Gsk Share Discussion Threads

[montyhedge] 20/12/2018 13:26

EssStill looks good value, in a normal market, GSK would have gone back to their years high 1725p. Apart from transforming deal, it's the Shingles vaccine which is great. From nothing to Blockbuster meaning 1 billion dollars.I paid private 130 pounds for the shingles vac. In US tv advertising been stopped, they can't keep up with demand. 1 in 3 sometime in their life will get shingles.

[essentialinvestor] 20/12/2018 12:40

FFS, I would have much preferred it continued falling today, not to be.
Never cheer when prices go up if you have cash to invest!. Much prefer down days.

[montyhedge] 20/12/2018 11:38

Surprised not over 1600p on this transforming deal, the city been on about this for years, now CEO has delivered what do they want, I suppose with the FTSE 100 low, buyers not there. In the meantime collect a nice dividend every 13 weeks.

[montyhedge] 20/12/2018 10:21

Under 1500p looks like a gift from the stockmarket gods, 1635p in the New Year, this is a transforming deal for GSK, just like CEO said.

[montyhedge] 20/12/2018 09:29

Ess
This deal will make GSK the holy grail of investing, growing dividend after 2020, paid every 13 weeks, plus back to growth. Income plus growth. Can't ask for more.
City was on about a deal like this for years, now its happened, shares come off, lol.
Shingles vaccine from nowhere to blockbuster status, couple more of those, would be nice.

[montyhedge] 20/12/2018 08:51

Dividend cheque on the doormat every 13 weeks, 80p 2019, then back to growing dividend.I think this deal will transform GSK.

[gbh2] 20/12/2018 08:17

Always small amounts,, no more than 30k in each company looking for 5% profit wherever I can find it, keeps me entertained until lunchtime :))

[essentialinvestor] 20/12/2018 08:07

Had a small amount.


gb, very nicely done, hat tip ).

[gbh2] 20/12/2018 08:06

Bought back those I sold yesterday morning, nice little profit.

[pugugly] 20/12/2018 08:04

MH- This morning at least Mr Market seems to agree with my 18705!! As it did yesterday afternoon -

[montyhedge] 20/12/2018 08:01

Brilliant deal.

[pugugly] 20/12/2018 07:55

Stupid woman! Yes stupid - Gearing up healthcare with debt so more vulnerable when interest rates rise - Pharma now more vulnerable to boom/bust on developing a blockbuster or phase3 fail without the steady cash flow from prop meds to support it-

City idiots have got their way and potentially made a British success far more vulnerable to overseas t/o.

Short term greed - long term potential loss - One for traders only.

[zho] 20/12/2018 07:18

So, yes, it’s a step in the right direction. But the wider picture hasn’t changed fundamentally. Real progress, as opposed to smart deal-making, relies on producing a fatter pipeline of new drugs, which is the main worry hanging over GSK. Confidence would be boosted by success in two important clinical trials next year. If GSK can clear those hurdles, it would become easier to believe in Walmsley’s reinvention plan. She’s not there yet.

[montyhedge] 20/12/2018 06:56

Dividend 80p for 2019, they it's looks like being increased as cost savings and higher profits roll in.Shingles vaccine is a blockbuster sales expected 750m pounds.Blockbuster classed as 1 billion dollars revenue.

[montyhedge] 19/12/2018 19:43

One bonus the Shingles vac has blown way pass analysts expectations and will become a blockbuster status Vac.

[montyhedge] 19/12/2018 19:37

City been asking for this move for years. Now Walmsley has delivered.Has she said this is a transformational deal for GSK.Surprised the shares are so low.

[philanderer] 19/12/2018 17:53

More broker comment:

[philanderer] 19/12/2018 17:48

"The consumer division will be more of a steady eddie, and will hopefully offer solid cash generation and marketing-led growth. Teaming up with Pfizer means GSK consumer will become the over the counter market leader in pretty much all major geographies around the world, and the partnership should bring significant cost savings too," commented Hargreaves Lansdown analyst George Salmon.

Alliance News

[essentialinvestor] 19/12/2018 17:43

Any TA view on today's gap being filled?.

[poikka] 19/12/2018 17:33

This forms part of HL's view.

"However, the potential to shift significant amounts of debt onto the cash generative consumer business should take the strain off the balance sheet, and thus buy valuable time for the drugs pipeline to deliver."

Yes, it has been talked about for long enough - especially by Woody, as I recall. It could be that EW believes that the recent deals that she has done provide the means for the pharma side to provide sufficient of its own cashflow, which would be a thumbs up for those deals.

Wotever, I'm just holding as it's already my largest holding, followed closely by RDSB.

[wbecki] 19/12/2018 17:33

£500m BY 2022!
£125m per year essentially versus £1.2bn upfront costs(£300m non cash included)


Surely cost savings understated??

[tradermichael] 19/12/2018 16:45

What about the majority of the cost savings?

[wbecki] 19/12/2018 16:41

£900m total cash costs at the front end plus £300m non cash charges for £500m costs savings by 2022....

Split 2/3 : 1/3 more or less.