Gsk Share Discussion Threads

[nimbo1] 09/1/2017 13:03

Im not sure I see the point in them anyway. Writing lengthy analysis which takes too much time to read and is wrong c. 50% of the time.

[toffeeman] 09/1/2017 11:44

I say yet again - what would be the point of more than one broker if they all agreed?!

[garycook] 09/1/2017 11:30

Sums up analysis.How can 2 of them be that far apart ?

[tradermichael] 08/1/2017 13:38

Dividend pays out again on Thursday. I will be looking to buy back in with it..... ;0)

[ny boy] 07/1/2017 09:02

Buyers coming in as a defensive play, once the General market enters a correction

[philo124] 05/1/2017 07:26

Thanks for posting multiple research phil.

[philanderer] 04/1/2017 14:11

JP Morgan for 2017 drug stocks (SHP top pick)

GSK is our second choice, we see the dividend secure, and consensus forecasts well underpinned even with timely generic Advair approval; however, there are limited catalysts, and the valuation look fair rather than compelling

FT Alphaville

[essentialinvestor] 04/1/2017 11:39

Nice to see some further progress.

[tim 3] 04/1/2017 11:36

Hopefully also if it gets passed 1600 not that much resistance till £17.

[ny boy] 04/1/2017 11:32

Could break through today?

[ny boy] 04/1/2017 10:36

Bit of resistance around 1573p but should break through soon, to have a go at 1590p

[philanderer] 03/1/2017 20:35

JP Morgan cuts target from 1800p to 1600p...'neutral' retained

[ianood] 29/12/2016 15:00

To my mind GSK seems to be a slowly improving situation, have followed closely for two years and now believe that the Witty approach has actually finally added value. The cable move should help too!
Much as I respect him, I don't agree with Woodford's proposal to break the company in to it's components.

[alphorn] 29/12/2016 13:35

Interesting financial engineering, the JV arrangements and the huge creation of intangibles. Often very clever engineering has a habit of unwinding.

I have had both very large long and short positions in GSK over the years. No position for some time but back on my radar as a forex hedge going into 2017.

[fangorn2] 29/12/2016 13:35

Linked article more for general interest.

Am long myself, concur tad "cautious"

Best for New Year all...

[ianood] 29/12/2016 12:57

Such a move by Novartis would probably result in a div reduction but would most likely be perceived by Mr Market as a price worth paying and business positive. A bit like LLOY and the MBNA deal i.e. too good to miss.

[ianood] 29/12/2016 12:39

ViiV looks like a great success therefore unlikely that Novartis will exercise the put, however, if they did it would be a positive for GSK not a negative.

[alphorn] 29/12/2016 12:25

GSK would have to borrow to pay for the JV interest if Novartis exercised it's put option???

[essentialinvestor] 29/12/2016 12:11

Or the Q&A on the conference calls, often where you get the best insight,
however different ways of looking at something, glass half full or empty etc.

[ianood] 29/12/2016 12:06

EI agree, it reads as if written by a generalist with little knowledge of the company's intentions as per their recent presentations?

[essentialinvestor] 29/12/2016 12:00

A tad on the cautious side imv, respiratory is now growing again with new
product launches outpacing Advair revenue declines.
GSK are also pricing Advair very aggressivly in the US so an eventual generic
may have less impact than current consensus, just my take.

[fangorn2] 29/12/2016 10:41

GSK's New CEO Finds All the Low-Hanging Fruit Has Gone

[ny boy] 29/12/2016 09:44

1590p a first target in the NY..steady as she goes

[ny boy] 28/12/2016 12:38

Yes chart resistance is 1590p, so looks like a move there to test this level, support is 1510p