I was a bit sceptical about this Company when spunoff, too much debt. When reading report quite impressed, one of few consumer goods branded companies, to improve volumes as well as price, other blue chips have failed, P&G, ULVR, Nestle etc. Also £2Bn free cash flow, so big dent in debt in a few years time, right action to pay down instead of Divs. luckily most debt fixed rate for 8 years, so can get a nice income on deposits from free cashflow. ULVR was happy to pay £50Billion, I presume debt free, so almost £ 5.00. Should be about £ 4.00 in 2 years time. |
Why Haleon shares are down 4% despite healthy sales |
I started investing in 1998, now every morning I first read the Obituaries column in the newspaper, if my name isn't there I can get on with my day - Happy investing ;) |
I'am older, only been investing/ trading for 25 years, it flew over, another 10 years will be gone in the blink of an eye assuming I can keep waking up in the morning :-) |
These things depend upon your time frame, which changes as one gets older for instance a Medium term investment when I was 40 was a few years, now it's a few months :) |
I'm in here to the bitter end, will top up as and when I feel the need.
Good product range of everyday health items, steady and boring and just what the dr ordered.
Debt has started to reduce - early days. |
I was out and reinvested by 8;30am, dividend meagre prospects obscure imo, good luck to those that remain.. |
Yes, out too. Looking like sub-300 for a while based on todays action.Doubt I'll be back |
Sold out, I expected more of a divvy. GSK will, presumably, be selling their shares soon so I expect a further fall. I could be wrong. |
I sold, things with biggish falls tend to fall the next day too. |
If this gets back to 3.25-30 levels I'm out. Better prospects elsewhere in short to medium term. Perhaps I'm being negative but I almost think why bother declaring a divi when it's that low. Anyway, good luck to those in for the long term. |
The Directors will do well out of these results. |
From a first look these are underwhelming. Makes me think there were a few spivs in the know a few days before with the sell off we saw.. |
Measly 1% dividend and 30x earnings? |
Still in Russia but "Furthermore, spend declined in Russia" Need imo to get out as soon as possible - Risk (imo) of possible consumer reaction
Also no mention of possible risk to Night Nurse - Contains "Promethazine"
"Tablets and capsules taken to relieve a blocked nose — including some made by Day & Night Nurse and Benadryl — contain pseudoephedrine.
In exceptionally rare cases, this drug can trigger posterior reversible encephalopathy syndrome (PRES) or reversible cerebral vasoconstriction syndrome (RCVS).
These reactions can both increase the risk of strokes, by putting pressure on blood vessels, reducing blood supply to the brain, causing it to swell.
Although known about for decades, regulators are spooked by the 'new cases'. |
Pretty good |
Looks ok but debt of £9bn is going to take some paying off. |
Dividend 😊 |
Inaugural final dividend proposed of 2.4p per share in respect of trading since demerger on 18 July 2022 |
Doesn't seem to be much excitement here ahead of results tomorrow.. oh well, a divi would be nice |
Good point gbh. |
The rules re OTC medication being issued on prescription may well impact sales. |
Net debt at 18 July 2022 was GBP10.7M
Net debt at the end of Q3 was GBP10.784M
With results due 02.03.2023 what are the debt expectations around the trigger point for commencing with dividends..?, are we on for 2023 or 2024 after all the separation costs have been worked through..? |
Very range bound at moment. Wonder if we'll see a new high in run up to results.. |
https://www.stockopedia.com/share-prices/haleon-LON:HLN/17.6 according to stockopedia....Makes more sense - £2.6 bio expected profit fr 2022 - market cap £30 bio...Q4 looks to be better with all the cold and flu outbreaks - hot market for them, so they certainly aren't expensive at 3.30.I always look back to Unilever looking to pay £50bio just two/three years ago..... |
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