Global Special Situations & Strategy, SR Services Ltd

David Lepper

Global Special Situations & Strategy

SR Services Ltd

SR Services provides Strategic Knowledge and Solutions services for Family Offices and Corporate Business. 

We deliver this via advisory services, strategic planning, opportunity analysis/sourcing, as well as solution implementation. 

Whilst, we create intellectual discipline and operational leverage for your projects or daily activities, our ultimate objective is to empower whilst enhancing your decision making. 

Strategic Knowledge and Solutions

Event-Driven

<ul>
<li>
We see a fair value of GBP21.25/share, without significant value uplift from the Consumer Healthcare spinoff. Reviewing the Consumer Healthcare stub trade suggests GSK trades at 30-40% discount to its Pharma peers.</li>
<li>
We identify six fundamental reasons supporting a breakout from GSK's 10-year trading range.</li>
<li>GSK being subject to an Activist (Elliot Advisors) on its register is just one of our reasons for a share price re-rating. We see this as providing the CEO with a stronger mandate for change. </li>
<li>
Management providing News flow and clarity around growth plans and the Consumer Healthcare Spinoff on 23rd June 2021 should create visibility on the embedded value to be unlocked.</li>
</ul>



We see a fair value of GBP21.25/share, without significant value uplift from the Consumer Healthcare spinoff. Reviewing the Consumer Healthcare stub trade suggests GSK trades at 30-40% discount to its Pharma peers.

We identify six fundamental reasons supporting a breakout from GSK's 10-year trading range.
GSK being subject to an Activist (Elliot Advisors) on its register is just one of our reasons for a share price re-rating. We see this as providing the CEO with a stronger mandate for change. 

Management providing News flow and clarity around growth plans and the Consumer Healthcare Spinoff on 23rd June 2021 should create visibility on the embedded value to be unlocked.


GSK (GSK.L) Why Activism Might Be the Right Medicine.

United States

GSK PLC operates as a research-based pharmaceutical company. The Company develops, manufactures, and markets vaccines, prescription, and over-the-counter medicines, as well as health-related consumer products. GSK provides products for infections, depression, skin conditions, asthma, heart and circulatory disease, and cancer.

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GSK (GSK US)

GSK (GSK.L) Why Activism Might Be the Right Medicine.

GSK share price at the lower level of a 10-year trading range. An activist & an 23rd June briefing from the CEO on an asset spin-off and future...

David Lepper

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