Gsk Share Discussion Threads

[ianood] 02/8/2021 12:26

It's not rocket science with the right person at the helm!
And, it ain't her! She is a master of prevarication and time delay.
At £8mln a year who can blame her?

[netcurtains] 02/8/2021 11:55

spud: All jam is tomorrow. Everyone in the world buys shares for the future not the past.
A LARGE DOLLOP of Jam tomorrow is the best buy signal in the entire stock market.

BUY BUY BUY BUY....

Everything is pointing the way. Its not rocket science.

[spud] 02/8/2021 11:40

CEO Emma Walmsley admitted to Barron's that GSK has not delivered on shareholder returns but that a post-spinoff company would do better. "We’re looking forward to being held accountable for that."

Understatement of the year accompanied by a large dollop of jam tomorrow...

spud

[geckotheglorious] 02/8/2021 11:34

GSK a buy on investor activism, consumer health spinoff - Barron's

While GlaxoSmithKline (NYSE:GSK) has been a laggard among big pharma companies over the last decade, a combination of investor activism and the planned spinoff of its consumer health business could change the company's fortunes for the better, according to Barron's.

The newspaper says that pressure from hedge fund Elliott Management is prodding the U.K.-based drugmaker to make changes. As a result, Barron's says GSK is a buy.
Over the last 10 years, GSK shares are down 9.6%; 5 years down 10.9%; and year-to-date, up 9.1%. The YTD gains began in mid-April, the same time it was reported that Elliott built a multibillion-pound stake in the drugmaker.

CEO Emma Walmsley admitted to Barron's that GSK has not delivered on shareholder returns but that a post-spinoff company would do better. "We’re looking forward to being held accountable for that."

In June, Walmsley said that the after the spinoff of the consumer health business, the "new GSK" will have a stronger balance sheet and be positioned as a growth company.

Elliott is apparently not happy with Walmsley at the helm, according to a May report. The firm wants someone with more biopharma experience. Walmsley is a former L'Oreal executive.

"Investors need not pick a side in that spat," the Barron's piece reads. "What’s important for investors is that the hedge fund has shown it has patience and a track record of winning value for biopharma investors."

[netcurtains] 02/8/2021 09:59

Higher lows, will, touchwood, lead to higher highs.
We will see.

[netcurtains] 02/8/2021 09:46

tombag: I know, but you dont want to make the person feel bad. It is then not than. You are correct.

[tombag] 02/8/2021 09:40

Net: I think you got it right the first time.

[igoe104] 02/8/2021 09:39

Netcurtains, its the bigger picture I look at, since EW has been CEO its dropped significantly. But she is still well rewarded picking up 8 million a year...

[netcurtains] 02/8/2021 09:19

Thanks sarkasm: Also note I think I had the comma wrong too.

[sarkasm] 02/8/2021 09:09

The trend, in my view is more towards 1800 thAn back to 1300.

[netcurtains] 02/8/2021 09:00

igoe104: How do you mean? In the past few months its gone from sub 1200 to 1420.
Thats pretty good.
The trend, in my view is more towards 1800 then back to 1300.
No idea how you can come to your conclusion when its risen so much in the past few months.

[netcurtains] 02/8/2021 08:23

LOL - Early days.
Keep your hair on.
I'm confident we'll be OK.

[spoole5] 02/8/2021 08:14

Ftse up gsk down. Familiar

[mattboxy] 01/8/2021 17:07

I'm with you there GSK is definitely undervalued but I also believe AZ is very over valued. The AZ share price assumes all the new drugs coming through will succeed and be block busters and that never happens some will fail for sure.

[waldron] 01/8/2021 10:05

Thanks again net

There perhaps other pointers to take into consideration for those wishing to make a decision regarding both shares


Free Cash flows and the all to vague value of intangible assests

Certainly 2022 should be an exciting year for GSK regarding the demerger

Wonder now how the covid fiasco ebb and flow also in coming year

carry on enjoying yer weekend fella

[netcurtains] 01/8/2021 09:54

Glaxo V AZN

GSK
Total Assets £77b
Total liabilities £55b
NAV £22b
Market Cap £71b
Net Profits £5.7b
PE ratio 15


AZN
Total Assets £47b
Total liabilities £36b
NAV £11b
Market Cap £128b
Net Profits £2.5b
PE ratio 47


==================================
Looking at the figures one has to assume GSK looks good relative value.

[dudishes] 01/8/2021 09:35

Free cash, debt!

[eurofox] 31/7/2021 18:44

"Excitement is also building around the GlaxoSmithKline monoclonal antibody sotrovimab, an early treatment drug that stops high-risk patients from being hospitalised once they catch Covid."

this is extract from article in the Telegraph:

[netcurtains] 31/7/2021 18:35

Thought you'd like it!

[waldron] 31/7/2021 17:31

each and every day i learn a little more but alas forget more

[waldron] 31/7/2021 17:29

chortle (v.)

coined 1871 by Lewis Carroll in "Through the Looking Glass," perhaps from chuckle and snort. Related: Chortled; chortling. As a noun, from 1903.

[waldron] 31/7/2021 17:27

chortle is that south african

[netcurtains] 31/7/2021 17:25

chortle and cheers Net!

[waldron] 31/7/2021 16:37

For me net, the brokers have their own agenda and tend to push certain shares on their books or those that they have a close connection

I tend to hold shares that give good frequent dividends and over the long term increase in value

GSK would certainly fit this criteria

My views are mostly long term so i try to get things right when i think news signals
buy,sell and hold

Chuckle when brokers say BUY,SELL OR HOLD

MUST ADMIT NOT A FAN OF PE RATIOS

FREE CASH FLOWS, DEBT AND DIVIDEND MY THING TOGETHER WITH RESISTENCES AND SUPPORTS

Many thanks for your posts net, much appreciated

I am looking at GSK for a friend who currently holds.

My interests are more european

CHUCKLE AND CHEERS