Imperial Brands Share Discussion Threads

[essentialinvestor] 31/7/2017 14:39

He exited BATS on valuation grounds, kept IMB I think?,
it was around 7% of the income fund from memory.

[warranty] 31/7/2017 14:35

Given the headwinds it's actually hard to see a long term future for tobacco firms. In the past they've had developing markets to go at but now they're also drying up. Obviously cigs aren't going to disappear overnight but looking ahead maybe Woodford has once again got it right? Reluctant to add but also reluctant to sell out. Talk about dilemma!!

[philanderer] 31/7/2017 12:25

Altria will take another hit for sure.

[action] 31/7/2017 11:20

I am waiting for Yanks to open

[stewart64] 31/7/2017 11:16

Another flash crash, we might hit Friday's low at this rate. The difference is this time the Market has had nearly three days to digest the news. BAT also struggling again.

[action] 31/7/2017 10:55

Agree 3000 is on card

[philanderer] 31/7/2017 09:36

4000p should do it if Japan Tobacco wanted to try a cheeky one.

[philanderer] 31/7/2017 09:31

Hats off to you fangs. I added a few friday afternoon .

[fangsforthememory] 31/7/2017 09:24

I doubled my holding of IMB this morning at 3198

[philanderer] 31/7/2017 09:20

Chart support looks like 3000p , two year low approaching.

[philanderer] 31/7/2017 08:45

31st july Whitman Howard buy tp 5100p
31st july Deutsche buy -

reiterates

[danieldruff2] 30/7/2017 20:55

It also goes up 10% every year, so long as that remains true the price will be pulled up as well. Likely to be a rough week or three here though.

[biggcl] 30/7/2017 13:42

It's 4.68% at this price and it's paid quarterly which is useful.

[mrthomas] 30/7/2017 13:02

brought in nov last year not sure if to sell first thing or ride it out as just brought into ANZ very difficult to buy and hold a share these days was sitting on a gain with IB of nearly 15% in less than 6 months

strong cash flow and ok divi but the yield not as good as other companies

[philanderer] 30/7/2017 00:26

'Cigarette supply giant Palmer & Harvey sends SOS cash call'


.....It is understood to owe around £240m to Imperial Tobacco and £160m to Japan Tobacco. Failure to stump up the cash could force the cigarette giants to step in with a rescue bid, just months after they backed a refinancing.

Sources said that the pair would need to ensure the future supply of their tobacco products across the UK. Palmer & Harvey, which is led by former Tesco executive Tony Reed, owns 1,300 vehicles, serving around 90,000 shops across the country, which would be almost impossible to replace.

[stewart64] 29/7/2017 19:39

I'd wait to add or buy into this for the first time. The share stood at £34 prior to the panic and ended the day at £34 until after close adjustments sent it back to £33. That doesn't seem like an excessive oversell to me. Nothing on the scale of Astrazeneca, which was pure panic.

[minerve] 29/7/2017 12:44

Yes it is a good point to buy IMO. We all know tobacco has headwinds but the reality and effectiveness of those headwinds is much less than what headlines lead you to believe or statements by the FDA. Yesterday was a complete overreaction and will have little/no affect on the underlying business short-term. Medium-term it is unlikely to have any affect also given track records of regulation and government intervention. Sentiment towards the share price may soften medium-term but the fundamentals of tobacco investment are still very good. BATS is more exposed to the US but what I have said here holds true for them too IMO.

[fangsforthememory] 29/7/2017 11:28

Once the dust settles, is this a good point to start to average in to IMB? Holding some of these for long term, it would be nice to ride some of any retracement back up. Or is IMB doomed?

[spacecake] 29/7/2017 10:04

So is this where transgenic modification comes in to breed and grow low nicotine tobacco, decades of research needed, collaboration, global political agreements.

Then... only to find its frankenstein tobacco

[philanderer] 29/7/2017 00:51

'How the FDA is trying to reinvent cigarettes to make them less addictive'


........A spokesperson for a tobacco company, Imperial Brands, told The Wall Street Journal that it was too soon to tell how cigarette makers would be affected. “We note the FDA’s announcement relating to its strategic direction but until the eventual development of specific proposals, it’s too early to understand the practical implications.”

[philanderer] 28/7/2017 20:38

Japan Tobacco hopefully keeping an eye on things ;-)

[warranty] 28/7/2017 19:32

So much for "safe" stocks!!!