Rainbow Rare Earths Phalaborwa project shaping up to be one of the lowest cost producers globally. Watch the video here.
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''GSK had loaded £10.7bn of debt onto Haleon bringing the figure much closer to the Unilever price. ''
HLN has made a start on reducing the debt - now down to £9.9 Billion.
Yes you're right right about the debt I stand corrected.....I got these like many others from the demerger happy to keep for the mean time and will see where we stand in a couple of years from now.....
GSK had loaded £10.7bn of debt onto Haleon bringing the figure much closer to the Unilever price. The OTC business was always the cash cow for GSK and had carried the business for a long time. My wife and I decided (hindsight is a powerful tool), after the demerger, to significantly increase our shareholding in Haleon, as it was no longer saddled with the previously underperforming GSK. We knew that the initial priority for the company was to pay off this debt which they are doing. The growth projections are good and management are moving the business in the right direction.
Before a pile of trolls pile in, I still am still invested in GSK and am seeing the green shoots of R&D starting to emerge. No longer have they got the safety net of Haleon and so their management now have to perform.
If i remember rightly Unilever offered £50 Billion so a long way for the sp to go to get near that figure...
or should that be nearer to what Unilever wanted to pay
''Have we had a bad deal re HLN shares''
?
share price getting nearer to what Glaxo said the unit was worth when there was an interested party
Have we had a bad deal re HLN shares .
Pfizer and one other which I can't recall own about 25 / 30% of the shares since the split which they will look to unload as some point.
Sold a few more for 345p
I noticed after yesterdays sale the number only part of the buy back on 17th August 2023 259p.
All of that top up sold now .
Still have original buy idea to top up demerger small holding .
The bike repair was next to nothing so not sure why I bothered posting "More then paid for bike repair" on 13th August below .
259 to 341 is 32% ( 5/4/23 )
270 to 259 is 3.9% ( 17/8/22 )
252 to 270 is 7.1% ( 12/8/22 )
Sold one quarter of my holding for 340.55 ( strait through above the 340 limit , not paying enough attention ) went 341.4p shortly after .
Wanted some funds and saw this up to year high .
Saw after it is were the 17 analysts from global investment banks and brokerage houses are currently rating the stock on my broker site think the price should be .
The yanks are consistent buyers of Haleon.
Remember the products it sells have a 'cachet'.
Good to see SP going 'north'.
Has the Divi been paid?
Found my buyer at 3.40. Hope I haven't missed a Takeover bid!!!
...if I can get 3.40 to sell my allocation from GSK. Sadly in this market it is imperative to have a bit of cash in the p/f.
Directors buying in is always a positive
Brokers are notorious for being wrong.
Especially with Uk valuations.
Unilever thought it was worth a lot more.
Maybe they were right.
It’s part of the rationale for why I invested here.
I suspect it’s just a cycle and we will drop again in a few days or weeks.
You see it with Unilever also.
Not sure if it’s a safety play or anti inflation play.
But it is nice to see some higher highs.
Sorry no insightful answers
Maybe someone will have a better answer
Curious why the SP keeps rising, when the brokers think its over valued? Any ideas?
Lot of BOD seem to be getting awarded a lot of shares.
I’m guessing it may be something that matured from their time at GSK but no idea.
Haleon is now Ex-dividend.
Shares have fallen by Ex-dividend percentage.
Nothing to do with Market falls today.
Is Haleon xd today or tomorrow. If I sell today will I still get my dividend?
Convert the scrip into cash payment before 16th March Ex-Divi date
Can someone please help with a generic query.
I am to sell my Haleon shares post the ex dividend date i.e. after 16/03 so as to get the profit in this years CGT allowance.
My dividend was to be script payment.
If I sell all shares in HLN what will happen to my divi ?
Thanks in advance.
I might be wrong but as far as I can see these settlements do not relate to Zantac.
Besides the welcome debt reduction update, there was extra relief for shareholders as Haleon said it has now settled the vast majority of personal injury claims pending against the company related to recalled heartburn drug Zantac.
Many still own HLN from their GSK holding. The latter was/is a dividend stalwart. HLN cannot be that, yet. Therefore selling is likely to continue by smaller holders, as they seek incone elsewhere, and the HLN price will be suppressed as a result.
...rule out a bid? Certainly not, but there won't be a huge uplift in SP unless there is more than one bidder.