Ryan Mee, CEO of Fulcrum Metals, reviews FY23 and progress on the Gold Tailings Hub in Canada. Watch the video here.
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Interest rate drop?
Nothing seems to help the sp here. On the plays side I’m adding monthly and have a fair chunk in here now. I just wonder what the catalyst will be to get a rerating.
GSK is no more Big Pharma than BP is Big Oil. Both these companies look very vulnerable to larger predators.
GSK looks the likelier of the two right now because the valuation is so cheap v peers, it hurts.
Time will tell.
All IMHO DYOR
Happy
Massive potential arena for GSK
Pfizer failed miserably to buy AZN. How much do you think they should bid for GSK to actually succeed ? Believe they have the funds.
If I were Pfizer, I would bid for GSK!
All IMHO DYOR
Happy
No less than 4 patent infringements. If GSK win this, it will be a monster win ... Wonder how many years this will rumble on for.
Thnx no? For pointing out label limitation.
Https://www.cnbc.com/2023/08/02/gsk-sues-pfizer-for-patent-infringement-over-rsv-vaccines.html
Dinoken,
Whilst we may be first to be approved, it was with a label limitation and Merck's Keytruda is vying to be the first-line treatment of choice for endometrial cancer.
https://www.fiercepharma.com/pharma/gsk-beats-merck-first-pd-1-approval-newly-diagnosed-endometrial-cancer
SP is ridiculously cheap v peers.
All IMHO DYOR
Happy
The MMs have this by the throat - look a Auto-Ex trades pinning SP down ; more than 500 trades before 9am?
Who buys/sells 1 or 2 shares at below BID?...MM magic algorithm nos. today are 223, 228 & 239
Jemperli plus chemotherapy approved by US FDA as the first new frontline treatment option in decades for primary advanced or recurrent endometrial cancer. Jemperli is the only immuno-oncology treatment approved in the frontline setting for this patient population. Great result for GSK Oncology.
Oh no. Tipped by Motley Fool. Either caused yesterdays malaise or sparked todays rise ...
Probably that 1B increase in net debt doesn't convince the market, who knows ...
Reaction to my post? Now it is DOWN on the day!!!
Figures better than 'not bad' yet sp barely p%ositive, Why? Because its GSK of course. Deserves at least 1%.
I fully agree. The sooner its settled the better.
IMO Rerate awaits Zantac anchor cut away.
Consensus beat again.
Turnover. £7.2bn vs £6.8bn
EPS. 40.1p vs 34.7p
All they can do is to continue to beat consensus, develop the pipeline, and eventually that re-rate will come.
Wow, half expected concensus beaten but did not see increased future guidance. Should be a good day !
So do I, but sadly this has historically not lifted the sp. Hoping for best ...
Consensus estimate: Earnings of $0.85 per share, down 2.3% from Q2 last year. Revenue $8.49bn, down 2.5%.
GSK has beaten the consensus earnings per share number in each of the last four quarters. I think they will do it again.
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