Member Info for fatprofits

Not surprised for reasons previously mentioned.

Capt, you can search on sites like short tracker under the
stock epic - so GSK for example.
However, they only track shorts over 0.5% of the issued
shares capital - there is another site that tracks below this,
but can't remember the name offhand.

Stop spamming the boards with this cr*p.

If investors paid more attention to the large shorts in various UK companies
some might have avoided seeing their equity wiped out.

Time and again large short positions have been an early warning sign of
trouble ahead - you should be thanking them.

lol, I will likely opt to double down on the consumer healthcare company as
the lower risk option, but then as per the Zeneca demerger
from ICI, pharma can result in extraordinary returns!.

No you get both.

THen it's your choice of what you want to do.

Added again before the close.

Unless a majority of big institutional shareholders want change.

So there is some commercial return on these it appears.

Hopefully someone can clarify this.

If I am reading today's statement correctly, GSK are now
making some commercial return from their covid products?

assume this is their antibody treatment?.

Silence not so golden?.

Https://www.thetimes.co.uk/article/is-it-time-for-unilever-to-be-broken-up-739zt8vzm

"...Speculation is rife that Unilever is in the sights of the billionaire activist investor Nelson Peltz..."

And its not just BOO in the firing line...

Https://www.thisismoney.co.uk/money/markets/article-10123145/China-giant-Sheins-tax-ruse-big-threat-Boohoo.html

It was distribution!!

That's why I questioned the recent price weakness a number of times,
it looked like.. something Wicked this way comes

which it did.

There does not appear to be a financial calendar on their IR site.

..

Now pretty clear that more effective vaccines would be helpful
with increasing transmissibility of new variants.

Let's hope GSK can finally deliver the good on this.

Very depressing to see UK case numbers rapidly rising once again.

* Some culling of smaller less competitive brands needed, that is.

Covid restrictions in South East Asia cost about 1% on volume in Q3.

54% of their brands winning share on a value basis, up from 52% in Q2.

Now over 50% of brands winning share on value in the US market from sub 50%.

Appears their largest 5-10 brands are robust, growing strongly at high single digits, helped by e-commerce availability, some culling needed imv.

My own view -
Tea divestment may help improve sentiment when it finally completes.
Divestments of some smaller less competitive brands may also be very helpful,
worked wonders for P&G but scope is significantly smaller at Unilever in this area.

* covid cases now rising rapidly