Graham..clearly you don't understand Dollar earnings translated to Sterling..According to my post a strengthening Sterling means dollar generated earnings will fall in Sterling terms, duh!
Come back after both Pfizer and GSK have dumped their share holdings in November.
Share price issued 330p, now 260p, down 22%, go figure! |
PPE. According to the logic of your statement, a strengthening in sterling will have minimal long term effect.... after all, a weakening of sterling in recent weeks/month has had the opposite effect.
A pointless negative post designed to continue your drip drip drip of anti-company information, most of which has very little relevance to the long term share value. |
FX rate 1.14 what happens to a GBP share price when Sterling eventually strengthens versus Dollar!..another 10% off the share price less Sterling denominated earnings! |
What percentage of HLN turnover is in dollars? |
70,000 US law suites to cost consumer tens of billions of dollars! |
Great not much good if you bought at 330p and the price is just 260p.. |
PPE
You talk rubbish........get the facts on this company. Its a long term winner |
Yes I can...you were offered £50 billion rejected it now its a fire sale..its called price discounting happens all the time..hype the price, fail, discount like crazy..😊 |
cant have it both ways 😂 |
No ones paying £50 billion for this crock of shat that one flew the nest back in December..You will be lucky to get £20 billion! |
Why do you say that - just yesterday you said it was worth £50b - eg double the current price. |
Lol..keep trying!..it will be sub 200p by Xmas! |
US will not buy stuff until the pound stops falling and starts to rise - eg they get the double whammy of the rising pound and cheap FTSE100.
We're almost there. |
Shame the market doesn't agree just a buy out target ready for asset stripping!.. |
Nope it hilights that good quality chartered accountants and other directors thinks that the company is worth lots more than twice its current value |
They did offer £50 billion to which GSK rejected..That is the point It highlights poor business decision making and a lack of common sense leadership willing to gamble on long term share holder value destroying decisions.
HALEON PLC
LON: HLN
OverviewCompareFinancials
261.85 GBX -46.50 (-15.08%)year to date
9 Sept, 17:07 BST • Disclaimer |
PPE: Your last post is the best. Haleon is worth up to £50b
Current Mrk Cap £24b - HALF PRICE....
There you have it Paul Planet Earth thinks under the right circumstances etc etc, Haleon is worth £50b because he tells us Unilever's clever accountants etc and top intellectuals on the board were going to offer £50b. |
No future for Haletosis Dead Man Walking! |
The Haleon separation was a complete dogs dinner and instead of creating shareholder value successfully destroyed it for both Haleon and GSK with that 56% of overhang shareholding that both GSK and Pfizer share simply just adding more fuel to the fire!...
As I have said before the:-
'sum of the parts is worth far more than the sum of of the whole'..
Consumer worth more bought out and asset stripped by a rival than run as a separate business as its just a bucket of brands with a costly head office stuck on top of it an unnecessary overhead. |
...but its the only thing up. Are they sure? |
JPMorgan cuts Haleon price target to 250 (280) pence - 'underweight' |
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. |
The "overhang" fear is over done imo because it's public knowledge and has been ever since the demerger documents were published revealing this, therefore the price during the current lock-in period must be already discounting the disposals which may occur.
FWIW I think they mentioned disposing of their holdings, should they do so, in an orderly fashion rather than a single huge dump.
Whether HLN is a good investment or not is a separate argument but I don't think that the share overhang has much bearing on that question in my view. |
Register for real-time alerts, custom portfolio, and market movers
Hot Features
Premium
