Gsk Share Discussion Threads

[pierre oreilly] 02/7/2021 08:57

Elliot has done much more for the price than the admiral's daughter has.Mind you, she'll be in line for another top job at brains or similar, she must have thousands of management consultants planning the split. Any numbers on the cost of consultants to GSK the last couple of years?I don't think the pseudo non science of face cream management is much use for managing a scientific pharma company. Looks like GSK wokery appointment to me.

[netcurtains] 02/7/2021 08:55

Unilever is the biggest company in FTSE100
so I'm assuming the consumer side of Glaxo is by
miles the biggest - probably the bulk of
the £73b (it has some amazing brands).

Once the consumer side is floated off - £50-60b?
Will we start to see some value for drug side?

Currently drug side valued at £10-20b but aztraZenica
valued at £150b (TEN TIMES BIGGER)

Could drug side of Glaxo be a ten bagger - given time?

[alex1621] 02/7/2021 08:48

Rupert Murdoch and Elliot have had dealings before, so I guess The Times focus on the CEO may well have been directed from the top.

[geckotheglorious] 02/7/2021 08:28

Whatsup

Agreed. Pity they cannot bloody disclosure the size of Elliots stake.
This omission, in my view, means GSK management feel confident in given Elliott the "bird"

[whatsup32] 02/7/2021 08:24

The Times have 3 pages on GSK today.

I'm sure they're getting a bung

[daneswooddynamo] 02/7/2021 08:05

By the time the split comes round shingrix will be flying again and Elliott will be cashing in anyway. Keep riding the coattails

[ayl30] 02/7/2021 07:59

Elliot adopting role of a stalking horse. Getting the conversation going, can't see how Emma is going to survive them, she has right strategy but does not seem to impress, board will do what Elliot suggest and get heavyweight pharma person in

[netcurtains] 02/7/2021 07:57

Are we talking about a take-over bid here for 50% of business?

[whatsup32] 02/7/2021 07:19

Well its put up or shut up time. If Elliott has anything under 5% it will be like taking a water pistol to a gun fight.

[montyhedge] 02/7/2021 06:57

Of course not over 3% they would have to make a rns announcement.All their moaning, they can't do sweet FA. Ramping up the price through the press, then they will sell out for a nice profit. 13F filings will tell us.

[philanderer] 02/7/2021 00:37

Wall St raider declares war on GSK boss: Activist investor Elliott Advisors claims demands Emma Walmsley reapply for her own job

[philanderer] 02/7/2021 00:35

'Elliott pushes for private equity sale of GSK's £40bn consumer arm'


The move would derail boss Emma Walmsley's plan to carve out the business, and puts her position under even greater pressure

[philanderer] 02/7/2021 00:34

'GSK’s Emma Walmsley is almost defenceless in her fight against Wall Street raider'

[spud] 01/7/2021 22:17

She's got to go, plain and simple. Clinging on like a 30 year old limpet to the keel of a Brixton trawler. spud

[netcurtains] 01/7/2021 20:45

The Emperor Elliott has no trousers.

[geckotheglorious] 01/7/2021 20:42

Abdulla
They havent notified their stake size yet so must be under 3% (as they've had enough sodding time now to make necessary disclosure)

beyond farce now.
Notification of any stake over 2%(including CFD/other synthetic exposure) should be by the end of the same business day...

It isnt sodding difficult. It's laziness at best.

[abdullla] 01/7/2021 20:18

They say they have a significant stake,must be over 3%

[montyhedge] 01/7/2021 20:11

Will let you know, form 13F does not lie, see how much Elliott Management really have in the game. We know no declarable stake.

[geckotheglorious] 01/7/2021 20:02

GlaxoSmithKline (GSK) Investor Presentation - Slideshow

[abdullla] 01/7/2021 19:41

SE on Thrusday said it will acquire a research and development facility in Verona, Italy from pharmaceutical firm GlaxoSmithKline PLC. Financials not disclosed

[spud] 01/7/2021 19:33

No not yet. Some say he's not got a declarable stake. Others beg to differ!spud