Member Info for turfmoor

Yet another strong finish much against the norm for this stock.

Beginning to think that while a full scale bid for the company is unlikely pretty hopeful somebody is stakebuilding to have some influence on the direction LGEN are taking in the future.

Any bid would be unlikely to be above 3.50.

Oilers!

Might be reading this wrong but suspect the drop is more politically based than fundamentals. The Chancellor and Prime Minister need to deliver a budget to get the left wing of the party onside to at worst secure Starmers position for the near future. The prospects of milers getting a tax break must be pretty slim.

Not my finest hour. Sure that tomorrow was zd date so bought today. Turned out an interesting day so not so bad.

I last sold at 4.15 so this is a return to one of my better investments and although we always get a few issues there looks like a positive newsflash and reasons to be cheerful.

The problem facing the UK is that there are 2 governments in charge. One knows that huge welfare cuts are needed but the hard left won't allow it!

Even Germany know their position is impossible and the difference is that they will deal with it. Labour just can't and won't and our financial credibility has gone. Tax rises will kill growth and we desperately needed a

We have a vote of confidence on the French government coming. IMF bailout maybe needed and contagion then possible.

Should be an informative session. Ex Div soon and hopefully a little bounce. Still a hold for me with a possible interest rate cut but the market just seems to dislike this share.

Just wondering if the continued sets of respectable results might be putting GSK in play. Seriously undervalued compared to its peers so you could argue now might be a great time to pounce and less debt than for some time.

Really struggling to understand the fascination of this share. Moderate yield and even the likely dropping of litigation has had no effect. Continual ramping of the market after results ends in further decline. Why does the market not rate GSK, just dont get it!

Shareholder value destruction continues despite the split. She got what she wanted in a debt free enviroment and the relentless charge to zero is in full swing. God knows how she sleeps at night although maybe the reward package is helpful. Please do the decent thing and resign, the shares would gain 20% on that alone.

I think the sell off reflects the uncertain prospects and valuation of Haleon. The debt pile is a tough ask to remove and interest rates are rising. Two confirmed sellers in the background wont help and the market conditions are not great. I like new GSK as Emma as ever has set things up for her to shine.

Not looking good for the flotation . Todays drop continues the slide and having sold @1800 feeling at ease. I wonder what the indicative price is as the there must be a strong chance it will be be around 30b which makes the rejection of the Unilever offer seem crazy. We shall see and my next move will be to buy GSK when the dust settles.

Well not an easy decision but after 10 years holding I have sold. My view is that consumer business kicks off in an uncertain market with 2 sellers in place and a significant debt pile which are not going to be helpful to the SP for some time. Add to that the as yet unknown consolidation on new GSK i feel there is just too much risk in holding.

Emma has come out of all of this very well and hopefully those who continue to hold may well do well but I shall look to buy into new GSK when things get clearer even if it means paying a premium.

Yes i did think there would be some consolidation. Thanks.

Thanks.

So am I correct in saying if you continue to own 2000 GSK that after the split you will own 2000 Halogen and 2000 New GSK and their respective share prices after the split will determine any profit or loss.

Before anyone suggests otherwise I want the sp to prosper. But I am having serious concerns regarding the flotation. Does anyone think the price will reach the Unilever offer? We have a 35% holding to shed after flotation and New GSK will be sellers! I think Emma ends up with a growth stock pretty much free of debt and we end up with at best a steady cash cow crippled with debt and probably stagnant dividends. Beginning to think we have been sold down the river.

Pattern of bright start and the SP gradually fading. Seems like there is a persistant seller in the market.

There is no general timescale. It will almost certainly move on positive or negative newsflow and or buy sell recomendations.