Gsk Share Discussion Threads

[tradermichael] 16/1/2022 12:28

It is said that debt would be loaded upon the Consumer Healthcare company.

Strong cash flow and growth will enable GlaxoSmithKline̵7;s consumer products business to cope with a higher debt load after its planned separation.

Tamara Rogers, Chief Marketing Officer for GSK Consumer Healthcare, said that the business would take the increased debt in its stride because of its cash flow prospects.

“As a consumer business we have a very good cash flow, so we’re expecting - with the growth rates that we are anticipating - to be able to manage that burden,” Rogers said.

[patientcapital] 16/1/2022 12:24

About £10bn

[mattboxy] 16/1/2022 12:11

How much debt has the current GSK company got. Would they use it to pay down the debt?

[spoole5] 16/1/2022 10:58

Well hopefully they'll give the cash back to shareholders. Certainly wouldn't trust them with 50bn!

[careful] 16/1/2022 10:20

Bid is reassuring.
Lets us know the huge potential of the consumer business.

From Unilever point of view there must be huge synergies.
Sometimes we forget there are 7 billion potential customers out there in the World.

I hold equal amounts of shares in both companies so for me it almost a zero sum game.

But not quite, the synergies that ULVR extract would be a net gain.
The consumer division must be worth a bit more to ULVR that it is to GSK.

GSK will be a modest sized company if this goes through. They will probably waste the cash on useless overpriced acquisitions, just as Vod did after they sold Verizon.

Not sure what I want here, maybe nothing.

[tornado12] 16/1/2022 10:10

Roll on tomorrow and let’s see what Mr Market thinks! I’m convinced Emma & co will be under pressure to take bids seriously, even as it could potentially scupper her own plans (which I am sure she is against strategy change)

[patientcapital] 15/1/2022 23:47

htTps://www.gsk.com/en-gb/media/press-releases/update-gsk-consumer-healthcare/

[bogman1] 15/1/2022 22:02

Gsk up 2.7% this week, Ulvr up only 0.1%, clearly some early buying for those in the know. Monday looks like it will be interesting..

[philanderer] 15/1/2022 15:58

The prospect of a deal being reached depends on what the market and GSK believe is the value of the consumer business.

Analyst estimates range from £37bn to £48bn for the unit, which had £2.45bn of net profit for the full year 2021, according to one person familiar with the matter.

Unilever declined to comment on whether it would return with a higher bid.

[tornado12] 15/1/2022 15:22

Just what we were waiting for and with activist mixing things up it’s going to get interesting from here. Monday opening will be interesting

[gregmorg] 15/1/2022 14:41

Of course only 68% of the suggested last year offer figure from Unilever would go to GSK. Still a nice starting point possibly!

[gregmorg] 15/1/2022 14:34

And the GSK market cap is! !?

[tradermichael] 15/1/2022 10:17

Wow, some analysts value the CH business at ~ £48 bn

[zho] 15/1/2022 09:06

Revealed: Unilever bids £50bn for GSK’s consumer empire

Drugs giant rejects unsolicited approach as too cheap

[spyder] 14/1/2022 17:45

Ha ha, so true!

[billionairepaddy] 14/1/2022 15:53

Nobody gives out about emma anymore

[zho] 12/1/2022 18:08

GlaxoSmithKline is awaiting data read-outs this year on a spate of key new later-stage vaccines and medicines with forecast peak-year sales of more than £20 billion, in what its chief executive called a “momentous” time for the company.

[abdullla] 12/1/2022 15:59

Divi tomorrow!

[supermarky] 12/1/2022 15:12

on my daily up channel from the lows of march 2021 this is still hovering at the top of the channel and then getting cold feet at the moment. After such a good run from 1200 to 1620 or so just before Christmas i sold in anticipation of buying back once some of the heat was taken out and it was at the lower end of the up channel. Waiting patiently. Results 9/2 so we will see.

[charlie9038] 11/1/2022 12:14

RNS explains the USA gsk up.

[andyadvfn1] 11/1/2022 08:11

Just the market shift ...again. Healthcare benefitted, tech recovered too. Nice explanation of happenings on Bloomberg this morning.

[beergut] 10/1/2022 22:34

Up 2.25% in the US tonight. Any news released or expected

[tradermichael] 10/1/2022 17:57

Any impact on GSK's split anticipated from J&J's spin-off?