Gsk Share Discussion Threads

[tradermichael] 25/3/2015 09:03

But do they run these programmes in the UK?

[cyberian] 25/3/2015 08:47

Looking back over the last 5 years it appears that the share price tends to rise after April 5th tax year-end, and hopefully will happen this year with a lot of reasonable expectations from the company. The firm USD may help matters, and the dividend remains very attractive given the expectation of continuing low or even negative interest rates. I was delighted to see the GSK initiative being expanded in the USA over a commitment in a number of States for school holiday sessions on science etc....the sessions seem like a lot of fun and very well organised. I wish more majors would increase these types of programs...good PR but also great for motivating the young potential stars of the future.

[tradermichael] 25/3/2015 08:26

Well I hope it relaxes until I receive my 23p/share dividend on 9 April, then I'll steam in for some more.

[madengland] 25/3/2015 06:16

Yea hopefully a bit of pre news rumour on the special divi over coming weeks will start us moving north again.

[woodhawk] 24/3/2015 12:20

Indeed, hardly surprising there's some profit taking after such a strong upwards move. I assume we'll test £16 and maybe a litle below before resuming?

[jadeticl3] 24/3/2015 12:17

Yes, that report is balanced and yet positive, but folk who didn't read that and who read the announcement itself may take a different view. I would have wished for a more positive conclusion from The Advisory Committee, so I can understand some folk deciding to take profits following such a strong upwards move recently in the share price.

[yogaboy] 24/3/2015 10:08

That alert sounds both measured and optimistic philanderer. I expect to see a positive response in the share price

[philanderer] 23/3/2015 23:50

Thanks yogaboy , I didn`t check my post to see if the link worked - it didn`t even show up I see :-D

[yogaboy] 23/3/2015 22:21

From the alert:

GlaxoSmithKline (LON:GSK) – Buy
GlaxoSmithKline, in association with Theravance, announced the results of US FDA Advisory Committee on BREO ELLIPTA, a once-daily inhaled treatment for asthma. The advisory committee voted in favour of the efficacy and safety of the drug when used in patients 18 years of age and older. However, the committee voted against the proposed indication in the 12-17 age group as the efficacy and safety was not adequately demonstrated in this sub population. A large LABA safety trial with FF/VI, similar to the ongoing LABA safety trials for asthma treatments, was also recommended. The US FDA is expected to reveal its final decision on approval on 30th April 2015.
Our view: BREO is a fixed-dose combination, administered with the ELLIPTA dry powder inhaler device to patients. According to the non-binding recommendations of the US FDA advisory committee, the treatment combination, originally intended for the patients with chronic breathing problems (COPD) does not pose any new safety threats to the asthma patients. The positive review follows a recent three-part transaction with Novartis to create a more balanced portfolio across pharmaceuticals, consumer healthcare and vaccines, while divesting some of GlaxoSmithKline̵7;s non-core operations. Moreover, the positive results from the COMBI-d second phase III study signal a strong chance of its success. The company seems to be reasonably priced with a forward P/E multiple of 17.7x compared to an industry average of 20.9x. In view of the above, we expect GlaxoSmithKline to generate stable returns for its shareholders and therefore retain a Buy rating.

[jadeticl3] 23/3/2015 17:12

What is a breakfast alert? Is it for or against GSK?

[philanderer] 23/3/2015 13:07

Beaufort Securities Breakfast Alert Chariot Oil and Gas, TSB Banking Group, GlaxoSmithKline and Berkeley Group


[...]

[tompion] 22/3/2015 21:19

The pressure on Dept of Health has been building up and, as philanderer says, hopefully Bexsero will soon to be given to all infants (for serogroup B meningococcal disease) and the quadrivalent conjugate vaccine given to teenagers (for serogroup W disease)- both GSK products.

[philanderer] 22/3/2015 15:53

GlaxoSmithKline could reach deal with UK over price of meningitis B vaccine Bexsero "very soon"

[zeppo] 20/3/2015 18:05

Penguin Parade was my 208 fav. as a kid.

Reception got better ea h night ss the lonisphere fell.

Sunday night treat was the whole Top 20.

My Mum bought the Infra-Draw method but we remained penniless.

Caroline North took over for me and sometimes AFN from Europe.

z

[zeppo] 20/3/2015 18:05

Penguin Parade was my 208 fav. as a kid.

Reception got better ea h night ss the lonisphere fell.

Sunday night treat was the whole Top 20.

My Mum bought the Infra-Draw method but we remained penniless.

Caroline North took over for me and sometimes AFN from Europe.

z

[zeppo] 20/3/2015 18:05

Penguin Parade was my 208 fav. as a kid.

Reception got better ea h night ss the lonisphere fell.

Sunday night treat was the whole Top 20.

My Mum bought the Infra-Draw method but we remained penniless.

Caroline North took over for me and sometimes AFN from Europe.

z

[tradermichael] 20/3/2015 16:18

Toffeeman and Martini - nostalgia is not what it used to be ..... lol

[2hoggy] 20/3/2015 15:36

usa increasing the interest rate first I think which should firm up the dollar,pound will lag.

[4spiel] 20/3/2015 12:50

Why should the £ appreciate against the dollar over the next two years ? who can possibly predict this with the political uncertainty ?

[philanderer] 20/3/2015 12:26

Here`s an updated list from the guys who know ;-D


20th march Barclays overweight tp 1690p
20th march Shore Capital buy -
20th march Kepler Capital hold tp 1540p
19th march Jefferies hold tp 1550p
18th march Morgan Stanley overweight tp 1800p
18th march JP Morgan underweight tp 1250p
16th march Credit Suisse underperform tp 1440p
16th march Sanford C Bernstein market perform tp 1539p
12th march Deutsche hold -
3rd march Goldmans buy tp 1670p
3rd march Beaufort Sec buy -
2nd march Baader Helvea hold tp 1530p
26th feb The Street buy -
19th feb Argus buy tp $52 (ADR)
19th feb Zacks underperform -
19th feb AlphaValue reduce -
13th feb Berenberg hold tp 1560p
13th feb UBS buy tp 1700p
12th feb Cenkos buy tp 1643p
9th feb First Call hold -
6th feb Liberum sell tp 1350p
5th feb S&P Equity Research hold -
4th feb Panmure hold tp 1425p

[cerrito] 19/3/2015 22:27

Like others wondering whether to sell
Did a quick and dirty on dividend cover.
In 2013 position was comfortable
Cash flow paid out £3.7b in dividends against an operating cash flow of £7.5b and £0.5b inflow from investment activity..also reasonably good vis a vis the £5.6b of post tax profits
2014 situation not so good
Cash flow paid out £3.8b in dividends against an operating cash flow of £5.1b nd a £1b outflow for investment activities. And way under post tax profit of £2.8b.
All very crude but to the extent I am holding for income want to know that the dividend is sustainable.
Went to consensus forecasts which is for a continuation of an 80p divided for 15/16 which seems sensible.
Note that current 2016 consensus earnings forecast are 95p-three months ago they were 126p and 6 months ago 128p.
For me one bearish aspect is the cable rate and £ I assume over next 2 years will appreciate against the $
Need to consult with my pillow.

[tradermichael] 19/3/2015 16:15

This was another sure system:

Horace Cyril Batchelor (22 January 1898 – 8 January 1977) was notable in the United Kingdom during the late 1940s to early 1960s as an advertiser on Radio Luxembourg. He advertised a way to win money by predicting the results of football matches, sponsoring programmes on Radio Luxembourg. His spelling out of Keynsham, a town in western England where he operated, made it famous.

Batchelor sponsored programmes on Radio Luxembourg to promote his "famous Infra-Draw Method", a system supposed to increase chances of winning large sums on the football pools. Before the National Lottery started in 1994, the "Pools" was the only way to win large sums for a small stake. Listeners were asked to submit their stakes to Batchelor, who then determined how the stake was placed. He was paid only if the bet won, which also meant he received a lot of free stakes. Infra-draw was thus not dependent on his predictive talent for its financial success.

[woodhawk] 19/3/2015 16:10

A pleasure to read such insightful and intelligent posts, anhar and Dr Biotech.