Gsk Share Discussion Threads

[medieval blacksmith] 17/1/2022 10:42

Why now? Don't understand why you would when there is a reasonable chance of an improved offer coming in and the stock is only up 3-4% on that of Friday.

[mj19] 17/1/2022 10:42

Thank you. I sold some thisMorning and will buy again when cheaper

[notbitcoin] 17/1/2022 10:41

WILL ELLIOT SELL HIS STAKE TO UNLEVER

[alphorn] 17/1/2022 10:40

Essential - ditto for part of the position.

[essentialinvestor] 17/1/2022 10:33

I've sold out this morning, the very best to holders.

[medieval blacksmith] 17/1/2022 10:25

MJ19

It will be right up until when it happens.

Here is what Med is doing. A Buffett style arbitrage.

Buying GSK as an eventual ownership to NewCo. NewCo (IMO) will eventually run a higher PE than GSK pharma. Sell GSK pharma shares towards cost in NewCo.

I think natural PE of GSK pharma is lower than that of NewCo.

[mj19] 17/1/2022 10:16

Do we know any details on how long you have to be a shareholder to get shares in the new company when it splits?

[mj19] 17/1/2022 10:08

Take money while it's there !! You always get another chance In the stock market

[jretlaw] 17/1/2022 09:54

Unilever trying to get a great company at a dirt cheap price if the world is here in 2 years then glaxo will be 25 pounds a share

[pierre oreilly] 17/1/2022 09:47

So you currently hold 3/4m quid in GSK? Jeez, what's your total portfolio value? In any sensible asset allocation, I'd expect £15m?

[careful] 17/1/2022 09:39

Sometimes we should take a Warren Buffett approach.

Cash as inflation get traction is trash in the long term.
Best get rid of the stuff and buy something with long term wealth creating value.
Take a long term view.

If I had had the nerve when I was first married to raise lots of debt and buy up as much property as I could afford.
It would have been the right thing to do.

Don't get hung up on cash, not at this time I history.

Think Zimbabwe

[tradermichael] 17/1/2022 09:32

Gary, Yes, I think you're right and that's why I'm happy to retain 90% of my GSK holding (still a couple of good dividends to come!). However, what I sold was my 'trading' stock, so I have £88K for reinvestment if it dips short term.... o;)

[pierre oreilly] 17/1/2022 09:30

You think a pharma company would accept billions of shares in a toothpaste company?Unless it's 80pc ackers, the deal won't be accepted. The reason the bidder is down is because of the billions of debt it will take on to pay us ( well shareholders, probably not you).

[rogerrail] 17/1/2022 09:24

I guess GSK dont want £8 billion in ULVR paper as wont be easy to dispose unless private equity steps in, otherwise cant see ULVR share price recovering for a long while on this deal.

[garycook] 17/1/2022 09:23

TM,Think you could be to early.But a profit is a profit.If GSK hits £20 on improved offer or another bidder.

[garycook] 17/1/2022 09:20

ULVR shareholders hurting this morning.Bernstein also downgrades to £35.

[tradermichael] 17/1/2022 09:19

SOLD, 10% of my holding @ 1727.2 ...... ;0)

[pierre oreilly] 17/1/2022 09:13

90pc that the offer is increased.Ideal is the 50pc chance of flushing out other bidders when we'll get a bidding war.

[mj19] 17/1/2022 09:08

They won't come back with another bid!! If shareholders in Unilever are unhappy.When the company splits they can take over the new company when it's floats and bid for that?

[notbitcoin] 17/1/2022 09:01

Let's take the money and run and focus on drugs

[pierre oreilly] 17/1/2022 08:47

The lady in charge is wonderful afterall! She knows her Lippo.I wonder if she'll go with the lipstick division?Pure pharma run by experienced pharma people gets high ratings. A double whammy for us.

[spyder] 17/1/2022 08:43

So has GSK until recently!