Gsk Share Discussion Threads

[buywell3] 04/6/2019 07:18

A Macro problem that is going to affect ALL trading exchanges worldwide including commodity prices.


................ World Recession Risks Ramp Up ..................

.............. The cost of food is now going Up ..............


buywell posted a couple of weeks on African Swine Fever in China causing hundreds of millions of pigs to be culled as it has now affected ALL states in China and there is no cure and over 90% fatal.

This problem alone is causing Pork prices to spike in China as well as ALL meat and protein prices because pork is the number one protein of choice for Chinese.

Inflation in China is now rising due to this problem.
Pork prices look set to double by the end of 2019.

African Swine Fever has spread from China into Vietnam, North Korea, Mongolia , Cambodia and Honk Kong.



ALL of these countries are culling millions of affected pigs in an attempt to stop the spread of the disease.

ALL of these countries will need to import another meat product to replace Pork, especially China which has trade tariffs in place for USA pork.


BEEF is a logical alternative , and that might have helped the situation somewhat despite rising Beef prices following increased worldwide demand for it as a result of ASF.


................ THE GLOBAL PROBLEM NOW IS THIS ............... :

Mad Cow Disease has returned ... the disease that caused BSE in cattle in the UK and then was transmitted into humans as vCJD.


Brazil ... the worlds BIGGEST exporter of Beef has reported an outbreak of BSE and China has had to ban imports of beef from Brazil as a result.





BSE has NEVER gone away ... there have been several outbreaks in the USA since the vCJD crisis in the UK and one BSE outbreak just last year in Scotland.


GLOBAL INFLATION of protein prices will rise as a result of BSE / Mad Cow Disease in Brazil because other countries will also ban beef imports from Brazil to try to protect their human populations from vCJD.

Mad Cow Disease, BSE and vCJD are ALL prion diseases ... fatal within a year or so and no cure exists.

dyor
buywell

[porsche1945] 31/5/2019 12:45

Back in with a big slug at 15.19...think they could see 14.80 over next couple of months, anyway will build another large position from here and sell out again anything over 15.90...its the way to play this...astra very range bound too....but better growth profile.

[abdullla] 31/5/2019 07:19

Yes so would I.

[sicker] 30/5/2019 14:26

I'll second that :-)

[tradermichael] 30/5/2019 14:12

Sorry guys, I believe in GSK as a sound, worthwhile company to invest in. I do well with trading the swings and I have a steady stream of income from dividends.

[abdullla] 30/5/2019 12:59

To reflect the pharma connection let us name it,"GlaxoSmithKline Flatulence" .

[prambigear] 30/5/2019 10:00

Could someone change the title of this thread? Perhaps to GlaxoSmithKline - Flatlining

[crazycoops] 29/5/2019 14:36

I don't believe it is fully priced. We don't know the details of either divestment or capital restructuring. We'll see

[porsche1945] 29/5/2019 14:27

@crazy...i think the shares already pretty much priced for all that its been well flagged. The only thing that will bump this either way is downwards on another stupid bio tech aquisition or upwards on a serious cost cutting exercise, gsk employs about 100k people, needs to cut it by 25 per cent. In the meantime Im up 22k and a few divs just trading them over last 10 months so will stick with that, certainly sxxts all over buy and hold.

[solomon] 28/5/2019 18:21

15 million uncrossing trade - more than the average daily volume. What is going on with high yielding stocks?

[bilster1] 28/5/2019 17:47

15 million shares sold after trading??

[crazycoops] 28/5/2019 15:02

Such trading ranges work brilliantly, until they don't! In H2, the acquisition of Pfizer Consumer Health division will complete, followed at some point by the capital restructuring and divestment plan. Those news items should see this current range broken, one way or the other.

[waldo2020] 28/5/2019 12:16

I was hoping it would get to and above 1600p but should have known better! This stock's been ranged bound for a while. Porsche1945 has a right game plan for gsk!

[porsche1945] 28/5/2019 10:11

and back down they slide, this is now a very useful trade, earning a few grand every few weeks on it, buying anywhere around 15.20 ish selling at anything over 15.85....half a dozen times now and picking up the odd div too...its actually a trading stock. Ftse 100 generally a waste of time for growth, brexit has seen to that.

[abdullla] 28/5/2019 08:09

There goes the dividend

[spud] 27/5/2019 12:16

Bounce off 1600 resistance imo. The question is, can it break it..spud

[tradermichael] 27/5/2019 11:43

Where to next …. 1500p or 1600p (and breakout?)?

[alphorn] 23/5/2019 20:32

No TM, AIDS it was in those very early days.

[tradermichael] 23/5/2019 20:30

Not so much AIDS, more like Malaria?

[alphorn] 23/5/2019 16:28

CtR - I agree. Big Pharma will not put millions in at the beginning because of the lack of paying customers (again like AIDS) but if the disease spreads...…230;...another story.

[crossing_the_rubicon] 23/5/2019 14:53

Worrying times for us all Alphorn given global travel etc.

[alphorn] 23/5/2019 14:28

CtR - reminds me of the initial studies into AIDS; a disbelief that it would spread.
(a good spot - as you say need to keep tabs).

[tradermichael] 23/5/2019 14:13

In the Congo, hospitals and their medical staff are undergoing violent attacks by the armed militia. Each time there is an attack on a health facility or medical personnel, the response to the epidemic is put on hold and they lose precious time to stop the virus from spreading further.

[crossing_the_rubicon] 23/5/2019 13:06

Worth keeping tabs on...

Ebola,and spread of it throughout Africa(and Globally)

Totally unstoppable event now going global. They have no cure

Fresh cases being found with NO OBVIOUS CONNECTION to previous patients.
ie They do not know where it started!!!!!!

Cases will increase with potential regional and global transmission

"We have a good vaccine but it not controlling the epidemic"

"If this gets into a mboile population, we are in trouble"

[crossing_the_rubicon] 23/5/2019 12:50

Must be because of this good news jade :)

”Shingrix conditionally OK'd in China”

China's National Medical Products Administration has conditionally approved GlaxoSmithKline's (GSK +1.1%) shingles vaccine Shingrix, allowing it to file for approval there based on data generated in other countries.
Last quarter, it generated £357 million ($452 million) in sales, 43% above expectations and up more than 60% sequentially.

hTTtps://seekingalpha.com/news/3466142-glaxos-shingrix-conditionally-okd-china

Funny place the market.