Gsk Share Discussion Threads

[abdullla] 20/2/2018 12:44

I get it,but thanks for the thought!

[gbh2] 20/2/2018 12:35

"Tick" option has disappeared from my screen.

[montyhedge] 20/2/2018 12:12

No one of course knows, its all probability, but if GSK lose Pfizer consumer bid, my thoughts are 90% wont win, 10% they might win. We fell from 1625p to 1305p on the idea we may bid, which was overdone. So in theory we should at least go back over 1420p.The figures were superb recently, this is just holding us back. If we did win, Emma said she would not pay over the odds for that division. I hope she is bluffing on this deal and making RB pay up, lol.

[montyhedge] 20/2/2018 11:13

I don't think on Thursday will we drop the 23p ex dividend, I reckon 15p so really 10p rise. All looking good for GSK.

[abdullla] 20/2/2018 10:59

Sorry I forgot to mention Marconi.

[abdullla] 20/2/2018 10:55

I give one ? tick to every one who posts here ,Once upon a time i used to do the same for Baltimore & Energis posters ,some I see here,here's to old times sake !

[montyhedge] 20/2/2018 08:52

I'm 90% certain we won't bid, or if we do be a low amount. RB need it more than us. Look how we fell from 1625p to 1305p just on GSK thinking about it, lol.

[ianood] 20/2/2018 08:39

romeike - My sentiments entirely, why aren't the private equity boys interested?

[tradermichael] 20/2/2018 08:26

Ermm, wrong currency. It has an estimated price tag of $15bn (£10.7bn) to $20bn.

[montyhedge] 20/2/2018 08:19

Yes £20 billion no chance, RB need it more than GSK.We fallen from 1625p to 1305p just on the thought of GSK being interested. Should have a nice bounce if we lose.

[romeike] 19/2/2018 22:34

I suspect neither will end up buying it. I recall a Pfizer spokesman said (after GSK and RB were given closed-door access) that Pfizer was keeping all its options open, including no sale. Made me think they were laying the ground for no deal. The figures they came out with, $20bn etc were also quite pie in the sky.

[montyhedge] 19/2/2018 19:24

https://www.google.co.uk/amp/s/www.bloomberg.com/amp/gadfly/articles/2018-02-07/pfizer-s-20-billion-pill-is-too-bitter-for-glaxo

[montyhedge] 19/2/2018 19:21

I filtered him some time ago.

[romeike] 19/2/2018 17:29

abdullla19 Feb '18 - 14:42 - 16717 of 16719 (Filtered)
abdullla19 Feb '18 - 16:26 - 16719 of 16719 (Filtered)

I don't know why he bothers posting tbh

[abdullla] 19/2/2018 16:26

When will the bidding process begin and end?

[montyhedge] 19/2/2018 15:21

Well GSK had great results, if we did win, no downside in shareprice. GSK have fallen from 1625p to 1305p on the thought of GSK making a bid. LolEither way I think shareprice will rise.

[abdullla] 19/2/2018 14:42

May I predict GSK will succeed in buying but pay high for it in cash & paper,let us see !

[toffeeman] 19/2/2018 14:27

OR to put it another way - I would be amazed if RB. did make another acquisition after the last one was so badly received......

[montyhedge] 19/2/2018 14:07

Well after today's disappointing results from RB, I will be amazed if they don't out bid GSK let's hope so.Emma did say she would not overpay.RB will.

[tradermichael] 19/2/2018 14:03

Pfizer, largely a prescription drug company, like GSK, obviously looking to offload consumer health to concentrate on core business (these things are cyclical). I would have thought that the same applies to GSK. RB is not a threat to GSK's core market, so let them have the PCH and pay over the odds for it .....

[alphorn] 19/2/2018 12:28

I had not realised how far down the Big Pharma global table GSK had fallen; nor how big the Swiss Novartis and Roche have become. Not long ago it was Pfizer 1 and GSK 2. Not any more.

[essentialinvestor] 19/2/2018 12:25

Michael, and they overpaid imv, as illustrated by today's results.

[tradermichael] 19/2/2018 12:24

RB recently acquired Mead Johnson for $90 per share in cash, valuing Mead Johnson's equity at $16.6 billion. Do you really think they can afford another big purchase?

[warrior boy] 19/2/2018 12:07

Then we know the market is barking mad.