Gsk Share Discussion Threads

[essentialinvestor] 02/7/2015 16:22

There is great long term(3-5 years) value here imv, very tradable in the
meantime.

Would not like to count how many of their products I use,
at least two, including one off label - for which I needed to sign
a multi page disclaimer )

[badtime] 02/7/2015 16:18

Sitting on a few

[phillis] 02/7/2015 15:41

added a few

[essentialinvestor] 01/7/2015 11:28

Sold a few but keep the majority.

[cyberian] 01/7/2015 10:25

Good level to add and well done to some...I cannot see a reversal on the divi commitment as the decision taken by the board a couple of months or so back would have been collective. However, one must be prepared for some potentially dis-appointing numbers over the next 2/3 quarters as already flagged by the company, but there could be some early evidence that costs are very much under control and that future production efficiency measures are taking effect.

[badtime] 01/7/2015 10:01

Nibbled at 1335

[badtime] 30/6/2015 22:48

Think i might take a nibble

[essentialinvestor] 30/6/2015 17:54

Added today around 1330 - another day anther low, keep smiling )

[gswredland] 30/6/2015 17:54

Surprised at the drop - you would think this might be a safe haven in times of turbulence.
Wonder where it will be tomorrow?!

[supermarky] 30/6/2015 17:49

Don't worry guys I'll prop the price up when my buy order at 1300 gets triggered. You've gotta laugh

[tradermichael] 30/6/2015 09:38

I'm in again next week as soon as my divi arrives ..... cheap as chips .... ;0)

[deb81e] 30/6/2015 08:24

I'm in at this level with 6% yield

[supermarky] 29/6/2015 18:53

If 1300 area fails i will pull out

[supermarky] 29/6/2015 18:52

1300 not far off now! !

[essentialinvestor] 29/6/2015 16:35

Back in before the close.

[ttg100] 29/6/2015 15:36

back in this am

[greenpastures2] 28/6/2015 20:16

I think I will wait. It looks as though Greece is on the way out of the euro and if it does leave it will take awhile to see how its leaving will affect the rest of the EU and the world. It will be bad for Greece at least in the short term.

[essentialinvestor] 28/6/2015 11:24

On my buy list for tomorrow, depending on price.

[essentialinvestor] 27/6/2015 16:17

sicker, it's only their view, I posted it just as a comment rather than
a stated fact, which clearly it is not.

Witty has 12 months, so if he does not deliver it's a new CEO and
a rebased dividend - he has tended to be overoptimistic on past performance,
may be this time will be different.

Longer term his view on the industry will be validated, however he now needs revenue
growth short term.

All IMV only.

[pugugly] 27/6/2015 14:26

if Witty is no longer there his pledge I suspect will no longer be binding on the company - Given the share price performace-v- the phrma universe I would not be surprised if there is not a significant amount of II pressure building to have him replaced - However if this happens it could well (imo) be a Tony Dye moment and a signal to short the main pharma universe.

[sicker] 27/6/2015 14:08

ES you can choose to whom you listen.
Chief executive Sir Andrew Witty said he expects the company to return to sales growth next year and pledged to maintain dividends at 80p until 2017.
Who are Liberum :-} (rhetorical question)

[essentialinvestor] 27/6/2015 13:52

Latest note from Liberum saying there is a growing threat of a dividend cut,
they see this as a positive giving GSK more strategic flexibility.

Agree with the first point, disagree with the second.

[tompion] 26/6/2015 16:51

Greek situation still looking grim - keeping powder dry.

[spirito] 26/6/2015 15:28

I am in today!