Gsk Share Discussion Threads

[montyhedge] 04/2/2019 11:10

I think on Wednesday after figures GSK will break out to the upside, looking for 1560p.
Results should be good with a quarterly dividend of 23p.

[tim 3] 04/2/2019 08:58

This feels like its been rangebound for ever and shows little sign of changing.Still better than constantly going down like some of my others (vod) !

[essentialinvestor] 03/2/2019 11:52

Guessestimate the pre tax, apply a 20/22 multiple.
That will take you somewhere near the figure, adjust for % ownership.

[tradermichael] 03/2/2019 10:38

Here's a project for someone good at numbers:

GSK said it will hold a majority controlling interest in the new CH venture at 68 per cent, while Pfizer will retain an equity interest of the remaining 32 per cent.
Within three years of closing the deal, GSK will break up the company into two separate businesses: one to be focused on consumer healthcare, and the other for pharmaceuticals and vaccines. It may also list the new venture in the UK.


Once the value has been 'unlocked', can anyone speculate what the equivalent value would be to today's existing shareholders?

[montyhedge] 02/2/2019 09:30

Great tip for GSK today by Questor Daily Telegraph.

[zicopele] 01/2/2019 17:19

My only hope is that we may unleash the animal instincts by demerging the company.

Something akin to the old British Gas would be a success which I believe split three ways and all did prosper in time.

BT also demerged into fixed line and mobile services.

Maybe just maybe we have a giant that is finally awakening.

[tradermichael] 01/2/2019 16:39

Yes, including dividends !

[abdullla] 01/2/2019 16:24

patience has its rewards.

[zicopele] 01/2/2019 14:54

GSK has done nothing and gone nowhere for the last twenty years.

The company is sclerotic.

Even with the Pfizer deal and possible demerger, it has not budged.

Very frustrating.....oh but we get the dividend...the gift which keeps giving blah blah but which is a noose around our necks.

[montyhedge] 01/2/2019 11:31

Next quarterly dividend 23p.

[tradermichael] 01/2/2019 11:25

Erm ….. what year?

Jan 2018 ~1300p
Jan 2019 1400p = UP ~100p

Jan 2019 ~1496p
1 Feb 2019 1486p = DOWN ~10p (INTRA DAY)


ANNUAL DIVIDEND = 80P

[zicopele] 01/2/2019 10:32

Oh dear....the dreaded dividend which is consuming shareholder value and promoting an approach of risk aversion to drug discovery.

It will be cut and the share will fall.

Already down by more than the annual dividend this year.

[montyhedge] 01/2/2019 10:16

Yes steady income payers, dividend on the doormat every 13 weeks, that will do.

[fuji99] 01/2/2019 09:58

Defensive stocks will be the key for making money in times of slowdown. GSK and AZN are the best and the safest on offer.

[montyhedge] 31/1/2019 15:43

I know shareprice been disappointing, but out of all my shares, GSK and a small one S4 Capital are the best two, I'm excited about for the future.

[tradermichael] 31/1/2019 15:40

Results next week.

Sales of Shingrix for 2018 are expected to be about $772 million in 2018 and peak at $4 billion. Another drug that is expected to do well is COPD drug Trelegy Ellipta. Sales are expected to hit about $2.2 billion.

[montyhedge] 31/1/2019 15:29

Yanks buying.

[montyhedge] 31/1/2019 14:37

Yanks selling.

[essentialinvestor] 31/1/2019 14:07

Thankfully governments are beginning to wake up to the antibiotic resistance
crisis, all be it belatedly. Give the pharma companies whatever incentives
they need, well with reason, to drive research in this area.

[zicopele] 31/1/2019 13:58

Dr biotech...don't guess anything.

What I dont want is a chief exec who is lauded for being female.

I want someone who will increase the share price.

Accusations of mysogonism for concerns expressed about Emma's lack of scientific background are a concern.

She must be judged on results but is not beyond criticism simply for being female.

[abdullla] 31/1/2019 13:46

Darwin came from apes?

[dr biotech] 31/1/2019 13:42

Darwin studied medicine, before theology.

Zico -Andrew Witty was an economics graduate. I am guessing that you don't like her because she is a woman.

I have a PhD in analytical biochemistry, but whilst I understand the basics I would be unable to hold deep conversation about (most) areas of medical research. That would apply to just about anyone - its why you become an expert in your field.

What she would need to know is the risk/benefit of any particular project. Unfortunately even having an indepth knowledge about a particular drug doesn't really help in understanding its chances of passing.

[montyhedge] 31/1/2019 13:35

GSk will return to dividend growth 2020.

[jadeticl3] 31/1/2019 13:16

Zico, I don’t know EM personally, but your argument may not always be true. I am told that Charles Darwin’s degree was in Theology, but many scientists worship him!!( I am a scientist but I don’t).I knew Richard Sykes personally, and Andrew Witty slightly, but not Emma, although I am impressed by some of her decisions and arguments. GSK has not done well in the past few years so change was needed. She is definitely different, so let us give her a chance to perform.