Gsk Share Discussion Threads

[geckotheglorious] 16/5/2024 20:14

SK selling the last 4.2% stake it holds in Haleon...

And, it's gone....

[patientcapital] 16/5/2024 18:36

Exiting Haleon in an orderly manner.

[rikky72] 16/5/2024 13:47

I know the conventional wisdom is that a share reduces by the dividend amount on ex div day but it is not always borne out, especially if there are other macro events influencing it either negatively or positively. I think that is what you are getting at?

[s2lowner1] 16/5/2024 13:44

Div 15p ex div today, pay date 11th July. Declared 1st May


"2024 guidance updated and dividends:

Now expect 2024 turnover growth towards the upper part of 5% to 7% range; Core operating profit growth of 9% to 11% (previously 7% to 10%); Core EPS growth of 8% to 10% (previously 6% to 9%)

Dividend declared of 15p for Q1 2024; 60p expected for Full Year 2024 "

[mattboxy] 16/5/2024 13:35

Not sure I follow that sentence. Dividend is 15p yes?

[abdullla] 16/5/2024 13:16

Dividend now 26 minus 15p equals 9p more on the way?

[supermarky] 15/5/2024 14:56

sold half just now.

[pierre oreilly] 15/5/2024 14:55

Well if you sell or float off or otherwise dispose of a business then you lose the profit from that business and often cos rebase the divi then to reflect that. I thought vod would try to keep the divi since they have so much cash coming and being splurged on a buyback. It's another 6 months away yet, a cut of less than 50% will now loo k good. Doubling your holdings may be sensible, if it settles back a bit, I'd buy more, having held for donkeys years and seen it halve in price, but pay out high divis. The worst performing big share in my portfolio. May claw some back this year.

[anhar] 15/5/2024 14:04

PO: ...I just bought more vod with a massive buyback coming, and should maintain or increase the very high divi since it's full o cash.

Not so regarding the divi because in yesterday's full year report, VOD announced a nasty 50% cut ("rebase" in directorspeak) for 2025, to 4.5€¢ from 9.0 in 2024. At the current FX rate that's about 3.9p, so on a share price of 77p makes a forecast yield of 5.1%.

Like GSK, it now enjoys the dubious distinction of membership in the divi slasher club

[supermarky] 15/5/2024 11:43

Yes i don't usually do this but thinking of selling half my gsk today with a view to buying back roughly a quid cheaper. I have also bought a few more vod on the breakout

[tradermichael] 15/5/2024 10:44

Anybody still holding HLN? They pay dividend tomorrow ..... ;0)

[pierre oreilly] 15/5/2024 08:47

If you sell you've got to find somewhere else for the money. Not many bargains about atm. Not selling gsk, but I just bought more vod with a massive buyback coming, and should maintain or increase the very high divi since it's full o cash.

[supermarky] 15/5/2024 08:27

to 1700 area

[supermarky] 15/5/2024 08:21

Don't bite my head off but i am considering selling half my gsk shares today before xd after such a lovely run since the new year. I feel this is overextended and due a retrace

[pierre oreilly] 15/5/2024 08:18

xd 15p tomorrow, usually all xds are Thursdays these days. Yield about 3.3%

Record date is completely irrelevant to us.

[patientcapital] 15/5/2024 08:14

ExD tomorrow.

[drk1] 15/5/2024 08:13

Ex-divi today, record date tomorrow.

[rikky72] 13/5/2024 13:58

Things have definitely gone well lately but their original central plank, oncology, went very poorly and it took a couple of outstanding vaccines to dig them out of the hole. Was it just bad luck or a case of backing the wrong horses?

[pierre oreilly] 13/5/2024 10:25

Anhar - it was for those with a memory from a year ago, when the price was falling and everyone wanted the lipstick expert out. Just thought I'd redress the balance. I'm ambivalent on her - stay or go, not sure it makes a great deal of difference, plenty could take her place and do just as well or poorly as her.

[blackhorse23] 13/5/2024 10:11

Money moved to APH ( alliance Pharma )

[rikky72] 10/5/2024 08:24

Nice progress. Another 9 or 10% and I'm at my target. Could take a month, 6 months plus or never get there. Be happy with the middle option. I suppose more clarity on Zantac in June/ July will help (assuming it's good news).

[laurence llewelyn binliner] 08/5/2024 17:48

#Zho, my numbers are a little skewed as I re-bought my missing 20% soon after the consolidation and nearly 2 years later the cost/value measure is looking a little better, but it is great to see the progress made in rebuilding the share price post the 4:5 and HLN for free (or the 20% loss)..

[anhar] 08/5/2024 16:52

POR: Isn't Emma such a wonderful lady. Let's hope she stays a long time.

I can't decide whether you mean this or are just taking the french...

[tradermichael] 08/5/2024 15:53

GSK x div next week .... ;0)