Gsk Share Discussion Threads

[mj19] 01/8/2017 16:09

This is very goodhttps://www.acast.com/investorschronicle/icquestions-canshell-gskandastrakeeptheirdividends-

[mj19] 01/8/2017 16:08

Investor chronicle talks about gsk.https://www.investorschronicle.co.uk/shares/2017/07/14/glaxosmithkline-struggling-to-even-stand-still/

[essentialinvestor] 01/8/2017 14:03

Expected some market downside May,June which never came.
Now in to August and still no sign, I can live in hope ).

[romeike] 01/8/2017 13:39

"they will realise that Trump is an ineffective buffoon" - most media missing the point on the healthcare bill - the real story here is that without stopping massive Obamacare spending Trump has no way to pay for his own agenda and becomes a Lame Duck president.

The Republicans have made themselves look like total idiots. 7 years of promises and yet no plan for repeal & replace.

[romeike] 01/8/2017 13:34

"I have known the price to finish UP on xd day." - This is very true, GSK often actually closes with a higher share price than the prior day on XD day.

[mj19] 01/8/2017 12:58

My issue is if I hold for the divi that's all good, but if it's drops to the low 1400s that kinda of counteracts it and I may be at a loss on my capital. But I guess I would continue to collect the dividends!!

[solomon] 01/8/2017 12:40

Dr B - I went to 15% cash in March when it seemed to me that 21k on the DOW was a ceiling of some kind. Now I'm mostly reinvested. You gotta be in it to win it.
I have a plan (a cunning plan) to sit on my hands for a while yet.

[spcecks] 01/8/2017 12:15

Dr Biotech Are you still invested in GSK.

[dr biotech] 01/8/2017 11:32

How many have predicted that the Dow would correct when it broke through 20000? Now an unbelieveable 22000. Markets can stay irrational longer than you can stay solvent.

Sooner or later they will realise that Trump is an ineffective buffoon, whose presidency will damage the US economy. Then the correction will be swift.

I am 80% invested in my ISA which is the lowest its ever been. Waiting for more obvious longer term bargains.

[ny boy] 01/8/2017 09:00

All good for me adding down at this bargain levels + divi. Bit like BP the other day at 437p, all too good to miss, flight to quality & safety plays when the markets correct in the autumn.

[essentialinvestor] 01/8/2017 08:27

Missed that dip , but added a few just before yesterday's close. Will have a few on the XD depending on price.

[montyhedge] 01/8/2017 08:13

Trouble is when a new CEO arrives, they kitchen sink everything, shares go down, them blame last management. Then hey things recover makes her look good.1435p I see. No pain before the gain.

[tradermichael] 01/8/2017 07:44

Well, not entirely true, it also depends on general market conditions on the day. I have known the price to finish UP on xd day.

[mj19] 31/7/2017 19:07

No reason for it go up yet except for div on the 10th. It always drops more than 20p

[alphorn] 31/7/2017 16:28

Bit of an end of day fall. :(

[tradermichael] 31/7/2017 12:20

A global shortage of hepatitis A and B vaccinations is having a “significant effect” on patients in the UK.

The shortage means patients looking for the vaccination will “often have to visit more than one establishment”, or “may be advised to delay vaccination, depending on their individual risks”.

"The manufacturer said that a limited supply of hepatitis A vaccine may be available towards the end of July or start of August,”.

However, there is “little news regarding a firm date for an ongoing resolution”.

Shortage expected until early 2018.

Manufacturer GlaxoSmithKline (GSK) said it had been experiencing a reduced supply of hepatitis vaccines since June, which it expects to continue until "early 2018" due to a “global shortage of hepatitis A and B antigens”.

[noslien] 29/7/2017 17:53

GlaxoSmithKline: Doing An AstraZeneca (And A Reckitt Benckiser)?

[spcecks] 29/7/2017 11:01

TraderMichael Thanks for posting much appreciated.

[tradermichael] 29/7/2017 07:53

LONDON (Alliance News) - The outlook for GlaxoSmithKline PLC is more stable as the pharmaceutical firm is forecast to return to positive free cash flow in 2017 on improved operating performance, according to Moody's Investors Service.
The ratings agency changed the outlook on GSK's A2 rating late Thursday to stable from negative, while affirming all of the UK blue-chip's ratings. The move follows Wednesday's update that saw new Chief Executive Emma Walmsley overhaul the drug company's strategy for the immediate future as GSK lowered its annual earnings guidance.
"Today's stabilisation of the outlook on GSK's A2 ratings reflects Moody's expectations that GSK will again return to positive free cash flow in 2017 as the company's operating performance continues to improve," said Moody's.

"Our decision to stabilise the outlook on GSK's A2 rating reflects the company's continued deleveraging and operating performance improvements," said Knut Slatten, vice president, senior analyst at Moody's.
"Moreover, the stabilisation of the outlook also reflects GSK's commitment to strengthen its credit profile and protect its short-term (P)Prime-1 rating," he added.
Moody's did highlight the approval and launch of a generic version of Advair Diskus in the US remains a risk to the company over the next 12 to 18 months, but said GSK is more than capable of absorbing any effect.

[grahamite2] 28/7/2017 14:44

Hello, what was that?

[zho] 28/7/2017 14:19

Emma Walmsley seeks long-term health for GSK


All chief executives of GlaxoSmithKline, it seems, start their reigns by declaring they are on a mission to improve productivity in the pharmaceutical labs. Sir Andrew Witty created “discovery performance units” to get the scientists to work more efficiently. Now Emma Walmsley, his successor, is dishing out stiffer prescriptions. She is cutting 30 development programmes and declaring that 80% of the capital will be allocated to just four “priority” therapy areas, including respiratory and HIV/infectious diseases, where GSK is already big.

The new policy makes sense. Drug companies must spread themselves thinly when they are pursuing original discoveries because they don’t know what they will find. But in the development stage, which is when the bills become huge, they cannot bet on everything. If you’re spending $4.5bn (£3.5bn) a year on R&D, taking a hard-headed commercial view of the best prospects sounds entirely fair.

Investors sounded bored, however. The share price fell 2.5%, which wasn’t solely caused by GSK’s slight trim to earnings estimates after choosing to accelerate the launch of an important HIV drug.

Maybe a long-term story of self-improvement was bound to sound dull but, whatever the reason, Walmsley should not be deterred. She has committed to GSK’s current corporate structure, which houses complex pharmaceuticals, vaccines and consumer products under one roof. After generic competition for asthma drug Advair arrives (probably next year), GSK’s next big patent cliff isn’t until 2026. The same-again dividend is virtually guaranteed for this year and next. She can afford to take a long-term approach.

[pugugly] 28/7/2017 14:12

1400 possible on a multiple head and shoulers (imo) Big pharma are the UN-flavour of the month - New CEO is ex FMCG rather than pharma and while cutting "deemed unlikely to succeed" research projects possibility one of these with a slight tweek of the molecular structure could be a $billion brand - Just guessing based on law of probabilities - but what do I know.

[action] 28/7/2017 13:05

TradeJust like the number as last time it did go lower to 1465 working from memory

[montyhedge] 28/7/2017 12:42

Ess
No, I do like GSK, but even a good company bought at the wrong price is a bad investment. Summer trading quiet I think GSK 1465p.