Astrazeneca Share Discussion Threads

[action] 25/2/2021 08:40

Wow yesterday low including divi. Now exd.

[montyhedge] 25/2/2021 08:11

Of course massive support at 7000p, if broken then I see straight to 6925p.

[triple witcher] 25/2/2021 08:07

Looking at the price action today and we are now x div my short term buy is confirmed re my previous chart post when the price was below 7100 before the 137.4 dividend came off

[buywell3] 25/2/2021 08:02

Looks like Covid-19 Variants are here to stay so :

AZN are looking at using nasal spray vaccines ( like flu)
Also oral vaccine tablets
Also vaccine skin patches


All will take some time and testing to develop
But IMO must come to address the logistical problems of so many needing the vaccines at the same time


Strain on NHS resources re vaccinations continuance twice or thrice yearly is clearly not going to be a workable option in a year round 24/7 Covid-19 world

[buywell2] 24/2/2021 20:19

The correlation between AZN and GSK recently is there to see

It is currently a SECTOR problem

The massive amount of work and costs associated with manufacturing vaccines for Covid at prices the world can afford is imo hurting other lines and perhaps some are seeing this continuing

Plus Debts are now seen as a future problem

[davr0s] 24/2/2021 19:44

Seeing you can predict the future (lol) , can you tell me this weeks winning lottery numbers preferably before they are drawn

[nick100] 24/2/2021 19:39

Not a good advert for Pfizer

[beckers2008] 24/2/2021 16:59

A,

So about posts GSK since Montie has polluted this BB. I assume 68 is referred to GSK!

[beckers2008] 24/2/2021 16:56

M,

OMG, you done some research!
How much in cash and how many ADR's for each Alexion share have AZN proposed to pay?

Do you finally know the reason for the Oxford/AZN tie up?

6,200 support for GSK. Agreed!

[amaretto1] 24/2/2021 16:55

Told u all last week .... 68 !!

[montyhedge] 24/2/2021 16:16

Same here I see big support level 6200p looking at the charts.

[freddie ferret] 24/2/2021 15:46

EI.
Support at £10.
That is not to say that it might not bounce sooner.

[freddie ferret] 24/2/2021 15:43

GSK and AZN look to be very different value wise.

[essentialinvestor] 24/2/2021 15:42

Fred, can you graciously elaborate a little further on your definition of
interesting, in what context?, thanks.

[freddie ferret] 24/2/2021 15:40

GSK long term chart is very interesting.

Went below £10.00 in 2009, 2008 and 2003, but only just below.

Back to '86 and you are looking at 215p

[montyhedge] 24/2/2021 14:47

Add the GSK 80p dividend, forget the special dividends, so say 800p on top on GSK shareprice, compounded not to bad.Astra coming back on this bid.Reminds me when Glaxo bid for Smith Kline, to be GSK, shares touched 2200p never seen that price again in 20 years.I fear going to be the same for Astra.

[triple witcher] 24/2/2021 14:32

A surging pound has really been affecting the FTSE 100 dollar earners with Sterling rising some 3.5% this year already again USDPlus there has been a stock rotation. Of late into the recovery and cyclical stocks such as leisure etc, based on the success of the vaccination programme and now a road map out of this lockdown. If you check out the recent performance of more defensive stocks such as Bunzl, Unilever etc all have shown recent downturns with Reckitts results this morning selling off the share price despite being good

[essentialinvestor] 24/2/2021 14:19

Tbf on GSK you could argue expectations are now so low
and with the CH spin off to come, there may be an opportunity.

Markets appear to be questioning the quality of GSK's oncology
pipeline following 2 recent failures. Oncology is an area they have bet big on
and may be key to any significant and sustainable recovery for core GSK.
CH spin off should create some nice value.

[essentialinvestor] 24/2/2021 14:06

Dav, if you have a look at AZN consensus for FY 2022, FY 2023,
it will become clear very quickly why AZN is highly rated.

Now those are subject to change, however AZN look posed for rapid, multi
year earnings growth.

If the Alexion deal completes, AZN has guided for double digit year on year
EPS increases through to 2025 approx. GSK is currently in a very different place.

[triple witcher] 24/2/2021 14:04

Looking at the recent downward momentum on this stock from a chart view.... all three indicators appear to be nearing the bottom, we go xdiv tommorrow taking 137.4 off the price, which IMVHO will bottom out these indicators and based on the current share price may take us to 6900 territory

I suspect a bounce from here will now occur from around tomorrows xdiv price maybe around 6900 level, see what you think here is the chart, and I rate this a short term buy from a trading view with the 137.4 xdiv drop tomorrow bought up with a bounce.



Disclosure, I am long this stock and have been adding on the recent declines, long term I see this recovering after the Alexion deal is possibly concluded later this year, but for me this is a two to three year long term hold

[triple witcher] 24/2/2021 13:30

Here is the 10 year comparative chart, AZN vs GSK

[beckers2008] 24/2/2021 13:21

E,

Of course it would but AZN are getting zero credibility for this simple fact, especially judging by the SP!

[davius] 24/2/2021 13:06

I'm no chartist, but looking at the AZN/GSK comparison, well there is none.

Ten year basis:

AZN 3000 to 70000
GSK 1250 to 1220

Intrigued why GSK has performed so badly in comparison. Perhaps that makes it a buy...

[montyhedge] 24/2/2021 12:44

Brilliant Astra for mankind and a great company But to me it's this bid for Alexion that's bringing the price down, tell me if I'm wrong do Alexion shareholders end up with 15% of Astra?

[essentialinvestor] 24/2/2021 12:33

Well just look at the UK alone, our vaccine roll out would look
markedly different in timescale without it.