Member Info for TR64

No take over.
Directors buys should not be allowed during closed, the FCA don't act

PC et all

Emma Walmsley made a catastrophic error in not tacking the carp Credit Suisse put out, my question is this, did she negate her responsibility , to benefit the share awards.

You can read down the 13F-HR filing, its in Alphabetical Order
https://sec.report/Document/0000950123-21-001657/

Dodge COX Income fund is the major holder. The fund as 4% holding in GSK for Income/Dividends
Prior to the 30 December holding Dodge COX Holdings in GlaxoSmithKline on September 30th 2020 under SEC Filings was 41,528,300.

Of course the above makes a complet mockery of Credit Suisee take down of GSK .Dodge Cox look for GSK to provide the dividend for minimum period of 15 months, hence the increase , due to the dividend remaining in place for Financial year 2021.

I suppose Dodge Cox have been hoodwinked and the dividend as no value ( cough Cough)

SEC filings for quarter ending 30/12/2020 under 13 F HR Filing showed Dodge Cox held 62,935,758 GSK shares under ADR

GSK are in a closed period, no Director should be buying shares

Dunnieboy
Did not expect to see $60.00 again so soon:) A bonus buy that could not be resisted
I think we will see $140.00 in a short period.

Similar to CVAC , I could not find the bottom, but had been waiting for $95.00 which actually seems a bargain and I maybe wrong, but wont expect to see below $90 , next big step up should e to $150.00 and then fireworks should be begin, $250.00 is entirely possible on decent Phase 3 result, and 300 million doses ready to go !!

papucel.
Your post re Monday 22 22.

I would not under any circumstances name individuals by name, that would be a flagrant abuse of a persons rights. When you liaised and in communication with them, you respect the privacy and no its not about inside information or any such hidden agenda.

You can pick up a phone if you so wish and ask questions, you may or not get the answers you want.

I needed key issues addressing and have got them to be addressed and taken on

I understand a lot of people are traders and good luck to those who benefit from that.

I have not had any Issue of consequences with EW at the helm, but in the last period of 6 months she as shown weakness imo and once that occurs no matter the experience questions need to be raised .

I do not see the point in cutting the dividend, it achieves little, due to the fact the RD Dynamics Hal Barron as brought to GSK are proving to be very lucrative to GSK and patience is needed
Share buyback I am not in favour of and If GSK embark on that route, no matter how lucrative the RD is , will exit immediately .
You never ever grow a company with stock buy backs, and if you do not reward investors with decent dividends, expect to lose those who invest for the Dividends and re investment into R/D to move a company forward.

GSK moved very late in a stake in CVAC, and did not use the SAM mRNA technology they had started work with, to its maximum IMO.
Since the start of the Pandemic everything as changed and mRNA is and always as been the way forward with infectious disease, its taken CVAC 20 plus years to get to where they have, but the key to me is having a good understanding of what the likes of the Gates foundation as been working and investing in for the last decade, without that investment and convincing Governments like Germany, we would be relying on traditional vaccines that imo are not as effective and can not be altered quickly.

E&OE
SH

Why Investors miss key details and follow spoof postings , the real information is in the detail

Always good when London Cr00ks market closes.

Papu.
You can read, its self explanatory, and by the way you can do it yourself.

Fats propua

AZN is over valued by 30%, but I take that from studying the accounts over 6 years and the data surpression on key issues.
Of course its my view, you will have yours and thats fine.I dont have a problem with any investor holding anything, but like I said its down to each person

The consummation of the transactions under each of the Preliminary Collaboration Agreement and the Stock Purchase Agreement are subject to the satisfaction of customary closing conditions, including the expiration or termination of the applicable waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended (the “HSR Act”); provided, however, that in no event will the closing of the transactions under the Stock Purchase Agreement occur prior to the Data End Date (such closing, the “Equity Closing Date”).

The foregoing is only a brief description of the material terms of the Preliminary Collaboration Agreement and the Stock Purchase Agreement, does not purport to be a complete statement of the rights and obligations of the parties under these agreements and the transactions contemplated thereby, and is qualified in its entirety by the full text of such agreements, copies of which will be filed as exhibits to a subsequent filing with the Securities and Exchange Commission.

Stock Purchase Agreement

Concurrently with the execution of the Preliminary Collaboration Agreement on February 14, 2021, the Company entered into a stock purchase agreement (the “Stock Purchase Agreement”) with Glaxo Group Limited (“GGL”), an affiliate of GSK, pursuant to which GGL will purchase shares of the Company’s common stock (the “Shares”) for an aggregate purchase price of approximately $120.0 million. The price per Share will be equal to the average of (a) the volume weighted average price of a share of the Company’s common stock for a seven trading day period, starting with the opening of trading on the seventh trading day prior to the date of the Stock Purchase Agreement and ending with the close of trading on the trading day prior to the date of the Stock Purchase Agreement and (b) the volume weighted average price of a share of the Company’s common stock for a seven trading day period, starting with the opening of trading on the seventh trading day prior to the Data End Date and ending with the close of trading on the trading day prior the Data End Date, subject to certain price collar adjustments. The “Data End Date” means the tenth trading day immediately following the date that the Company makes a public announcement regarding initial Phase 3 results for the COMET-ICE (COVID-19 Monoclonal antibody Efficacy Trial—Intent to Care Early) trial for VIR-7831.

Pursuant to the terms of the Stock Purchase Agreement, GGL has agreed not to, without the Company’s prior written consent and subject to certain conditions and exceptions, among other things, directly or indirectly acquire additional shares of the Company’s outstanding common stock, seek or propose a tender or exchange offer, merger or other business combination involving the Company, solicit proxies or consents with respect to any matter, or undertake other specified actions related to the potential acquisition of additional equity interests in the Company (collectively, the “Standstill Restrictions”). The Standstill Restrictions will expire on the one-year anniversary of the Equity Closing Date (as defined below).

The Stock Purchase Agreement also provides that until the first anniversary of the Equity Closing Date, GGL will hold and not sell any of the Shares, subject to certain exceptions. The Company has agreed to register the Shares for resale following expiration of the one-year lock-up period if Rule 144 under the Securities Act of 1933, as amended (the “Securities Act”), is not available for such resale without any volume or manner of sale restrictions.

Be a good idea to cover your due DD Agiain, as a non exec directors as confirmed, they are now taking approriate steps to address the Credit Suisee Games and Lies, deceit , missleading coverage.

I am not here to do others jobs for them, you buy anything at your own risk, but can negate the risk by simply knowing all compliance and regulatory regs.

If people need to ask questions like this, then with respect dont invest, it shows lack of judgement to even post such a basic question

It opened in the USA at £12.28
Its trading at £12.23 in the USA

Its only the UK that can act and do cr00ked trading , its another bleak warning of what is to come.

Incorrect it was trading up in the USA during 2 hours before the market opened, it continued to trade up on open for the next 30 minutes, it only dropped when the UK MM Rooks started loading againt it again.

I have said it before and will repeat, the UK IS A CR00KS Paradise, its been the same for 30 year plus and its got worse since this pandemic.

Only in the UK can you give a rise in sp to business with no income, massive debts, and no future.

All the debate on this board about GSK price drop.

Nothing in separation of the companys Consumer Health Care division can move the price down like what is happening to GSK
The hyped up fear stocked by credit suisee plays a part, CS record is dire and its well known for its antics, hence why its had record violations and fines imposed by the DOJ, SEC and FCPA in the USA, and yes they hold the likes of credit suisee accountable, something the UK wont do, as it suits the rooks in London.

I have worked in areas of regulation and compliance for over 39 years.
I can recall October 87 like yesterday, mainly due to storms and losing a friend in the storm in Brighton, who worked with us.
i was a working visitor in the UK from 1983, and when the market crashed London, it was quiet an eye opener how bad it was , most of the market lost 25% plus in two days in London, during the next month it continued to slde to around 38& down.
Why I remember the drops in share prices is easy to say. The company i was a Junior in the Compliance department of a pretty large investment company, and the company had launched the UK first Residential Property fund and it lost 2% in that period, while other funds suffered losses of around 14%.
I left the UK in 1989 , but its still vivid in my mind how the City of London was dire in regulation, the FSA was put into law in 86 and it was woeful, nothing could have been worse than the UK FSA act, it just removed layers of regulations.

Now back to GSK, the reason its price manipulation, is in London its easy to get away with, and especially when you can target one companys share price, but as I said before, why is IAG, Rolls Royce not Bankrupt, why is Jet2 not bankrupt. The list is endless, the UK housing market propped by a UK Chancellor who knows home homers debts have climbed in the l,ast year and giving tax breaks where they are not needed is trying to hide the real problem of UK Debt and Low Interst rates.

GSK will pay over 5.85% dividend in the coming financial year, and its all in place,but the banks, traders need to destroy the companys share price and raise doubts to stop investors holding the shares.

The Equity positions GSK hold have al done well, some up by over 800%.

I have liaised with GSK iNvestor Relations and Non execs, due to how the CEO CFO failed to tackle Credit Suisse and I dont accpet a directors selling shares in a closed period trying to use lax regulations saying its for tax liabilitys.

GlaxoSmithKline total assets for the quarter ending September 30, 2020 were $104.542B, a 1.84% increase year-over-year.
GlaxoSmithKline total assets for 2019 were $101.759B, a 31.29% increase from 2018.
GlaxoSmithKline total assets for 2018 were $77.507B, a 6.66% increase from 2017.
GlaxoSmithKline total assets for 2017 were $72.664B, a 9.25% decline from 2016.

Suggest you read the posts, .
I would find it extremly difficult to find anything positive on AZN, as I do not like Data Suppression that AZN engage in.

When they stop that and are able to be transparent , then I may be kinder, but I am no fan of Data Suppression, its that simple and the FDA take the same view.

On GSK my holdings are long term and when GSK fail to respond to Credit Suisee, then I took the decision to rattle the boards cage and I have made it clear to another pharma company of CS record .

Now if you dont like what you read paup, please engage the ignore button, and show some self control

The Dividend is needed the UK fails at basics when it comes dividends.
I look at the disaster that is Standard Life Aberdeen and its dividend, funds under management under achieve and its dividend is never mentioned.

The Separation of GSK CHC is a total waste and it needs to be left intact. Never give the market uncertainty.
4 dividends a year is good for annuities and its vital GSK keep to it, they just need to leave the final dividend open till Q4 and announce it on the day what it will be.
If you want a bad Dividend policy look at AZN, its a dividend paid by loading debt on the company and worth 3%.
What makes a company borrow and load debt on for a 3% payment.

Where GSK fall down is they are not proactive and keeping investors upto date with Glaxo Smith Kline Equity limited who own shares in various companys, and that is the fault of board

Would not want to join any board of GSK.

If GSK do a share consolidation of 15 existing shares to 1 new share, then it will remove in part the way its traded in the UK.
Change dividend holding period, make it so dividend payments are only paid when you hold the share for a defined period of minimum of 1 year, if your holing is not one year then you do not receive the final dividend which is only disclosed at the close of business on the final dividend date.

I know it sounds extreme, but GSK have to counter the UK debt mentality and zero interest rates that have no place in the UK