Gsk Share Discussion Threads

[jonjoneil] 10/9/2022 12:00

For information - the amount of debt transferred to Haleon from GSK was £10.3b
post 30882 above is just misleading rubbish

[netcurtains] 10/9/2022 07:14

The £50b clearly did not include the debt.
So you can argue tht GSK is worth £25b more than it is now
as it does not have the debt that went to HLN.

You cant have it both ways. one has to be worth more.
There is no magic in accounting.

[paul planet earth] 10/9/2022 05:18

Any views on the Haleon separation seems to have gone completely pear shaped?.

Anyone know why Glaxo turned down the £50 billion offer from Unilever only to float the business at less than half that price..

Seems they lost tens of billions in the process I just don't get the logic with that business decision...

Talk about destroying shareholder value...Looking back it looks like a terrible business decision taking on way too many risks that the IPO would fail to reach anywhere near the expected price which it didn't in reality.

With GSK and Pfizer still owning a combined 56% of Haleon further shareholder risks are presented that they will need to start selling come November as the Zantac litigation bill in the USA starts ratcheting up into the billions leading to Haleon share price falling further, probably 20%!

[jonjoneil] 09/9/2022 10:37

he posts because he is a 'shorter' and he thinks he can influence people to sell their shares

[coxsmn] 09/9/2022 10:26

I'm not sure why Porsche bothers posting if he has no interest in investing in Uk shares

[alibizzle] 09/9/2022 09:59

There are some sad trolls in here Porsche being one of them , crowing on about how rubbish GSK are and how money they make . Pathetic really

[jonjoneil] 09/9/2022 09:16

You know who you are!!!! :--)

[spoole5] 09/9/2022 09:16

Nosebleed territory

[anhar] 09/9/2022 08:26

Pros own most of the shares, and make the market, in big caps like GSK so that private investors are irrelevant. Those pros are very unlikely to be influenced by message boards like this which are frequented by PIs.

So pol123 is quite right imo, anything said on these and similar message boards elsewhere has no impact on large company share prices. I agree that some PIs might be swayed by comment here but their effect on the share price is zero.

[netcurtains] 08/9/2022 19:40

pol123: but the posts do. People are buying or selling due to what others say - even the huge buyers or sellers. No one is an island.

[pol123] 08/9/2022 19:38

Im still in buy mode. Chat room banter will have on effect here, good or bad. Some individuals actually believe their posts have an impact.....You know who you are!!!!

[daneswooddynamo] 08/9/2022 16:13

Nah it’s a sale of a partial award

[netcurtains] 08/9/2022 15:44

Nice to see director buy today (lunchtime)

[action] 08/9/2022 13:16

I heard Mr Buffet that if he sees management is not to be trusted he sells out of the company rather than becoming activist investor.

[action] 08/9/2022 12:34

She knew about the case and when Unilever would have done due diligence they would have withdrawn the offer..

[porsche1945] 08/9/2022 10:49

To fellow shorters set the exit at 1260/1280 spread. Am Guessing will cost 12/15b in a deal without admitting they ere at fault. The bulk to be paid by gsk as originators and then a chunk by Sanoffi then smaller amounts for the others. Market is pricing for that scenario by looks of it. Probably cut dividend to shreds for a number of years to pay for it. Other shorts Vod/bt/hsbc/abrdn prob 40 pc further downside for those dogs.

[netcurtains] 08/9/2022 10:06

Well clearly if you mention the litigation as a "possible thing" etc, it makes the "thing" case stronger so if you think it's all meaningless, then you should ignore it - as GSK has done.

If it turns out that GSK loses then she should go as she has played the litigation game as if GSK stands zero chance of losing.

[spoole5] 08/9/2022 09:58

Maybe because she knew it would come out in negotiations and scupper it.

[tradermichael] 08/9/2022 08:48

Yes, it likely a case of "the only thing we have to fear is … fear itself — nameless, unreasoning, unjustified terror which paralyzes needed efforts to convert retreat into advance."

.... the fear will get in the way of the price progression for a while, until performance and sentiment drive through.

[netcurtains] 08/9/2022 08:31

Yeah but mike, how do the shorters know its sooooo important? Perhaps they are wrong (jam tomorrow types) and the company is right, there really is no issue. Its all nonsense,bacon has more of this cancer stuff in it by miles.
Thus the price fall, is more of an opportunity, than a warning..
What makes them so certain?

[tradermichael] 08/9/2022 08:22

She and the board knew everything about this pending litigation. Its simply unbelievable that ahe did not grab the Unilever offer ....;0(

[suetballs] 08/9/2022 07:45

Hope so - we need a change. Chelsea have sacked the gaffer so why not us?
Suet

[spoole5] 08/9/2022 07:37

Emma's last stand?