Gsk Share Discussion Threads

[spud] 19/2/2021 13:35

I'd gladly forgo the dividend for some decent leadership Monty!spud

[montyhedge] 19/2/2021 12:33

Add the 23p we got yesterday not to bad boys, have faith.

[essentialinvestor] 19/2/2021 12:30

Gallows humour, eh Gateside ).


Significantly increased my holding this morning so better

be calling it correctly.

Can't call a lowpoint obvs.

[gateside] 19/2/2021 12:21

The BB is titled... The recovery. Still wondering if a recovery will ever start!

[geckotheglorious] 19/2/2021 12:21

If GSK breakup value is 1800-2000p still - which i doubt, then surely a predator/PE fund would be snapping it up at 1220p!!!!

Bid 1500p. Decent premium to current.

[montyhedge] 19/2/2021 12:19

When Woodford wanted GSK broke up, they would never do it, I'm sure I read value 1800p to 2000p.So at 1220p is there value?

[stewart64] 19/2/2021 12:08

TraderMichael..totally agree. Let's look at comparisons. Pro- rata sales to Unilever the GSK consumer products division alone should make a Market cap of 40 billion...except GSKs products have twice the profit margin. That leaves the pharma sales with a market cap of just 20 billion. I reckon it would be at that even with zero profit as a speculative stock

How EW has managed the price this low with such a good case beggar's belief.

[montyhedge] 19/2/2021 11:54

I wish they are this price when the dividend reinvestment plan kicks in. Dividend compounding eight wonder of the world, probably shareprice higher when it happens.

[tim 3] 19/2/2021 11:43

Might be good value here but it's the long term holders I feel for you don't expect a share like this to lose a third in a year and 1800 looks a long way away.

[montyhedge] 19/2/2021 11:39

All U.K. dollar earners hit, now the pound 1.40.

[diku] 19/2/2021 11:35

Anybody thinking bigger dump later this afternoon...down to 1200p?...

[spud] 19/2/2021 11:35

My next buy target price is £12 (that is if it isn't taken out before).

spud

[williamcooper104] 19/2/2021 11:29

Not going to happen - politically toxic

[tradermichael] 19/2/2021 11:19

Market Capitalisation is screaming out for a takeover.

(Forget the regulators, one of the conditions will be that the suitor sells off some parts, which is exactly what is happening)

[eurofox] 19/2/2021 11:11

added at 1217.33

[supermarky] 19/2/2021 11:09

Hello EI,Yes i am interested in boring big blue chips includingRDSBVODHSBA CNAand now GSKHappy to have bought GSK at this level. Will buy more at 1000 if we get there. Calm mind with a longer term objective .I like to look at the monthly charts and buy one of the big boys when they have taken a beating. GSK also gives my portfolio diversification. Always risk involved but feel happy I have made a good investment

[porsche1945] 19/2/2021 11:06

Shocking, another terminal dross U.K. ftse 100 company with dire management, time the CEO got back to cleaning toilets. A good way into healthcare is one of the US healthcare ETF’s, much safer, better companies and decent dividend. As I always say, trade U.K. invest in usa.

Another quality investment for spud to go with his dogsxxt Aviva. Avoid anything this div or Monty invest in.

[devilliers] 19/2/2021 11:06

Is this Glaxosmithkline or ENRON ? What is going on.

[poikka] 19/2/2021 10:35

The question to ask yourself is: why should I buy this/that share?

With regard to GSK:

- Hoped for drug success(es). We all know about 'hope' as an investment strategy.

- £ rising against the $.

- A falling dividend, combined with the company not being able to give a clear indication of the new level and how it will be distributed between the bits. (AFAIK).

The last one, in particular smacks of Nero fiddling while Rome burns. Meanwhile the directors have been filling their boots with freebies.

So why buy GSK?

[diku] 19/2/2021 10:31

Most don't have ideas of their own...they seek from Consultants, Advisors, Investment bankers etc etc...and these guys see £ signs in their eyes...

[essentialinvestor] 19/2/2021 10:27

Does not get so much comment, eh. Wonder why?, could it be the AZN share price return ).

[uppompeii] 19/2/2021 10:25

How many ex dividend days can this company have?

[diku] 19/2/2021 10:23

It is often misunderstood...what is the in depth meaning of strategic direction...they are merely a spokesperson on behalf of the company...





the CEO is primarily paid to set strategic direction.

[aq2020] 19/2/2021 10:21

What price did you buy in at? I'm at 1360 ... still positive about the GSK position in medium term.