Gsk Share Discussion Threads

[minerve] 27/11/2017 11:35

And they get paid a lot for it!

'Daylight will exist today until it gets dark'.

LOL

[minerve] 27/11/2017 11:22

Bought my first tranche this morning.

[mj19] 27/11/2017 11:21

The rise is due to this todayUBS reckons GSK is a 'buy', citing weak share price and secure dividendShare 10:27 27 Nov 2017Uncertainty surrounding the trajectory of GSK's ViiV Healthcare HIV business justifies a discount argues UBS analyst Michael Leutchen, but he reckons the valuation now reflects thatdoctors in hospitalAs for the dividend, the analyst reckons it's secureThings are set to get tougher for UK drugs giant GlaxoSmithKline plc (LON:GSK) next year according to UBS, although the Swiss bank reckons concerns over earnings declines and dividends are now "overdone".Swiss bank UBS has upgraded GlaxoSmithKline plc (LON:GSK) to 'buy', claiming that concerns over earnings declines and dividend sustainability are "overdone".

[montyhedge] 27/11/2017 08:57

I see GSk announced the dividend dates for 2018, in other words I think they are saying dividend is fine. I'm expecting 23p for Feb18.

[montyhedge] 27/11/2017 08:03

Should settle around 1350p with the Santa rally on its way, gift from the stockmarket gods at this price.

[minerve] 24/11/2017 17:26

Equity is STILL the only game in town. Hold fast guys and have a good weekend! ;)

[lance corporal winstanley ash] 24/11/2017 16:24

Just to make you all aware. I've bought in here. Good opportunity imo.

[montyhedge] 24/11/2017 16:12

Easily over 1300p next week, the annual Santa rally will start a week early my view.

[abdullla] 24/11/2017 15:57

That means the failed buyers of AZN could now go for GSK!

[essentialinvestor] 24/11/2017 15:12

AZN may be our largest capitalised pharma next week,
only a few hundred separate the respective valuations now.

[montyhedge] 24/11/2017 14:51

Yes of course, but down from 1550p to 1295p I think in the price now. The HIV news the other day was good as well, if these settle down around 1350p before the next ex div in Feb, 23p I think that will be ok.

[essentialinvestor] 24/11/2017 14:34

Monty, Advair sales alone in just the last Q, were near $700.

1 billion annually does not really move the needle too much.

Advair is still their biggest single medicine.

[bracke] 24/11/2017 14:29

What shorters?

[montyhedge] 24/11/2017 14:18

The Shingles vac is a blockbuster, investors don't realise yet, I paid £160 for the rival vac, GSK vac suppose to be better, but was not around a few months ago. Should be £1 billion easy. Anything over £1 billion is classed as a blockbuster.

[montyhedge] 24/11/2017 14:14

Bears borrowed stock from fund managers who hold GSK, for a fee, fund make money still holding GSK just get a nice fee from the bears, don't worry they have to buy back one day, especially before the 23p ex dividend February.

[abdullla] 24/11/2017 14:10

But who are these sellers and are they selling at a loss or is it just plain shorting?

[montyhedge] 24/11/2017 14:03

Lol looked at my shares wish list, I had GSK at 1425p if they ever got there when then were 1550p, I would BUY, so I have bought at 1293.5p.
One thing if dividends reinvested back into GSK over 10 years now worth 110% more, so I suppose not to bad.

[tradermichael] 24/11/2017 12:58

Just remember what she said:

"The Board intends to maintain the dividend for 2018 at the current level of 80p per share, subject to any material change in the external environment or performance expectations. Over time, as free cash flow strengthens, it intends to build free cash flow cover of the annual dividend to a target range of 1.25-1.50x, before returning the dividend to growth."

She said: "material change in the external environment or performance expectations"

She never said: "or as required to fund acquisitions"

[stewart64] 24/11/2017 12:23

tradermichael... a 65 billion market cap but only 5 billion in net assets bolsted by intangibles. Price to book is always going to be a problem for the value investor. The assets might be quality, but where do you draw the line on leverage.

[montyhedge] 24/11/2017 12:05

I don't know if she is the right person for such a big job, spoke about a possible bid for Pfzier division and £9 billion wiped of the share price.

[essentialinvestor] 24/11/2017 11:33

The AZN longer term pipeline was scant just a few years ago,
some may have forgotten that already.

It looks a similar approach to that undertaken by Astra.

[tradermichael] 24/11/2017 11:30

I think she believes that she can spend her way out of trouble ....

[essentialinvestor] 24/11/2017 11:20

There is decent value if the longer term pipeline delivers.

The CEO has termed it as ..largely unproven, in fact Emma appeared to go out of her way
to stress this point, and underline it in red ink.

It did strike me a little as .. I'm not to blame if it does not deliver,
or may be that's me being a bit cynical.