Haleon Share Discussion Threads

[abdullla] 05/10/2023 15:19

Well supported ?Well said.

[patientcapital] 04/10/2023 09:55

Seeming quite well supported. Holding demerged tranche plus some bought after the initial fall in the 250s.

[alphorn] 04/10/2023 08:33

Not a very active thread. HLN may be worth a look?

[abdullla] 02/8/2023 15:32

But why are the shares crashing

[zho] 02/8/2023 07:18

Outlook guidance raised:

For FY 2023 the Company now expects:

Organic revenue growth to be 7-8%. This compares with "towards the upper end of the 4-6% range" as shared in the Q1 Trading Statement on 3 May 2023.

Adjusted operating profit growth to be 9-11% constant currency

[zho] 18/5/2023 11:17

Consumer health stocks show their defensive qualities

Steady growth and pricing power make companies such as Haleon look attractive

[zho] 12/5/2023 07:04

GSK PLC GSK completes sale of shares in Haleon plc

Further to the announcement by GSK on 11 May 2023, GSK has agreed to sell 240m ordinary shares in Haleon plc (" Haleon ") at a price of 335 pence per share (the " Placing Shares "), raising gross proceeds of approximately GBP804m (the " Placing ").

Following settlement of the Placing, GSK will hold 955m(1) ordinary shares in Haleon, representing approximately 10.3% of the issued share capital of Haleon.

GSK and Pfizer Inc. (which holds a 32% stake in Haleon), have each undertaken not to dispose of any further shares in Haleon for a period of 60 days following settlement of the Placing, subject to certain customary exceptions and waiver by BofA Securities.

[wad collector] 07/5/2023 09:06

The Times last week thinks that it may be overvalued despite its cash generation that will reduce its debt. FWIW

[nerja] 03/5/2023 07:23

Well I suppose I am glad it’s not a bad set of results

[dancing piranha] 20/4/2023 17:28

Yes, quite happy with that.

Happy to hold long term....

[patientcapital] 20/4/2023 06:07

Fairly good statement.

[dancing piranha] 06/4/2023 13:45

Nicely timed for a change!

[patientcapital] 05/4/2023 17:05

Closing high. GSK perking up a bit too.

[dancing piranha] 05/4/2023 11:33

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 :)