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HLN Haleon Plc

325.60
4.40 (1.37%)
19 Apr 2024 - Closed
Delayed by 15 minutes
Haleon Investors - HLN

Haleon Investors - HLN

Share Name Share Symbol Market Stock Type
Haleon Plc HLN London Ordinary Share
  Price Change Price Change % Share Price Last Trade
4.40 1.37% 325.60 16:29:37
Open Price Low Price High Price Close Price Previous Close
321.60 320.90 325.80 321.20
more quote information »
Industry Sector
PHARMACEUTICALS & BIOTECHNOLOGY

Top Investor Posts

Top Posts
Posted at 14/10/2022 09:58 by anhar
I have no idea of the future share price of HLN but it's odd how the price has been rising lately in view of your repeated bearish comments.

If you really are interested in what brokers and press etc. think, you need to check out all of them and see what the balance of their opinion is, not just cherry pick those that agree with your predetermined view. That's called confirmation bias and is one of the large range of classic small investor mistakes.

I personally have no interest in such views but make up my own mind, which is that on balance HLN is more worth keeping than selling now.
Posted at 07/10/2022 10:31 by anhar
Strange how the share has been rising in recent weeks, given that the lock-in overhang from GSK and PFE is public knowledge and has been ever since the demerger details were released months ago.

I don't have the faintest idea of the manner in which they might dispose of their HLN shares and how it might affect the share price, but it just seems odd that if you are correct with your repetitive assertions about a price crash driven by big sales, why would the price be rising now?

Big cap share prices are driven by institutional trading, small private investors like us are irrelevant. So the rising price must be driven by inst buying on balance. Why would that be if it is feared that the price would soon collapse? Surely, if your view proves anywhere near accurate, they would be better waiting for the big HLN price crash you keep mentioning. In other words their opinions must be virtually the exact opposite of yours. I''m not saying that insts are always right, they're often wrong, but it does appear odd in this situation where there's only a few weeks at stake.

My view is that any potential big price fall is already in the price so there is little to fear. In any case, personally I hold shares very long term so I'm hanging on to my HLN allocation as it may prove to be a good share in years to come. Short term fears like you keep stating are of no concern to me and even if you're right, I'd see it as a buying opportunity and nothing to worry about. Nobody is going to care in several years time about a historical GSK/PFE overhang.
Posted at 06/9/2022 17:47 by paul planet earth
We will see in November when they both start selling..see who sells out first..of course they will sell the same amounts each day absolutely guaranteed 'not' that GSK and Pfizer will both sell in an 'orderly' whatever that means nowadays fashion.

Afterall not like them to keep prospective investors unaware regarding a two year on going FDA formal investigation and huge Zantac litigation law suit in the pipeline. No mention in the share prospectus on that one as there should have been from the outset being a 'material' event of interest to prospective investors. But more than happy to cover their own backs with that little 'indemnity' clause.
Posted at 20/8/2022 07:57 by paul planet_earth
IMO I suspect Zantac and what we are seeing now is just the tip of the iceberg..

GSK and Pfizer will have to sell their share holdings in Haleon to fund US litigation costs running into the billions despite their deniels pushing the Haleon share price to new lows..

Haleon as the OTC historic seller will face both direct claims and those from either GSK and Pfizer in the form of historic indemnities for selling the drug in the past..

Haleon is already heavily indebted with £10 billion of debt handed over from GSK...Facing billions in US litigation fines and legal costs it will either need a rights issue where new investors have no stomach for or enter a brand fire sale..

Haleon share price will tumble to new lows sub 200p by which point the business will be worth only a third of what Unilever offered back in December and I suspect as the Zantac clouds slowly clear will be snapped up by a larger rival Nestle, Reckitt, Unilever and asset stripped and vanish to be remembered as just a brief historic footnote on its epitaph!

As always DYOR!
Posted at 17/8/2022 06:56 by unastubbs
From The Times Market Report today:

"To take a punt on Haleon or not? That has been the question on many investors’ lips since the owner of brands such as Sensodyne and ChapStick was spun out of GSK last month.

"Analysts at RBC, the Canadian investment bank, had been getting ready to tell their clients to buy Haleon shares, but decided against it yesterday, telling them to hold fire instead. While acknowledging that Haleon had “some exceptional brands”, such as Sensodyne, Voltarol and Centrum, upon closer inspection most of the brand portfolio was merely “adequate̶1;.

“We’re less overawed by the Haleon business than we had expected to be. Too many of [its brands] are runners-up in their respective categories in our opinion,” they concluded. The biggest “turn-off̶1;, though, was the potential for a costly legal wrangle over Zantac — GSK’s once all-conquering stomach ulcer drug that recently has been linked to cancer. “We’re not lawyers, but we’re pretty sure that this sort of potential litigation liability isn’t the reason that investors buy consumer staples shares,” the RBC analysts said.

"Given that, RBC thinks the shares are now fairly valued, having dived by a fifth in over the past month. The stock nudged up 2½p, or 0.9 per cent, to 269p yesterday — still some way shy of the 330p at which they made their debut in July."
Posted at 16/8/2022 14:38 by paul planet_earth
By way of update the first Zantac court case for 2,000 claimants commences on the 22nd August.

Regarding Unlever they would simply of included indemnities against GSK if the consumer healthcare business had been acquired and this is common practice in the industry so I'm not sure Graham what your point is, if it actually has one in the first place.

As for your contributions Graham I see very little on the table, in fact its quite bare.

No doubt you bought into this mess and effectively have been mugged off ever since..just like a recent article on investor behaviour where investors fail to read the IPO prospectus carefully. Had you bothered you would have seen the issues and associated risks all along..



Enjoy believing that this Zantac litigation will have little impact!
Posted at 15/8/2022 10:17 by paul planet_earth
Well that would be fraud knowing the liability and scale and not disclosing the risks clearly in the investor prospectus which should be accurate documents for investors to do due diligence...IMO...DYOR!
Posted at 13/8/2022 21:14 by paul planet_earth
'Haleon's terrible start to life on the London Stock Exchange has intensified after the consumer health group admitted it may get caught up in a massive lawsuit involving a heartburn drug in the US.'

'Forecasts from several analysts have also spooked the market, with Morgan Stanley predicting total damages could be as high as £37billion.'
exploded this week.

'The share price reaction goes to show most investors don't bother to read the small print [of the prospectus], so they've been caught off-guard after the potential liabilities hit the news,' said the AJ Bell analyst Danni Hewson.'

'Haleon now seen as a dead man walking and prime candidate for takeover and asset stripping'
Posted at 01/8/2022 07:59 by paul planet_earth
The share price is trading low and falling for a very good reason investors aren't convinced this business has any legs, huge debt pile, high inflation, rising cost base, revenues up but more so costs, plenty of cheaper generic products out there in the market place..
Posted at 31/7/2022 09:10 by careful
I see no reason why hln shouldn't grow organically.
They are stand alone and focussed now.
ULVR must know better that we do about the potential here.

Tuck away for a few years, these will not disappoint.

And what GSK/PFIZER do does not change he intrinsic vale of this company.
They will place the shares with institutions and a realistic price should they wish to sell.

If it is merely an overhang story that explains the miserable start the the trading life of HLN, then good, I will but more.
Overhangs do not change the wealth creating prospects of a company at all.

Unilever, Reckitt and Haleon have issued impressive results recently showing strength in difficult times.
..but only HLN have been marked down.
The right company in the right sector at the wrong price.
And directors have been buying.
Most investors cannot spot value if it came up and bit them.

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