Imperial Brands Share Discussion Threads

[losos] 28/7/2017 13:03

ACTION - I've got a 3400 limit order in as well, wondering whether it will be filled 'tho. So dam close haha, maybe the yanks will do the necessary when they come in this afternoon.

[philanderer] 27/7/2017 12:32

European Tobacco Companies Set For Steady Profit Growth: Moody's

[action] 26/7/2017 11:40

Still waiting for sub 3400 b4 buying Gain

[stewart64] 21/7/2017 09:17

Reckon this is the most sustained recovery during the summer coming off £34 in just three days.Hope it's not a false dawn but sentiment is sky high on this share so it's going to take a bit of stopping.

[philanderer] 20/7/2017 16:31

That`s a fair old purchase from a non-exec director

24,100 @ 3446.74p = £830,666

[philanderer] 20/7/2017 11:46

'Tobacco Companies Thrive Despite Regulation'

Philip Gorham, senior equity analyst with Morningstar said Imperial Brand’s aim of 10% dividend growth over the medium term is achievable, and he forecasts three years of 10% dividend growth.

........Imperial Brands is rated as a four-star undervalued stock by Morningstar analysts.

[action] 20/7/2017 10:39

Still struggling to reach 3500

[philanderer] 20/7/2017 09:20

20th july Whitman Howard buy tp 5100p

reiterates

[philanderer] 18/7/2017 20:58

Telegraph market report


....the unveiling of the UK’s new Tobacco Control Plan, which sets out to create a smoke-free generation, sent domestically exposed Imperial sliding 16.5p to £34.26.

Owen Bennett, an analyst at Jefferies, said that the targets in the report will raise concerns that pressures on the UK tobacco industry will persist with the government targeting a 12pc smoking rate in the population by the end of 2022.

Imperial and Japan Tobacco are most exposed to the UK government’s efforts with both deriving around 15pc of their EBIT from the British market, the broker added.

“Such targets suggest further aggressive anti-smoking measures in the years ahead,” Mr Bennett said.

[minerve] 18/7/2017 12:16

Then again, could be just pure coincidence....

[minerve] 18/7/2017 12:15

Same here. Not releasing my BATS either. I have noticed that sometimes when Woodford has sold the SPs have gone on bullish trends. I assume that very large retail funds give clear indication to market makers what their buy prices are and it _may_ have the effect of keeping the lid on an inflating share price Market makers want to be where the volume is so they keep the buy price sweet for the large institutional buyers. Maybe?

I have held Rolls-Royce, BAE and Beazley post Woodford - and still hold them - and ALL of them had good bullish runs AFTER he sold out.

[philanderer] 18/7/2017 09:49

Agree with him about IMB , but not selling my BAT ;-)


yesterday's fall.....".Imperial Brands was the index’s biggest faller, with its share price dropping by 1.4 per cent after analysts at US investment bank Jefferies cut their target price"

FT

[tudes100] 18/7/2017 02:21

Woodford has sold out of BATS but still believes IMB is undervalued.

www.woodfordfunds.com/words/insights/wiff-june-2017/?utm_source=insight-alert&utm_medium=email&utm_campaign=portfolio

[philanderer] 17/7/2017 18:38

Only 'red one' for me today...


FTSE 100 - Fallers

Experian (EXPN) 1,564.00p -1.51%
Imperial Brands (IMB) 3,451.00p -1.39%
Worldpay Group (WPG) 380.00p -1.04%
Sage Group (SGE) 676.00p -1.02%
Land Securities Group (LAND) 1,010.00p -0.79%
Paddy Power Betfair (PPB) 7,690.00p -0.77%
Pearson (PSON) 631.50p -0.63%
British Land Company (BLND) 603.50p -0.58%
Royal Mail (RMG) 398.80p -0.55%
Hammerson (HMSO) 581.50p -0.51%

[philanderer] 12/7/2017 20:56

'Japan Tobacco in talks to buy assets of Philippines' Mighty Corp for $890 mln '


.....It is also widely seen as a potential suitor for Britain's Imperial Brands, and Jefferies analysts said on Wednesday the purchase of Mighty did nothing to change that, given the small size of Mighty.

"This further highlights their appetite for a deal and perhaps the urgency with which JT knows it needs to act to address structural pressures and close the gap on peers," Jefferies said.

[action] 11/7/2017 12:43

Still waiting for year low b4 buying as this share is market maker darling .

[philanderer] 11/7/2017 09:49

Whoops ... there goes 3400p

[philanderer] 10/7/2017 10:45

10th july Goldmans conviction buy tp 4370p up from 4100p

[contrarian joe] 06/7/2017 22:15

A shrinking business so they say?.A wonderful cash cow machine throwing of near enough 380p last update.

[bluerunner] 06/7/2017 12:59

What is going on here? The drift in the share price has been of concern this past month. Will it breach support?

[philanderer] 30/6/2017 14:57

And a nice dividend paid into the account today :-)

[philanderer] 30/6/2017 13:36

Imperial Brands PLC‏ @ImperialBrands 1 hour ago

How we're strengthening our brand portfolio to deliver even more quality revenue growth: