Shire Share Discussion Threads

[justiceforthemany] 26/10/2017 15:22

Shire will be taken over IMO

[justiceforthemany] 26/10/2017 15:21

BT also has a poor balance sheet and low equity ratio mainly due to pension deficits.

[justiceforthemany] 26/10/2017 15:19

GSK has net assets of just $4.9Bn and debt of $54Bn. Trading around 1400p but book price is just 99p.
CNA will maintain unless cap sees the light of day next winter

[essentialinvestor] 26/10/2017 15:14

Perfect opportunity to cut on the Q1, Emma's first as CEO.
It could have been sold as an investment for growth strategy,
mentioned it at the time on the GSK board.

[philanderer] 26/10/2017 15:10

For sure justice , BT.A and CNA will also cut .

[justiceforthemany] 26/10/2017 15:09

If there is bad news here tomorrow the source of that leak must be found, captured and plugged. Permanently.

[justiceforthemany] 26/10/2017 15:07

I sold out of GSK a while back after studying its balance sheet. Dividend cut at GSK inevitable.

[brain smiley] 26/10/2017 14:51

Ornskov bought 8000 shares on August 24;unlikely there is much bad news coming.

[essentialinvestor] 26/10/2017 14:51

3507.5 my lowest buy. F..k knows what the price will be tomorrow.

[romeike] 26/10/2017 14:49

GSK also getting hammered. Both now in bargain bin territory. This has nothing to do with fundamentals.

[steeplejack] 26/10/2017 14:40

Makes you wonder if there isn't some rumour of inventive accounting or the like because otherwise all the normal ratios scream buy.Anyway,it's unlikely that a bounce tomorrow will carry us back over £40.The management must be getting concerned.

[andyj] 26/10/2017 14:38

Yep the US sends it down again. I guess tomorrow we might find out why.

[ruethewhirl] 26/10/2017 14:26

Ahh the old 2pm plunge.

More or less in freefall now.

[justiceforthemany] 26/10/2017 13:04

The activist investor who spoke to Kleinman at Sky will be fuming as we lost another 10% since that story a week ago. Large holders will now want a sale and no doubt putting pressure on CEO Ornskov and the board.

[ruethewhirl] 26/10/2017 11:21

Hard to believe there are any bad surprises waiting in the wings that will push us lower.

Results hopefully provide a catalyst for a rally near term.

[justiceforthemany] 26/10/2017 10:36

I don't buy all this pessimism. Market is treating Shire as though it is going bust. All the brokers can not be wrong to such an extent. A P/E of 9 is far too low. I predict this will be back around 4000p soon

[essentialinvestor] 26/10/2017 10:07

Phil, may be sensible. Would guess my holding here is miniscule in
comparison to your position.

Looking to add further GSK, one lot so far today.

[philanderer] 26/10/2017 09:37

26th oct ShoreCap buy -
26th oct Deutsche buy tp 5700p

reiterations

[philanderer] 26/10/2017 09:34

Morning guys... sold half as insurance, maybe buying them back tomorrow afternoon.

[essentialinvestor] 26/10/2017 08:59

I got 3564.25, only a very small amount.

Be very careful tomorrow, remember it was spiked up on the last report,
rapidly sold off. And the "real" direction became apparent in subsequent days
with a very sharp fall.

[andyj] 26/10/2017 08:56

With that said, I am in, bought at 35.70. Here's hoping!

[andyj] 26/10/2017 08:25

I am afraid the downtrend on the 1 yr chart is very now pronounced. The question is whether it stops at 35.00 and in doing so makes a double bottom, or carries on to multi year lows. Surely, given the pipeline and low PE that can't happen?

[toffeeman] 26/10/2017 08:23

Should've waited for 35(:

[justiceforthemany] 25/10/2017 19:43

Well the RSI is in its boots and most certainly oversold on all levels. I will be optimistic and say an awful lot of bad news is priced in so could easily see a 10% rise back to 4000p level. Agree with Credit Suisse - a P/E of 9 is unjustified and far too low. Any company out there who wants to offer 4500p? [As for GSK the dividend is likely to be cut soon, they have an awful balance sheet, book price of just 99p and a price-to-book ratio of 15x)