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Has the SA, Brazilian P1 and Kent variants in circulation

and overall case numbers are falling.

* 40-60%.

This is getting embarrassing.

We already have 5 effective Covid-19 vaccine with many more to come.

Second genertion vaccine testing is now underway.

GSK should have conceded this area and looked elsewhere imv.

I use the term effective as the annual influenza vaccine is estimated

at somewhere near 40-60 effective, usually.

FY update, may be worth a look imv,
particularly on a decent outlook statement.

"Issue " with SNR, BOY, MRO or MGGT

is they are heavily reliant on the normalisation of airline travel

over the next 12-18 months.

Would hope that is realistic, barring some problematic new variant

that largely evades vaccines.

denby, if you are unable to grasp the concept

you are perhaps best left to you own devices,

so good luck with that.

Perhaps maths is not your strong point,

take a look at a 20 year chart of RCP.

* may be, then thay pay a $ 1.5 bn break fee.

Firstly, on Apple, is Buffett gambling holding that stock?.

In terms of what I've mentioned you are misunderstanding the point

I'm attempting to make - which is longer term value creation,

the very opposite of gambling.

The market rewards earnings growth, it's less concerned with income generation.

And if you really need a certain income from investments, then

consider selling a very small % of that investment each year or

every other year etc ?.

It's exactly what I've done with RIT Capital over the years.

However, for that strategy to work it requires growth.

Terry Smith advocates a similar strategy and he's far more clever

than me.

'Chasing' dividends is usually the road to underperformance.

There is another way.

The current level of dividend is a hindrance, not a help

to the GSK share price.

If you don't understand that, perhaps the stock market is not the

place for you, respectfully

Have investors bought Apple for it's great dividends?.

Hint - the market wants earnings growth.

That is the primary driver of longer term share prices.

All be it that at times investors will be willing to pay

a higher multiple for those earnings - bull markets v bear markets etc.

Poker, I have not worked for a large corporate for over 10 years

now so more than a little out of the loop these days!.

From memory though, you are right. A BOD members would normally inform

the Chair - I'm not sure that was/is a legal requirement , one perhaps covered by

contractual terms etc.

Remember the fuss a few years back with that Tesco director selling close to a

subsequent disappointing trading update.

Think he may have left the company shortly afterwards, may have been unrelated.

Has anyone read the transcript?.

Not sure I can sum up the enthusiasm to read the complete presentation.

Apologies if this has already been mentioned here as was busy

for much of yesterday.

And did indeed flag up a good call

for mentioning under £40 a share in December.

Read his post on Unilever from 28 November 2022

and then his first December post.

What appears to be a seismic 'change' in outlook,

But without any rational behind this.

Now anyone can change their mind without needing to explain

let alone justify this etc ...it is just a free bb after all.

However, for those perhaps hanging on his every word,

have a read of that November post

With respect this is a tad ridiculous, the rules regarding
dates are clear.

Also keep in mind that a director, senior manger or indeed anyone
in possession of "material" information that is "not in the public domain"
is precluded from trading in that companies shares.

Whether that always happens...!.

Those of us who are a little older may remember a time when
"Insider trading" was Not illegal - some may find that surprising.

A director of an LSE stock is perfectly entitled to purchase or sell
shares on interim or FY results day - provided the company concerned
is not the subject of a bid. There may possibly be other exceptional
circumstances.

You will notice Non Execs often buy just following results.

If there is a conference call or analysts presentation on results day,
it's usually "etiquette" to wait until that has completed prior to dealing.
How strictly that's now adhered to I'm not sure.

Not great news for those needing life saving treatment!.

Keytrada represents about 25% of Merck's entire annual revenues
currently.

Similar to GSK with Advair a few years back.

Or GSK with Zantac well over a generation ago now.

Fats is feeling his age!!.

toli, at least you've had some nice dividends over that time.

Not such a great inflation adjusted return to be fair!.

But there is always hope.

My 15 year old nephew doing a Business Studies GCSE

knows this one.

Are we really discussing this?.

The idea is risible.

You can make a buy case for GSK, that's not one.

Post split, post pandemic, it may possibly be different,

however that would still require HMG approval under the new

take over rules legislation.

Is Not in a closed period.

HMG have tightened takeover rules during the pandemic for any

companies that play a significant role in the UK's pandemic response.

I posted the FT report on this previously.

Under Article 19(11) of the UK Market Abuse Regulation (UK MAR), the period of 30 calendar days before the announcement of an interim financial report or a year-end report...