Gsk Share Discussion Threads

[daneswooddynamo] 23/6/2021 12:32

55 is blended divi for 2022, 45 rebase from 2023

[garycook] 23/6/2021 12:30

By my reading next year Holders will get 55p a share for GSK,and 45p for New GSK.Have I read this correct ?

[essentialinvestor] 23/6/2021 12:27

Alp, forget cabrategevor as an injectable being a blockbuster, not going to happen imv,
in pill form, yes.

[spyder] 23/6/2021 12:25

—> Alphorn; hopefully the presentations might add some detail to your sensible point.

[alphorn] 23/6/2021 12:16

The release takes away some uncertainty. What it does not do is to set out why R&D will be more successful in the future. It is well written but it is, in effect, jam tomorrow.
(Continue to hold for now).

[essentialinvestor] 23/6/2021 12:08

euro, this should have been done 5 years ago - GSK has arguably traded like a bond
rather than equity investment for too long.

[spoole5] 23/6/2021 12:03

Always rated emma!

[alex1621] 23/6/2021 12:00

It looks like it's well received, something for everyone.

[eurofox] 23/6/2021 11:37

.. with a bit of luck we will be finally rid of the holders who can't get realistic about dividend levels

[careful] 23/6/2021 11:28

At last some reality.
I got something right and topped up with a few more this morning.
Now my largest holding.

A good dividend remains, cash flow greater that AZN, turnover greater than AZN.
Decent upside here, a wake up call.

[arja] 23/6/2021 11:27

yes, some turnaround and trading GSK is profitable lately !

[charlie9038] 23/6/2021 11:26

Seems good so far big up spike from 11am on the chart.
GLA

[essentialinvestor] 23/6/2021 11:23

I mentioned 43-47 pence for the dividend, tbf as GSK highlighted a yield
near the sector average on a conference call answer it was not difficult to work out.
I posted the answer given to the analyst question here.

[eurofox] 23/6/2021 11:20

probably some relief that there is no rights issue emerging

[pcok] 23/6/2021 11:17

Seems our CEO is extremely bright and thorough with a clear, bold and detailed road map for the future. Well done EW. No doubt some will be displeased. Let's see how the market reacts.

[xxxxxy] 23/6/2021 10:55

GlaxoSmithKline (GSK.L) CEO Emma Walmsley will be updating shareholders on the company's strategy later on Wednesday and she is sure to be grilled about many issues, not least activist shareholder Elliot Management's stake.The company's shares dipped 1.5% ahead of the meeting, expected to start at 2pm BST.Elliot has been building up a multi-billion-pound stake in the pharma giant and Steve Clayton, manager of the HL Select UK Income Shares fund, which has a position in GSK, earlier said: "Elliot have a reputation for shaking up underperforming businesses and driving strategic change."Shareholders can also definitely expect an update on the company's plans to separate its consumer arm next year.Read more: GSK profit takes a hit amid COVID as activist fund builds up stakeEarlier, Walmsley had said: "Separation plans are well underway and we look forward to sharing our strategy and growth outlook for New GSK with investors in June."Nicholas Hyett, equity analyst at Hargreaves Lansdown, told Yahoo Finance UK: "My main focus in today's meeting is the decision on whether to spin off or IPO the consumer business. "There are good reasons for both approaches, but also reasons why certain groups of investors might reject both – it will make for a difficult juggling act for Walmsley."GSK is also under investor pressure as it lags behind in the coronavirus vaccines race compared with rivals such as AstraZeneca (AZN.L).Walmsley is likely to have to explain why "one of the world's premier vaccine makers was not in the front line in the war on COVID", the BBC said.She will reportedly admit that the company has been eclipsed by AstraZeneca, Pfizer (PFE) and others but that the pandemic is not over and GSK could still catch up.?GSK's share price was under pressure on Wednesday morning. Chart: Yahoo Finance UKGSK is expected to announce the results of trials of the vaccine it has developed with French company Sanofi in the coming months.Another question she will need to provide clarity on, according to The Times, is: "Can GSK develop a drugs pipeline capable of generating growth and offsetting looming generic competition?"GSK's profit took a hit in the first quarter of 2021, another concern shareholders are likely to have.The company said it saw strong growth in new pharmaceutical products, but that this was offset by stocking and pandemic disruption. It was also hurt by reduced patient visits to GPs and a muted colds and flu season as people wear masks and remain indoors, curbing their chances of catching a virus.Adjusted operating profit fell 30% in the period to £1.9bn ($26bn), while turnover was £7.4bn, down 18%... Yahoo Finance

[alex1621] 23/6/2021 10:33

No idea. But he has experience in financial and engineering organisations. I don't think CFOs drive the businesses of Pharma, the key is whether he is competent or not, and I've no evidence that he is not.

[alphorn] 23/6/2021 10:11

alex - I could read that! Not particularly illuminating note when he retired from HSBC. Is he strong enough for this type of corporate action. How much of the session today will he lead?

[geckotheglorious] 23/6/2021 10:03

The big day has arrived!

Good luck everyone.

Myself, sold out over the last week so fingers crossed for you all.

[alex1621] 23/6/2021 09:53

HSBC, General Electric, Schlumberger, Price Waterhouse ... quite experienced.

[alphorn] 23/6/2021 09:41

In these types of corporate actions (split) the CFO should play a lead role. I wonder if he has enough business experience? I don't know much about him.

[alex1621] 23/6/2021 09:40

Not in my view. And not talking my own book either. It's a fact that they are involved, and they are not passive investors if they don't like the strategy that is being pursued. If GSK view them as irrelevant I'd be surprised.