Astrazeneca Share Discussion Threads

[beckers2008] 11/2/2021 19:00

GB,

And he still doesn't know why, Lol!

[gregb] 11/2/2021 18:45

Monty, it's the main reason Oxford chose AZN to develop it.

[montyhedge] 11/2/2021 17:59

I can't understand why Covid vaccine at cost. No one would have cared couple of quid profit a jab.

[davius] 11/2/2021 16:32

And for good measure, GSK hitting a multi year low too...

[wipo1] 11/2/2021 13:42

Astrazeneca moved into vaccines now , they sold their semi tranquilizers business to luye pharma!

[montyhedge] 11/2/2021 12:05

Good figures but the bid stopping this from going higher. Bid won't complete until second half of this year, so shareprice I think will tread water for sometime.

[imastu pidgitaswell] 11/2/2021 12:00

Bit surprised, but happy to add more when I think it has stopped falling.

And then continue to add when it does fall further...

:-)

[essentialinvestor] 11/2/2021 11:31

Hi Phil, fair comment.

I only sold as it had a look of drifting back,
will be back in again on a bad day, price dependent.

[philanderer] 11/2/2021 10:43

I'll hold what I 've got but won't be rushing to add.

[bluemango] 11/2/2021 09:40

Core EPS 4.02 USD now reassuringly higher than dividend and moving up nicely.

[arja] 11/2/2021 09:33

few more days to see if downtrend has reversed IMO

[arja] 11/2/2021 09:33

first reaction to results is good but needs a fe

[davius] 11/2/2021 09:31

137.4p dividend, ex-div 25th Feb. Might be worth hanging on for that and see if the recovery in the share price has legs. Momentum suggests it does.

[essentialinvestor] 11/2/2021 08:23

Results pretty much bang in line.
Sold my holding, will add a few if we drift back.

[imastu pidgitaswell] 11/2/2021 08:19

Yeah, pretty compelling. Added back much of the ones offloaded in late January around 80.

(In case of accusations of hindsight trading)

[olivert] 11/2/2021 08:13

2020: Revenue $26,617m : Operating Profit $5,137m : Profit after Tax $3,144m

2019: Revenue $24,384m : Operating Profit $2,924m : Profit after Tax $1,227m

That is, Revenue +9% : Operating Profit +75% : Profit after Tax + 156%.

[rimau1] 11/2/2021 07:53

Hugely undervalued IMO - a tier 1 pharma on a forward PE of 20 guiding double digit revenue and earnings growth and a dividend a smidge under 3%. Material earnings enhancing acquisition to close excluded from the guidance and stripping out the loss making covid vaccine will further improve the underlying results. Smart, expect a hugely loss making covid vaccine program!

[smcni1968] 11/2/2021 07:22

I think the 2021 revenue growth guidance is much better than analysts expect.A nice AZN chart with an increasing share price would look better in a newspaper vaccine article than the current one.

[amaretto1] 11/2/2021 07:21

Can't see it falling on those numbersAny weakness is a buy I'm hoping it falls to 70-71 ...Complete E wave But i can't see it happening ...

[wskill] 11/2/2021 07:18

Good that's an understatement great I would say.

[imastu pidgitaswell] 11/2/2021 07:18

A few numbers wouldn’t hurt

2020 underlying eps of 4 dollars with 2021 guidance being for 4.75 to 5 dollars

In £ that means something like £3.7-£4.00 Earning per Share, depending on fx rates

So a multiple of around 18-22. Not expensive for a business like this with its growth rates - I don’t see it falling. But if it does it will only be getting cheaper

[amaretto1] 11/2/2021 07:06

Results good !

[bluemango] 11/2/2021 00:05

Good results could see a bullish double-bottom on the chart ....

But let's not run ahead of ourselves. Results in a few hours.

[essentialinvestor] 10/2/2021 21:08

10% Up, well never say never but that looks unlikely!.

Both ULVR and GSK hammered following recent results so will
be interesting to see the reaction here.