Gsk Share Discussion Threads

[montyhedge] 02/1/2018 08:51

Looking back 2017. My wish list one of my shares to buy GSK at 1425p.Lol so at 1310p more than a gift from the stock market gods.

[wormhasturned] 01/1/2018 18:10

Not sure why there is so much discussion here on the Prion element, this company has many more important attributes that will hopefully put it back on an upward growth trajectory in 2018, failing that it will be taken over, no doubt whatsoever, it is already on the watchlist on big US pharmas worrying about future drug pricing regimes, this is one of the top global pharma cos., exclude dividends, forget buybacks, but this is now worth less than it was in 2000, a pathetic, derisory performance against comparatives, it is a mere morsel in these low yielding, straightened times, IT will be taken over at some point, the lady in charge is a waste of space!

[dr biotech] 01/1/2018 17:48

Incidence of cjd peaked at about 25 a year in the UK and is now 1-2. Would I be looking to invest in that? No.


I’m not sure how many of us ingested BSE, probably hundreds of thousands but very few have gone on to develop anything.

[prambigear] 30/12/2017 16:47

That is SOoo helpful buywell3, and I bet you know just where we should be putting our money to gain advantage of it?

[buywell3] 30/12/2017 16:27

Learn something

[alphorn] 30/12/2017 12:11

ianood. Your comment may not be totally true. ;)

Have a great 2018.

[ianood] 29/12/2017 20:44

Alp - The most pertinent comment you make is " the strategy of the company needs to be understood". If Mr Analyst got to grips with understanding how GSK operates then I suspect that a more rational movement to STG movements would be the norm rather than the large gyrations that we have seen of late. I somewhat doubt that anybody on these boards would have much insight into the workings of GSK's hedging policies/strategies. I don't recall any questions at the last presentation on the subject. Most of the sheep were side tracked by comments re consideration given to possible acquisition of part, or total, of Pfizer and Mercks's consumer units

[alphorn] 29/12/2017 19:00

ianood - forex can never be ignored.

A couple of examples known to me (both global names).
- Group A sold very high volume, low margin products, and locked in its margins.
- Group B selling high volumes of mixed products did not believe in hedging and rode the live markets.

Any eventual forex movements will impact each group differently. It does not mean that forex can be ignored; the strategy of the company needs to be understood.

CER numbers always give a clue.

[ny boy] 29/12/2017 17:43

Looking forward to another substantive quarterly divi payout next month..pay day 11 January

Just need a nice recovery in the share price too but happy to wait, long term investment, useful participant of the portfolio.

GLA going forward

[buywell3] 29/12/2017 17:15

BIG Pharma should be looking at PRION Disease

In the USA CWD is going to make BSE look like a common cold



CWD is spreading across the USA in Deer and Elk populations now in over 20 states

Testing is inadequate ,

which means many humans now have Prion Disease but will take many years to find out

Prion Disease is terminal

[ianood] 29/12/2017 16:24

"You can never ignore forex with a global group."

Doesn't that rather depend on the individual group's hedging policies?

[alphorn] 29/12/2017 10:56

You can never ignore forex with a global group.

[ianood] 29/12/2017 09:07

GSK seems to track STG. The big rise was in the fall in STG post BREXIT. Now STG is recovering an poor old GSK is suffering. When the fund managers change their metrics and cease to be so preoccupied with STG and divi coverage, I'm sure it will recover especially with recent news and progress

[garycook] 29/12/2017 02:47

Woody,Yes agree with your thoughts exactly.Could even see £17 again in 2018,after all the bearishness has subsided etc.I am long term has you well know.PFC also looking good now.After all the idiots are gone from the PFC thread.HGM another diamond atm.

[woodhawk] 28/12/2017 18:37

I'm mystified too, Gary. Seems to be getting more ridiculous by the day. I have my biggest ever stake in GSK now. Still, I've been in a similar position before with this company and always done well in the medium term in the past. I also be looking for substantially more than 16% in 2018 - more like 20-25%.

[garycook] 28/12/2017 17:28

For once I agree with you.But maybe more than a 16% return in 2018 ! See AZN is flying up over 2.6%,so why not GSK ?

[montyhedge] 28/12/2017 14:01

Looking for a 16% return on GSK, 6.10% from the dividend, plus 10% growth in shareprice for 2018. Of course bias, but I think nailed on.

[montyhedge] 28/12/2017 13:37

As long as the dividend paid and of course it will be. Happy bunny.

[essentialinvestor] 28/12/2017 13:33

Think a little perspective needed, that vaccine is estimated at around
peak sales of 1 billion annually, Advair is Still around 700 Million per quarter!.

[montyhedge] 28/12/2017 13:04

Will this new blockbuster, our 6.10% yield is safe. Lol could Emma increase divi.

[montyhedge] 28/12/2017 07:39

GSK blockbuster shingles vac.http://www.dailymail.co.uk/money/markets/article-5215891/Glaxos-1bn-shingles-vaccine-breakthrough.html

[jrphoenixw2] 28/12/2017 07:12

Ditto.
Motley Fool used to be useful back in the 90s, with informed and thought-provoking articles. These days it's a waste of space IMO. It seems every article headline includes some iteration of:
'This stock could make you a millionaire'
'This stock will [ditto]'
'Could this stock [ditto]'
And these days all such articles inevitably end with:
'Sign up for a x-day free trial of our Super-secret Insider Sure-win Millionaire-maker portfolio strategy'

In short, they've ended up as precisely the kind of bull* tipsheet, that 20 years ago they were on a mission to fight.

[latics2] 27/12/2017 22:08

Ditto....filtered