Member Info for Dinoken

Doubly good end to week :
1) Nucala approved by yanks.
2) Stada (German druggie) buying 6 consumer healthcare products from GSK : itch relief cream Eurax, antiseptic cream Savlon and Tixylix cough liquids. GSK streamlining before split.

Apart from properties, when Fuller's sold their brewing at such an astronomical price, it became clear that the Marston's assets are significantly undervalued in the books and that the Well's acquisition was indeed good value. Looking good, chart shows 120 smashed within a week … famous last words

barchid - damn, you are correct. Woody is promising to invest in FTSE350 and FTSE100 stocks. MARS is in neither. Annoyingly enough, GNK is …

Interesting you mentioned Henley - home to Brakspear's beer. Brakspear Old is my favourite …

Morgan Stanley note today - No buy backs ? At this price ? Hard to believe.

Best idea I have seen for a while, beer sales will certainly increase. Marston's should introduce it into all of their pubs. No point having photos down bog, because lets face it, SK is already full of ****.

Gaspunter - think there is more to it than that. Just got my financial advice from exspurt down pub who thinks we are experiencing the 'Woodford' effect. Apparently, Woody is having to rebalance the holdings in his failing fund which means he is returning to his roots as a booze, fags and drugs fund. Since he does not have to sell his IMB to cover redemptions, IMB should start to do well. In addition, high yielding brewers and druggies should also get a boost. Time to top up ? Over 110 as we talk.

2% rise today, technically looking very strong. What have I missed ? News, broker report or long term weather forecast ?

Yep. Today's Global Express upgrade news should flush out rival bidders. Hope so, anyway.

PFC have scored 12-month renewal deals in north sea with Total for Alwyn/Dunbar and anon for asset in central north sea.

The next fine is from the land of Oz - class action into Forex rigging. Never ending fines. Still, looks less likely that Jeremy will get his hands on RBS after Labour's pathetic showing in Euro elections even though they did beat the Conservatives, but then, who didn't ?

Thx AllAtSea - good to know. Nevertheless, think you are being optimistic about buying 2 houses in Chelsea for £3m. You cannot even get a parking space for that.
Good news this week all round for GSK : Shingles approval in China, sales rep incentives re-introduced, and India Competition Committee approval of healthcare tie-up with Pfiser.

Agree with you johnpwh. Nevertheless, ISAT is already xd so you will get divi on 30/5 even if you sell on Monday. Note the divi and sale consideration are priced in USD, so you will get more or less GBP depending on the exchange rate at that time. I cannot see GBP rising against USD in short-term - especially with hard Brexit back on horizon - so will hold for currency benefit and possibility of authorities kicking this out and US buyer stepping in. Could well be wrong on all three counts with GBP rising, authorities kicking this out and no US buyer moving in ...

According to ISAT prospectus, D Day when shares are no longer traded is sometime in Q4 with long stops on 10/12 and Friday 13/03/2020. Cheques despatched 14 days after D Day. Authorities could block right up until D Day. If this happened, it would open door to either no bid or a US based fund bidder taking over. US fund bidder would most likely be successful.

After Brexit ? When exactly will that be ? More to the point, cannot see Jeremy paying any dividend. Will have to hope that the forthcoming UK election result mirrors what has just happened in the land of Oz - wizard result there.

From London South East no less - but I could not find it anywhere on this site. Wonder how much this is going to cost ?

GSK and Novartis have admitted breaching Australian consumer law around Voltaren Osteo Gel and Voltaren Emulgel pain relief products by making "false or misleading representations in the marketing" of the two products.

From January 2012 to March 2017, the companies marketed Osteo Gel as a more effective treatment for pain and inflammation caused by osteoarthritis than Emulgel. In fact, the two medications are "essentially the same".

A later hearing will take place to "determine penalties sought by the ACCC".

Takeover agreed, no rival bid. Looks like the end. 12c divi 30/5 and 709c payment sometime within next year. Shame, always thought another bidder would come in.

Definitely a good move. Missed the initial company announcement on London Stock Exchange and London South East sites as it appears as a RNS-Reach rather than a RNS, and the RNS-Reach announcements do not appear in some company news item lists.

Glad to hear RBS already had this fine covered by existing provisions. Any idea what and when the next fine will be?

At other end of country - Hobgob Gold at Beefeater pub 'Malta Inn' in Kent looked completely at home and was going down very well with clientele.

Weak pound hard brexit could see overseas buyer come in. Then again, Whitbread is flush with cash, their beefeater pubs sell Marstons beer and Marstons lodges could easily be converted into Premier Inns...