Gsk Share Discussion Threads

[philanderer] 27/7/2017 08:16

Added a few @ 1530p

[montyhedge] 27/7/2017 08:14

Sentiment changing for pharma's, rotation back into tech.Astra ouch.

[philanderer] 27/7/2017 08:12

27th july Kepler reduce tp 1520p
27th july Liberum buy tp 1900p
27th july Deutsche hold tp 1720p


reiterations

[garycook] 27/7/2017 07:54

TM,For sure.

[tradermichael] 27/7/2017 07:42

Gary - I sold my entire holding at 1713p at the end of June, but was missing the excitement, so I progressively bought back in with many purchases on the way down! (Last purchase was yesterday at 1546.76. It is the dividend security beyond 2018 that is my main concern).

I will only sell to recover my stake(s) - that may take 2 years - I don't expect to see 2050p anywhere soon!

[garycook] 27/7/2017 07:41

Ok,Up to you.But do not panic.Wait for the recovery and then sell.

[tradermichael] 27/7/2017 07:39

OK, I'll not jump ship just yet, but I will reserve a seat in a lifeboat ..... ;0)

[garycook] 27/7/2017 07:38

TM,Jump Ship to where atm.Cash ? If so you should have done it around £17.Did you see after hours the 800k worth of Buys added from earlier in the day.I personal would keep collecting the dividend,and let GSK recover.

[tradermichael] 27/7/2017 07:32

The 'plodding' has come to an end - the measures announced yesterday suggest that the company can see an iceberg across the water and is desperately attempting to avoid sinking.

The jettison of a large number of development programs means that the company is staking all on a rescue by a blockbuster arriving from a reduced number of therapeutic areas.

The share price has, after a long voyage, been kept afloat by a bouyant dividend policy which is now altering course.

Without a strong dividend, without a large pipeline of new drugs and without a blockbuster, the appeal for this company is diminishing - I'm thinking of jumping ship ..... ;0(

[montyhedge] 27/7/2017 07:26

Yes, but you might as well buy the GSK corporate bond, with no volatility of shareprice going up or down.Buying just for a dividend is not good, what you gain with income you can lose more with capital. Only my view.I'm a trader not a investor.

[tim 3] 26/7/2017 22:52

In truth I kind of like the way this share never gets carried away it just plods along year after year offering relative safety and a juicy yield to boot.

[philanderer] 26/7/2017 21:12

'Emma Walmsley to give GSK 'more edge' as 30 drug development programmes axed'

[mj19] 26/7/2017 19:07

So will this drift lower for the next two years?

[ny boy] 26/7/2017 16:53

No same old stuff from Monty lol!

Yield only 5.19%!

[zzaxx99] 26/7/2017 16:49

I've been away from this thread for a while - is monty still just pulling random prices out of his butt, or is there any basis to his predictions?

[dstorey1] 26/7/2017 16:46

Most broker notes should start; "Once upon a time......" Happy to hold for dividend.

[philanderer] 26/7/2017 16:43

26th july Berenberg buy tp 1885p

reiterates.

[toffeeman] 26/7/2017 16:27

A close below 1560 is a breach of the long term uptrend on a three year chart and probs signals 1475 - shouldn't have closed my short!

[dstorey1] 26/7/2017 15:59

Given the graphs above maybe change of thread title may be in order!?

[ny boy] 26/7/2017 15:41

Monty don't get left behind st the Bus stop this time! 🚀

[essentialinvestor] 26/7/2017 15:36

Slight reduction in guidance down to initial discounts/vouchers
planned for their new duel HIV medication.

GSK offered large discounts on launch of their newer respiratory products,
which now looks to be paying off nicely in the US market.

[alphorn] 26/7/2017 15:35

Looks like a £10bn movement from non-current to current liabilities. That is some movement; don't have time to read through the gumpf. Impact on cash flow???

[grahamite2] 26/7/2017 15:32

Aye, montyhedge. One of the few stock market adages that's actually true!

[montyhedge] 26/7/2017 15:30

grahamite2
Could be but profit warnings normally come along in threes, like buses.

[tradermichael] 26/7/2017 15:25

Yes, dividend growth is a possibility, but the new announcement also heralds an end to the era of a secure 80p pa, and also allows for justifiable dividend reduction ..... its a 2-edged sword ..... ;0)