Imperial Brands Share Discussion Threads

[thomasthetank1] 05/5/2016 12:56

Read AlphaValue's note on IMPERIAL BRANDS PLC (IMB), out this morning, by visiting hxxps://www.research-tree.com/company/GB0004544929
"IB reported its H1 results. The reported net revenue was up +15.4% (+2.5% on an underlying basis which excludes the +16.1% impact of acquisitions in the US, -1.8% impact of Syria & Iraq and FX -1.4% ). Tobacco volume was down -3.1% (-9.2% excluding acquired US brands, Iraq & Syria had a -3.2% impact on volumes). Reported tobacco operating profit margin was up +50bp. Growth Markets’ net revenue at constant FX was up +2.1% (+9.7% excluding Iraq & Syria), whereas the Returns markets delivered -0.5%. Growth Brands’ volumes were up +0.2%. Growth & Specialist Brands contributed to 58.6% of the revenue for the period. The EPS was..."

[philo124] 04/5/2016 07:47

Very good results.

[philo124] 03/5/2016 19:21

Canaccord maintained their sell on Bats, which they've had for for 5 years. But raised their target by c£4. Lol.

[speedsgh] 03/5/2016 16:09

Worth a read...

Stockwatch: What's not to like about this blue-chip? -

[speedsgh] 21/4/2016 12:10

Imperial to present travel-retail portfolio in Singapore -

Imperial Tobacco is to present its travel-retail portfolio and concepts to Asia/Pacific buyers at next month’s Tax Free World Association Conference and exhibition in Singapore (Stand D38).

According to the company, Asia is of significant importance and been highlighted as an area of growth. It also said the Asia duty-free environment provided a unique opportunity to touch and engage with the increasing number of Asian travellers in the region and international travelling consumers visiting Asia’s key hubs and destinations.

Imperial Tobacco corporate affairs global duty-free Jennifer Cords said: “The exhibition offers a unique chance to meet face-to-face with the vast majority of our Asia based customers and our global partners to share any news, recent product developments and exciting new launches. TFWA Asia Pacific provides an opportunity to create and further build on our working relationships with our customers, which is invaluable.”

Imperial will highlight its global brands Gauloises and Lambert & Butler, but the main focus is its key Asia/Pacific growth brand, Davidoff, which the company said was extremely popular with the Chinese, Taiwanese and Japanese consumers.

The brands will be displayed on a new futuristic stand, made of materials such as beton, copper and bamboo, in line with its continued theme of “Experience & Evolution” added Cords: “Our new stand design helps us communicate our huge experience and knowledge of both tobacco and the global travel-retail industry to our customers, yet at the same time also represents our drive for evolution and changing with the times.”

During what has been a challenging year for the industry, Imperial is committed to continued investment in the category, according to Cords. “Put simply, our strategy is all about focus; focusing on our key consumer nationalities and key growth brands. By maintaining this approach we ensure to do the right things and target the right people. Combine this with offering the right brands and the outcome can be positive. So far we have been happy with the results coming out of this strategy within Asia.

“Future priority is to ensure we keep the basics right. That means making sure we have the right brand and product, in the right place, at the right time for our key travelling nationalities. For this to work, we need fantastic relationships with our customer partners – and that is why this TFWA Asia Pacific exhibition is so important to us!”

[philo124] 21/4/2016 11:48

Thanks. BATS off as well. Will post if anything else comes to light.

[essentialinvestor] 21/4/2016 11:44

PM report slightly below expectations, sector has had an incredible run
recently, and perhaps some other news I have missed.

There was some marketing/pricing agreement with Reynolds on IMB new brands for
a time period which has now expired, so the next update should show a realistic
view on US performance.

[philo124] 21/4/2016 11:42

Why the fall? not ex-div.

[essentialinvestor] 21/4/2016 11:22

Key earnings report on the way in May, it should then be clear how
successful, or not, their newly acquired brands are performing.

[essentialinvestor] 23/3/2016 11:03

If their May update is better than expected would need to revise my view.

[essentialinvestor] 21/3/2016 12:27

If you allow for IMB extra debt as a % of the market cap,
it is now valued very close to BATS.

Not sure is that quite justified, unless you think the class actions
faced by BATS in Canada are going to be problematic.

The Qubec action against Imperial Tobacco Canada soon to be joined by other Canadian states.

Imperial Tobacco Canada owned by BATS not IMB as most will be aware

[philo124] 21/3/2016 09:59

Nice chart.

[philo124] 04/3/2016 17:21

BATS well up 4040p.

[philo124] 27/2/2016 08:23

BATS going well too.

[speedsgh] 15/2/2016 09:53

Imperial Brands’ overhaul spells optimism moving forward -

Imperial Brands’ (IMB) decision to drop ‘tobacco’ from its name spearheads the wider positive change that the company is currently implementing, according to Deutsche Bank.

Analyst Gerry Gallagher maintained a ‘buy’ recommendation, with a target price of £41.10 on the shares, which fell 0.8% to £35.60 on Friday.

‘The extent to which CEO [Alison] Cooper has and will likely continue to transform Imperial internally and away from external eyes should not be underestimated. The journey from a cost-focused “M&A house that happens to sell cigarettes” to a business focused on top-line sustainability with positive valuation implications has, at times, been very difficult,’ he says.

‘Nevertheless, CEO Cooper retains the transformational goals with the name change the most public manifestation: as CEO Cooper once noted, until recently Imperial saw itself as a tobacco manufacturer with notions of consumers and brands secondary to costs.

‘That has changed; the potential upside from a 14.6% price-to-earnings ratio should not be underestimated in our view.’

[losos] 12/2/2016 12:01

speedsgh - Thanks for starting a new thread with all the info. I've held these for more years than I care to think about and probably one of my best buys, so far I've been well satisfied with the CEO long may it continue.

[ptgint] 09/2/2016 09:30

Did I miss the bottom or will there be a relapse ?

[chester] 08/2/2016 15:04

Thanks speedsgh.
38% Fib retrace = 3473p
Bounced off there today at 3460p Low.
Risk/Reward looks good here imo

[speedsgh] 08/2/2016 14:41

Company website -
Investor relations -
Financial calendar -

Twitter -

Change of name to Imperial Brands PLC -

Following approval from shareholders at the Annual General Meeting of the Company held on 3 February 2016, Imperial Tobacco Group PLC has, with immediate effect, changed its registered name to Imperial Brands PLC.

The Company's ticker on the London Stock Exchange for its Ordinary Shares of 10 pence each will change to IMB with effect from 8.00 a.m. on Monday 8 February 2016, and its new web address www.imperialbrandsplc.com will also go live on Monday 8 February 2016.

[speedsgh] 08/2/2016 14:40

Company website -
Investor relations -
Financial calendar -

Twitter -

Change of name to Imperial Brands PLC -

Following approval from shareholders at the Annual General Meeting of the Company held on 3 February 2016, Imperial Tobacco Group PLC has, with immediate effect, changed its registered name to Imperial Brands PLC.

The Company's ticker on the London Stock Exchange for its Ordinary Shares of 10 pence each will change to IMB with effect from 8.00 a.m. on Monday 8 February 2016, and its new web address www.imperialbrandsplc.com will also go live on Monday 8 February 2016.