Gsk Share Discussion Threads

[montyhedge] 27/5/2015 08:14

P.e incredible 25 and it's going ex growth. I'm I missing something. The only thing holding this up is the juicy dividend, under threat?

[montyhedge] 27/5/2015 08:07

Soon be below 1400p. P.e to high. Ex growth now.

[zeppo] 25/5/2015 18:33

filtering works.

montyhedge
27 May'15 - 08:07 - 10779 of 10783 0 1 (Filtered)



montyhedge
27 May'15 - 08:14 - 10780 of 10783 0 1 (Filtered)

montyhedge
27 May'15 - 08:07 - 10779 of 10783 0 1 (Filtered)



montyhedge
27 May'15 - 08:14 - 10780 of 10783 0 1 (Filtered)


z

[lak342] 25/5/2015 15:59

Spread Betting and CFDs May Magazine edition now online at This month's premium features includes General Election 2015: Whoever Wins, Britain Loses - Interview with David Buik, Zak Mir interviews a City Legend - The Mind of the Master Investor - Small Cap Corner, Tomorrow's Jam Today - FTSE 100, where Next?

[essentialinvestor] 25/5/2015 12:15

Mentioned previously that the CEO has about 12 months to restore GSK
to growth, article in the FT today along similar lines.

[christh] 23/5/2015 21:27

montyhedge 15 May'15 - 15:34 - 10749 of 10773
1050p target. Dividend in my view will be cut, p.e 24 so 700p target possible.
I'm being generous.


KEEP POSTING DOBBY! LOL

WHERE IS IT NOW £14.64.50p and it's heading back to £15

[alphorn] 23/5/2015 19:36

Depends which authorities.

[cyberian] 23/5/2015 14:23

What happens to the dynamics of a Pfizer move for GSK with a subsequent move of domicile to UK/London as has been suggested? Would the latter event negate possible hostility by authorities?

[unastubbs] 23/5/2015 11:02

very good piece on why a gsk/pfizer tie-up will most likely never occur

[dr biotech] 21/5/2015 10:51

Well I don't think its much more than some idle analyst pulling a story out of the air. FWIW I would vote no - US companies are run with too much short termism for my liking.

[jadeticl3] 21/5/2015 10:38

Speculation. Speculation.
Why not let GSK takeover AZN, then let Pfizer take over the combined company?

[nik rosa] 21/5/2015 08:44

...... a smoke screen that is pushing up the share price - nice one !
NR

[topcar] 21/5/2015 07:41

imo, its a smoke screen, they are coming back for Astra Z !!

They were waiting for goverment situation..........city strong rumour.

[mj19] 21/5/2015 07:34

Heavyweight high yielder GlaxoSmithKline (LSE: GSK) (NYSE: GSK.US), biggest holding and top yielder Royal Dutch Shell (LSE: RDSB) and new buy Antofagasta (LSE: ANTO) catch my eye in Merchants' portfolio.GlaxoSmithKlineTop FTSE 100 pharmaceuticals firm GlaxoSmithKline still does blockbuster drugs, but Merchants likes the way the company has been consolidating its global leadership positions in vaccines and consumer health, where there are "scale advantages" and "limited risk from generic competition".Earlier this month, Glaxo's management set out its expectations for the reconfigured group. The Board anticipates an earnings decline in the current year at a percentage rate in the high teens, but expects to deliver a compound annual growth rate of mid-to-high single digits over the five-year period 2016-2020.Management intends to peg the dividend at 80p a share this year and for the next two years. The payout equates to an annual yield of 5.5% for buyers of the shares at the current price of 1,442p. There'll also be an additional 20p special dividend this year. From 2018, the prospects for dividend increases look good, if management delivers the mid-to-high single digits earnings growth it expects.

[woodhawk] 21/5/2015 01:37

"Deutsche Bank analyst Gregg Gilbert sent had hearts beating faster in the drugs industry when he sent a note to clients entitled ‘introducing PfizerKline’. He explained why he thinks a £95bn or £19.24 a share cash and shares bid by Pfizer for GlaxoSmithKline, 5p dearer at 1447.5p, would ‘unlock access to its balance sheet and improve its tax situation’. A deal would be ‘materially accretive’ for both companies, he said."

[unastubbs] 20/5/2015 20:15

Guardian: Elsewhere analysts at Deutsche Bank looked at the prospects for GlaxoSmithKline, up 5p at 1447.5p being a takeover target for US rival Pfizer

[dr biotech] 19/5/2015 16:13

It is a bit odd though - are we just going to get the 80p special over a few years now rather than one (ie would they have cut the dividend). I didn't want the special dividend. I am quite happy to have one from a company that has excess capital, but I feel that it should be put to better use paying off debt or into R&D or acquisition.

GSK is at a cross roads - selling bulk vaccines as a commodity will make it a very different beast than it was before. As someone said it may be more like a utility. Thats not a bad thing if they have steady repeatable profits without having to be concerned about patents. But that is assuming they can sell enough to replace the falling sales of their other products.

[jadeticl3] 19/5/2015 15:45

There were many on this thread that did not support the 83p handout and I guess that many influential shareholders had a say in the change of stance.

If the company story is correct the problem of paying the divi is real but short term. If not then nothing they say is worth discussing. I am accepting their word for now, so the move to a 20p special in addition to the 80p normal will please me and support divi over 2015 and 2016. By then we should know if the new products are making up the loss from Advair.

[keith95] 19/5/2015 11:30

... well I agree with Monty on this one .... bought in before the divi ... sometimes a mistake if it continues to drop as GSK did .. but bailed this morning for pennies ....

Looks to me as though the special dividend has been cut to support the 5% share promise which doesn't look too smart ....

.... happy to be wrong and on the sidelines without a loss.

[toffeeman] 18/5/2015 08:30

Anyone who reads the IC and takes it seriously needs help

[ianood] 17/5/2015 19:19

They love him on the BT thread - Not!

[zeppo] 17/5/2015 09:35

Filtering works!

z