Gsk Share Discussion Threads

[montyhedge] 22/10/2020 08:17

No private.

[action] 22/10/2020 08:13

Do you get it at your surgery?

[buywell3] 22/10/2020 08:11

buywell believes due to one fact alone

The politicians greatest hope ---- vaccines ----- will not save us

That is because less than 50% of people will be given vaccines and the efficacy of a vaccine will be circa only 70% ie only 35% max of the world will ever be immunized and not spreading Covid-19 whilst the other 65% are

[montyhedge] 22/10/2020 07:59

Yes look at Astra Zenneca came from ICI spin off.

[williamcooper104] 21/10/2020 15:40

Generally de-mergers/spin-offs have a good record of delivering share holder value - the converse of large M&A which usually destroys value Like others - I'm in no rush while the divi keeps landing

[montyhedge] 21/10/2020 15:31

Sounded wrong, I got the jab, no side effects whatsoever, she got shingles out of work for six weeks.

[montyhedge] 21/10/2020 15:28

None what so ever, friend of mind got it, out of work six weeks.Personally I think it's well worth it, may be cheaper now.

[bogman1] 21/10/2020 15:26

All the analysts seem fairly positive on this one with a target price of 18 so I have added a few. We are closer to the end of all this than the start so things should start to pick up soon..

[adamb1978] 21/10/2020 15:04

Guidance in Feb was for -1% to -4% decline, which they said at the interims they were maintaining, however this could drop a further 5% if there was another 3 months delay in vaccinations.

Current EPS forecasts are for a 7% yoy EPS decline. Therefore it seems that a certain amount of downside is factored in already

[geckotheglorious] 21/10/2020 15:03

Monty,
What were the "side effects" you experienced getting that Shingrix jab out of interest....

[montyhedge] 21/10/2020 15:01

I had the shingles jab, cost me 130 pounds worth every penny, shingles is horrible.

[watfordhornet] 21/10/2020 14:49

Does not think I meant

[watfordhornet] 21/10/2020 14:44

Market does think they will be good

[tradermichael] 21/10/2020 14:36

Q3 results next Wednesday .....;0)

[spud] 21/10/2020 14:29

Happy to add at 1300p (circa 6% yield) should it get there. spud

[williamcooper104] 21/10/2020 14:21

I like it as my income portfolio is mainly infra/CRE/specialist financials - so this is a good diversifier Check out BPCR too for income - a life sciences loan fund - 7 yield - no/little leverage - however they've some large single loan exposures

[essentialinvestor] 21/10/2020 14:17

I paid for an extra pneumonia vaccination this year
as it's over 12 years since my NHS one.

GP said no to another jab, which is fair enough, so went to Boots in Woking for one.

In the US a pneumonia booster is often given every 5 years.

[montyhedge] 21/10/2020 13:17

Like you said market ignoring any good news.

[essentialinvestor] 21/10/2020 10:03

Not all, RB upped guidance yesterday as one example.

Take your point though, as it applies to many listed equities.

[alphorn] 21/10/2020 10:03

They will have some form of outlook. They need it if only for production purposes. Plus R&D progress is not fully dependent on the pandemic.

[amaretto1] 21/10/2020 10:01

Problem is ... No company can give a outlook with the world has it is !! US election .... COVID ....What's next .... asteroid :-/

[montyhedge] 21/10/2020 10:00

Yes Berenberg said revenue going to lag because of Coronavirus. It's not rocket science, but a safe 5.9% dividend on the doormat every 13 weeks, getting paid to wait for recovery. Unlike banks, oils, airlines, retail, leisure sectors, no dividends.Pharma and tech the only place to be. I hope GSK hit 1325p before ex div, filling my boots.

[alphorn] 21/10/2020 09:57

It will be the outlook that will take the focus rather than the historical numbers. An update on the split would be very helpful.

[tradermichael] 21/10/2020 09:54

The results are expected to come in below expectations, so expect no surprises next Wednesday.... price may even go up with an ex dividend on 12 November