The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
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.
Gsk Div is only 6.32% and look at the price of those, so wouldnt be buying just for the dividend as better and cheaper players out there above those figures
Evanescent
I agree that a reduction in HLN debt would be a good move for longer term rewards, and as such I would like to see it reduced over the next few years, even at the expense of higher dividends.
Dividend announced doesn't ammount to a full year dividend. It is a dividend for about 8.5 months.
The full year dividend for year ending April 2024 is likely to be somewhere above 1%. Its hardly fantastic, but given the 2022 we have had, and being early days for HLN, I think the future will see some increase in the dividend, and an increase in capital via a SP increase.
If an investor is holding short term, It's probably the wrong stock to have, but give it 5+ years and it's likely to be a reliable part of a diversified portfolio. I don't think it will ever be a big dividend payer, but IMHO it's likely to be a reliable payer somewhere above 4%.
If an investor wants big dividends, commodity producers are a good place to look, but they are cyclical and big dividends tend not to be consistent long term. Personally I hold a mix of both and across my portfolio it tends to even out nicely.
I will probably add more HLN as funds permit as pharma stocks are a little lite in my current holdings.
I was a little surprised to see such a small dividend on the back of such healthy looking results.
But if they are reducing the sizeable debt then it will be worth a little short term pain.....
Think it currently makes sense for minimal div while debts are high.Good to see debt drop by approx 10%
Der, 1.3% I mean
4p is 0.7% not 7%
Am i being really thick, but the dividend calculation is coming out at 7%
Maybe JP Morgan got it right ?