Member Info for fatprofits

Do they?, I've never seen GSK reference currency hedges.

* weaker GBP

Marcus, GSK is a big USD earner. Weaker GBB/USD is a benefit
and the reverse applies.

Take a look at how GSK traded in the days following the referendum
to see this play out.

Brexit deal = stronger GBP.

"...While we are maintaining our 2020 Adjusted EPS guidance, there remain
notable risks to business performance over the balance of the year.
In particular, the outcome is dependent on the timing of a recovery
in vaccination rates, particularly in the US, which we anticipate
in the third quarter. If we were to experience a delay in this recovery
we could see a significant impact in 2020. In the case of, for example,
a three month delay, the impact on adjusted EPS would be up to 5
percentage points..."

It may be worth reading the Guidance paragraph in the Q2 statement.

GSK spell out the impact of lower vaccination uptake because of
COVID.

n/m.

Very unlikely imv.

Around 13.50 or towards £13. Imv only.

that is the question.

Primark = the bulk of ABF profits.

Some reports of a circut breaker for Wales from this Friday

with all non essential shops closing.

Will England follow...?.

Leaked reports that Wales will introduce a two week circuit breaker from October 23.

Uk COVID figures beginning to look ugly, nearly 1,000 people hospitalised
on today's update.

Significantly overpriced looks a bit harsh.

Will this force ABF to consider an online option?.

by COVID - vaccine revenues that is.

Debt pile looks ugly imv.

I dont get the logic of selling a high growth business
which they knew inside out and then going and buying something else

My preference was for Virdor ro be separately listed with Pennon
retaining a majority stake.

Well the SP is lookimg a tad ill atm.

Addeds few before the close.

If it's an acquisition, let's hope they don't overpay.

Firstly the SP low @ circa 8 looks in- Unless there is no viable vaccine
candidate available over the next 9 months.

In terms of the current SP, it looks pretty much fairly priced at this point.

Consensus atm appear to suggest 2018 levels of profitability in 2023 -
obvs this is subject to very significant change, particularly re COVID developments.

The very worst I can envisage is COVID reinfection occurs in the absence of a vaccine.
Currently we do not know how long any immunity lasts.

I would both hope and expect the outcome will be better than a worst
case scenario.

For me RYA is a stock to look at on any wider equity market turbulence,
it's best in class by a wide margin.

Luck to holders.

Reading some posts here it seems to me that many here
are speculating rather than investing.
Nothing inherently wrong with speculation, except timing is difficult.

imv.

That will be a NO!.

you can only really assess RYA re the wider sector and to say

that it has outperformed both IAG and EZJ would be something of

an understatement.