Gsk Share Discussion Threads

[lovewinshatelosses] 04/5/2020 12:02

Fair enough Rikky and Monty; valid bear case points. In this market there will be plenty of good entry points for quality blue chips (not to mention some exciting short term trades for the brave). Long term I remain bullish on GSK so plan to hold and potentially add on savage market-wide dips ahead, but what do I know?! GLA.

[rikky72] 04/5/2020 11:48

Thanks for the replies guys. So it seems not on the horizon for at least a year. But, yeah, not a fan. Costly, plus I don't rate GSK's ability to be up there with the best in what will be a very exposed R&D operation when the other two parts are spun off.They could always cancel it and 'fess up it was a bad idea but would probably need a CEO change who could kitchen sink it for that to happen..

[beckers2008] 03/5/2020 17:07

R,
I think what has miffed some investors is the deal will cost GSK £2.4b. Rodney Hobson in the IC was moaning in his article at the time of FY RNS in February.

[robbiekeane] 03/5/2020 16:22

Monty, I agree, it only ever worked for me once, a long long time ago. As a British Leyland shareholder I was given 500 shares in their offshoot Jaguar and the rest is history.
Here the JV with Pfizer will produce annual cost savings of £0.5bn. In the grand scheme of things is it really worth it?
2022 is a long way off but it will be interesting to see how GSK proposes to give away shares in their 68%/32% GSK/Pfizer JV Consumer Healthcare business to shareholders.

[montyhedge] 03/5/2020 12:01

I don't like it when companies sell the family silver, happened with Whitbread, sold Costa Coffee, big mistake.Ok may get a bigger dividend or may just help maintain this year's dividends, but don't like when companies do this.

[rikky72] 03/5/2020 11:52

Was going to say Thanks, Love but.. that doesn't sound quite right so will just say, thanks!

[lovewinshatelosses] 01/5/2020 18:36

I don't think that has been decided yet Rikki and it seems like it could be quite a long way off too anyway, but more knowledgeable posters may be able to shed more light on this for you...

[rikky72] 01/5/2020 17:12

I think the results, whilst impressive, don't really change the more subdued outlook for this year so I'm not really surprised at the share price action. But returning to an earlier question, does anyone know what the demerger will look like when it happens? Will GSK holders get a share in the new entity or just a final, bumped up dividend? I'm in the dark about this but happy for any guidance as it will influence whether I'm in for the long term here.

[lovewinshatelosses] 01/5/2020 16:31

Looks like I'm going to have to buy some more shortly. Pleasing results to my mind, dividend position clear and yet the market feels differently. Have a good weekend all.

[toffeeman] 01/5/2020 15:39

Not far to go to that target!

[abdullla] 01/5/2020 15:07

Heavily shorted or sold that's my question .

[tradermichael] 01/5/2020 14:59

Yes, particularly after excellent results this week and a preservation of its healthy dividend!

[watfordhornet] 01/5/2020 14:27

GSK is supposed to be my stable share. I have missed some bad newsWould have thought when market was in free fall this would be where investors would head

[jfb1510] 01/5/2020 14:04

'Heaven knows I'm miserable now'....

[montyhedge] 01/5/2020 13:27

Everyone had for the figures now profit taking.

[abdullla] 01/5/2020 11:20

Let us not worry but concentrate on the regular dividends instead .

[spud] 01/5/2020 11:15

Buy on rumour (good results), sell on fact.

spud

[jadeticl3] 01/5/2020 11:09

Has anyone seen any sensible explanation for this very peculiar happening, whereby what appears to be very good results produces very bed reactions???

[eggy toast] 01/5/2020 10:32

This is reminding me of a Morrissey lyric... 'It's so unfair...i want to cry'.

[abdullla] 30/4/2020 21:29

finding vaccine together? What will happen to the AZN deal with oxford just announced ?

[montyhedge] 30/4/2020 20:42

AstraZeneca way overbought, but it's great of them and GSK trying to find a vaccine for non profit on Coronavirus.

[riz000] 30/4/2020 17:45

Thanks guys for ur suggestions, lets hope we all do well.

[beckers2008] 30/4/2020 17:37

Riz,

Agree with Spud plus AZN now hugely overbought. May tumble tomorrow and come back to the 20 DMA.

[abdullla] 30/4/2020 17:35

I read here that AZN and GSK were both together in the discovery of the corona virus Vaccine?