Gsk Share Discussion Threads

[montyhedge] 06/7/2020 09:17

So look at the Shingles vaccine GSK have, it's a blockbuster, over a billion revenue.

[tradermichael] 06/7/2020 09:08

" .....You demonstrate to us how much profit GSK's vaccines have generated over the past 10 years......"

So what is your point; vaccines DO or DON'T make money for GSK??

[dominiccummings] 06/7/2020 09:06

'Cost' doesn't actually mean COST in these deals. It includes profit presumably foregone if the producer had used its facilities for something else.... I imagine that's the excuse.

[toffeeman] 06/7/2020 08:59

I don't need to ask the company - the data is in the public domain.

[rikky72] 06/7/2020 08:59

But whoever produces the vaccine will be under intense pressure to supply at cost so more of a reputational gain than anything else. Of course, still no guarantee there will be an effective one despite the froth in some of the media

[rikky72] 06/7/2020 08:56

I seem to remember they did well from swine flu in 2009 when the government bought a shed load of vaccine doses (the vast majority of which were never ultimately needed).

[toffeeman] 05/7/2020 17:29

You demonstrate to us how much profit GSK's vaccines have generated over the past 10 years......

[montyhedge] 05/7/2020 14:04

Of course they make money, plus goodwill for the future from the gov.

[sarkasm] 05/7/2020 11:15

montyhedge
5 Jul '20 - 11:06 - 21539 of 21539
0 0 0
500m pounds deal with the
gov.

[montyhedge] 05/7/2020 11:06

500m pounds deal with thegov.https://www.thetimes.co.uk/article/glaxo-smith-kline-nears-500m-uk-coronavirus-vaccine-deal-km8xqm3s8

[sarkasm] 05/7/2020 09:57

I think the GSK share price could help you retire early

Rupert Hargreaves | Sunday, 5th July, 2020 | More on: GSK
Cheerful mature couple sitting and managing expenses at home.
Image source: Getty Images

Of all the 100 different stocks in the FTSE 100, I think the GSK (LSE: GSK) share price has more potential to help you retire early than most.

It all comes down to the company’s defensive nature.
GSK share price growth

Healthcare is one of the world’s most defensive markets. The treatments and products produced by GSK will always be required, and as the population grows, so will demand.

But there’s more to GSK that its existing portfolio of drugs and medications. The company also spends billions of pounds every year researching new treatments. These products are designed to combat existing diseases and viruses, as well as new threats. The group is always trying to think of new ways to treat old problems and to address new issues.

Management also considers acquisitions regularly. These efforts should help the company maintain its edge in the global pharmaceutical industry, not just in the short term, but in the long run as well.

This is the primary reason why the GSK share price could make an excellent buy-and-forget investment. Its products will always be in demand, and demand will only grow over the long run. That means to a certain extent the business runs itself.

The company’s consumer pharmaceuticals division is another positive factor. Management is planning to spin off this business in the near term, which could create a windfall for shareholders. A special dividend or shares in the business may be distributed to existing GSK share price holders.
Income returns

It’s also good news for income seekers. GSK’s defensive business model means that the company has a relatively stable and predictable income stream from operations. This supports an attractive dividend yield on the GSK share price.

Indeed, over the past few months, many FTSE 100 businesses have been forced to cut or eliminate their dividends to conserve cash in the coronavirus crisis. GSK is one of the few companies in the index that has not taken this course of action.

As a result, at the time of writing the stock supports a dividend yield of 4.9%, above the FTSE 100 average of around 4%. This looks set to continue as the dividend is well covered by earnings per share. The dividend cover stands at 1.5.
Retire early

All of the above suggests that the GSK share price may be an excellent buy for any investor’s retirement portfolio.

Over the long term, earnings per share should grow at least in line with inflation. That implies the company can achieve long-run earnings growth of 3% or more. Coupled with its 4.9% dividend yield, these numbers infer that the stock can produce total returns of 7.9% in the long term.

This rate of return is more than enough to help you grow your financial nest egg. According to my calculations, an investment of £200 a month growing at a rate of 7.9% per annum could grow to be worth as much as £300,000 after 30 years.

The Motley Fool

[sarkasm] 05/7/2020 09:33

Dividend timetable for Q1 2020


Payable Thursday 9 July 2020

Dividend timetable for Q2 2020

Announcement date Wednesday 29 July 2020

Ex-dividend date* Thursday 13 August 2020

Record date Friday 14 August 2020

Last date for DRIP elections Thursday 17 September 2020

Payable Thursday 8 October 2020

[sarkasm] 05/7/2020 09:00

Might well head towards 1683p if the marketscreener opinion has any thing to go by

especially as it heads towards Interim 2020 Earnings Release at months end



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Summary

The company has strong fundamentals. More than 70% of listed companies have a lower mix of growth, profitability, debt and visibility criteria.

The company has solid fundamentals for a short-term investment strategy.

Strengths

Considering the small differences between the analysts' various estimates, the group's business visibility is good.

This company will be of major interest to investors in search of a high dividend stock.

For the last 4 months, the company has been enjoying highly positive EPS revisions, which were frequently and significantly raised.

Weaknesses

The company is in debt and has limited leeway for investment

[levisrus] 05/7/2020 08:52

Good news, any thoughts on opening Monday.
Gla

[levisrus] 03/7/2020 15:50

Anyone else trading a few of these? Sold some this morning 1658p and bought back 30p cheaper. Made a few hundred pounds OR brought my average down.

gla

[essentialinvestor] 03/7/2020 12:59

Can't see that being a commercial success.

Virus supression on a one a take pill, why would you go
to the hassel of regular injections, makes little sense to me.

They appear to say better efficacy, but that gain must be marginal at best?.

[levisrus] 03/7/2020 12:42

GSK says within weeks of resubmitting HIV injection Cabenuva to US drug makers.

[zeppo] 03/7/2020 12:15

I invested in GSK, in 2016, picking up a 20p Special Dividend and the promise of 80p per annum dividend for some years ahead.

With interest rates so low the 80p dividend is still worthwhile.

I would be happy to see it kept at this level for some time:

But for the share price to grow there has to be a belief that the dividends will remain affordable and will begin to grow at some future date.

[montyhedge] 03/7/2020 12:00

The growth is coming, of course growth has been in the dividend last few years, specially if you compounded and bought more with the dividend. But I see 2450p, something we have not seen for 20 years, since the merger with Smith Kline Beecham.

[alphorn] 03/7/2020 10:28

On that basis it is worth considering writing bull/bear option positions looking 6mths ahead. Pretty big premiums looking at 6mths out.

[tradermichael] 03/7/2020 10:26

In February, GSK said it intends to use a two-year separation period that will provide the company with time to “drive a common approach to R&D across modalities with improved capital allocation,” as well as “align and improve capabilities and efficiencies of global support functions to support New GSK.” Other aims that will be accomplished for the R&D side of the new GSK will allow the company to optimize its supply chain and portfolio and divest assets that are not considered core to its mission. The company said it will conduct a strategic review of its prescription dermatology products as it moves forward, a sign that this is one area the company will begin to shed assets.

Expect divestments to continue, then, over the next 18 months and the prospect of a split by 2022.