Gsk Share Discussion Threads

[tradermichael] 19/12/2018 12:23

Emma came across very well in the CNBC interview (- thanks Monty for the tip)

[tradermichael] 19/12/2018 12:22

£1 = $1.26415

[zho] 19/12/2018 12:21

montyhedge,

Have a link for the interview? For some reason I can't find it on the CNBC site. Ta.

[montyhedge] 19/12/2018 12:15

$500m savings, margins 2022 around 20% to high 20's. I think GSK got the better deal here.

[montyhedge] 19/12/2018 12:11

Wow this looks a good deal, must admit very impressed with the CEO.

[montyhedge] 19/12/2018 12:04

Walsmley on now CNBC.

[losos] 19/12/2018 12:01

NY Boy - "Now I think I should of added a few at 1425p doh!"

Exactly my thoughts also. Oh well, think I'll wait a few days/weeks there's bound to be some bad news about BREXIT to push it down a wee bit :-)

[montyhedge] 19/12/2018 11:57

Yes looked into the deal, first deal really great deal, I was in Shire takeover took profit switched into GSK. 2019 I think all being well 2000p plus if all goes well.
If you have CNBC Walsmley on 12pm London time, first interview on deal. Yanks will be buying 2.30pm.

[badtime] 19/12/2018 11:49

You wait for one to come along and then a whole host of them ...Monty you've changed your tune :)

[montyhedge] 19/12/2018 11:30

1675p here we come, I reckon, Walsmley CNBC 12pm London time, 7am New York time, first interview. Should create a lot of buying interest.

[montyhedge] 19/12/2018 11:23

Looked more into it, GSK great deal 1750p here we come. Walsmley on CNBC 30 minutes time, first interview. 80p dividend at least for 2019, then looks like could be increased, yippee. This deal is the transforming deal GSK been looking for.

[montyhedge] 19/12/2018 11:03

Reminds me of the chicken and the pig, one day chicken says to pig, eggs and bacon for breakfast selling very well, lets merge, pig says great we will both make a fortune.
Then pig suddenly thinks and says to chicken, hang on all you do is lay the eggs everyday, I get carved up. Thats why I called it merge not a takeover, said chicken, you would of not of agreed. GSK are they the pig in the story. 80p dividend ok for 2019 CEO said.

[tradermichael] 19/12/2018 10:57

"With our future intention to separate, the transaction also presents a clear pathway forward for GSK to create a new global pharmaceuticals/vaccines company, with an R&D approach focused on science related to the immune system, use of genetics and advanced technologies, and a new world-leading consumer health care company," Chief Executive Emma Walmsley said.

[montyhedge] 19/12/2018 10:56

Had a look, not sure, how this will go. Market seems to like it, as long as the 80p dividend safe.

[tim 3] 19/12/2018 10:39

Thanks TM.

[tradermichael] 19/12/2018 10:35

tim 3 - yes, I bought in again at 1520p (~ £64 K worth) …. ;0)

[wbecki] 19/12/2018 10:25

Market likes this deal but not a fan myself.

If GSK splits up into separate parts(to release some value one assumes) then it loses it's defensiveness imo. The divisions operate well alongside each other, proving balance when one division has a downturn.This is why Andrew Witty was reluctant to split it up.

Once GSK splits, Consumer Divi JV and Pharmaceutical division(potentially getting acquired) where are wetoturn for a high dividend yielding defensive UK pharmaceutical company?

Shire never had a decent yield and has been bought by Takeda
Astra Zeneca yield isnt anything to write home about.

What will GSK high yield investors do? Anyone looked into suitable drug company replacements?

Buy Pfizer when this happens?

[badtime] 19/12/2018 10:18

:)

Oh how the mood changes......havnt seen a post from Monty this morning..hmm

[ny boy] 19/12/2018 10:15

Now I think I should of added a few at 1425p doh!

Decent recovery, good divis

[tim 3] 19/12/2018 10:11

Did you buy back in TM?

[tradermichael] 19/12/2018 10:06

…. and how so much can happen in a month!

[tim 3] 19/12/2018 09:53

Still well below where it was last month though.

[sicker] 19/12/2018 09:30

So is xmas ............. oops,sorry xmas IS coming:-)