Gsk Share Discussion Threads

[netcurtains] 02/9/2022 11:02

At a bare minimum, a buyer would buy GSK for 10 times its normal annual profits - that is about £54 billion - eg the price it currently is.

[alphorn] 02/9/2022 10:50

TM - it is an enormous sum. The facilities (cost on top) are very specialised and debatable who would want to buy them. It is not obvious that there are a queues of buyers out there.

[anhar] 02/9/2022 10:49

sharescope forecast yield 4.8% pe 10.8

This means little without disclosing the share price on which the figures were calculated. In any case, third party sites are not always reliable, best to consider first the company's own announcements if they have made any. In this case GSK itself has forecast its 23 divi at 56.25p so at 1,340p the expected yield for 23 is 4.2%.

I think that's very slightly above the FTSE100 forecast yield.

[supermarky] 02/9/2022 10:31

my mistake descending support line on the weekly chart

[supermarky] 02/9/2022 10:30

This is a core blue chip investment stock in a defensive sector paying a lovely dividend. Looking at the daily chart this has already experienced one of its usual big drops. I just hope this goes down a bit further so I can get some at 1300 and hopefully 1200 ish. 1200 ish seems to be near the bottom of the long term descending support line on the daily.

[tradermichael] 02/9/2022 10:24

Alphorn. They'd be bought for the VACCINES and for ONCOLOGY. The rest could be sold out at a nice profit.

[tradermichael] 02/9/2022 10:20

One month till dividend pays out. Using that cash, I'll be buying at these prices .... ;o)

[s2lowner1] 02/9/2022 10:16

sharescope forecast yield 4.8% pe 10.8

[netcurtains] 02/9/2022 10:14

This is also an interesting story (not discussed here)

[netcurtains] 02/9/2022 10:12

Google has a dividend yield of about 7%, and a PE ratio of about 10.
Are these figures correct?

[supermarky] 02/9/2022 09:59

1300 ish and i will buy another lot.Seen it all before. Cool heads and chill.

[alphorn] 02/9/2022 09:49

GSK has large physical laboratories; also its goodwill, capitalised R&D buy-ins and other intangibles of £40bn are likely to put off many predators. Why would they buy all this stuff when they already have their own facilities???

[netcurtains] 02/9/2022 09:29

If it's not a take-over then it possibly means something is seriously wrong.
Was the "good news" regarding 70% of the court cases WRONG and in fact, they will all be allowed to sue GSK?

I feel it must be linked to courts in some way if it's not being lined up for a takeover.

[tradermichael] 02/9/2022 08:55

She'll be gone before the takeover .....

[spoole5] 02/9/2022 08:48

No respite for this dog. Amazed Emma is still in charged.

[geckotheglorious] 01/9/2022 18:49

TM
I'm getting tempted by Haleon.
Consumer products business, many of which people will buy come hell or high water.
Just a pity it got lumped with so much debt.

[rikky72] 01/9/2022 18:00

Fwiw and I know no more than anyone here, my feeling is that it's neither but it's probably acceptable value at these levels or lower. I added to both this and my GSK holding since the Zantac headless chickens saga began and am looking for £2.90-3 for Haleon. Of course, may go a lot lower before it shows any sign of going the way I want. At current levels it's yielding 2.4% if the estimate of 6p divi bears fruit? It's no revelation to say that IF things go better most of us would expect GSK to be the better long term prospect but we are in slightly uncharted territory with this 'pure play' consumer health firm.All the usual caveats apply DYOR, IMHO etc.

[supermarky] 01/9/2022 16:11

If anything buy, not sell!

[netcurtains] 01/9/2022 15:34

If this is all a con to takeover GSK on the cheap it's not working. I'm not selling for anything less than £26 a share.

The pound tanking means GSK is really cheap and on top that its price now is insane.

Google says DIV YIELD is about 7%
and PE ratio is 10

[netcurtains] 01/9/2022 15:17

Well if the whole thing is being set up by insiders for a takeover I would not accept anything less than £26 a share

[abdullla] 01/9/2022 14:55

TM you are in this boat up to your neck and are the best man to answer your own question, thanks

[tradermichael] 01/9/2022 14:35

And any views on Haleon? Doomed or bargain ....?

[supermarky] 01/9/2022 14:23

at this rate 1300 or 1200 could be coming. Either way i am happy to add at both these areas to add to my holding. Buy and hold at bargain prices and ignore the doom mongers. Good to have in your back pocket and take the divis until this goes back up again. I remember buying at 12.30 ish near the bottom was that last year or the year before.....and held until 16.50.

[rikky72] 01/9/2022 13:18

For me, Hal tried to replicate the oncology path that had already been blazed by Genentech and AZ, with some mixed results.I don't think he hung around long enough to demonstrate true conviction with where his changes were going. I'm never going to say Emma has been a resounding success but not all of GSKs woes can be hung solely at her door and there were failures or poor strategic decisions made on JP and AW's watches too. But I will say that refusing to even discuss Unilever's bid for consumer smacked of hubris even if it wasn't guaranteed to ultimately get signed off by ULVR shareholders.

[jonjoneil] 01/9/2022 12:55

Question. Do holders now look back on Hal B's appointment as an expensive mistake?