Gsk Share Discussion Threads

[tradermichael] 08/11/2019 10:08

Its not easy to put an accurate "sum of the parts" value on the 2 businesses that translates to a combined share price. However, rest assured that the shares you will own in GSK (vaccines and pharmaceuticals) and the floated GSK-Pfizer healthcare plc will be worth a great deal more than today's 1727p. I'd be looking substantially higher north of 2000p for sure …. ;0)

[abdullla] 08/11/2019 10:03

But the same old question,whats in it for me.

[tradermichael] 08/11/2019 09:55

Following the merger, non-core GSK and Pfizer healthcare assets are to be divested, worth around £1 billion throughout 2019 and 2020.

Three portfolios have combined revenues of £200 million to £300 million, with the European portfolio representing around 40% of the combined sales.

Private equity funds are likely to bid for the assets – such as Advent following its acquisition of the generics firm Zentiva last year.

Other potential bidders include CVC Capital Partners, backer of Italy’s Recordati, along with a consortium of Bain Capital and Cinven, controller of Germany’s Stada and owner of UK consumer products maker Thornton & Ross.

Stada already announced it would buy a small portfolio of six UK-focused brands from GSK.

Then, be ready for the flotation (within about 2 years or sooner) ….. ;0)

[tradermichael] 07/11/2019 12:52

GBP1.00 = USD1.28

[montyhedge] 06/11/2019 16:37

Astra Zen I think has more growth potential.

[abdullla] 06/11/2019 16:32

Why pharmas diving?rumours of Corbyn & trump price controls circulating which is bad bad news imo

[xxxxxy] 06/11/2019 12:36

I'll be there. Buying gsk when sub 15.

[arja] 06/11/2019 10:48

abdulla ,
famous last words . Never use the word "WILL" in markets as almost anything is possible

[lippy4] 06/11/2019 09:34

now what a surprise.lol

[tradermichael] 06/11/2019 09:11

Me too …. the market (however) seems to overlook the company's recent guidance for improved revenue/strength of the dividend/several new oncology products to be launched by year end/added sales from the Healthcare merger/possible float of the merged business ("sum of the parts value")/huge current and future sales of Shingrix (much more with the addition of new manufacturing capacity) etc ...

[tradermichael] 06/11/2019 08:38

Nobody wants the dividend next week.

[abdullla] 06/11/2019 08:25

Stop losses were triggered

[abdullla] 06/11/2019 08:03

Price crash at the open but why

[abdullla] 05/11/2019 15:42

Pharmas will rise tomorrow

[lippy4] 05/11/2019 15:39

back in 1728

now watch it go down..

[tradermichael] 05/11/2019 14:41

Yes, I didn't see that one coming so soon! ….. ;0(

[abdullla] 05/11/2019 14:26

On the dot the divi has been wiped off share price now down 19p :-(

[lippy4] 05/11/2019 11:46

not behaving itself at the moment,might get back in..

[abdullla] 04/11/2019 14:45

Massive sell orders are keeping the share price under pressure frightened by the oncoming ex-div drop

[abdullla] 04/11/2019 09:24

TM I knew that before you posted,one cannot stay away from the divi,now let us see how divi reacts on the ex-div day :-))

[tradermichael] 04/11/2019 09:16

Thanks! Probably (in these volatile days) not in at the bottom, and I nearly always get out before the top of a swing, but there's a nice 19p cushion around the corner …. ;0)

[sicker] 04/11/2019 09:01

Good luck :-)

[tradermichael] 04/11/2019 08:57

IN, 40,383 shares @ 1745p …… ;0)

[lippy4] 04/11/2019 08:26

whats going on this morning..