For mining BRWM for me to be diversified |
Yep, GSK and RIO are the positions I'm adding to. No Mag7 for me. |
One of my do well shares for 2025 |
Progress in GSK's pipeline, including 11 positive Phase III readouts and anticipated launches of five major new products in 2025, is expected to significantly impact future earnings by expanding the portfolio and enhancing revenue streams. |
Novo shares plopped 20% .. at least GSK not so heavily reliant on one product |
Yeah in a tough market right now the fact it's holding up at around 1300 is encouraging I feel.
Averaged down a little yesterday and will do so again on Monday if thinks remain stable.
Good luck all 👍🏻 |
Sooner or later all this positive news flow will translate into results and an share price trend reversal.. :o) |
the new drug approvals list is growing nicely |
Shows the pointlessness of dividend investing, you’d get a better yield on risk free treasuries. Rio Tinto looking at cancelling its U.K. listing, the ftse is a dead man walking, much like the U.K. economy, 1970’s here we come, everyone blaming Labour and yes of course they are shxt, but the tories wrecked the joint, terrible politics, austerity, brexit, never recapitalised the banks properly, they have been a total disaster for the country and its currency and markets. |
TM - hope is not a strategy! |
Just keep accepting the dividends and wait for a sentiment change .... ;0) |
The only thing that makes sense would be to asset strip and the UK gov would never allow that |
Serious Fraud Office investigated company linked to ‘Chinese spy’.
Yang Tengbo was the director of business embroiled in allegations of foreign bribery involving drugs giant GlaxoSmithKline.
According to Tengbo, Hampton (Tengbo founded Hampton Group in 2005,) has worked with some of the UK's biggest companies with oeprations in China. He has claimed his work included helping high-end sports car manufacturer McClaren introduce its luxury road cars into China as well as saying his company advised GlaxoSmithKline as it was in the midst of a whistleblowing investigation. |
hTTps://moneyweek.com/investments/stocks-and-shares/five-stocks-for-new-year |
Well if the economists are to be believed the UK will grow by as much as 2% in 2025! |
With a Labour government wrecking the economy there's not much incentive for a Santa Rally ;0( |
So, does this make more sense?
Eli Lilly:
Mkt cap
739.16B
P/E ratio
84.10
Div yield
0.77% |
........but who would want the heavy infrastructure plus all that capitalised intangible? |
& hence why they're being snapped up one by one.
Eli Lilly market cap 770Bn.
GSK 50Bn
GSK is not too big to be bid for. |
Not many interested in UK stocks right now due to the time of the year / US sucking in all the cash.
Got to think that at some point the US unwinds a little and then can we get some fresh money / buyers??
Good luck all 👍🏻 |
8x P/E 2025
7x P/E 2026
Like so, so many UK stocks should be trading at a 50% premium. |
new ceo-new strategy and primary move to US. |
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