Haleon Share Discussion Threads

[patientcapital] 20/4/2023 07:07

Fairly good statement.

[dancing piranha] 06/4/2023 14:45

Nicely timed for a change!

[patientcapital] 05/4/2023 18:05

Closing high. GSK perking up a bit too.

[dancing piranha] 05/4/2023 12:33

I'm in from this morning, I like the look of this!

[patientcapital] 22/3/2023 08:45

Good to see another connected person purchase.

[giltedge1] 13/3/2023 17:52

Haleon issued bonds at demerger, luckily before interest rates increased, I understand the USD long dated bonds are selling at a big discount, so in theory can use £2B cashflow to buyback, any thoughts from others best use of cashflow. Dividends or buy back Bonds?.

[patientcapital] 08/3/2023 07:44

Reasonable vote of confidence by Lewis.

[daneswooddynamo] 04/3/2023 14:55

The 50bn was enterprise value so debt included

[giltedge1] 03/3/2023 11:21

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.

[zho] 02/3/2023 15:45

Why Haleon shares are down 4% despite healthy sales

[gbh2] 02/3/2023 12:18

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 ;)

[spacecake] 02/3/2023 12:10

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 :-)

[gbh2] 02/3/2023 12:02

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 :)

[spacecake] 02/3/2023 11:55

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.

[gbh2] 02/3/2023 11:45

I was out and reinvested by 8;30am, dividend meagre prospects obscure imo, good luck to those that remain..

[rikky72] 02/3/2023 11:42

Yes, out too. Looking like sub-300 for a while based on todays action.Doubt I'll be back

[warrior boy] 02/3/2023 11:31

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.

[netcurtains] 02/3/2023 09:45

I sold, things with biggish falls tend to fall the next day too.

[rikky72] 02/3/2023 09:17

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.

[gbh2] 02/3/2023 08:14

The Directors will do well out of these results.

[rikky72] 02/3/2023 08:13

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..

[justiceforthemany] 02/3/2023 08:02

Measly 1% dividend and 30x earnings?

[pugugly] 02/3/2023 07:56

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'.