Posts tagged: Unilever

Unilever may be a target for activist such as Nelson Peltz, reports FT - Part 2

Tuesday, 14 September 2021, 8:22 am

Now analysts at Exane BNP Paribas are jumping on the 'Unilever is a target for an activist' theme.

Betaville's moles tell me the broker has just published a note suggesting the company split its developed markets business from its emerging markets business as this could generate 97pc of upside for the stock.

Yes, you read that correctly - 97pc!..

Read more...

Activist picks by The Times: Unilever, Centrica and Burberry among others...

Saturday, 28 August 2021, 8:59 am

Rivals at The Times have dedicated a full two pages of their business section to speculate on which FTSE company will be the next target for an activist, such as Edward Bramson of Sherborne.

They touted the likes of Centrica, Unilever and Burberry as possible targets for a corporate agitator. Below is the link to the fill article if you have time to read it:..

Read more...

Unilever may be a target for an activist such as Nelson Peltz, reports FT

Friday, 13 August 2021, 11:13 am

It's been a while since Nelson Peltz, the American corporate raider, has had a crack at a London-listed company but now City scribblers are suggesting he may have set his sights on Unilever, the FTSE 100-listed consumer goods giant.

Well, that's according to Bryce Elder's excellent City Insider column in the venerable Financial Times. Below is the link to his piece, which appears to be based on Bernstein research...

Read more...

The Conduit Club is poised to re-open this summer...

Tuesday, 30 March 2021, 11:08 am

Betaville hears The Conduit Club is set to re-open this summer.

Dubbed London's "wokest" private members club (Paul Polman, the former chief executive of FTSE 100-listed Unilever is said to be a member as is Carrie Symonds, Boris Johnson's partner) The Conduit Club shut when London-listed Metro Bank forced the £2650.00 a year invite only organisation into closure last October over an unpaid debt...

Read more...

What have Unilever and Scor got in common?

Thursday, 30 January 2020, 7:39 pm

The answer to the question I posit in the headline is: a strange attitude to the truth.

Take, for example, French insurance group Scor, which repeatedly denied in August 2018 to enquiring journalists (including yours truly) it held talks with Covea or Partners Re about offers about a deal for the business...

Read more...

Krafty 3G - the series returns

Monday, 17 July 2017, 10:02 am

Hot deal scoops are thin on the ground at this time of the year but the hard working Daniel Dunkley over the at The Sunday Times still managed to dig one or two out.

Indeed, the one that caught little old Betaville's eye was Dan's piece about Unilever's interest in the Reckitt Benkiser mustard/sauce auction. Here is the link: ..

Read more...

Tick Tock

Wednesday, 22 February 2017, 6:51 pm

Two days on and the upper echelons of the financial media world are still picking over the carcass of the failed Kraft Heinz / 3G / Warren Buffett / Unilever deal.

Probably the best newspaper piece out there is the "tick tock" by Arash Massoudi and James Fontanella-Kahn in today's Financial Times. Here is the link in case you haven't read it:..

Read more...