Member Info for TR64

Seaking 1.
I would be surprised if Separation of GSK CHC led to a takeover of GSK.
One of the key issues that does not seem to e addressed is nearly all JV GSK have would terminate on a takeover and who ever takes over would be liable for $ billions in this area.

Company like VIR have so many JV porojects, it makes it difficult for others with big ideas.
VIR like CVAC confine JV with other company's to strict pipeline treatments they have in devlopment.

If the Separation occurs in 2022 of GSK CHC, then in my opinion it will be a massive mistake, the only way I can see it working is through a IPO of GSK CHC, no other way imo will give a true valuation and any new listing should be on the NYSE, basicaly as its where GSK CHC makes most of its capital

AllAt Sea.

There is many facets to VIR, one being the formation and capital that set up VIR.
Instrumental and equity stakes holders are the Gates Foundation dating back to 2016 when the Gates Foundation was pushing Biotech companys to find cure for Infectious diseases like TB, Hepatitis B and so on.
GSK equity investments in CVAC follows a similar path to the below, it would be difficult for GSK to take over any of these companys due to the multi facet deals they have in place

VIR basically acquired Humabs BioMed in JV with Visterrra when it was formed , but the big funders of VIR was Arch Venture Partners with the Gates Foundation.
Arch Venture Partners were also instrumental in Alnylam Therapeutics funding , so VIR in essecne as many tie ups, but what stands it at the forefront now is the Gates Foundation, due to Bill and Melinda Gates investing for cures for Infectious diseases that no Country world wide as ever really invested in.
https://www.archventure.com/

Any stock that pays a decent dividend, the UK market, not US market wants to destroy.

If the City is going to run GSK, then it would be very wise for Investors to switch to investing in the USA on the NYSE

The UK economy is built on 100% debt, its a country that only survives with debt and over priced housing stock.

The City of London is hell bent on not allowing capital to be invested long term, its been a long term aim of the Brixteers.

Investors will have to adjust to this English ill discipline of just needing debt, the whole UK economy is just debt ridden a with interests rates at stupid interests rate, the UK chancellor [paying people to stay at home doing nothing calling it furlough .

Trading at £12.47.
Seems to be a big disconnect
Note VIR are still trading up with no income at $74.51.

Odd that what GSK as invested in equity stakes is all up over 500% in 7 months.
Maybe relist GSK as an Investment company

If GSK is in a closed period, then how does one buy or sell shares as a director or non exec director.

Prey tell me how much capital GSK lost is 2020, as it posted a loss for the year.

You can not blame USA for GSK price decline, the board could address this, first is stop the likes of CS being on conference calls , the board have a responsibility .
I know one pharma company who have ceased any interaction with CS.

TA i will offer a different view.
Share buy backs always show a company as no projects going forward, the boards of those companys IMO are stale .

Capital on the balance sheet is always good, but when a company resorts to buying its own share back, only people to gain are directors, the companys liquidity is effected. The money is always spent better on R&D, it disrupts the growth dynamics of companys and shows just how bad the management our.
Dividends give investors a return.
perfect example. IAG engaged in share buy backs, once Covid hit, IAG had no capital , hence part of the reason its debt ridden .

AZN borrow debt to pay dividends, which again is dreadful.

The Dividend should provide towards annuity payments, most large funds will carry the stock to help with Annuity's

My question would be this, why do the markets not hammer Standard Life Aberdeen ?

The FCA as been a waste of time , the FSA did run better regulation, but its only when enough Investors do complain that it gains traction.

If today's volume figures are correct on buys to sells, then the SP should have remained stable or risen.

If GSK main listing was on the NYSE, then some a degree of control would be in place.

You could change the dividend terms, holding period to qualify can be longer than just one day . Adopt a system where the dividend payments are tied to a holding period, and to buy the share that as the dividend then as a premium attached to it.

I know , everyone will say that impossible, but its not.

Other key part GSK can do is to consolidate the shares in issue, by 20 old shares to 1 new share, that actually will change the way the shares are traded.

Dont all shout at once

A firm owned by a family associate of Health and Social Care Secretary Matt Han**** was awarded a Government contract for the supply of personal protective equipment (PPE) worth £14.4 million.

The Government today released details of the contract awarded to CH&L Limited in April for isolation gowns. The owner of the firm has told Byline Times that, due to “unforeseen logistical circumstances,” the contract was not fulfilled and the deposit paid by Han****’s department was returned to the Government.

CH&L Limited was incorporated in January 2020 with one director – a Mr Chun Lei Li. In June that year, Frances Stanley was appointed as the second director of the firm, and later in the year appears to have become the sole person with significant control of the company.

The firm does not seem to have a website, though its Companies House page states that it is an agent “specialised in the sale” of products, and also a supplier of “human health activities”.

Chun Lei Li appears to be a practitioner of Traditional Chinese Medicine and a member of the Newmarket Chinese Medicine Centre.

For her part, Stanley is a director of Newmarket Racecourse, based in Han****’s West Suffolk constituency, and has direct ties to the local MP.

Primarily, her husband Peter Stanley – also in the horse racing business – donated £5,000 to Han****’s office in June 2019. When asked about his donation to Han****, Stanley was later quoted as saying that the minister “recognises that horse racing is more of an industry than a sport,” adding, “he knows better than most that we are a huge export industry and foreign currency earner.”

Frances Stanley appears to have worked with Han**** on various projects related to Newmarket – sitting on a delegation with the MP about investment in local rail services, for example.
The commercial alliance of British horse racing, the Jockey Club, is also based in Newmarket and Han**** has been a vocal advocate for the sport in the past. The minister has received substantial funding from individuals linked to the sport, with estimates suggesting he has fundraised nearly £70,000 from horse racing benefactors.

Dido Harding, appointed by the Government to run the nation’s testing and contact tracing programme, also holds a board position at the Jockey Club – alongside Peter Stanley.In this context, it is worth remembering that the Government, controversially, allowed the Cheltenham horse racing festival to go ahead in mid-March last year. Held over several days, the festival attracted more than 250,000 visitors, including a final-day crowd of nearly 70,000, and was accused of being a COVID-19 super-spreader event. The UK entered a nationwide lockdown barely 10 days after the conclusion of the festival.

https://bylinetimes.com/2021/02/10/friend-of-matt-han****-wins-14-4-million-ppe-contract/

Whats laughable TA is the dividend is only a return of part of the profits, but if you Look at AZN they have to borrow Billions to pay a dividend, so that in itself is showing the City just loves debt.

I have seen the debacle of CEO before EW and it was not great. to many share awards given, but the CEO of AZN just took a £21.7 million bonus , that obseen considering the UK Government gave AZN £60 million to help develop a vaccine and the EU gave them 330 million euros.

Hand**** and is Rooks have a lot to answer for

I cant defend EW because she gave a platform to J Walton of Credit Suisse.

Call it anything, but the volume of buying to selling if correct, would drive up the SP, not a great deal but certainly not downwards.

Expecting to have explanations on Holdings of Equity Stakes GSK have in other companys they fail to disclose, but this is London FCA failure to enforce disclosure .

I said yesterday that if you go off real balance sheets and debts, then RR would be bankrupt, alonmg with IAG, EXJ JET2 etc, you can not trade with no income.

Of course in the UK every company virtually trades in debt and I am sure your UK chancellor will continue to give money away and subsidize the House Builders and Construction with stupid tax waivers

On going, been in communication about share prices on more than one London Listed company, GSK being one and how in my opinion its manipulated .
Separate
CS opinion to drive down the SP was blatant and the Dividend was not cut, it remains in place for this financial year.

The UK as a failure to regulate at the best of times, but during this Covid periods, many companys are using excuses to flout regulation and respond.

I have had a reply from your FCA, who indicate GSK trading is under observation.

Will wait for Victoria Whyte to give some context to these few, its only a few companys they hold equity shares in

Just a few GSK and its investment arm of the company don't discuss

Genocea Biosciences
https://www.genocea.com/

INNOVIVA, INC
https://www.inva.com/

Progyny
https://progyny.com/

Decibel Therapeutics, Inc.
https://www.decibeltx.com/

Bicycle Therapeutics
www.bicycletherapeutics.com

Newly-released vaccine contracts show Astrazeneca made the same agreements at the same time with the UK and EU, prompting confusion over comments made by Pascal Soriot in the wake of heated disputes in January.

According to documents obtained by CNN the pharmaceutical giant signed a contract to deliver Covid-19 vaccines with the EU one day prior to the UK and used the same ‘best efforts’ language in the agreements.

In January, amid a bitter row between the EU and AZ over shortfalls in delivery, the firm’s chief executive Sorio said the contract only committed to meet the EU’s demands to its “best effort” and that the EU’s deliveries were delayed in part because the bloc signed its contract later than the UK and therefore EU manufacturing facilities were still catching up.

But that argument has been rubbished after a Freedom of Information request showed the UK signed a contract on the same terms, with newly released documents stating the company only needs to make its “best reasonable efforts” to stick to the original agreed delivery schedule, which it could “update and refine” when necessary.

AstraZeneca declined to comment when asked several questions by CNN about its contract with the UK, how it prioritises different markets with contracts based on “best reasonable efforts” and for details around its supply chains to the UK and EU.

https://www.thelondoneconomic.com/news/astrazeneca-signed-vaccine-contract-with-eu-at-the-same-time-and-with-the-same-terms-as-uk/18/02/

For a 3% drop, I can not see a sell off volume that justify's the drop .

Toxic Dividend.
Think that should be FTSE Toxic wasteland

All at Sea.
If GSK being hit by Covid fears, then JET2/IAG/EZJ/RYA should all be bankrupt .

arps, should not make a difference of 3%.

Dividend is 4 x a year.
Volume of shares traded is so low , it shows UK market is somewhere not to list.

Did GSK lose £ billions off the balance sheet? No
Are they like RR dead and finished with no future? No