interim dividends have been determined in euros and converted into equivalent sterling and US dollar amounts using exchange rates issued by WM/Reuters on 15 October 2019.

US dollar cheques for the quarterly interim dividend will be mailed on 4 December 2019 to holders of record at the close of business on 1 November 2019. In the case of the NV New York shares, Netherlands withholding tax will be deducted.

The quarterly dividend calendar for the remainder of 2019 will be as follows:

.                Announcement       Ex-Dividend   Record Date   Payment Date 
Date Date
. ================= ============= ============ ============
Q3 2019 Dividend 17 October 31 October 1 November 4 December
2019 2019 2019 2019
============= ============ ============ =============


TJH

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Re: Unilever 3rd quarter highlights

#258431

Postby Arborbridge » October 17th, 2019, 11:08 am

I make that a compound rate of 9.3% over the past five years (calendar). If I'm somewhere near right about that, I could put up with the slightly lower yield on this one!

Arb.

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Re: Unilever 3rd quarter highlights

#258434

Postby kempiejon » October 17th, 2019, 11:25 am

Arborbridge wrote:I make that a compound rate of 9.3% over the past five years (calendar). If I'm somewhere near right about that, I could put up with the slightly lower yield on this one!

Arb.

https://www.dividenddata.co.uk/dividend ... ?epic=ULVR I'm pretty sure use the base currency and offer CAGRs of 7.56% over 5 years and 6.58% & 6.92% for 10 and 15.

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Re: Unilever 3rd quarter highlights

#258436

Postby ReformedCharacter » October 17th, 2019, 11:28 am

Unilever are my largest holding and from time to time I think about top-slicing them but 'masterful inaction' has prevailed so far.

RC

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Re: Unilever 3rd quarter highlights

#258446

Postby StepOne » October 17th, 2019, 12:06 pm

ReformedCharacter wrote:Unilever are my largest holding and from time to time I think about top-slicing them but 'masterful inaction' has prevailed so far.

RC


Also my largest holding, price having doubled in five years. It was on a distinctly average yield when I bought it, and continues to be, but in terms of pounds arriving in my account each year, it's delivering more than Vodafone, Glaxo, British Land, Standard Life, and a bunch of other apparently high yielders.

No intention of top-slicing.

StepOne

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Re: Unilever 3rd quarter highlights

#258449

Postby Arborbridge » October 17th, 2019, 12:24 pm

kempiejon wrote:
Arborbridge wrote:I make that a compound rate of 9.3% over the past five years (calendar). If I'm somewhere near right about that, I could put up with the slightly lower yield on this one!

Arb.

https://www.dividenddata.co.uk/dividend ... ?epic=ULVR I'm pretty sure use the base currency and offer CAGRs of 7.56% over 5 years and 6.58% & 6.92% for 10 and 15.


Yes I noticed that - which is why I mentioned my basis is slightly different because it is calendar year. I just took it from 4th Dec payout this year, making 141.7p for 2019, from 90.65p to Dec 2014.

Whether it 9% or 7% - both are more than acceptable!

Arb.

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Re: Unilever 3rd quarter highlights

#258454

Postby OLTB » October 17th, 2019, 12:46 pm

Afternoon all

ULVR is one I have bought on four different occasions at £27.87; £26.87; £31.11; £43.90.

Capital wise, I am up 35% and the annual income generated would currently pay for my home buildings and contents insurance annual premium if I weren't working. Referring to my HYP, we all know that the 'Y'ield isn't 'H'igh, but the 'P'ortfolio bit is important to me as a whole and I like Unilever in there.

Cheers, OLTB.

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Re: Unilever 3rd quarter highlights

#258463

Postby kempiejon » October 17th, 2019, 1:08 pm

Whether it 9% or 7% - both are more than acceptable!

Arb.


Absolutely, I often look for shares with a good increase history of income when knocking on the door of high yield, ULVR fills that niche, I see I bought in 2009.

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Re: Unilever 3rd quarter highlights

#258751

Postby monabri » October 18th, 2019, 12:48 pm

I'm wondering how much an effect a strengthening Sterling might have on the dividend and profit for UK shareholders? Over the last few years Unilever shareholders have see both dividends paid and profits 'flattered' by a weakening Sterling.

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Re: Unilever 3rd quarter highlights

#258829

Postby idpickering » October 18th, 2019, 5:26 pm

My original intention for my monthly top up for this month on 29/10/19 was to top up my BT.A holdings, who seem to be on the up, whereas ULVR are drifting downwards currently. I might just change my plan and top up the later instead. OK, ULVR are a lower yielding share, but I have more faith in them than I do with BT.A. Something to Pickering about over the weekend.

Ian.

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Re: Unilever 3rd quarter highlights

#258942

Postby Arborbridge » October 19th, 2019, 11:49 am

monabri wrote:I'm wondering how much an effect a strengthening Sterling might have on the dividend and profit for UK shareholders? Over the last few years Unilever shareholders have see both dividends paid and profits 'flattered' by a weakening Sterling.


Is it worth trying to second guess currency movements in such volatile times? Maybe better to use a balanced approach - i.e. some dollar earners, some domestic stocks - and let time smooth things out.

Arb.

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Re: Unilever 3rd quarter highlights

#258951

Postby monabri » October 19th, 2019, 12:11 pm

Arborbridge wrote:
monabri wrote:I'm wondering how much an effect a strengthening Sterling might have on the dividend and profit for UK shareholders? Over the last few years Unilever shareholders have see both dividends paid and profits 'flattered' by a weakening Sterling.


Is it worth trying to second guess currency movements in such volatile times? Maybe better to use a balanced approach - i.e. some dollar earners, some domestic stocks - and let time smooth things out.

Arb.


Agreed, there will be some swings and roundabouts and the effect on current holdings might broadly balance out. However, I'm focusing on any new buys or (more likely) imminent top ups. Ok, Unilever might not be not be High Yield but I'm not really debating this, I'm putting forward the consideration that one might buy at a certain yield only to see it reduce due to exchange rate movements. The next concern would be that earnings are hit and this leads to a price softening.

With HYP, there isn't usually just one card on the table for selection - perhaps a top up of a HYP share that might benefit from a strengthening pound might be better ?

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Re: Unilever 3rd quarter highlights

#258969

Postby Dod101 » October 19th, 2019, 2:28 pm

monabri wrote:[Agreed, there will be some swings and roundabouts and the effect on current holdings might broadly balance out. However, I'm focusing on any new buys or (more likely) imminent top ups. Ok, Unilever might not be not be High Yield but I'm not really debating this, I'm putting forward the consideration that one might buy at a certain yield only to see it reduce due to exchange rate movements. The next concern would be that earnings are hit and this leads to a price softening.

With HYP, there isn't usually just one card on the table for selection - perhaps a top up of a HYP share that might benefit from a strengthening pound might be better ?


Better to ignore exchange rates and any potential movements. For a share like Unilever there are so many moving parts as far as exchange rates are concerned. They account in Euros and yet most emerging markets have currencies which are linked one way or another to the US Dollar, and then they pay us in Sterling. It is not just as simple as the exchange rate between the Euro and Sterling.

Much better I think to look at the underlying business and how it is doing. The rest I just ignore. In any case, if you are going to look long term, sterling has tended to weaken against the major other currencies over the long term so it is as well to be invested in companies earning outside of our domestic market.

Dod


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