Imperial Brands Share Discussion Threads

[essentialinvestor] 29/9/2017 12:42

Thanks for the view.

[action] 29/9/2017 12:41

May go below 3100

[action] 29/9/2017 12:40

Bought yesterday averaging down . Still think it may below 3100 b4 dust settles IMHO

[essentialinvestor] 29/9/2017 12:38

Any one buying, adding ?.

[essentialinvestor] 28/9/2017 17:30

Phil, thanks for that, had a read.

Sheena Easton, now there's a name I have not heard for a while ).

[essentialinvestor] 28/9/2017 17:08

Not something I would be confident in calling short term tbh.

[philanderer] 28/9/2017 16:50

Citi and Jefferies comment here....

[linton5] 28/9/2017 16:50

Mmmm nice smell here when can I join the party essentialinvestor?

[essentialinvestor] 28/9/2017 16:44

Mentioned it previously, worth noting Philip Morris and IQOS, their heated
tobacco product. In Japan it's so popular they are unable to keep up with demand.
Launching in other countries, BATS also strong in this area.

It may be a factor in recent share price weakness imv,
Palmer & Harvey news impacting today.

[minerve] 28/9/2017 16:37

philanderer

Seems like they are just running down the stock ready to sweeten a few institutional buys.

Houd Vast.

[philanderer] 28/9/2017 16:29

Did the market not like that, p*ss poor. 😠

Sharecast:

Imperial Brands was on the back foot after saying it is in talks to help rescue UK tobacco supplier Palmer & Harvey and that it expects to deliver strong growth in full-year revenues and earnings at actual currency rates. Analysts said the share price may be suffering after the group highlighted a "particularly challenging industry environment".

[action] 28/9/2017 15:22

It appears that all depend on Tesco for PNH to taken over by another company.Tesco is in win win situation here

[action] 28/9/2017 15:02

I hope so too

[daneswooddynamo] 28/9/2017 14:47

No idea but I hope the management of Japan Tobacco are feeling in an expansionary mood!

[action] 28/9/2017 14:36

How much they loose if Palmer n Harvey goes under any clue pls?

[speedsgh] 28/9/2017 10:05

From today's Trading Statement...

Pre-Close Trading Update -

..."Further to overnight media speculation, we confirm that we have been working, together with other stakeholders, to seek to create a sustainable future for the UK wholesaler, Palmer & Harvey, with whom we have a close trading relationship."

[action] 28/9/2017 10:01

And it goes down again.

[philanderer] 28/9/2017 08:51

Whitman Howard. BUY. Target. 5100p

Reiterates

[philanderer] 28/9/2017 08:10

TU much as expected.

[spacecake] 28/9/2017 07:23

Talks about a rescue deal for the grocery wholesaler Palmer & Harvey were continuing late on Wednesday night.

[philanderer] 27/9/2017 17:15

Trading update tomorrow....


COMPANY NEWS

Tobacco giant Imperial Brands has seen its shares fall this summer over fears of increased US regulation, which could hit its bands such as Winston and Kool that give it a sizeable presence across the pond.

Barclays this week selected Imperial as one of its European 'top picks', with analysts saying the company is "executing well against its four core strategic objectives and is creating a business capable of delivering sustainable sales and profit growth", with an inflection at the top line expected in the next financial year, with growth reinforced by a £300m re-investment programme and shareholder returns bolstered by management's commitment to 10% annual dividend growth and M&A optionality in a consolidating tobacco sector.

"That said, given Imperial's lack of exposure to heat-not-burn, we accept that questions around its medium-term reduced-harm strategy are likely to remain, but these are encapsulated in the shares' circa 25% discount to BAT.

Full year results in November are seen as a positive catalyst, where a confident tone on top-line growth for 2018 and details on a significant step-up in investment behind e-vapour are expected.

Analysts at Hargreaves Lansdown said they will be looking to see what management say in response to the regulator's plans to reduce the level of nicotine to 'non-addictive levels'.

"Earlier this month, Imperial announced plans to sell down a 10% stake in Spanish distributor Logista, with the proceeds set to be used to pay down debt and launch a share buyback of up to £160m. Nonetheless, the main avenue of shareholder returns remains the dividend, which Imperial aims to increase by at least 10% per annum over the medium term."

[action] 27/9/2017 13:19

This one going up n down like yoyoIs anything cooking here?

[action] 21/9/2017 15:31

PhilEvery time broker recommends it goes down. I just wonder if they have different agenda

[philanderer] 21/9/2017 13:47

Goldmans. Conviction buy. Tp. 4000p

Whitman Howard. buy. Tp. 5100p

Reiterations

[action] 18/9/2017 13:13

Or is it option expiry for stock?