Member Info for lselsf

So have you sold or are you holding? What is your outlook? You were very dismissive and defensive of my previous questions. Not here to rub it in, I gain nothing with ""I told you so", there's a lesson in everything, good or bad. Genuinely curious what and if your actual position was as you promoted this.

An interesting one to watch from the side. Some major plot holes, now just need the twist ending.

"Obviously deals are being struck in the background" - Why? Why obviously? Please don't hype the LA subway trial again. This company failed to sign deals in previous years with much bigger technical sales team and when their technology lead was further ahead, what has suddenly changed in the last 6 months?

2018 is expected to be the last year of big dividends at GSK. While not to the same degree, there are parallels with other recent one last big payout being forced against longer term strategy and sensible precautions that should be taken. Obvious developments from generics playing out can always be defended as "external" factors but this provides little solace to the investor.

Sufficiently phrased to justify a cut in coming quarters and to display "responsible management" during the current times.

That PB is overvalued does not make CWD undervalued. Selecting less bad shares is not a good strategy.

Results are worse than the general market downturn in the housing market, 100 level may not hold.

A lot of debt but other than that few similarities with CLLN, margins are OK unlike CLLN.

montecristo, what has changed is the wrong strategy, which was conceptual in the main 6 months ago, is now actually being executed, persistently. Woodford has explained his concerns although apparently this board knows better than Woodford now. The reorganisation in personnel mentioned here is one tangible example, this involves all levels of the corporate ladder. The long range plan is wrong and this feeds back to wrong focus in medium term, etc. Outside of GSK, some external factors have also changed e.g. US tax reform.

luddite, do not misquote me. My full quote from Dec 23: 'On this board you will mostly find random (not founded on any fundamental or trading concepts) positive outlooks. In an earlier thread I tried having the conversation on pipeline which is the big concern. Lack of strategy and a reactive management, personified in the CEO, does not help. In addition to product pressures, tax reform in the US based competitors will further disadvantage GSK. A cut in the divi is a given so is essentially 'priced in', mentally at least. It should be the least of a shareholder's concerns and as with any share it is always wise not to get sucked into a dividend trap anyway, protecting capital should always be the first rule so it is always good, to a certain extent, to "forget the divi". I see GSK trading between 1100-1200 in 2018, going perhaps as low as 1050 assuming same management team and no major (structural) M&A activity." The question was 2018, and as a reply to reiterate: "I see GSK trading between 1100-1200 in 2018, going perhaps as low as 1050 assuming same management team and no major (structural) M&A activity." This current thread is about the short term hence "rising SP" title, and "This will bounce around between 11-13" does not change my outlook given that the current price is 13. It can't bounce around 11-12 if it is currently 13, can it? I am not "now saying 12 to 13", etc. I am here for informed, intelligent conversation not message board angst, trolling, etc. If you are interested in this let's talk, if it is just going to be misleading posts to get a reaction I will ignore.

You may read my previous comments, this is just a bounce, it will not shoot back up to 1000 and increased volatility is not good for a share of this nature. I will be taking a break from posting about ABDP, there is not sufficient experienced trading knowledge here. Good luck.

You are not making much sense. The fund ramping is irrelevant so I will disregard, dot com bubble of exaggerated valuation is an example from the wrong end of scale. If you wanted to make your point well you shoukd have pointed to PE being artificially low 2 years ago on sentiment exaggerations from China slowdown. Seriously, these forums are like going back to intro Econ class. Share buyback does nothing does it? And neither does opposite QE either I guess. Wow.

The logic of your methodology aside, in the particular case of GSK's Emma Walmsley you may possibly have the worst high profile female CEO since Carly Fiorina.

P/E has only just made it to fair value of 20 and the company is actively buying back shares, the sector is still recovering and you are going to sell this now? And then buy what?

Precisely the reason I got out, see just the message before this. The bubble has burst quicker than expected, there will be many new comers who have only just bought because this was on several 2018 pick lists. Expect a small bounce then a steady drift back down to 700.

17? That is a laugh. At least say something remotely within reason like 15. This will bounce around between 11-13. Next big event looks likely to be dividend cut.

Whatever happens in the short term with the dividend, there is currently absolute no (zero) indication of any improvement in aviation. It's a hope or guess in a market that will only become increasingly competitive.

Sold my remaining shares. With a P/E approaching 50, this share is now very much overvalued. I foresee an abrupt correction in a few months with growth in the order book not being at same rate as 2017 and newcomers having seen this in various pick lists losing interest. For me this share has too quickly, in just a few months, moved from being a long term holding for those who have done due diligence to one for those looking to make easy money.

On this board you will mostly find random (not founded on any fundamental or trading concepts) positive outlooks. In an earlier thread I tried having the conversation on pipeline which is the big concern. Lack of strategy and a reactive management, personified in the CEO, does not help. In addition to product pressures, tax reform in the US based competitors will further disadvantage GSK. A cut in the divi is a given so is essentially 'priced in', mentally at least. It should be the least of a shareholder's concerns and as with any share it is always wise not to get sucked into a dividend trap anyway, protecting capital should always be the first rule so it is always good, to a certain extent, to "forget the divi". I see GSK trading between 1100-1200 in 2018, going perhaps as low as 1050 assuming same management team and no major (structural) M&A activity.

The sale is acceptable and standard practice given the situation, obvious enough really, the real question should be why he chose to leave.