Haleon Share Discussion Threads

[medieval blacksmith] 11/8/2022 11:10

Two tranches bought so far 9% down.

[encarter] 11/8/2022 11:06

Pfizer are jumping ship. Shorter dream. It will be a bargain when the selling stops.

[medieval blacksmith] 11/8/2022 11:01

Lower the better as I am building a position. :)

[action] 11/8/2022 10:56

High 337.4p , do we see 237p to day or 220p.

[medieval blacksmith] 11/8/2022 10:55

Forward consensus dividends (sharescope)

2022 3.17p
2023 6.20p
2024 6.95p

Likely a £1/share undervalued ATM IMO

[medieval blacksmith] 11/8/2022 10:52

"At some point this will be under valued."

It's already undervalued. Post float market making circus in full effect.

[deanmatlazin] 11/8/2022 10:40

The share price is behaving like a BIG LAWSUIT is coming soon

[montyhedge] 11/8/2022 10:14

I agree with this article, if correct Pfizer will be looking to sell, how can you sell 7 billion worth in an orderly fashion.But HLN looks a good company be interesting to see what dividend they will pay.https://www.fool.co.uk/2022/08/02/should-i-snap-up-haleon-shares-at-3/

[spacecake] 11/8/2022 10:03

Come on monty pull the other one :-)
Traders might be worried about the debt market in general, never mind the debt here.
At some point this will be under valued.

[montyhedge] 11/8/2022 09:51

Perhaps shareholders think if GSK lose the Zantac case, they will sell HLN to pay for it.

[montyhedge] 11/8/2022 09:43

Unilever certainly dodged a bullet.

[russ1983] 11/8/2022 09:17

Market cap is 27 billion lower than Unilever offer...this zantac news has wiped 5 billion in the past few days. Either there's something seriously wrong with haleon we don't know about or its Mr market mispricing

[porsche1945] 11/8/2022 09:09

Lawsuit plus mental debt, gsk loaded all the debt onto it, nobody wants these credit junkie companies anymore, look at Vod, halved in price, ftse 100 full of them hence its priced lower than it was over 21 years ago, dire, of course brexit trashed sterling and basket case politics don’t help encourage foreign buyers of U.K. assets. US markets roaring back, thats the place to be, this U.K. dividend stuff, look at direct line, another dog, buy for yield and lose ha;f your capital.

[unastubbs] 11/8/2022 09:08

tempted but need more clarity on the dividend tbh.

[kickingking] 11/8/2022 09:08

I was looking at buying in here, but now with hanging over it's head, I think and wait to see what the company says. America just loves to destroy British companies to benefit their own. Look at what happened to BP while the American which had more blame got away with. How Obama used to love stating British Petroleum will be made to pay for all damages.

[action] 11/8/2022 09:07

This one dropped more than GSK and Sanofi.

[spacecake] 11/8/2022 09:03

What a difficult birth as a listed company, after just a few weeks the complications start, I'm waiting for the company to issue a statement to say "all is well" and that we are still a low risk defensive investment proposition.

All this and the recession hasn't even started properly.

[action] 11/8/2022 09:02

Merger may be at lower price. LOL.

[action] 11/8/2022 09:00

You are brave one. Hats off to you.

[alphorn] 11/8/2022 08:57

There has to be an argument that any liability to legacy litigation prior demerger is joint and several. That may be one reason that HLN is falling in sympathy with GSK.

[careful] 11/8/2022 08:56

so contaminated Zantac is supposed to cause certain cancers.
if the case is lost it will cost GSK billions.

Hard to understand why HLN is suffering even more after the split .

[redbaron10] 11/8/2022 08:48

This is a better entry level than 337p so picked up some down here and will add more on a drop further.

[montyhedge] 11/8/2022 08:11

Well Elliott got what they wished for split GSK, what a disaster.

[mj19] 11/8/2022 08:05

Credit Suisse sees Haleon's involvement in Zantac litigation as limited. It adds: "more than 2,000 cases have been filed in the US and the first trial begins on 22 August 2022"

[mj19] 11/8/2022 08:01

Imagine when Pfizer and GSK pullTheir stake