Shire Share Discussion Threads

[philanderer] 14/2/2018 20:15

No problem rue , a few pence to the good stateside from the London close.

[ruethewhirl] 14/2/2018 19:46

Thanks phil.

Where to from here? Anybody's guess.

Tbh I was expecting something bad in those results, share price has tanked hard in 2018.

[philanderer] 14/2/2018 18:59

Hargreaves Lansdown view...

[philanderer] 14/2/2018 18:00

Upgrade by Sanford Bernstein to Outperform

Liberum reiterates Hold

[philanderer] 14/2/2018 17:44

US outfit Jefferies said its EPS forecasts would require “trimming̶1;, though it maintained its ‘buy’ recommendation and £49 a share price target.

“Shire remains something of a contradiction in terms of general market attitude,” said Richard Hunter, head of markets at Interactive Investor.

“The shares have lost some 30% over the last year as concerns persist, as compared to a drop of 0.6% for the wider FTSE100.

“Despite this underperformance the shares are clearly well regarded as a potential growth story, with the market consensus of the company as a strong buy having been in place for some time.”

proactiveinvestors.co.uk

[justiceforthemany] 14/2/2018 16:21

ygor - have a look at other pharmas like AZN, GSK, VEC - they all have large intangibles/goodwill amounts. I calculated all this months ago and SHP was no worse.

[romeike] 14/2/2018 15:54

The fact this looks to be ending the day flat suggests the share price is firmly a product of sentiment and external influence right now rather than anything to do with the Company itself.

[ygor705] 14/2/2018 15:44

I am struggling to understand recent share price performance here. The Share Centre has already posted the 2017 financials on their website (well done to them by the way) and show diluted eps of 4.68 cents which against the US dollar equivalent of the current share price gives a PE of around 9.5. The balance sheet looks a lot better than last year with gross gearing now around 55 per cent if one excludes the intangible number of 52 billion dollars. My only interpretation of this woeful rating is that the market simply does not believe that there is US$52 billion of value in the intangible asset figure in the balance sheet. The big question is what, if the 52 billion number is wrong, should it be? Answers on a postcard please! In my experience, pharma companies rarely go bust and it won't take too many years of cash flow like 2017s to normalise the balance sheet and allow for bigger payouts. Solid hold imo but dyor.

[philanderer] 14/2/2018 14:13

Shire posts jump in FY sales but warns over 2018 earnings

.... ingrained concerns around generic competition and the net debt figure remain.






Alphaville~~:


BE
*SHIRE SEES FY ADJ. EARNINGS PER ADS $14.90-$15.50; EST. $15.95

BE
That'll be a warning, then.

12:05 pm

[philanderer] 14/2/2018 13:35

US inflation number is big ....... DJ fut - 310 and falling

Interest rate rises nailed on

Markets down the sh+tter.

[romeike] 14/2/2018 13:21

On this they are likey correct, a fair value is about £58.

[steeplejack] 14/2/2018 13:15

US CPI and retail sales at 1-30pm.Those will be as influential as the SHP results themselves in determining how this ends the day.
I will be hanging in here for the divisional split.Am I right that a year back brokers were pencilling in target prices of 60 quid.Sort of makes you wonder if some of these analysts ought to consider a career change.Maybe there’s a silver lining with MIFID after all,fewer analysts!

[demo trader] 14/2/2018 12:45

WAIT till after US opens, reacts more, imo

[justiceforthemany] 14/2/2018 12:39

Shire beats forecasts but signals slower growth ahead

[romeike] 14/2/2018 12:37

If the company knew of something that critical to justify such a decline it would have had to have announced it.

[superman21] 14/2/2018 12:36

Can some ask when Pfizer are buying this out? 🙈

Good results but stock going down..!

Down 30% in one month, does someone know something we don’t?

[philanderer] 14/2/2018 12:35

justice , this from the RNS..

UK dial in: 0800 358 9473 or [phone]
US dial in: 1 855 857 0686 or 1 631 913 1422
International Click here:
Access hxxp://events.arkadin.com/ev/docs/NE_W2_TF_Events_International_A
Numbers: ccess_List.pdf
Password/Conf 76960651#
ID:
Live Webcast: Click here
hxxp://investors.shire.com/presentations-and-reports/quarterly-re
sults-and-presentations

[romeike] 14/2/2018 12:33

hxxp://investors.shire.com/presentations-and-reports/quarterly-results-and-presentations/year-2018.aspx

[justiceforthemany] 14/2/2018 12:29

Do you have a link for the conference?

[philanderer] 14/2/2018 12:25

Let's see what comes out of the conference call at 2pm.

[justiceforthemany] 14/2/2018 12:23

Interesting that Shire is barely trading above book price now (granted a lot of goodwill/intangibles like most pharma).

Mention of disposals and capital return to shareholders.

[steeplejack] 14/2/2018 12:23

True. Pre Trump days

[philanderer] 14/2/2018 12:23

Miserable reaction :-(