Gsk Share Discussion Threads

[abdullla] 24/6/2021 10:07

Thanks TM,just having a laugh,four hours of Emma & her cronies lecture yesterday and Elliots losing face and now shares are on the run,what next.

[lovewinshatelosses] 24/6/2021 10:02

A cynic might say Barclays clients are buying, while Jeffries and GS clients are selling :)

[eurofox] 24/6/2021 09:58

perhaps there is a 550p spread

[tradermichael] 24/6/2021 09:53

Barclays maintain a Sell rating @1250, while Jeffries and Goldman have a Buy rating @ 1925p and 1800p ..... how crazy

[alphorn] 24/6/2021 09:52

alex - maybe not if you scan much of the daily press. ;)

[tradermichael] 24/6/2021 09:47

abdullla, its Elliott and the guy who is driving this is Paul Singer and his son Gordon who runs the London Office .... ;0)

[alex1621] 24/6/2021 09:46

You're posting tripe that you don't even believe yourself. I can't see the point in that but bulletin boards are full of people who do that. If they were not anonymous, and everyone had to be verified and public we'd have better debates and discussions.

[abdullla] 24/6/2021 09:31

No,I have a duty to remind you of Elliots Fake news.

[geckotheglorious] 24/6/2021 09:13

Moderna, BioNTech slide as CDC sees 'likely association' of heart inflammation and COVID-19 vaccines

[alex1621] 24/6/2021 09:11

Goldman sun-of-the-parts valuation is north of £20 ... so not a crazy target.

[netcurtains] 24/6/2021 08:54

Looks like its up so far but only been a hour.
I'm no expert.

I'm hoping for 1800 eventually. Is that too high an expectation?

[abdullla] 24/6/2021 08:31

The long awaited presentation of yesterday was a total waste of time and now we know Elliots was all FAKE news

[abdullla] 24/6/2021 08:13

Its going down now

[netcurtains] 24/6/2021 08:03

Montyhedge: do you still think it will go down today?

[montyhedge] 24/6/2021 06:46

So dividend cut to 55p from 80p for 2022, then to 45p for 2023 is that right.Dividend what's left will it be paid quarterly, or half yearly.

[alex1621] 24/6/2021 06:19

You will get shares in both companies.

[cyberian] 23/6/2021 23:35

Vaccine market could open up really big for GSK, with winter flu and other new variants of the Covid-19 likely over the next few years, and remember some pharmas are currently providing Covid-19 vaccine at cost. Other new medicines may well assist countries to manage with new pandemic break-outs, and again GSK may well have some near term solutions to help. I take the presentation as modestly positive, and would add on any shift lower in the share price as may well happen.

[marktime1231] 23/6/2021 23:26

To sum up today's events, Old GSK is to become New GSK doing drugs and demerge New Consumer Healthcare selling toothpaste. Old GSK with about £34B revenues pays what everyone thinks is an unsustainable 80p dividend.

New GSK will offload debt to New CH and use the capital boost to drive growth up to £33B revenues by 2031 paying a progressive dividend starting at 43p in FY23.

New CH will have sales of about £10B but will be carrying extra debt, and will pay tbd dividend, maybe around 10p? Or get bought up.

Do I get shares in both New GSK and New CH, what is the tax-efficient restructuring plan ... and am I happy with this strategy, is the growth plan exciting enough, deliverable, is it worth holding for the divis until demerger mid 2022?

(Answers on a postcard please)

[buywell3] 23/6/2021 23:06

Just 10 seconds or less near an infected person means you breathe in the virus

In Queensland Australia the Chief Health Officer Dr Jeannette Young said while 15 minutes of close contact with an infectious person was deemed concerning at the start of the pandemic it was now a mere five to 10 seconds.

" There seems to be evidence the Delta variant is more prone to aerosol transmission than some of the other variants "




Explaining the term 'fleeting contact', something that has quickly become household terminology at daily Covid-19 press conferences, Professor Mullins said people were contracting the virus by simply walking through someone's exhaled breath.

We need to kill it in the air where it spreads from infected individuals to others via aerosol in their breath in indoors settings and public transport


The use of UVC and Far-UVC LED's in light units and Air Con/HVAC systems to KILL these mutations within seconds --- is our only chance of any sort of normal life

It is to be hoped that politicians realize this and spend the money to get the job done


imo dyor

[buywell3] 23/6/2021 22:08

========= A New Variant to follow Delta means wave number 5 in the fall ========

The Delta variant is now in the process of replacing the UK variant as the Global dominant strain in this present wave of cases of Covid-19

New Waves are now coming at a rate of 1 every 4 months

Whilst vaccines have to date proved effective at minimizing hospital admissions , people can still acquire a milder case of Covid-19

Unfortunately studies are now emerging that show brain damage is occurring to such people ie asymptomatic cases --- as well as hospitalized cases

The data shows circa 25% of people that contract Covid-19 may have suffered brain damage to various degrees --- dementia being cited as a long COVID problem in this regard


-------------------------------------------------


A new variant presently referred to as Delta Plus has just started to spread from India to various countries including the UK and USA

This variant looks set to follow on circa 5 months from now to become the next global dominant strain of this ever changing virus

Unfortunately a mutation it contains looks like it will give it enhanced vaccine escape potential in addition to enhanced transmissibility --- it is almost like the virus is learning how to change to survive what we are doing to prevent it doing so.

-------------------------------------------------


We need to kill it in the air where it spreads from infected individuals to others via aerosol in their breath in indoors settings and public transport


The use of UVC and Far-UVC LED's in light units and Air Con/HVAC systems to KILL these mutations within seconds --- is our only chance of any sort of normal life

It is to be hoped that politicians realize this and spend the money to get the job done


imo dyor

[abdullla] 23/6/2021 21:52

Maybe both down & out !

[watfordhornet] 23/6/2021 21:40

Monty - I thought you were out of this?

[eurofox] 23/6/2021 21:40

Sell or even short the share if you can't stomach the very reasonable new dividend level but for goodness sake don't keep on about it!