Gsk Share Discussion Threads

[essentialinvestor] 26/10/2017 13:53

Gone, quite easily.

[essentialinvestor] 26/10/2017 13:22

Here we go, test of £14.

[minerve] 26/10/2017 12:50

TraderMichael

You have courage Trader, I will give you that! I would like some of that omellette when you are finished. :)

[montyhedge] 26/10/2017 12:50

Your make money, nice income as well. I think this price is a gift from the stockmarket gods. They go ex div soon.

[tradermichael] 26/10/2017 12:48

Well, I just bought more GSK ...... ;0)

[minerve] 26/10/2017 12:42

monty

They have ALWAYS been right. The fact the share behaves 'as if the risk wasn't there' is error in the market, not error with analysts. It has never been addressed and AZN will be next if its new drugs don't catch-up with lost revenue to generics. That's why at the moment I don't hold either AZN or GSK.

[minerve] 26/10/2017 12:40

Essential

Yes. You reservation was very wise. Concern always catches up with a share if not addressed properly.

[essentialinvestor] 26/10/2017 12:39

Monty, regardless I don't think it's helping the share price currently,
now for those looking to add that may be doing them a favour.

[montyhedge] 26/10/2017 12:37

I remember analyst saying it 7 years ago, lol wrong.

[essentialinvestor] 26/10/2017 12:33

In fairness there have been dividend concerns on GSK for sometime,
I've been banging on about it on here for well over 2 years, it might be 3.

[montyhedge] 26/10/2017 12:30

CEO bit naive, figures not bad, she said dividend will be 80p coming year, fair enough. But then she says may bid for Phizer consumer division, idiot. Foot in mouth moment.

[minerve] 26/10/2017 12:28

Woodford looking a good call here!

[minerve] 26/10/2017 12:26

How is TraderMicheal and his one basket of smashed eggs? Not looking like a tasty omelette at the moment is it! LOL

[minerve] 26/10/2017 12:24

Well, I hate to remind some of you that I did tell you a year ago about GSK and its dividend/R&D issues.

Both the big pharmas in the UK have too much emphasis on dividend yields which impacts their behaviour IMO. If you look at Roche, Novartis and others like Abbvie in the US their dividends are well covered and they are generally lower. Why? After all they are in the same business and have very similar issues to address.

[garycook] 26/10/2017 12:21

When you get a good share,which has fallen from £17.You always get all the idiots climb on board talking about how they can run the company etc etc LOL.That tells me its time to buy !!!

[essentialinvestor] 26/10/2017 12:11

Alp, I stand corrected, well sitting down atm, )
economics degree according to Wikipedia. For some reason I always
thought he had a science background.

[montyhedge] 26/10/2017 12:10

The new Shingles Vaccination regarded as best in class I paid £160 for a jab, its a blockbuster a £1 billion earner will pay the divi alone, lol.

[alphorn] 26/10/2017 12:08

Essential - Andrew Witty - scientist? He was one of a very small batch of management trainees brought in by Girolomi I think?

[essentialinvestor] 26/10/2017 12:07

Would HMG allow a bid, not sure about that.

They reportedly turned down circa £17 a share on a partly cash bid,
issue of shares to fund the remainder.

[toffeeman] 26/10/2017 12:03

F00cking Hell it doesn't take a Master of the Universe to conclude that given the exchange rate Pfizer should buy GSK and then float off the Consumer business as a separate company.

Come on McKinsey get in there and sort em out

[garycook] 26/10/2017 11:42

Added at £14.0825

[abdullla] 26/10/2017 11:32

IMO one sunny day the Chinese will come and buy both Vodafone and glaxo after the shorters have had their fill !

[essentialinvestor] 26/10/2017 11:20

Totally agree, made a rod for her own back. Poor decision making imv.
Analysts now will keep on hounding about dividend sustainability.