Shire Share Discussion Threads

[philanderer] 16/10/2017 09:51

Star of the show this morning , chart turning up a little :-)

Morning everyone.

[justiceforthemany] 13/10/2017 19:22

You're definitely having a good run. I avoided the above companies as the P/E's were in the high 20's and now are 30 or above. Too high for me. My average P/E for the portfolio is 11.7 and that includes utilities (energy + water) which I hope will limit downside when markets do fall. One of the reasons I went for Shire was the low P/E of just 10 which for a big pharmaceutical company is very low. M&A prospect also.

[philanderer] 13/10/2017 18:38

Evening justice , yep DOM was outstanding . BRBY, SSPG and ABF not too shabby either

+1.2% for the week , now if only SHP would get a shift on , pretty well unchanged on the week... waiting for the Q3 numbers on the 27th

[justiceforthemany] 13/10/2017 18:19

philanderer bet you had a good week with Dominos doing so well? Utilities including water continue to get hammered - Shire going nowhere either means -0.1% for the portfolio vs +0.2% FTSE350.

[justiceforthemany] 10/10/2017 20:58

There are other more significant factors at play here than currency rates although the share price does seem to get disproportionately hammered when GBP strengthens yet remains flat when it weakens. GBP:USD was as high as 1.36 in the past month then was back at 1.30 just a few days ago. Shire's SP? Pretty much flat.

Q3 update 27th October

[philanderer] 10/10/2017 20:31

Shire, Pfizer antitrust lawsuits could rewrite the rules for formulary contracts: report

[swedeee] 10/10/2017 09:18

rate rise will cause in increase in value of sterling. overseas incomes then reduce

[toffeeman] 10/10/2017 08:05

I don't understand why a rate rise would impact SHP - please explain the rationale.

[ruethewhirl] 10/10/2017 02:02

Diplomatic response to my attack. You're clearly a man of character.

Want something to happen here, but fear rate rises won't help in the short term.

Continuation of recent good news flow at month end might help matters.

[philanderer] 09/10/2017 23:36

Well that's me told ;-)

[ruethewhirl] 09/10/2017 22:40

Phil, you don't have to post if you have nothing to say, we wont hold it against you ;)

I suggest if your portfolio is up or down less than 0.3% in either direction, we'll assume it was steady if you don't post, how's that?

[philanderer] 09/10/2017 17:08

Nothing sort of day , portfolio -0.25% with the general markets.

[philanderer] 09/10/2017 11:35

Not much happening across the board today . SHP my best one so far.

[ruethewhirl] 07/10/2017 19:31

I don't get people who think this stock is manipulated lower and still hold it. If that's what you believe, why not sell it and find one that you believe isn't?

It's like the gold and silver boards, people endlessly bleating about price manipulation. It's like, fine, then why not sell?

[johnsonneil1] 07/10/2017 08:47

Question: What forces are thought to be at play to manipulate the share price and keep it under such a cloud? Of course, I'd like this stock to motor as much as anyone!

[justiceforthemany] 06/10/2017 18:37

Bad week for the portfolio
Up +0.4% only vs FTSE all share +1.9%

Mainly due to Centrica's nightmare week + Tory/Theresa May's meddling.
Royal Mail's strikers did not help either. Spire continues to be tampered with.
Nearly bought Coats at 55p - didn't as the P/E was high (even more so now >20), poor balance sheet and vulnerable to a strengthening £. The market is truly mad.

[philanderer] 06/10/2017 17:16

Top week for the portfolio + 2.4%

FTSE100 +2.0%
FTSE 250 +1.5%


COA +13% and ECM +10% the best ones for me , even SHP +84p ;-)

[swedeee] 06/10/2017 13:05

Pound falls and this falls too? What is going on

[philanderer] 06/10/2017 12:43

Waiting on the Q3 numbers on the 23rd maybe.

[justiceforthemany] 05/10/2017 22:32

All the brokers are way, way off at the moment.
Funny how the market accepts shoddy reduced target prices in an instant but ignores higher target prices.
Shire is a classic example.

It truly is a shorters' market.

This time last year Shire was 5323p (!!)

[philanderer] 05/10/2017 09:50

5th oct Deutsche buy tp 5700p

reiterates

[philanderer] 05/10/2017 00:24

Lonza to Acquire Manufacturing Facility from Shire

[essentialinvestor] 03/10/2017 09:12

Update end of Oct.