🇬🇧 Post-purchase No. 4 in August '22 🇬🇧
Hi there friends 🙋♂️. The post-purchase in today's post is also already a bit ago, but for the sake of transparency, I tell you about it 👍.
➡️ 800 shares of Haleon PLC were bought into the portfolio at 2.595 GBP per share. Due to the spin-off of GSK, 200 shares have already been booked there, which is why I now hold a total of 1000 HLN shares.
Do you also have Haleon shares in your portfolio? How do you see the future development❓?
➡️ As part of the spin-off of GSK's Consumer Healthcare division, 200 shares of Haleon have already been booked to my account. As usual with such spin-offs, this is usually quite a small position size, in my case just around 470 GBP.
➡️ The additional purchase of 800 HLN shares now brings the position to a reasonable size (0.98% weighting) and allows me to write covered calls in London.
➡️ Haleon's brand portfolio is already very well stocked with names like Sensodyne, Voltaren, but also Fenistil (should be well known herezulange).
➡️ A preliminary half-year report already shows good growth, at least on the sales side. Organic growth is targeted at 4-6%. The full report will be published on September 19. Then I will also see whether the direction is right.
➡️ Next year there will be a dividend based on the H2 figures. Payout ratio will probably be around 30-50%.
