Gsk Share Discussion Threads

[abdullla] 20/2/2018 10:59

Sorry I forgot to mention Marconi.

[abdullla] 20/2/2018 10:55

I give one ? tick to every one who posts here ,Once upon a time i used to do the same for Baltimore & Energis posters ,some I see here,here's to old times sake !

[montyhedge] 20/2/2018 08:52

I'm 90% certain we won't bid, or if we do be a low amount. RB need it more than us. Look how we fell from 1625p to 1305p just on GSK thinking about it, lol.

[ianood] 20/2/2018 08:39

romeike - My sentiments entirely, why aren't the private equity boys interested?

[tradermichael] 20/2/2018 08:26

Ermm, wrong currency. It has an estimated price tag of $15bn (£10.7bn) to $20bn.

[montyhedge] 20/2/2018 08:19

Yes £20 billion no chance, RB need it more than GSK.We fallen from 1625p to 1305p just on the thought of GSK being interested. Should have a nice bounce if we lose.

[romeike] 19/2/2018 22:34

I suspect neither will end up buying it. I recall a Pfizer spokesman said (after GSK and RB were given closed-door access) that Pfizer was keeping all its options open, including no sale. Made me think they were laying the ground for no deal. The figures they came out with, $20bn etc were also quite pie in the sky.

[montyhedge] 19/2/2018 19:24

https://www.google.co.uk/amp/s/www.bloomberg.com/amp/gadfly/articles/2018-02-07/pfizer-s-20-billion-pill-is-too-bitter-for-glaxo

[montyhedge] 19/2/2018 19:21

I filtered him some time ago.

[romeike] 19/2/2018 17:29

abdullla19 Feb '18 - 14:42 - 16717 of 16719 (Filtered)
abdullla19 Feb '18 - 16:26 - 16719 of 16719 (Filtered)

I don't know why he bothers posting tbh

[abdullla] 19/2/2018 16:26

When will the bidding process begin and end?

[montyhedge] 19/2/2018 15:21

Well GSK had great results, if we did win, no downside in shareprice. GSK have fallen from 1625p to 1305p on the thought of GSK making a bid. LolEither way I think shareprice will rise.

[abdullla] 19/2/2018 14:42

May I predict GSK will succeed in buying but pay high for it in cash & paper,let us see !

[toffeeman] 19/2/2018 14:27

OR to put it another way - I would be amazed if RB. did make another acquisition after the last one was so badly received......

[montyhedge] 19/2/2018 14:07

Well after today's disappointing results from RB, I will be amazed if they don't out bid GSK let's hope so.Emma did say she would not overpay.RB will.

[tradermichael] 19/2/2018 14:03

Pfizer, largely a prescription drug company, like GSK, obviously looking to offload consumer health to concentrate on core business (these things are cyclical). I would have thought that the same applies to GSK. RB is not a threat to GSK's core market, so let them have the PCH and pay over the odds for it .....

[alphorn] 19/2/2018 12:28

I had not realised how far down the Big Pharma global table GSK had fallen; nor how big the Swiss Novartis and Roche have become. Not long ago it was Pfizer 1 and GSK 2. Not any more.

[essentialinvestor] 19/2/2018 12:25

Michael, and they overpaid imv, as illustrated by today's results.

[tradermichael] 19/2/2018 12:24

RB recently acquired Mead Johnson for $90 per share in cash, valuing Mead Johnson's equity at $16.6 billion. Do you really think they can afford another big purchase?

[warrior boy] 19/2/2018 12:07

Then we know the market is barking mad.

[abdullla] 19/2/2018 10:49

What if GSK loses bid,as wished,and the share price drops 50p ?

[montyhedge] 19/2/2018 10:03

Let's hope GSK lose bid GSK would be 1425p lol.

[romeike] 19/2/2018 09:41

You are correct RB want more scale in consumer healthcare and have the support and room to borrow what they need and overpay if necessary. GSK is limited to doing a deal "at the right price". I wouldn't like GSK to buy these assets at anything other than a bargain price. The trend towards de-branded products is bound to hit healthcare sooner or later, so GSK better to stay diversified, rather than overweight in consumer. If Emma wants a deal, the cash could be far better used for a bolt on acquisition to firm up the pipeline.

[montyhedge] 19/2/2018 08:59

Ex div Thursday 23p, personally I don't think that they will drop the fall amount perhaps 10p. So effectively up 13p. Only my opinion. RB I'm feel after their figures today, will outbid us for Pfizer division.