Member Info for bob6

https://www.***************************/babcock-international-group-plc-94-potential-upside-indicated-by-jp-morgan-cazenove/412740533

They go EX-DIVIDEND ON THURSDAY 7th DECEMBER 2017. 6.85p paid per share .97% paid on 16 th JANUARY 2018 buy the shares up to close of business Wednesday 6th December and get the dividend

Shareholders Name Equities % Invesco Asset Management Ltd. 50,160,084 9.92% Standard Life Investments Ltd. 35,901,388 7.10% Capital Research & Management Co. (World Investors) 29,261,855 5.79% Woodford Investment Management Ltd. 25,474,689 5.04% Capital Research & Management Co. (Global Investors) 18,422,798 3.64% Legal & General Investment Management Ltd. 14,352,920 2.84% Ignis Investment Services Ltd. 9,860,240 1.95% M&G Investment Management Ltd. 8,769,851 1.73% BlackRock Advisors (UK) Ltd. 8,119,670 1.61% UBS Asset Management (UK) Ltd. 7,977,000 1.58% ME BOB. and they all probable bought in at a lot higher than the price is now long term a good investment , over sold in my opinion . ex-div DECEMBER, bought some more today , g luck

Emma Walmsley confirmed an interest in Pfizer�s consumer unit and said it would be �would be irresponsible� to commit to dividend stability in the longer term. me, this type of statement only confirms she is waiting until 2018 as promised before cutting the dividend, it's on the cards, my guess is we may see the sp fall further in anticipation of the dividend cut how low it's going to go is anybody's guess , this should be no surprise to the market as at this very minute the share price is being adjusted in anticipation of a dividend cut in 2018 as we have seen a small rise today it's possible we are near the bottom, but i could be wrong.

What on earth's going on at GSK ,whereby the share price as devalued by around 14% in a month, The new CEO seems to me to lack experience by not putting a stop to this downward sp fall / crash by press release statement to share holders, explaining the companies intentions in 2018 my suggestion is if you need to raise money why not have a right's issue , only my guess but if they reduce the dividend as suggested, the sp could drop even further. at the moment the sp seems to be adjusted down in expectations of a dividend cut in 2018 , the problem is how much further is it going to fall .?????

It says that 89% of revenue is now confirmed for the year ending 31 March 2018. That ought to provide management with fairly good visibility of profits for this year. The shares now trade on a forecast P/E of 10, with a prospective yield of 3.6%. If Babcock can maintain its current level of performance, I believe the shares should offer good value at current levels.

SHOULD BE ON BAB DISCUSSION. YES I AM BUYING

It says that 89% of revenue is now confirmed for the year ending 31 March 2018. That ought to provide management with fairly good visibility of profits for this year. The shares now trade on a forecast P/E of 10, with a prospective yield of 3.6%. If Babcock can maintain its current level of performance, I believe the shares should offer good value at current levels.

To cut or not to cut� In my view, Glaxo will reduce its dividend yield. Maintaining the payout at 80p per share has really taken its toll on the business as net debt has risen from �9bn to �14bn over the past six years. Shareholder equity (total assets minus total liabilities) has collapsed from �8bn to �1.1bn over the same period. If this trend continues, and growth remains sluggish, sooner or later the company will have to make some tough decisions. I believe management should act before it is pushed. A 50% cut would reduce the payout to 40p per share, that�s still a yield of around 3% at current prices, which is only just below the market average. Yet it may be too low for some investors.

THE MAIN PROBLEMS GSK ARE FACING ARE 1.Trump bad mouthing parimutuels companies and vowing to reduce prices Donald Trump says drug companies are 'getting away with murder' and vows to reduce prices The President also claims that 'the world is taking advantage of us'� Alexandra Wilts�Washington DC� Monday 16 October 2017 21:01 BS 2.WILL GSK CUT THERE 6% DIVIDEND IN 2018 POS. TO 3% ? Is GlaxoSmithKline plc�s 6% dividend yield safe? Rupert Hargreaves�|�Sunday, 5th November, 2017�|�More on:�GSK Following the release of�GlaxoSmithKline�s�(LSE: GSK)third-quarter figures last week, shares in the company have crumbled due to rising concerns about the company�s dividend�payout.� This isn�t the first time the company has faced such concerns. Several years ago the shares took a beating as the City proclaimed that falling earnings per share, a result of patent expirations, would force the company to slash its shareholder distribution.� This cut never materialised. Instead, management promised to hold the payout at 80p per share until at least 2018.� Unfortunately, it�s now looking increasingly�likely that the firm will slash its payout next year.� Turning the business around� Over the past few years, Glaxo�s business has been through a rough patch. Luckily, the firm has been able to recover from its problems, and thanks to new treatments, as well as weak sterling, earnings have ticked higher. After earnings per share hit a low of 75p in 2015, this year the company is on track to earn 110p.� EPS of 110p easily cover the 80p per share dividend payout. However, on a cash basis, the payout looks vulnerable. Indeed, for the first nine months of this year, the company produced just over �4bn in cash from operations and spent �1.5bn on capex, giving a free cash flow of �2.5bn before dividends. Dividends for the period amounted to �3bn leaving a gap of �500m.� Going forward, the cash squeeze might get even tighter if the company chooses to pursue growth.�Glaxo is eyeing potential acquisitions from�Pfizer�in the US and�Merck�in Germany�to boost its consumer division.� The Pfizer business is estimated to be worth $14bn.� Meanwhile, the firm is apparently preparing to buy out the 36.5% stake in its joint venture with�Novartis�for $10.3bn. These are some sizable figures, and Glaxo�s balance sheet can�t take on much more debt to fund acquisitions. So, it�s entirely�reasonable to assume that the firm could cut its dividend by 50% or more to save a few billion a year and fund expansion.� This is a delicate trade-off. On the one hand, a dividend cut will help reignite earnings�growth. On the other hand, a re

24/10/17 OPEDED�AT 1519.50 CLOSED AT 1512.00 DOWN 7.5P 25/10/17 OPENED .AT 1512.00 CLOSED AT 1429.00 DOWN 83P 26/10/17 OPENED AT 1411.00 CLOSED .AT 1380.00 DOWN 31 P 27/10/17 OPENED AT 1370.50 CLOSED AT 1366.50 DOWN 4P 30/10/17 OPENED AT 1363.50 CLOSED AT 1372.50 UP 9P 31/10/17 OPENED AT 1369.50 CLOSED AT 1357.50 DOWN 12 P 1/11/17 OPENED AT 1355.00 CLOSED AT 1351.50 DOWN 3.5P 2/11/17 OPENED AT 13.44.00 CLOSED AT 1358.50 UP 14.5P 3/11/17 OPENED AT 1358.50 CLOSED AT 1361.00 UP 2.5P 6/11/17 OPENED AT 1350.00 CLOSED AT 1360.50 UP 10.50 P 7/11/17 OPENED AT 1363.00 CLOSED AT 1343.00 DOWN 20P WEDNESDAY 8/11/17 OPEDED AT 1345.00 CLOSED AT 1362.50 UP 17P THURSDAY EX-DIV DAY OPENED AFTER -19P DIV ADJUSTMENT AT 1349.50 DOWN 13P DAY HIGH WAS APPROX. 1365.50 CLOSED AT 1346.50 DOWN 3 P ON DAY FRIDAY 10/11/17 OPENED AT 1349.00 CLOSE/NOW 1318.00 DOWN 31P ON DAY SO BETWEEN TUESDAY 24/10/17 PRICE WAS 1519.50 AND TODAY FRIDAY 10/11/17 PRICE WAS 1318.00 = A DROP OF 201.5P Top Five Mutual Fund Holders: VA CollegeAmerica Inc. Fund of America holds 60.5 million shares, or a 1.2 percent stake, as of June 30, 2017. It recently shed 2.2 million shares. That accounts for 1.23 percent of the fund�s total net assets. Vanguard Total Intl. Stock Index holds 61.5 million shares, or 1.25 percent stake, as of Aug. 31, 2017. It recently added 671,500 shares. VA CollegeAmerica Cap. Inc Bldr holds 28.6 million shares, or a 0.58 percent stake, as of June 30, 2017. It recently dropped about 7 million shares. That accounts for about 0.6 percent of its net assets. Vanguard Developed Markets Idx Admiral holds 24.5 million shares, or a 0.5 percent stake, as of Aug. 31, 2017. That accounts for about 0.5 percent of its total assets. Federated Strategic Value Dividend A holds 18.2 million shares, or a 0.37 percent stake, as of June 30, 2017. That accounts for about 2.8 percent of its total assets. Top Five Institutional Holders: Vanguard Group holds 103.9 million shares, or a 2.1 percent stake as of Aug. 31 2017. That accounts for 0.5% of its total assets. It recently shed 6.3 million shares. Capital Research and Management Company holds 93.7 million shares, or a 1.9 percent stake in Glaxo as of June 30, 2017. It recently shed 12.6 million shares. BlackRock Fund Advisors holds 73.4 million shares, or a 1.5 percent stake as of Sept. 28, 2017. It recently added 753.4 million shares. Fidelity Management and Research Co. holds 58.5 million shares, or a 1.2 percent stake in Glaxo as of July 31, 2017. BlackRock Investment Management holds 38.6 million shares, or a 0.8 percent stake as of August 31, 2017. That represents about 2.1 percent of its total assets.

24/10/17 OPEDED������������������������������..AT 1519.50 CLOSED ������������������������������������.AT 1512.00 DOWN 7.5P 25/10/17 OPENED ������������������������������.AT 1512.00 CLOSED������������������������������������..AT 1429.00 DOWN 83P 26/10/17 OPENED ������������������������������.AT 1411.00 CLOSED ������������������������������������ .AT 1380.00 DOWN 31 P 27/10/17 OPENED ������������������������������.AT 1370.50 CLOSED ������������������������������������..AT 1366.50 DOWN 4P 30/10/17 OPENED ������������������������������.AT 1363.50 CLOSED�������������������������������������AT 1372.50 UP 9P 31/10/17 OPE

24/10/17 OPENED������������������������������..AT 1519.50 CLOSED ������������������������������������.AT 1512.00 DOWN 7.5P 25/10/17 OPENED ������������������������������.AT 1512.00 CLOSED������������������������������������..AT 1429.00 DOWN 83P 26/10/17 OPENED ������������������������������.AT 1411.00 CLOSED ������������������������������������ .AT 1380.00 DOWN 31 P 27/10/17 OPENED ������������������������������.AT 1370.50 CLOSED ������������������������������������..AT 1366.50 DOWN 4P 30/10/17 OPENED ������������������������������.AT 1363.50 CLOSED�������������������������������������AT 1372.50 UP 9P 31/10/17 OPE

Glaxo bid for Pfizer arm a bad idea, says Jefferies Speculation that GlaxoSmithKline (GSK) may bid for Pfizer�s consumer business has undermined confidence in the pharma giant�s dividend, says Jefferies. Analyst Jeffrey Holford retained his �buy� recommendation but lowered the target price from �17.00 to �15.40 on the stock, which fell 1.1% to �13.57 yesterday. �Management has undermined confidence in the dividend,� he said. �Investors fear it could be sacrificed to acquire Pfizer�s consumer business. We think the dividend is too important to too many GSK shareholders for management to pursue this strategy.� He added that recent consumer deals �have not been successful�. �Despite our reservations on GSK, the stock price has fallen too much in our view and we believe it can rebound to �15.40 on earnings support alone.�

30/10/2017 GlaxoSmithKline plc 12.4% Potential Upside Indicated by Jefferies International analyst believes there is a potential upside of 12.4%�from the opening price of 1369.5 GBX. Over the last 30 and 90 trading days the company share price has decreased 151 points and decreased 146.5 points respectively. The 52 week high for the stock is 1724.5 GBX while the 52 week low for the share price is 1351 GBX. GlaxoSmithKline plc has a 50 day moving average of 1,505.27 GBX and the 200 Day Moving Average price is recorded at 1,598.02.�There are currently 4,918,630,965 shares in issue with the average daily volume traded being 8,260,669. Market capitalisation for LON:GSK is �67,508,209,995 GBP. http://www.***************************/glaxosmithkline-plc-12-4-potential-upside-indicated-by-jefferies-international/412738965

GSK INVESTORS EVENT JULY 2017 EMMA WALMSLEY STATES AFTER 40.40 MINUTES OUT OF A 43 MINUTE SPEECH PRIORITIEY 2 SHAREHOLDERS RETURNS, 80p DIVIDEND 2017 And intention of 80p IN 2018 AND ON https://www.youtube.com/watch?v=XJSWx31V3so

OCTOBER 25, 2017 11:10 AM A newly approved shingles vaccine could become the nation�s primary defense against the painful skin disease after the new medication was endorsed Wednesday by scientific advisers to the U.S. Centers for Disease Control. GlaxoSmithKline�s new vaccine, Shingrix, was approved Friday by the U.S. Food and Drug Administration. It�s only the second shingles vaccine approved in this country, along with Merck�s Zostavax, which has been in use since 2006. Where the FDA approves medications for public use based on efficacy and safety, the CDC endorses preferred drugs. On Wednesday, the CDC�s Advisory Committee on Immunization Practices met in Atlanta, Ga., and recommended that the CDC endorse Shingrix over Zostavax, and also recommended Shingrix shots for Americans aged 50 and above. Shingles affects 1 in 3 Americans in their lifetime, and strikes an estimated 1 million Americans each year. The disease is caused by the Varicella Zoster virus, the same virus that causes chickenpox. If you�ve had chickenpox, the virus can lie dormant for decades and become active later in life, causing a painful, itchy rash and debilitating swelling and blisters. TO READ MORE CLICK http://www.newsobserver.com/news/business/article180782786.html

27 October 2017 ViiV Healthcare announces positive phase 3 results from the BRIGHTE study of fostemsavir in heavily treatment-experienced patients with HIV Data for investigational attachment inhibitor presented at the 16th European AIDS Conference in Milan Issued: London, UK ViiV Healthcare, the global specialist HIV company majority owned by GSK, with Pfizer Inc. and Shionogi Limited as shareholders, today announced results from the phase III BRIGHTE study of fostemsavir in heavily treatment-experienced (HTE) patients with HIV-1 infection. Following one week of treatment, HTE patients receiving fostemsavir added to a failing regimen experienced a greater reduction in HIV-1 viral load compared to patients receiving placebo, demonstrating statistical superiority of fostemsavir over placebo (0.79 log10 c/mL vs 0.17 log10 c/mL; p<0.0001).

https://www.youtube.com/watch?v=ZiJa9diJOMk

Reported by the Times today Glaxosmithkline after raising the prospect of parting with $15 billion to bolster it's con-health business by declaring it's interest in Pfizer's consumer business . This triggered concerns in the city about a possible dividend cut even though GSK has said that it plans to maintain the dividend next year, the sp dropped 5.5% me , I think it is time EMMA WALMSLEY made it clear to the city/share holders the companies intentions on the future of the dividend to stop this uncertainty sp must be down somewhere near 10% this week crazy