GlaxoSmithKline Live Discussion

4One 30 Oct 2019

GSK up a little after results today, one for the pension I think

Gamesinvestor1 03 Jul 2019

Back Below 1500 Good move

Uncle_Doug 03 Jul 2019

Back Below 1500 Glad I stayed in here. Two divvies later and SP of 1645 … but I have dumped them now. That’ll do for me. I’ll probably be back in around 1500.

sueneave9 11 Apr 2019

Back Below 1500 Decent dividend today. It makes up for the struggling SP.

marktime1231 28 Mar 2019

Back Below 1500 Kerching, my last tranche sold today at 1591p with a 23p dividend still to come. I figured the price is buoyed more by exchange rate than outlook, and we could see the 1400s again soon. At this stage it feels right to have a trading amount in cash, there might be a sudden opportunity to add LGEN below 265p or RMG below 230p or …

Gamesinvestor1 20 Feb 2019

Ignore the Directors? HE – You are probably right, but the stock is supposed be suppressed and if Emma was uber confident about her revamp and turnaround why would she throw away a potential big gain on over £1M of stock that isn’t related to the tax bill? I still think it’s a risky strategy that GSK have embarked upon. But of course, as you remark - time will tell. Games

Hydrogen_Economy 20 Feb 2019

Ignore the Directors? Hi Games I wouldn’t read anything into these transactions, the RNS shows those on 15th were “The number of Ordinary Shares released on awards granted in 2016 under the Company’s 2009 Deferred Annual Bonus Plan-Deferred Bonus and Matching Awards.” The 18th showed sales to cover tax incurred in the bonus scheme awards. Usually the case when several Director transactions announced together. More broadly, I’m not sure about GSK propects, EW has certainly stirred things up and there is a bit of buzz about the company with the acquisitions, JVs and pending split, albeit some worries about overpaying. Time will tell. H2

Gamesinvestor1 19 Feb 2019

Ignore the Directors? Some do - some don’t – and on this scale below, which button do you lean on? So the first lot totals about £888K 18-Feb-19 Glaxosmithkline GSK Walmsley,Emma 9,053 @ 15.76p £142,639.06 18-Feb-19 Glaxosmithkline GSK Walmsley,Emma 15,345 @ 15.76p £241,775.81 18-Feb-19 Glaxosmithkline GSK Dingemans,Simon 11,955 @ 15.72p £187,884.78 18-Feb-19 Glaxosmithkline GSK Dingemans,Simon 20,263 @ 15.72p £318,453.30 and the second lot about £1.8M 15-Feb-19 Glaxosmithkline GSK Whyte,Victoria 3,873 @ 15.85p £61,372.33 15-Feb-19 Glaxosmithkline GSK Redfern,David 28,009 @ 15.85p £443,836.22 15-Feb-19 Glaxosmithkline GSK Redfern,David 5,631 @ 15.88p £89,409.02 15-Feb-19 Glaxosmithkline GSK Walmsley,Emma 66,159 @ 15.85p £1,048,368.75 15-Feb-19 Glaxosmithkline GSK Redfern,David 9,545 @ 15.88p £151,555.51 The largest chunk from the CEO. Games

Gamesinvestor1 14 Feb 2019

Director Sales she bought a few back GlaxoSmithKline director Victoria Whyte acquired £47,000 worth of ordinary shares in the UK’s biggest drugs company on Thursday. 13-Feb-19 Glaxosmithkline GSK Whyte,Victoria 3,020 @ 15.47p £46,719.40 all seems a bit pointless unless she got pressure from the CEO to man up and keep the faith. Games

Uncle_Doug 12 Feb 2019

Director Sales Maybe I’m inherently contrarian, but I never set any great store on director buys/sells. I see Simpy Wall.st make a big deal about them but IME directors are often the worst predictors of where their companies are going … seen so many times over the years where Director buys were subsequently followed by SP falls worse (eg. CNA/RB/Carillion).

Gamesinvestor1 11 Feb 2019

Director Sales It does Doug, they sold them m8, and it’s not an insignificant amount totalling close to £1/2Million. It doesn’t necessarily indicate anything of significance but it’s still worth noting. I provided it for information only. and you can also add these to the mix - the company secretary decided to offload most of her recently accrued options :- 07-Feb-19 Sell Victoria Whyte 1,569.41p 6,910 £108,446.23 Games

Uncle_Doug 11 Feb 2019

Director Sales Director sells doesn’t mean diddly. Thought you’d know that.

Gamesinvestor1 11 Feb 2019

Director Sales LONDON (Alliance News) - GlaxoSmithKline PLC on Monday said Global Vaccines President Roger Connor and a close associate sold shares on Thursday, the same day the company announced its 2018 results. Connor sold 6,464 shares at 1,557 pence each for GBP100,645 while a close associate named as “Mrs D Connor” sold 23,205 shares at 1,554.29p each for GBP360,673. Roger Connor’s beneficial interest following these transactions was not disclosed. Pharma major Glaxo posted a pretax profit of GBP4.80 billion for 2018, up 36% from GBP3.53 billion in 2017. Revenue was GBP30.82 billion, rising from GBP30.19 billion in 2017.

Gamesinvestor1 11 Feb 2019

Zejula Was GSK’s Tesaro purchase a bargain, a relative bargain based on historical share prices, or is it an expensive bet in a crowded field of PARP inhibitors? Tesaro is loss making and isn’t expected to be profitable until 2022 but will it ever be so based on the edge that Lynparza and other drugs have taken off the overall market for this drug category? So GSK have swapped 3.8Bn for Horlicks and spent $5.1 for Tesaro. One was profitable and the other loss making – after spending $9Bn or thereabouts on buying out Novartis consumer division share, has the debt trajectory gone off the map? Dividend covered by cash today, but will it be going forward if the current debt, which has risen 68%, is going to eat into that free cash flow? Games [link]

newtonukequities 10 Feb 2019

Back Below 1500 …and also on a long term view whilst the dividends keep rolling in. “GSK plans that within 3 years it will demerge and float the consumer health business, splitting GSK into two distinct businesses: one focused on consumer, the other on pharmaceuticals and vaccines.”