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Glaxosmithkline Share Chat (GSK)



Share Price: 1,582.00Bid: 1,581.80Ask: 1,582.20Change: 10.40 (+0.66%)Riser - Glaxosmithkline
Spread: 0.40Spread as %: 0.03%Open: 1,577.60High: 1,584.20Low: 1,570.60Yesterday’s Close: 1,571.60


Share Discussion for Glaxosmithkline


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STH1954
Posts: 5
Opinion:No Opinion
Price:1,492.20
SHP Takeover
22 Jan '19
Sorry to bother u but SHP message board is closed now. I was wondering whether any x SHP shareholders here and have received their cash from Tekeda?
 
AllAtSea
Posts: 883
Opinion:No Opinion
Price:1,497.40
Sir Philip Hampton
22 Jan '19
going. Share price slightly up.

And Woodford could surely get in at this level since things are going his way at last.
bob6
Posts: 788
Opinion:No Opinion
Price:1,492.00
THIS IS WHAT WOODY WANTED
21 Jan '19
better news for investors Glaxo and Pfizer have decided the new business will be spun off and listed separately in London within three years. This could provide a massive windfall for investors. For years, Glaxo break-up rumours have been circulating because analysts believe splitting the company up will create more value for investors. Star fund manager Neil Woodford has been one of the most vocal critics of the group’s conglomerate structure and once did a sum-of-the-parts valuation, claiming a potential market value of £100bn (over 2,000p a share) in the event of a breakup.
bob6
Posts: 788
Opinion:No Opinion
Price:1,492.00
OF INTEREST
21 Jan '19
16:41 - 21/01
Buy 100000 1,495.20p £1,495,200.00
driftking27
Posts: 1,469
Opinion:Hold
Price:1,521.20
GSK drug pipeline presentation
11 Jan '19
Yes the presentation did go ahead this week. I saw Emma on Bloomberg tv talking about her change in business model. The analysts seem to like her talk.

I still harp on about this, if GSK lowered the dividend to maybe 4.5% it help their cash flow.

I currently hold GSK & NVS and am looking to buy PFE this year..
ge0rge123
Posts: 876
Opinion:No Opinion
Price:1,537.00
RE: Iknowverylittke
9 Jan '19
Must not..typo
ge0rge123
Posts: 876
Opinion:No Opinion
Price:1,537.00
Iknowverylittke
9 Jan '19
Not sure buddy..but if she did it mustake not have been mind blowing..
iknowverylittle
Posts: 462
Opinion:No Opinion
Price:1,534.00
RE: Emma's presentation
9 Jan '19
Bit of a rise today, anyone know if the presentation happened?
ge0rge123
Posts: 876
Opinion:Buy
Price:1,518.60
Emma's presentation
6 Jan '19
To investors on Tuesday at JP Morgans bash could be interesting
Jatw
Posts: 44
Opinion:No Opinion
Price:1,518.60
RE: RE:etc. Shareholders
5 Jan '19
The next demerger in the FTSE100 is at Prudential where the UK businesses are going to be separately listed. SH will get one share in each for each current Pru share. There should be no change in total value at separation.

There will be some realignment of holdings by investors who prefer one co over the other as they have different characteristics for growth and income......the same will happen with GSK. One part will look like AZN and the other like Unilever. This will cause some divergence in Shareholder returns.

What you decide to hold will depend on your aims and risk appetite but if you hold GSK now, you can hold both and have the diversification benefit.
Grayling
Posts: 1,735
Opinion:Hold
Price:1,518.00
RE:etc. Shareholders
20 Dec '18
"Do you think there could be a moderate / large sell-off of the smaller GSK Bio. for a switch into the new larger entity?" You misunderstood my point. Although the spun out division will be bigger (due to the Pfizer add on) at £10bn+ in sales it is still dwarfed by the remaining Pharma business with £22.5bn in sales so the answer to your question is a likely no to disinvestment and a yes to will it be big enough to remain in the FTSE100. It may be that the demerged and combined healthcare Co is also big enough to be a FTSE100 Co as well but I am not sure of that.
Easy_Livin
Posts: 1,163
Opinion:No Opinion
Price:1,515.60
RE: RE:RE:RE: Shareholders
20 Dec '18
Grayling: Couple of speculative questions. Do you think there could be a moderate / large sell-off of the smaller GSK Bio. for a switch into the new larger entity, mainly for holders preferring to keep only the one GSK stock as each will have a re-aligned risk factor?
Will the GSK Bio. be large enough to stay in the FTSE100?
I accept there is a lot of water to go under the bridge (Brexit - lol) before we go anywhere.
Grayling
Posts: 1,735
Opinion:Hold
Price:1,509.60
RE:RE:RE: Shareholders
20 Dec '18
"So you think we will end up with 2 seperate shares that hopefully will equal the value of a GSK share ?" Yes that is exactly it. One thing to bear in mind is that the de-merged healthcare entity will be significantly bigger than the former part of GSK as it has the Pfizer component as well. Thus earnings and dividends might grow faster than those provided by the standalone GSK Pharma business. They may balance each other out (one higher one lower) but I think there is scope for a higher yield over the two separate companies than we enjoy from GSK as it stands.
iknowverylittle
Posts: 462
Opinion:No Opinion
Price:1,514.00
RE: RE: Share holders
20 Dec '18
Thanks for explaining that Grayling, I was wondering this too.
johnson36
Posts: 2,954
Opinion:No Opinion
Price:1,494.80
RE: Share holders
20 Dec '18
Grayling

Thanks.

So you think we will end up with 2 seperate shares that hopefully will equal the value of a GSK share ?
Grayling
Posts: 1,735
Opinion:Hold
Price:1,494.20
RE: Share holders
20 Dec '18
At demerger you will be issued with shares in the new entity (GSK healthcare) based on your current holding of GSK stock. I assume that the new entity may take it's share (or possible more?) of GSK's net debt burden along with the assets. From that point on you will have holdings in two distinct companies and the present level of dividend will be made up of two separate payments say 60p from the Pharma group and 20p from GSK consumer healthcare.
johnson36
Posts: 2,954
Opinion:No Opinion
Price:1,482.20
share holders
20 Dec '18
What does this deal mean for GSK shareholders ?
Pokerchips
Posts: 7,251
Opinion:No Opinion
Price:1,503.00
RE: Woodford
19 Dec '18
" Recognising the significance of this proposed transaction and the importance of dividendts to shareholders, the company is today confirming that it expects to pay dividends of 80 pence per share for 2019. "

yeah that is good ...although they can only use the term "expects to"
no increase ...which most people expected I guess.... given all the changes and challenges going on
jl5006
Posts: 1,517
Opinion:No Opinion
Price:1,503.00
RE: Woodford
19 Dec '18
The continued 80p per year divi assurance is what we needed. Woodford has fits and starts. Don't all fund managers?

One of my portfolio which outshines other FTSE favs

Think this is one of two shares that have survived the onslaught.
Zaman2515
Posts: 84
Opinion:No Opinion
Price:1,536.20
RE: Woodford
19 Dec '18
Good thing is dividend will be 80p continued through 2019 as well.
Twonko
Posts: 535
Opinion:No Opinion
Price:1,533.60
Woodford
19 Dec '18
I guess Woodford will be a touch miffed about this. He was calling for a break up for years and dumped his entire holding a couple of years back in a fit of pique. He can’t much right at all these days, poor old sod.
Grayling
Posts: 1,735
Opinion:Hold
Price:1,538.20
RE: GSK
19 Dec '18
What a little ray of sunshine you are today. If you look at the 2017 numbers Pharma + vaccines accounted for sales of £22.5bn, while the consumer healthcare business (including Horlicks, which is to be sold to Unilever) made only £7.8bn. The synergy and cost savings in the Pfizer tie up will grow that business to £10bn plus and GSK have the controlling interest. I don't see this as weakening the core GSK business enough to make it an automatic takeover target.
skier1
Posts: 3,590
Opinion:No Opinion
Price:1,556.00
RE: RE: GSK
19 Dec '18
Lol. The bankers have been calling for a breakup of GSK because it generates tens of millions of Pounds of fees for them. The bankers make money when it breaks up... and they make money again when it gets taken over in a few years' time.

In a globalizing world of mega-corporations from US, China and EU, making yourself smaller is not a wise move. Glaxo and the UK will come to regret this breakup in the future. This has got ICI and BT written all over it. Short-term gain will become long-term pain.
Reader61
Posts: 5
Opinion:No Opinion
Price:1,536.40
RE: GSK
19 Dec '18
Will we get shares in the separate entity then?
Grayling
Posts: 1,735
Opinion:No Opinion
Price:1,549.80
RE: GSK
19 Dec '18
A good proportion of institutional shareholders have been calling for this kind of move for years and IMHO the tie up with Pfizer is just the sort of deal that was needed. This now leaves the drug development business as a stand alone effort, which will be much easier to value and judge performance that when it was tied in with the consumer side of the firm. Anyway Mr market likes it, which in the current state of play is some small comfort given the dire state of the rest of my portfolio.




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