GSK (GSK.L/​​​​GSK.N):  Bluebell Capital Partners Aligns with Elliott

Unilever/GSK Heathcare: Ballsy, but Doable

GSK (GSK.L/​GSK.N) Elliot Goes Public with Campaign Demands

GSK (GSK.L/GSK.N) Activists Likely to Question the Spin-Off

GSK (GSK.L/​​GSK.N) Fails to Impress, in Their Response to Elliot

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>It is three weeks since Elliott’s 1st of July 2021 public letter to GSK and a month on from the 23rd of June briefing on the “New GSK”. The share price remains largely static and in line with the FTSE all-share index. </li>
<li>The Second Quarter results are due to be released on the 28th of July 2021 which should allow GSK another opportunity to address the issues raised as a result of Elliott’s campaign and potentially placate the activists and in particular their concerns around GSK’s de-merger plans.</li>
<li>We examine the state of play for GSK and Elliott and discuss several key questions. <ul>
<li>Is this could be the Calm before the storm?  </li>
<li>What are the core areas of the Elliott campaign?</li>
<li>What does GSK's report card look like, post-Elliott's public letter?</li>
<li>Is the announcement of the Consumer Healthcare CEO the right move?</li>
<li>What questions should be asked by investors?</li>
<li>What should we expect next?</li>
</ul>
</li>
</ul>


It is three weeks since Elliott’s 1st of July 2021 public letter to GSK and a month on from the 23rd of June briefing on the “New GSK”. The share price remains largely static and in line with the FTSE all-share index. 
The Second Quarter results are due to be released on the 28th of July 2021 which should allow GSK another opportunity to address the issues raised as a result of Elliott’s campaign and potentially placate the activists and in particular their concerns around GSK’s de-merger plans.
We examine the state of play for GSK and Elliott and discuss several key questions. 
Is this could be the Calm before the storm?  
What are the core areas of the Elliott campaign?
What does GSK's report card look like, post-Elliott's public letter?
Is the announcement of the Consumer Healthcare CEO the right move?
What questions should be asked by investors?
What should we expect next?




GSK (GSK.L/​​​GSK.N): Revisiting Elliott’s Letter and What Remains Unanswered

GlaxoSmithKline PLC

GSK (GSK.L/GSK.N): Revisiting Elliott’s Letter and What Remains Unanswered

GlaxoSmithKline PLC

GSK (GSK.L/​​​GSK.N): Revisiting Elliott’s Letter and What Remains Unanswered

GSK (GSK.L/GSK.N): Revisiting Elliott’s Letter and What Remains Unanswered