Gsk Share Discussion Threads

[spud] 23/2/2021 08:33

The capital destruction continues! On the upside (I hope) I got my top up at 1200p.

Is that EW I can see fiddling near the tea urn....?

spud

[uppompeii] 23/2/2021 08:32

That's me out, took an 8% loss but below 12 was my line.Too many others climbing.

[spoole5] 23/2/2021 08:25

Into the elevens today!

[wormhasturned] 23/2/2021 08:16

Conversation drifting away from GSK to matters not regarding this company, frankly the costs of splitting the two parts at the current time and in such a timeframe is simply a waste of money. It should be done over years in a gradual process, the consumers goods side supporting the pharmaceutical part, whereby the research side can benefit until their pipeline of drugs is sufficient to support itself. But gradually the two entities can evolve within themselves. Why are they so entwined in any case, one part is simply financing the other, even if that sounds too straightforward. EW is utterly useless and not fit to be in charge of a company of this stature. This is the weakness now in the valuation, big investors are voting with their support, and it is a thumbs down. She needs to leave soon!

[uppompeii] 22/2/2021 19:40

Hows swine flu doing?

[buywell2] 22/2/2021 19:33

USA Market seems unimpressed with GSK

General weakness in America in future months due to another wave of UK variant for example or

The CDC stating that aerosol transmission is the major cause of Covid-19 , which has massive cost implications of circa $ 1 Trillion according to buywell3 see BUY post

$ 1 Trillion in the USA alone that is

Such a statement has not been made by the WHO either as other governments would then be forced to accept the same ruling and address the costs of providing disinfection protection measures of ALL public buildings , transport offices , factories and domestic homes

Such costs involved will hurt all markets imo

But delaying protection measures will cost more long term as long term covid cases ramp up and swamp Health budgets

dyor

[essentialinvestor] 22/2/2021 19:12

I meant confusion on some quoting the USD number as the same number in GBP.

[daneswooddynamo] 22/2/2021 19:08

Eye watering sums but hardly new news, we knew all that 12 months ago

[spud] 22/2/2021 18:36

I think not!The two-year plan is estimated to have costs of about £2.4 billion, or about $3.1 billion. More than half of those costs will be paid for with available cash, the company said. The proceeds gained from future divestitures are expected to cover the remaining costs, the company noted. The break-up is expected to deliver improved operating performance, with meaningful improvements from 2022, GSK said.Additional one-time costs to prepare for the formation of the stand-alone consumer healthcare business are estimated at £600-700 million, or up to $900 million.'spud

[essentialinvestor] 22/2/2021 18:09

diku, the 3bn plus figure quoted is the USD amount,
there may be some confusion on that.

[spud] 22/2/2021 17:57

£3.1bn dividend by £0.5bn = 6 years. All jam tomorrow imo. spud

[diku] 22/2/2021 17:53

If only we can predict what the weather is going to be in June...




The cost of the split is £2.4bn.

It is expected to result in £500m a year in cost savings. Not sure if this savings is split between Phizer and GSK?
So payback time is ~5 years of cost savings.

[lippy4] 22/2/2021 17:45

so lose a load of cash in a big drop in the share price to a better promised future and get my money back,sounds like a scam doesn't it, if some one told you this you would be very wary and here it is..

am i missing some thing????

[slinkyj] 22/2/2021 17:21

Rocking upwards in the nyse now. Hope you closed them shorts?

[slinkyj] 22/2/2021 16:29

Time to close shorts guys and gals

[slinkyj] 22/2/2021 16:19

Way over sold here, this will jump big style any moment, tomorrow massive gap up

[spud] 22/2/2021 15:53

Unsure. There's just so much up in the air atm and the clarity is akin to looking through tar.

I'm sure EW has it all under control though.......

spud

[eurofox] 22/2/2021 15:52

large transaction for 3,555,114 shares at 1205.4 reported at 15.19pm and remember, for every sell total there is a buy total, giving confidence in this price level.

[coxsmn] 22/2/2021 15:48

Thanks Spud.Is the £500M cost saving 100% to GSK?The other thing is whether we will actually see the £500M savings. Might they just use this as an enabler to reduce selling prices to be more competitive.

[eurofox] 22/2/2021 15:21

added 1204.9

[spud] 22/2/2021 15:20

coxsmn: 'The two-year plan is estimated to have costs of about £2.4 billion, or about $3.1 billion. More than half of those costs will be paid for with available cash, the company said. The proceeds gained from future divestitures are expected to cover the remaining costs, the company noted. The break-up is expected to deliver improved operating performance, with meaningful improvements from 2022, GSK said.

Additional one-time costs to prepare for the formation of the stand-alone consumer healthcare business are estimated at £600-700 million, or up to $900 million.'

£2.4bn + £0.7bn = £3.1bn

spud

[geckotheglorious] 22/2/2021 15:16

Williamcooper104
Post 24972
"Correct - if you think the split is a bad idea then really no point in owning GSK"

Why?
Because the current FALL is an over reaction, the company is undervalued, and one hopes to flip it at a profit before the split occurs!!!!!!!

Or
GSK is currently cheap, and I'd like to get the Consumer Arm exposure and will be dumping the Pharma side at the first opportunity!

Or
A pairs trade against AstraZeneca which seems a tad over valued currently.
Sell AZN/Buy GSK.

Plenty of reasons to own GSK if one thinks the split is a bad idea.

Always chance Emma gets booted and the split is put on ice as well!

[coxsmn] 22/2/2021 15:15

Spud,

hxxps://www.biospace.com/article/gsk-sets-two-year-plan-to-split-the-company-into-two-separate-businesses/

"The two-year plan is estimated to have costs of about £2.4 billion, or about $3.1 billion."