Gsk Share Discussion Threads

[mattboxy] 02/9/2017 22:34

Buywell loves a sob story probably because he loves to short. Can't say I've seen any thread in which he holds shares and has a positive view just negative shorting nonsense!

[dr biotech] 02/9/2017 19:51

buywell is the worst chartist I have ever seen on these threads, and we all know that's a stiff competition to win

[badtime] 02/9/2017 18:30

Hmmm..my dartboard is broken so hard to give a prediction

[buywell3] 02/9/2017 16:52

IMO GSK chartwise will be around 1250p this time next year

The P/E will still be around 40

dyor

[dr biotech] 02/9/2017 13:32

I do wonder what it takes to get an article into TMF. Make it simple, add a bit of cursory research then draw whatever conclusion you feel is best.

GSK would be worth more if it had no debt, but then it wouldn't have given us the returns. Also if it used the debt to build the business and the return on this is more than the interest it was worth it. This seems to have been missed...

[alphorn] 02/9/2017 11:55

As posted before within an international group it is the parent that pays the dividend; cash may be held in overseas subsidiaries that would need to be dividended up to the parent.

[mj19] 01/9/2017 22:52

GlaxoSmithKline Is Wasting Money Paying a [e-mail] (Rich Smith) Sep 1, 2017 Updated 5 hrs ago GlaxoSmithKline Is Wasting Money Paying a DividendAs a general rule, I love companies that pay big dividends -- and British pharmaceutical giant GlaxoSmithKline (NYSE: GSK) pays some of the best dividends on the planet. That said, there's one very good reason why GlaxoSmithKline should not be paying a dividend, and that reason is debt.Currently, GlaxoSmithKline pays its shareholders an annual dividend of $1.04 per share (there are two British "common shares" in each of the American Depositary Receipts bought on the NYSE). Thus, Glaxo's $1.04-per-share dividend works out to a 5.2% dividend yield on every one of the $39-and-change stock's U.S. ADRs.GlaxoSmithKline's dividend is so large partly because its stock price is so small. Glaxo's profits, you see, are currently depressed by large, and ongoing, restructuring charges, and with profits in the tank, investors have dumped GlaxoSmithKline stock, which is down 9% over the past year in a market that has seen the S&P 500 rise 12%.As the S&P enjoys a bull market -- GlaxoSmithKline shareholders are enduring a bear. Image source: Getty Images.A second consequence of Glaxo's weak profits is that the company's payout ratio (the percentage of Glaxo's profits that are paid out to shareholders in the form of dividends) now exceeds 200%. Put another way, for every $1 Glaxo earns in profits, the company pays its shareholders $2 in dividends -- $1 that it has, and $1 that it has to borrow. This is not a sustainable dividend policy.A history of largesseAnd that's not all. According to data from S&P Global Market Intelligence, GlaxoSmithKline stock has paid out nearly $53.4 billion in dividends over the past decade. That sounds like a good thing. But here's another reason why it isn't, necessarily.For investors who bought Glaxo stock for the dividend, the company has paid off in spades. For investors who own Glaxo stock because they want to be long-term partners in a successful business, the company's generous dividends pose more of a problem.To see why, take a look at the balance sheet. GlaxoSmithKline currently boasts $5.3 billion in cash in the bank -- but it also carries $24.4 billion in debt. Had Glaxo held onto its cash, rather than paying it out as dividends, the $53.4 billion that Glaxo has paid out over the past decade would have been enough to pay off its debt two times over, leaving the company in much better financial condition.Dividend rich, debt-poorGranted, not everyone sees things this way. Citing improved results for GlaxoSmithKline's respiratory and infectious-disease businesses, and the company's 2015 Novartis asset-swap, my Foolish colleague Sean Williams thinks things are looking up for GlaxoSmithKline stock. Wall Street analysts, too, expect the company to grow its profits at a near-7% rate over the next five years. On the other hand, sub-7% is a slower growth rate than Wall Street projects for any of Bristol-Myers Squibb, Novartis, Merck, or Eli Lilly.One reason Glaxo is expected to under-grow its competition, I suspect, is the company's burdensome debt load. S&P Global Marketplace Intelligence puts Glaxo's debt-to-equity ratio at 4.3, which is far more debt than Glaxo's rivals bear:Bristol-Myers, for example, carries only $1.7 billion in net, and on a larger market capitalization.Eli Lilly, only slightly smaller than Glaxo, carries only one-third Glaxo's net debt -- $7.1 billion.Merck, at $172.6 billion in market cap, is nearly twice Glaxo's size, while its net debt of $13 billion is half what Glaxo carries.And Novartis, at $218.4 billion in market cap, is more than twice Glaxo's size, while its $22.1 billion net debt is less than Glaxo's.Relative to its competition, GlaxoSmithKline has so much debt it leaves itself financially hobbled. Glaxo's interest payments gobble up a lot of the company's profits ($940 million over the last 12 months), and are one factor depressing the company's profit margin below those of any of the other Big Pharmas named. Even so, Glaxo is paying by far the richest dividend of the group -- nearly two full percentage points more than the next most generous dividend payer (Novartis, with its 3.2% dividend yield).

[philanderer] 01/9/2017 21:11

GSK Japan Selects Platform to Boost Pharmacovigilance Activities

[ny boy] 01/9/2017 12:03

Badtime, no Monty, has missed the boat and is bitter, now just resorts to giving me a thumbs down for every post, the next one he gives me will result in a curse on him, I know an African witch doctor or two 😉

[romeike] 01/9/2017 11:51

GSK ought to be amongst defensive shares enjoying a reverse rotation away from Trump trade favourites like tech and banking.

The under performance down to a mix of pharma out of favour and currency movements. Analysts ignoring big strategic moves at GSK by an impressive new CEO.Lots of very poor analysis being thrown out.

[badtime] 01/9/2017 11:36

I'm assuming Monty will be back on any move back down

[essentialinvestor] 01/9/2017 11:17

Lovely little bounce back from recent lows,
have locked in a bit of profit.

I was surprised GSK traded down to those levels without the UKX
selling off.

[ny boy] 01/9/2017 09:19

First resistance 1550p in sight, then once through next target 1594p

[ny boy] 31/8/2017 15:29

A close above 1540p, will be hugely encouraging.

[ny boy] 31/8/2017 10:26

Toptips..I'm already in IMM and yes expecting a decent rise this year us no need to repeat the post!

[top tips] 31/8/2017 10:16

IMMUPHARMA (IMM)

Potential blockbuster Lupuzor Phase III results due Q1 2018.

Only other similar drug Benlysta was bought out from HGSi by GSK in 2012 for $3.6 billion for 50% stake valuing Benlysta around $7 billion (and IMM's Lupuzor appears to be safer and more efficaceous than Benlysta).

$7 billion buyout of IMM gives £39.70 share price against current 49p, or 80 bagger !!!

Potential blockbuster Lupuzor has 'Fast Track' and 'SPA' status from US FDA, so could market launched in 2018.

Tim McCarthy (IMM's Chairman) 14/3/2017:

"There's going to be a fantastic return on investment for anybody who invests in ImmuPharma...This (Lupuzor) is going to be a multi-billion dollar drug, its as simple as that...This will absolutely be a multi-billion dollar drug."

4 min 40 sec.

[philanderer] 30/8/2017 17:12

' GlaxoSmithKline Recent Pullback Delivers A Healthy Opportunity To Buy'

[romeike] 30/8/2017 14:52

Decent article, worth pointing out that 5% average overall growth for a company of GSK's size is not to be sniffed at and the average figure hides over performance in specific areas. The key for Emma W will be to get all areas consistently firing on all cylinders at the same time.

[fangorn2] 30/8/2017 13:38

From yesterday in case nobody saw it..

"GlaxoSmithKline Dividends Look More Attractive With New Management At The Helm"

[tradermichael] 30/8/2017 13:12

Yesterday's 'news' ;0)

[top tips] 30/8/2017 12:04

IMMUPHARMA (IMM)

Potential blockbuster Lupuzor Phase III results due Q1 2018.

Only other similar drug Benlysta was bought out from HGSi by GSK in 2012 for $3.6 billion for 50% stake valuing Benlysta around $7 billion (and IMM's Lupuzor appears to be safer and more efficaceous than Benlysta).

$7 billion buyout of IMM gives £39.70 share price against current 49p, or 80 bagger !!!

Potential blockbuster Lupuzor has 'Fast Track' and 'SPA' status from US FDA, so could market launched in 2018.

Tim McCarthy (IMM's Chairman) 14/3/2017:

"There's going to be a fantastic return on investment for anybody who invests in ImmuPharma...This (Lupuzor) is going to be a multi-billion dollar drug, its as simple as that...This will absolutely be a multi-billion dollar drug."

4 min 40 sec.

[ragonesi89] 30/8/2017 09:48

how much was paid to prefered shareholders in 2016?

[philanderer] 30/8/2017 08:33

30th aug Liberum buy tp 1900p

reiterates

[ny boy] 30/8/2017 08:26

Buy those sub 1500p dips Sir!

[loafofbread] 30/8/2017 08:24

If that's the same Tim McCarthy who ruined Alyzme I would be more than suspect.