Gsk Share Discussion Threads

[porsche1945] 08/9/2022 11:49

To fellow shorters set the exit at 1260/1280 spread. Am Guessing will cost 12/15b in a deal without admitting they ere at fault. The bulk to be paid by gsk as originators and then a chunk by Sanoffi then smaller amounts for the others. Market is pricing for that scenario by looks of it. Probably cut dividend to shreds for a number of years to pay for it. Other shorts Vod/bt/hsbc/abrdn prob 40 pc further downside for those dogs.

[netcurtains] 08/9/2022 11:06

Well clearly if you mention the litigation as a "possible thing" etc, it makes the "thing" case stronger so if you think it's all meaningless, then you should ignore it - as GSK has done.

If it turns out that GSK loses then she should go as she has played the litigation game as if GSK stands zero chance of losing.

[spoole5] 08/9/2022 10:58

Maybe because she knew it would come out in negotiations and scupper it.

[tradermichael] 08/9/2022 09:48

Yes, it likely a case of "the only thing we have to fear is … fear itself — nameless, unreasoning, unjustified terror which paralyzes needed efforts to convert retreat into advance."

.... the fear will get in the way of the price progression for a while, until performance and sentiment drive through.

[netcurtains] 08/9/2022 09:31

Yeah but mike, how do the shorters know its sooooo important? Perhaps they are wrong (jam tomorrow types) and the company is right, there really is no issue. Its all nonsense,bacon has more of this cancer stuff in it by miles.
Thus the price fall, is more of an opportunity, than a warning..
What makes them so certain?

[tradermichael] 08/9/2022 09:22

She and the board knew everything about this pending litigation. Its simply unbelievable that ahe did not grab the Unilever offer ....;0(

[suetballs] 08/9/2022 08:45

Hope so - we need a change. Chelsea have sacked the gaffer so why not us?
Suet

[spoole5] 08/9/2022 08:37

Emma's last stand?

[jonjoneil] 07/9/2022 21:12

Sorry this is slightly off topic but anyone interested in what is happening re Covid boosters may find this helpful information:-

[lippy4] 07/9/2022 16:49

hope its not fireworks then...

[jonjoneil] 07/9/2022 16:31

next (3rd quarter) results due 2nd Nov.

[spacecake] 07/9/2022 15:52

What's wrong with now. How are we going to get a good news story moving, there must be something positive on the go.

[jonjoneil] 07/9/2022 11:08

What's wrong with jam?

[netcurtains] 07/9/2022 09:28

Have you noticed with shorters its always someone wrong tomorrow - jam tomorrow. There never seems to be something wrong now.

[unastubbs] 07/9/2022 08:39

i'm thinking of buying. could someone please talk me out if it!

[spoole5] 07/9/2022 08:31

Emma still in a job? Really is amazing!

[paul planet earth] 06/9/2022 10:56

It highlights the lengthy process the FDA conducts in investigation to conclude that a product needs to be withdrawn, the degree of testing involved with different independent laboratories engaged to verify results and findings. It also highlights that the issue is not new the FDA conducted the investigation several years ago but this information was not disclosed in the Consumer Health IPO prospectus issued at the time of floating the business although a note on indemnities to GSK had been mentioned but hidden away at the back of the document.

Unlike a bacon sandwich 🥪 which discloses on the label the ingredients, calories, and any health related information the Haleon Consumer Healthcare prospectus did not provide a health warning investing in this share may destroy shareholder wealth..i.e.at time of publishing the prospectus the FDA investigation was already in the public domain and this should have been disclosed to potential investors.

[netcurtains] 06/9/2022 07:46

Do we know the reason for posting a 2.6-year-old article?
Does it add anything new that we dont already know?

Eg that its dangerous to eat a bacon sandwich due to NDMA?

Does Bacon have a health warning?

[paul planet earth] 06/9/2022 07:19

'New FDA testing and evaluation prompted by information from third-party laboratories confirmed that NDMA levels increase in ranitidine even under normal storage conditions, and NDMA has been found to increase significantly in samples stored at higher temperatures, including temperatures the product may be exposed to during distribution and handling by consumers. The testing also showed that the older a ranitidine product is, or the longer the length of time since it was manufactured, the greater the level of NDMA. These conditions may raise the level of NDMA in the ranitidine product above the acceptable daily intake limit.'

In effect the risk being that even low levels of NDMA in Zantac increase substantially when the product is stored over time i.e. in a medicine cabinet at home or distribution storage centre and exposure to heat above a minimum ambitory level as the product is distributed in non refrigerated delivery vehicles exposed to varying environmental conditions significantly increases the amount of cancer causing NDMA in the Zantac product.

This is the conclussion reached by the US Federal Drugs Agency leading to the complete ban and removal from sale in the States. While many other countries health agencies have followed suit with immediate bans and product removals.

Note 'third party laboratories' the FDA during its investigation has engaged with several unconnected third party testing laboratories each reaching the same conclussion on NDMA risks in Zantac over a 2 year period of multiple separate testing. The FDA also does not take lightly to reaching these drug banning decisions.

[action] 05/9/2022 19:58

I have better gauge of downside than upside. Monty is your mate for upside potential. Fair value for Glaxo could be 1750p to 1800p. Pure guessing.

[tradermichael] 05/9/2022 17:43

It matches the LSE graph

[netcurtains] 05/9/2022 16:57

is that a "fake" end-of-day rise or is it real?

[netcurtains] 05/9/2022 09:58

Thanks ACTION. Do you know what the top will be too?