Gsk Share Discussion Threads

[lovewinshatelosses] 05/7/2021 17:12

I think it is the eye-popping remuneration for average to below par boardroom performance that really annoys me. I was reading how much EW has 'earned' in share options to date on the other chat board. An amazing gig if you can get it...oh, to be part of the cozy club and the UK remuneration committee circuit as well.
Anyway, I wonder how long Elliott were researching GSK before they showed their hand? Certainly going to be an interesting few months here now. GLA.

[alex1621] 05/7/2021 13:44

Bernie Madoff used to post 13F filings every quarter for years. No one at the SEC checks them, so they might not be accurate.

[abdullla] 05/7/2021 13:12

Maybe form 13F does not exist except in your imagination.

[montyhedge] 05/7/2021 12:17

Can't wait to see 13F filing from Elliott Management. Have they really got two billion pounds of stock.

[tombag] 05/7/2021 10:43

Looking at what is going on with MRW, maybe Elliot is right; in today's climate for deals the way to go is to sell the healthcare business.

[abdullla] 05/7/2021 09:33

No it is end of going UP .

[abdullla] 05/7/2021 08:30

It is called enjoying success at the cost of others.

[pierre oreilly] 05/7/2021 08:23

So hedge your bets. I'm in big pharma, GSK, and small pharma services supplying big pharma, orph. Seems sensible to me.

[pierre oreilly] 05/7/2021 08:20

For all developed countries health expenditure is rising. More importantly, expenditure on pharma as a percentage of health spending is forecast to increase considerably over the coming years and decades as we try to both avoid and prepare for future pandemics of various kinds. Basically, the near future is about designing drugs for theoretically possible new viruses, and variants of existing viruses, which don't exist yet in nature (and hopefully never will).That's why the likes of Elliot are interested - it's a government sponsored worldwide growing market for GSK, and others, expertise.

[blue59] 05/7/2021 08:06

Is there no end to the stupidity??

[netcurtains] 05/7/2021 08:01

abdulla: Isn't the right for every share - they all go up or down.
What counts is what its doing now.
Generally speaking its been going up.
Whats not to like?

[abdullla] 04/7/2021 22:32

It might be going up for you but those who bought for 18 pounds range are indeed sulking and quite rightly too .

[netcurtains] 04/7/2021 22:07

spud:
I dont know what you're on but as far as I can see
Glaxo has been going up for about 3 to 4 months.

I think you're a few months out of date.
Do keep up!
Cheers net

;-)

[whatsup32] 04/7/2021 20:25

Deja vu Spud .

Tullow ?

[spud] 04/7/2021 20:18

Beggars belief tbh. After 4 years of trying to make an impact, all EWs done is dig a hole into which the share price has slid.........spud

[tradermichael] 04/7/2021 19:09

GSK has said that after a six-month search, it was close to appointing a chief executive for consumer healthcare, which is currently run by Brian McNamara and makes a host of well-known brands including Panadol, Aquafresh, Sensodyne and Nicorette.

How come they're not searching for a new CEO for the new pharma/vaccine business?

[alex1621] 04/7/2021 15:14

An activist on board does not always help, but in this case I think it does help investors by forcing management to focus on shareholder returns. Elliot are holding their feet to the fire, and that is a good thing for anyone who is long.

[netcurtains] 04/7/2021 15:06

Spud,
I can see that green is the new hip and happening investment
but surely if elliot invests in trees, hedges, and green technology
etc he will not be interested in a multinational pharmaceutical company.

[spud] 04/7/2021 13:55

Worryingly so

spud

[ianood] 04/7/2021 13:54

It get's worse!

[spud] 04/7/2021 13:34

Elliot geezer? Elliott is a Hedge Fund and not a person!spud

[netcurtains] 04/7/2021 12:04

eurofox: I dont know. The paper said that this elliot geezer was on the shareholder register but did not explain how they knew - they gave no evidence that he was at all.
Its all pretty weird.

For all we know elliot might be getting paid by Glaxo to sound interested so as to boost the share price. Anything is possible in the murky world of big business.
I dont believe anything until I see his name in black and white on the shares register.

[eurofox] 04/7/2021 11:57

I don't think the ST article is as negative towards Emma Walmsley as you conclude; what it does is cite the sort of benchmark (with an example in Miels) that is needed for the aspiring leader of New GSK.

[whatsup32] 04/7/2021 10:49

Sunday Times has an all out attack on Emma Walmsley to the extent of choosing her successor.

I’m getting tired of Sunday Times. By all means report news but with Glaxo it has decided at all costs to get rid of Emma and support Elliott who’s true holding in GSK we shareholders still do not know.

If we shareholders decide Emma is/was the wrong leader then surely we should also look at complacency of those who hired her in the first place.

Activist acting on behalf of shareholders is a good thing but with Elliott something stinks.