Gsk Share Discussion Threads

[gbh2] 26/1/2018 12:52

imo charting requires high volume interest which gsk doesn't have.

[tradermichael] 26/1/2018 12:45

More positive RNS:

Issued: 26 January 2018, London UK

GSK's Shingrix receives positive opinion from the CHMP in Europe for the prevention of shingles in adults aged 50 and over

[romeike] 26/1/2018 12:41

It goes on to say...

"If the company were to finance the Novartis put at £9.5bn and the Pfizer business at $16bn, we argue this could be done without a dividend cut – gearing would be uncomfortable in the very short term, but manageable."

Interesting they say £16bn, if Emma can get a ~25% discount perhaps it could turn out to be a good move that doesn't impact on the div.

[zho] 26/1/2018 11:57

"Such argument misses the point. The balance sheet can be flexed harder than is appreciated and our work argues a dividend cut is unlikely. Moreover, regardless of what is purchased or how it is funded, business development in consumer offers an epochal opportunity. It diversifies GSK beyond HIV, shores up cash flows to support pharma investment and positions the group for a potential split over the longer term. To focus solely on the dividend is to be in danger of overlooking the broader narrative."

........

"Cultural change at a company the size of GSK will take time to be reflected n the multiple, but, at the current valuation and with an appetising array of opportunities, the risk-reward is in its favour. In our best case scenario, the shares could trade towards 2000p by 2020. We upgrade our recommendation to Buy."

[darias] 26/1/2018 10:14

Yes but look out for the wipe out where most surfers invariably end.

[tradermichael] 26/1/2018 10:05

Charting is a little like surfing. You don't have to know a lot about the physics of tides, resonance, and fluid dynamics in order to catch a good wave. You just have to be able to sense when it's happening and then have the drive to act at the right time .... ;0)

[ttg100] 26/1/2018 09:55

chart starting to look a bit better
will wait a couple of days for confirmation then buy a few
GL all

[gbh2] 26/1/2018 09:50

I bought a few more on yesterdays drop.

[montyhedge] 26/1/2018 09:29

Good rns, should have a run back to 1365p.

[tradermichael] 26/1/2018 08:56

In (again) @ 1344.9 ... ;0)

[abdullla] 26/1/2018 08:11

Thanks, LOL!

[jrphoenixw2] 25/1/2018 21:58

LSE has lowest trade price today at 1330.40p, so, maybe take Abdulla with a large pinch of salt.

[abdullla] 25/1/2018 15:37

Sale is on at GSK!

[tradermichael] 25/1/2018 14:42

How did you get a price like that???

[abdullla] 25/1/2018 11:24

Buy @£12.99

[montyhedge] 24/1/2018 14:29

Yes I pay for L2 you see the trades.

[jrphoenixw2] 24/1/2018 14:08

Thanks MH, ah ok I think that function/visibility is behind their paywall, which I can't access. The trades list view times out so quickly you just get a glimpse of what you can't access. A shame as if it were free I'd find it useful...

[gbh2] 24/1/2018 13:54

speedsgh, I bet they were short prior to the article, markets full of crooks trying to pinch our cash ;)

Alphorn, New Placing but only to the privileged few !

[romeike] 24/1/2018 13:48

If Investors Chronicle is out it is certainly time to pile in, their "advice" is even worse than the Motley Fool adverts.

[darias] 24/1/2018 13:43

>>speedsgh

What a silly article if it follows in the vein of the opening paragraph. Why wait for the dividend? why not sell now or even better why didn't the author sell yesterday? The author has been with the company 18 years. He may have added or sold during that time but 18 years ago the share price was over £15 so s/he the author is just realising the loss on those shares bought 18 months ago. He considers that the stock is in play now which may be right as the company is trading at a round a 7 year low and 7 years ago the stock was rising whereas now it appears to be on the cusp. (either up on good or reasonable results - or down if results or poor) If results are poor then it really will be in play.

Last quarters results were promising, let me remind you what the CE said,

" Performance in the quarter showed continued progress with sales growth and improved operating margin. This was driven by targeted cost savings and restructuring and integration benefits, which particularly benefited Vaccines and Consumer Healthcare, and also supported investment in our new products and R&D
pipeline. Adjusted earnings per share for Q3 were 32.5p and we remain on course for
our full-year earnings guidance, with cash generation continuing to improve. We are
also pleased that we have secured major approvals for Trelegy Ellipta in COPD and Shingrix, our shingles vaccine.”

Reminds me not to get the Investors Chronicle.

[montyhedge] 24/1/2018 13:24

jr
On Advfn trade deals went through the time I posted.

[montyhedge] 24/1/2018 13:18

Thats what I like about the market bull and bears.
I go with this one 4 days ago, even if broken up worth 2050p a share.

[jrphoenixw2] 24/1/2018 13:17

@Monty
Where are you looking to see that trade data?
I usually just keep a weather-eye on Google/Finance. Largest 2-minute candle I see was 190k at c1364.80 at 8.02am.
Volume/30-day avg right now is 2.73/8.12M at circa 1.14pm. That's low, an hour after 'half-time' and the vol is only 67% of average 1/2 day volume... zzzz!

[speedsgh] 24/1/2018 13:10

FWIW Mr Bearbull column (Investors Chronicle) today signals that he is calling time on his near 18yr investment in GSK once it goes XD for the final payment...

Time’s up for Glaxo -