Gsk Share Discussion Threads

[geckotheglorious] 12/9/2022 08:40

Re the Unilever £50bn bid.
I think the only saving grace for our Emma is that Unilever shareholder's were not expected to vote through the acquisition at the suggested price.

ie the bid wasn't firm and set in stone, still needing to be sold to UNL stockholders.

But what a disaster so far Haleon, and GSK.

[netcurtains] 12/9/2022 07:47

...so you think a MAN who offers £50b is great but you think HLN is worth less than half the £50b....

Your position is so shot full of logical flaws I dont know where to begin.

I can no longer take the shorters seriously, they do not know what they are doing.

[unastubbs] 12/9/2022 03:59

MRF - couldn't have put it better.

[paul planet earth] 11/9/2022 23:16

The Haleon IPO was a total and utter financial diaster especially as Unilver offered £50 billion in December..

[paul planet earth] 11/9/2022 23:15

The first claim on earnings is debt holders servicing of interest and repayment of debt not shareholders..Hence to ignore the value of debt on an enterprise value is pure ignorance. Haleon IPO failed because the balance sheet was over loaded with debt, 4 years to repay, which killed off any pension fund interest..With interest rates rising fast that debt burden will rise on debt maturity assuming Haleon is still trading then and not bought out by a rival and asset stripped.

[netcurtains] 10/9/2022 16:31

Zho: it’s possible I guess which thus proves HLN is MASSIVELY undervalued or more likely the FT is just wrong

[zho] 10/9/2022 15:32

>>The £50b clearly did not include the debt>>

I think it did. This is from the FT:

"But analysts said GSK would face questions about its refusal of a Unilever offer of £50bn — a figure that also accounted for £10bn of debt — for the division late last year."

[jonjoneil] 10/9/2022 14:59

"The £50b clearly did not include the debt.
So you can argue tht GSK is worth £25b more than it is now
as it does not have the debt that went to HLN."

The debt was £10.3b

"I’ve often noticed that arrogance leads to inconsistent problems in analysis of data"

for "arrogance" read ignorance

[netcurtains] 10/9/2022 14:48

I disagree that net debt of X equates to 1-X share price.
I think FEAR of debt drives price down more than the value of the debt.
The poster appeared not to realise this.
I’ve often noticed that arrogance leads to inconsistent problems in analysis of data

[jonjoneil] 10/9/2022 13:00

For information - the amount of debt transferred to Haleon from GSK was £10.3b
post 30882 above is just misleading rubbish

[netcurtains] 10/9/2022 08:14

The £50b clearly did not include the debt.
So you can argue tht GSK is worth £25b more than it is now
as it does not have the debt that went to HLN.

You cant have it both ways. one has to be worth more.
There is no magic in accounting.

[paul planet earth] 10/9/2022 06:18

Any views on the Haleon separation seems to have gone completely pear shaped?.

Anyone know why Glaxo turned down the £50 billion offer from Unilever only to float the business at less than half that price..

Seems they lost tens of billions in the process I just don't get the logic with that business decision...

Talk about destroying shareholder value...Looking back it looks like a terrible business decision taking on way too many risks that the IPO would fail to reach anywhere near the expected price which it didn't in reality.

With GSK and Pfizer still owning a combined 56% of Haleon further shareholder risks are presented that they will need to start selling come November as the Zantac litigation bill in the USA starts ratcheting up into the billions leading to Haleon share price falling further, probably 20%!

[jonjoneil] 09/9/2022 11:37

he posts because he is a 'shorter' and he thinks he can influence people to sell their shares

[coxsmn] 09/9/2022 11:26

I'm not sure why Porsche bothers posting if he has no interest in investing in Uk shares

[alibizzle] 09/9/2022 10:59

There are some sad trolls in here Porsche being one of them , crowing on about how rubbish GSK are and how money they make . Pathetic really

[jonjoneil] 09/9/2022 10:16

You know who you are!!!! :--)

[spoole5] 09/9/2022 10:16

Nosebleed territory

[anhar] 09/9/2022 09:26

Pros own most of the shares, and make the market, in big caps like GSK so that private investors are irrelevant. Those pros are very unlikely to be influenced by message boards like this which are frequented by PIs.

So pol123 is quite right imo, anything said on these and similar message boards elsewhere has no impact on large company share prices. I agree that some PIs might be swayed by comment here but their effect on the share price is zero.

[netcurtains] 08/9/2022 20:40

pol123: but the posts do. People are buying or selling due to what others say - even the huge buyers or sellers. No one is an island.

[pol123] 08/9/2022 20:38

Im still in buy mode. Chat room banter will have on effect here, good or bad. Some individuals actually believe their posts have an impact.....You know who you are!!!!

[daneswooddynamo] 08/9/2022 17:13

Nah it’s a sale of a partial award