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

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

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Asia and the Era of Activism - Webinar Slide Pack & Summary

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>
Elliot's 17-page “open letter” to GSK signals the start of a public campaign, which is expected to see remuneration and proxy-led campaign increase in velocity. </li>
<li>
Elliot Advisors' frustrations have been unleashed following the 23rd June 2021 briefing, via this letter. We examine the facts presented and how these may be interpreted. </li>
<li>
Elliot's investment case outlined in the letter further supports our view around the embedded value within GSK, as well as the likelihood of increased activism.</li>
<li>We discuss the next steps for GSK and investors and why we support Elliot's view to &gt;45%: It is now up to GSK and investors to firm up their positions, as well as for fellow activists to decide if they wish to join the public campaign. We detail why we fully expect further activist funds to join the campaign. </li>
</ul>



Elliot's 17-page “open letter” to GSK signals the start of a public campaign, which is expected to see remuneration and proxy-led campaign increase in velocity. 

Elliot Advisors' frustrations have been unleashed following the 23rd June 2021 briefing, via this letter. We examine the facts presented and how these may be interpreted. 

Elliot's investment case outlined in the letter further supports our view around the embedded value within GSK, as well as the likelihood of increased activism.
We discuss the next steps for GSK and investors and why we support Elliot's view to &gt;45%: It is now up to GSK and investors to firm up their positions, as well as for fellow activists to decide if they wish to join the public campaign. We detail why we fully expect further activist funds to join the campaign. 


Glaxosmithkline Pharmaceuticals (GLXO IN)

Glaxosmithkline Consumer Healthcare (SKB IN)

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

GlaxoSmithKline PLC

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

GlaxoSmithKline PLC

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

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