Shire Share Discussion Threads

[romeike] 14/2/2018 12:20

Time was that on results like this Shire would have finished the day up 10%. I can already imagine the investor call Q&A - the same question over & over again "when will you split the company?", "when will you split the company?", "when will you split the company?".

[mbmiah] 14/2/2018 12:18

Somebody isn't happy though....look at the bounces!!

[ruethewhirl] 14/2/2018 12:13

Romeike - yes.

Nothing to worry about here.

Should get back up to 40 in short order, recent selloff totally unjustified after reading those results and outlook.

[romeike] 14/2/2018 12:09

Everything is in the right direction, impact of generics muted if this doesn't trigger an uptrend nothing will. Recent dive in the share price revealed for what it is I think - a total scam to put pressure on the board to split the company in two.

[justiceforthemany] 14/2/2018 12:08

Equity up; $36Bn from $29Bn

[romeike] 14/2/2018 12:07

It's gone from +3% to -3% back to +2.6% in the space of a minute or so :S

[justiceforthemany] 14/2/2018 12:05

Dividend increased

[mbmiah] 14/2/2018 11:42

Hoping it will hold after announcement

[romeike] 14/2/2018 10:21

Results at 12 but I suspect the investor call will be almost as important.

[romeike] 14/2/2018 10:21

I think most will agree here that the current big blue number on Shire this morning is a welcome if rare sight.

[ny boy] 14/2/2018 09:17

Accumulated on the recent drop to 3000/3100

All good, holding long term GL

[philanderer] 13/2/2018 18:44

Not holding my breath EI ;-)

[essentialinvestor] 13/2/2018 18:28

Good luck for results folks.

[philanderer] 13/2/2018 17:38

If it looks like a dog and barks like a dog ;-)

[justiceforthemany] 13/2/2018 17:37

Shire market cap now only $40Bn; Baxalta takeover deal was $32Bn alone.

[romeike] 13/2/2018 15:22

Based on expected earnings this stock is over 40% undervalued. Hopefully tomorrow will bring some clarity, and a more rational, positive sentiment towards this stock, though I expect the malaise will continue until the "split it up" hedge funds get their way.

[romeike] 12/2/2018 16:58

Hopefully the first of many ~4% rises to come over the next few weeks as results prove that most concerns aren't reflected in the fundamentals.

[essentialinvestor] 11/2/2018 11:56

Yes of course which is why I would not look at PE in the case of SHP.

However, they are generating FCF of near $1 Billion a Q atm,
so on my rudimentary take the market has some doubt this will continue.

Appreciate that share prices can overshoot both to the upside and downside.

[toffeeman] 11/2/2018 11:14

It's also the debt

[essentialinvestor] 11/2/2018 10:57

What I find stunning is the current Shire share price in the light of the
price Sanofi paid for their two recent acquisitions.

It may suggest the City is questioning Shires future earnings potential,
or the shares may be very cheap?.

[justiceforthemany] 10/2/2018 17:29

I recall Ornskov giving an interview to the FT last summer moaning about the low unwarranted share price when it was 4400p. Has gone mute since then. What on earth is he thinking now at 3000p? If he had any sense he would have accepted any offer in the mid 40's. Sorry but next support here is 2865p and Nasdaq is even worse.

[justiceforthemany] 09/2/2018 22:59

So big week coming up. We thought 4000p was too low but 3000p? Who'd have thought it. 5 year lows and trading on a P/E of just EIGHT. Peers priced at 15-20x earnings and that is why some broker targets are double the current share price Has been very bizarre this past year here.

[philanderer] 09/2/2018 18:00

Under 3000p stateside now .

What a week for equity holders !

[philanderer] 09/2/2018 00:18

It's a lottery out there ... DJ fut + 200 pts , FTSE fut - 12pts.

Time to turn off and have a look mid morning tomorrow :-)