Member Info for LuckyLuciano

Didn't know about this deal but slowly I am starting to get a picture of GSK. A company that is pushing for a commercial sale revenue steam because is lacking intellectual properties potential or worst the management to implement it.
Its a short term gain I suppose people have to believe in what they are doing to be successful.

Well LOVTRADING admire you courage in coming out with your feelings. You sound too emotional though, come on, panicking because share price in up 9%
Me I suggest changing you name to ILIKETRADING.
And leave love for those that really mean it.

Thank you for sharing your knowledge on these companies.
On the sp/valuation possibly best assessment in my opinion comes from TrekMadone post 14.32.
One thing I would add is that this new wave of covid is not only affecting the indexes/sp right now, but it will have a tangible negative effect also on the financials of many companies including Pharmaceuticals.

..an wish you all a Merry Christmas.

I don't hold any of them but in the end without been too specific, we can say that AZN pe is double of GSK.
Have no data for debit of the two companies but another meaningful valuation/comparison should be focusing on this metric.
Gain made out of investments are paper gain only good in the balance sheet and especially for a Pharma company they could be misinterpreted

Why the good news on Covid 19 where released at 7 am and the financial at 12am?

Yes AZN projected pe might be double of GSK . Have to say though today EPS is not what apparently the market was hoping for.

No denby69
no chat in here because GSK is a boring share, no much opportunities to scream buy buy, sell sell.
Among other things though, is the difficulty to asses and comment on operations with GSK and all other pharmaceuticals.
They are too complex for the average investor out there therefore you get apathy. This is unfortunate because with a PE of 10 GSK is by far the cheapest big Pharma to invest.
Just look at the share price chart comparison between some of the biggest Pharma since 2008 crisis, or since recent covid crisis and anyone as to wonder why GSK is so cheap. Is so cheap that makes can make one investor suspicious or even scare to invest here. lol
I can't believe that GSK is not a takeover target right now, although the reason may be something to do with competition and market monopoly, that would make it difficult for any take over from other big Pharms to materialise.

For sure some 2billion shares plus today issuing equal more than 8 billions.
What I don't get is today sp action .
If after today RR. number of shares as grown to 8 billions, shouldn't the market cap be divided now by that amount of shares, to make a share price of p25 ?

From my research I have identified 3 important factors for vanadium application and consequently price.
One is Biden been elected, his commitment to renewable policies should be a positive mid long term factor.
The second possibly more important is the Chinese 14th social economic development plan.
2020 will see the end of the previous 5 years plan, if in the new plan there are going to be policies even more friendly for vanadium application (as it should be), then also new mining development will start to rapidly take off.
The third is the coming out from this pandemic. This would affect more vanadium use for steel making than battery storage and possibly will benefit more FAR, than other companies that are focusing as much if not more, on the potential of vanadium in renewables.
To tell you how much is misleading to read information out there on vanadium, I came across new that apparently China recently has become a net importer of vanadium. In another research I found out that china was importing vanadium just because was cheaper than the one they produced (I think something to do with European and Chinese prices).

Make of it what you wish.
https://roskill.com/market-report/vanadium/

MR.Spacetomato
please allow me to make this clear. What made me keep posting afterwards is the ambiguity in which this rns has been written, together with the potential of this company future, (I am not sure if is understandable). In any case no hidden motives and sorry for been misinterpreted, I was not trying to drumm anything with deramping intentions, it was just my way to stimulate a meaningful debate on the matter. I did say that I was considering re-investing in FAR . I can see you point tough and in the future will try to keep my opinions to my self. My apologies.

Tra1
strange that you know the reason because I though I explained mine clearly before. But please what is your take?
Please tell me why I have lost money in the past?
I like to think that I have been the only one able to decipher this rns enigma, or that at least have been the one that tried harder. I am not excluding to re-invest in FAR at all, but for my rationale the way this rns was presented made this share a bit too expensive...and by the way I can be completely wrong. More over some other factors in the macroeconomy and vanadium renewable space have come in play and I rather wait to see how they develop.
Apologies if this has dragged on a little to long no intention to offend anyone for that matter.

Hazbeen
considering how lucky you are in picking the right moment to invest, I would be very interested to know which investment it is, it should be a rock bottom bargain price by now.
Just joking mate.
Please mention it (this board permitting) and then maybe we can meet in this other investment of yours board, to exchange views.
bye all

I can't disagree with you Hazbeen.
Even if exaggerating a bit you make many valid points.
Thank you for correct gullible with naïve a true gentlemen.

What it means is that due to on-going Covid-19 restrictions, which is expected to significantly reduce down-time (I had to reassemble the news to understand it better, the bit regarding the electricity is irrelevant because electricity outage was already a know factor and also because it would happen on and off, not permanently meaning that production wouldn't be affected as much as a complete shout down due to covid19) ....some interruptions to production in the next few months are expected.
The bit at the end "... the impact on revenues and earnings will be significant in the context of the current processing operation" therefore probably refer to the positive impact of by-product production.
I say probably because I wouldn't like to mislead anyone in here.

..So what it means is , there are NOW some on-going restriction due to Covd19 (plausible considering recent resurgence of covid) possibly production will be impacted or less that what was hoped for.
At the same time they are informing the market that from now on, they are able to produce also a by-product that once contract will come, will warrant extra revenue and will impact positively revenue.
So two news for the price of one if I read this correctly.

EyeGuy
I am not spinning anything I am genuinely confused. Has I said it could be interpreted in two ways also in a positive way....But one thing is for sure, and that is the PR machine of this company is pathetic. Now if the same people that write this rns are the same people that make financial decisions, please allow me to be scare.

May be it may exonerate me a little .:-)...Hazbeen
You are NOT exonerate what so ever I am afraid. lol
Jokes a part ...I appreciate your long standing experience of this company. The problem is that there are always two side of a coin and this company Public Relation, is not helping to make clarity on where we are with operations, hence the many conspiracy theories from you and from me.

Damn....I keep reading the rns and can't make up what the fa@@ is trying to say.

Tra1
beside that shorting a penny share would be financially suicidal, you have to admit that at best the rns is very ambiguous.