Gsk Share Discussion Threads

[uppompeii] 17/9/2022 08:45

Felicitations bracke, I hope I find you well?Indeed I'm fond of a good chart.This looks like I will buy some, I'm not too concerned about the entry price at this level.Aside from funds, I'm currently holding Aviva (naturally), L&G, M&G, Unilever and just took a punt on Direct Line...reasonable ongoing divi's from those.I just don't have the time to actively trade, elderly parent and grandchildren...both ends of the spectrum.

[netcurtains] 16/9/2022 15:09

What percentage of GSK turnover is in dollars?

[rikky72] 16/9/2022 14:30

True, but I can't help think it looks pretty toppy now. Whereas this..

[spoole5] 16/9/2022 11:41

AZN continues to power ahead......

[blackhorse23] 16/9/2022 07:23

https://www.google.com/amp/s/capital.com/amp/cury-currys-share-price-double

[tradermichael] 16/9/2022 06:54

$1.14 = £1, is amazing for GSK earnings. Quarterly results on 2nd November will make good reading .... :0)

[bracke] 14/9/2022 11:34

Good day uppompeii

Long time no speak.

"So is this worth a buy?"
========================

At some point yes.

Knowing how you like a chart I thought you would appreciate this one

SP currently resting on the 78.6% fib.

Difficult to avoid the thought that 1200 beckons. The pink dashed line indicates the low in 2015 and 2018 so it may come to the 'rescue'.

Best keep an eye on the fib support.

GSK DAILY

[tradermichael] 13/9/2022 12:11

Jonjo, a good point, thanks. I've tidied up my post now to give the thread more logical continuity!

[uppompeii] 13/9/2022 11:44

So is this worth a buy?

[jonjoneil] 13/9/2022 11:32

TM
you are a victim of 'post hoc ergo propter hoc'. This site loses it integrity by allowing posters to edit after their post has been replied to. Thereby rendering your post meaningless. Shouldn't be allowed.

[tradermichael] 12/9/2022 08:08

As the largest consumer healthcare business in the world, with brands including Sensodyne toothpaste, Panadol and Advil painkillers and Centrum vitamins, Haleon is a global leader in over the counter medicines with a 7.3 percent market share. Market capitalisation of £20bn is unrealistically cheap and is probably worth double that valuation!

[paul planet earth] 12/9/2022 07:55

Yet everyone now knows Haleon is worth less than half that and probably alot less than £20 billion!

[netcurtains] 12/9/2022 07:43

Nope: the saving grace is that a WELL-RESPECTED MAN in the industry - the head of Unilevel thinks HLN is worth MORE THAN £50b.....

That my friend is something you cannot keep hiding from.

[geckotheglorious] 12/9/2022 07:40

Re the Unilever £50bn bid.
I think the only saving grace for our Emma is that Unilever shareholder's were not expected to vote through the acquisition at the suggested price.

ie the bid wasn't firm and set in stone, still needing to be sold to UNL stockholders.

But what a disaster so far Haleon, and GSK.

[netcurtains] 12/9/2022 06:47

...so you think a MAN who offers £50b is great but you think HLN is worth less than half the £50b....

Your position is so shot full of logical flaws I dont know where to begin.

I can no longer take the shorters seriously, they do not know what they are doing.

[unastubbs] 12/9/2022 02:59

MRF - couldn't have put it better.

[paul planet earth] 11/9/2022 22:16

The Haleon IPO was a total and utter financial diaster especially as Unilver offered £50 billion in December..

[paul planet earth] 11/9/2022 22:15

The first claim on earnings is debt holders servicing of interest and repayment of debt not shareholders..Hence to ignore the value of debt on an enterprise value is pure ignorance. Haleon IPO failed because the balance sheet was over loaded with debt, 4 years to repay, which killed off any pension fund interest..With interest rates rising fast that debt burden will rise on debt maturity assuming Haleon is still trading then and not bought out by a rival and asset stripped.

[netcurtains] 10/9/2022 15:31

Zho: it’s possible I guess which thus proves HLN is MASSIVELY undervalued or more likely the FT is just wrong

[zho] 10/9/2022 14:32

>>The £50b clearly did not include the debt>>

I think it did. This is from the FT:

"But analysts said GSK would face questions about its refusal of a Unilever offer of £50bn — a figure that also accounted for £10bn of debt — for the division late last year."

[jonjoneil] 10/9/2022 13:59

"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."

The debt was £10.3b

"I’ve often noticed that arrogance leads to inconsistent problems in analysis of data"

for "arrogance" read ignorance

[netcurtains] 10/9/2022 13:48

I disagree that net debt of X equates to 1-X share price.
I think FEAR of debt drives price down more than the value of the debt.
The poster appeared not to realise this.
I’ve often noticed that arrogance leads to inconsistent problems in analysis of data