Gsk Share Discussion Threads

[dplewis1] 02/5/2024 09:19

JP Morgan raises target price to 1660p from 1530p

[patientcapital] 02/5/2024 07:27

Which represents a "staggering" 0.0007% of J&J's present market capitalisation annually over 25 years. Near enough irrelevant.

[alphorn] 01/5/2024 15:29

fwiw. Johnson and Johnson is set to make one of the biggest payouts in history over claims its talc powder causes ovarian cancer. Under the proposed deal, the pharma giant would pay nearly $6.5billion over 25 years to tens of thousands of people who have filed lawsuits against the company.

An order of magnitude???

[laurence llewelyn binliner] 01/5/2024 14:22

#Anhar, same here, I bought my lost GSK 6:7 consolidation shares back again and kept my HLN too, overall we are moving in the right direction, both are PF keepers for life, HLN making steady progress too..

Target of 2.5X net debt/adjusted EBITDA
FY 2023 leverage of 3.0x net debt/adjusted EBITDA
FY-2022 leverage of 3.6X net debt/adjusted EBITDA

[supermarky] 01/5/2024 14:03

good news today. gsk motoring on up xd before we know it.

[tradermichael] 01/5/2024 11:04

..... and GSK goes ex-dividend again on 16 May .... ;0)

[anhar] 01/5/2024 10:23

Not bad figures generally and the modest net borrowing reduction is welcome as they have long been drowning in debt, but as an income investor I'm still feeling the effect of the large cut since the old GSK 80p payout in 21, the last full pre-demerger year. The intended 60p divi for 24, plus whatever the payout is from my HLN allocation for this year, is very likely to remain well below that 80p.

But at least things are very slowly moving in the right direction.

I've held GSK, and latterly GSK+HLN, since forever. I'm showing a gain but not much on an annualised basis, despite recent price rises. However price fluctuations are of very little interest really, it's all about the divis for me. The prospective 60p divi makes a forward yield of 3.5% at 1,700p, marginally below the FTSE100 and not very high for a share with their questionable record, but my strategy is to hold indefinitely in most cases.

[rikky72] 01/5/2024 09:07

Looks better, but I suspect the big reduction between 22-23 was the dumping of some of their debt onto Haleon. A slower reduction as shown in the next interval may be more the norm.

[spoole5] 01/5/2024 08:23

Yes they were previously paying a higher divi funded by increasing debt

[laurence llewelyn binliner] 01/5/2024 08:15

#dplewis1, I will take this for starters, value adding.. :o)

Total net debt (FY-2022) GBP17,197M
Total net debt (FY-2023) GBP15,040M
Total net debt (Q1-2024) GBP14,961M

[dplewis1] 01/5/2024 07:54

We'll be rewarded with a higher share price soon enough. Probably more acquisitions as well given the cash levels

[tradermichael] 01/5/2024 07:36

3.4% projected dividend increase year on year is prudent (2023, 58p; 2024, 60p)

[garycook] 01/5/2024 07:35

dplewis, Yes good results, but GSK should be rewarding Shareholders. A FY Dividend of 67p is only a 4% yield with share price at 1673p.Current yield only 3.58% !

[laurence llewelyn binliner] 01/5/2024 07:30

Results look pretty good to me, same at HLN too.. :o)

[dplewis1] 01/5/2024 07:28

These results look very good.. stop your whining..

[cumnor] 01/5/2024 07:24

Totally agree, why bother with 5% guaranteed in bank...

Holding share price back-and they can afford it but investors a low priority.

[garycook] 01/5/2024 07:17

TM,So why not a bigger Dividend.With the last quarterly dividend of 16p.That guidance is a slight cut. Thought GSK, could afford, and would have FY at least at 64p !

[tradermichael] 01/5/2024 07:15

Outstanding results:

Revenue £7.4bn +13%
Core operating profit £2.4bn +35%
Eps 43.1p +37%

[laurence llewelyn binliner] 01/5/2024 07:10

Another 15 pence coming our way.. (guidance of FY60 pence dividends)

[pcok] 30/4/2024 18:57

Been a lot of good pipeline news recently. If it wasn't for that pesky Zantac issue we would be well ahead I believe. The science supports the defence case so should in time be managed at an acceptable cost. I remain a strong hold.

[tradermichael] 30/4/2024 10:20

GSK to announce first quarter 2024 results tomorrow, Wednesday 1 May 2024.

Further out, adjusted operating profit margin in 2026 is now expected to be more than 31%. By 2031, GSK now expects to achieve sales of more than £38 billion at CER.

[rikky72] 26/4/2024 09:50

If we can get the same response to Q1 results AZN had to theirs I would be very happy. But this is GSK so I expect the worst and hope for the best..

[rikky72] 19/4/2024 10:37

I'm not desperate but would rather exit at £18-19 and go elsewhere.. still, any direction as possible at the moment