Member Info for 1.ARMANI

@tawse57

DGE continue to forecast "Organic Growth" 2026

New CEO, cost savings....2000p range very quickly

Https://www.bloomberg.com/news/articles/2025-08-05/bp-cuts-costs-as-pressure-mounts-to-turn-business-around?embedded-checkout=true

Https://www.thisismoney.co.uk/money/markets/article-14955873/GSK-boss-highly-confident-sales-40bn-2031-firm-cashes-cancer-HIV-drugs.html

Trump is pressuring Pharma companies to bring prices down for the USA, inline with other countries.

It's mostly USA pharmaceutical companies that charge more in the USA for pharmaceutical products.

Pharma companies reduce their drugs.../patent/generic to low capita family countries and balance their net margins with higher capita family/household countries....it's that simple!

I know this for an absolute fact.

GSK ....we should 300p higher, so undervalued.

gla

Https://www.ii.co.uk/analysis-commentary/ii-view-gsk-injects-optimism-2025-sales-forecasts-ii536062

Https://www.gsk.com/en-gb/investors/dividend-and-share-price/dividend-calendar/

@clockface

Shareholders who own GSK at the close of market 4:30pm Wednesday 13th August qualify for the dividend. (Ex Dividend 14/8/25)

ATB

Https://www.gov.uk/government/publications/developer-remediation-contract

Https://www.lse.co.uk/news/GSK/gsk-in-talks-with-trump-administration-on-us-drug-pricing-ceo-says--74zgbk7319y82wz.html

Https://www.lse.co.uk/news/GSK/london-briefing-gsk-eyes-profit-at-top-end-of-range-bae-backs-guide-lkfi8ym4f7gzkwz.html

👍👍

Interim divi 4.67p

gla

Https://www.lse.co.uk/news/TW./taylor-wimpey-cuts-profit-guidance-swings-to-big-h1-loss-tysml2165acy5o9.html

Bloomberg.....Markets reporting a miss on estimated underlying profit.

Underlying earnings $4.8 Billion

Divi 148 cents

Let's hope for some traction.

gla

Https://oilprice.com/Energy/Natural-Gas/China-Ditches-US-LNG-as-Russian-Pipelines-and-Domestic-Output-Surge.html

EU caves to Trumps $750 Billion energy from the US.

The EU has the back bone of a jelly fish & void of wisdom.....Trumps plan is to destroy the European Union.

Https://www.lse.co.uk/news/GSK/gsk-strikes-usd12-billion-drug-portfolio-deal-with-hengrui-pharma-03rp07dfgg4zvx1.html

More than Trump will fall, if those Epstein files are ever released..... scandalous how the inner circle protect each other.

Dems can shout scream for blood but it's just show business.....their heavy weights don't want the files released. My guess, powerful lobbying to bury the files.

Trump & J.Powell last week ....a good laugh to see Trump waffle BS Infront of his own camera crew.

He says he wants J.Powell gone & bad mouths Mr Powell... ....erm it was Trump who appointed J. Powell in 2017 after Janet Yellen.

I can't wait to see him impeached and the world can then ramp up growth.

gla

Https://oilprice.com/Latest-Energy-News/World-News/Fossil-Fuels-Rise-in-Europe-and-US-Despite-Soaring-Clean-Energy.html

The market response to Amanda Blanc's choice is flat/dry/dull & quite frankly isn't getting excited.

I'm absolutely certain Albert Manifold knew his materials/cement industry inside out and that is his success story.

It ridiculous to assume that Mr Manifold's building materials path can translate over to Oil & Gas.

Before early retirement, I used to own a chemical company & had dealings with many European companies.....about 15 years ago we had a meeting with a well established German customer, they had appointment a new head of Sales & Marketing (Ex European marketing for largest alcohol spirits company)

I met the guy 9 month into his new position & he was clueless in his new company position.

We can say...give Mr Manifold a chance.

In BP case, there isn't the luxury of any more panic strategy blunders.

Https://oilprice.com/Energy/Energy-General/Americas-Electricity-Demand-Just-Hit-Overdrive.html

Data centers increasing USA electricity demand.