Imperial Brands Share Discussion Threads

[minerve] 23/10/2017 10:06

5% yield with a further 10% per year increase yields 8% in five years. I know there is a lot of water to go under the bridge but if they stay rich in cash generation the share price will catch-up with that fact IMO. Increased my holding here too.

[mavis5] 23/10/2017 09:39

Concenus amongst majority of major brokers is that the stock is considerably undervalued. FWIW I've just added to increase my holding by 30%. I'm happy to wait for the stock to return to favour (based on its fundamentals) whilst meanwhile taking the nice divi yield. I'm ignoring any bid potential.

[action] 23/10/2017 09:20

JP MORGAN 3230.

[action] 23/10/2017 09:04

Hi PhilTP is being lowered on a monthly basis. Only bid can save the slide now.

[philanderer] 20/10/2017 09:32

updated:

20th oct JP Morgan Caz neutral tp 3230p
17th oct Goldmans conviction buy tp 3900p
16th oct S&P Global strong buy tp 4200p
12th oct Deutsche buy tp 3700p
9th oct UBS buy tp 3900p
3rd oct RBC outperform tp 3500p
2nd oct Jefferies buy tp 3600p
28th sept Whitman Howard buy tp 5100p
28th sept Citigroup neutral tp 3400p


28th sept ++++ update ++++

[philanderer] 17/10/2017 09:31

17th oct Goldmans conviction buy tp 3900p cut from 4000p

[philanderer] 16/10/2017 09:44

16th oct S&P Global strong buy tp 4200p cut from 4600p

[philanderer] 13/10/2017 13:52

Shares mag tip

"Tobacco firm Imperial Brands is an excellent defensive pick (3,155p)"

[philanderer] 13/10/2017 09:00

This fella is totally unloved at the moment ;-)

[philanderer] 12/10/2017 10:12

12th oct Deutsche 'buy' tp 3700p cut from 4100p

[philanderer] 11/10/2017 15:29

IMB just won't shift north :-S

Prelims not due until 7/11

[essentialinvestor] 11/10/2017 07:32

Phil, well done on DOM, my view was too cautious.

[philanderer] 10/10/2017 20:41

Splendid day for pizza as well EI , DOM +11% :-)


Translated...

NEW YORK (dpa-AFX analyst) - US investment bank Goldman Sachs has left the stock of Imperial Brands on the "Conviction Buy List" with a price target of 4000 pence. Imperial lagged behind with the next generation products (NGP) such as e-cigarettes.

But this is not a reason not to own the stock, analyst Christine Cho wrote in a study from Tuesday. Your investment rating is rather based on the development of the cash inflow and the stock valuation, which are attractive.

[essentialinvestor] 10/10/2017 18:51

Tobabbo fiend Phil ).

[philanderer] 10/10/2017 16:12

Added again here and some BATS ..... IMB now easily my largest portfolio holding .

[essentialinvestor] 10/10/2017 16:11

Overdue a better day.

[essentialinvestor] 10/10/2017 11:04

A bit of Blu )

[essentialinvestor] 09/10/2017 15:43

Added 3121.37. Small amount.

[jrphoenixw2] 09/10/2017 15:42

I don't believe any analyst would build in the nebulous hope-value of a potential bid coming out of the blue into a standard Broker Rating/forecast.
If bid rumours are circulating that's another thing, and you'd expect expect buy-out value to be explicitly addressed, but none of that is. So a/o today, I suspect the analyst realised he got it wildly wrong, and they are belatedly trying to rein it back in, belatedly, which would explain why even on a supposed +25%/3 month forecast it was hit earlier today.

[action] 09/10/2017 14:40

Unless bid is on card

[jrphoenixw2] 09/10/2017 13:18

'Optimistic', jeez! +25% in less than 3 months; well that's not very likely is it, and the market apparently thinks similarly.

[philanderer] 09/10/2017 12:42

Translated..

ZÜRICH (dpa-AFX Analyzer) - Swiss bank UBS has lowered its price target for Imperial Brands from 4100 to 3900 pence before the end of the year, leaving the rating on "buy". He now takes into account the weaker trends in the cigarette industry, as well as the most recent currency effects in his assumptions, analyst Nik Oliver explained in a study of Monday his shortened profit estimates. / Ajx / tav

Date of analysis: 09.10.2017

[essentialinvestor] 05/10/2017 15:30

Added 3121. £30 beckoning?

[essentialinvestor] 05/10/2017 10:00

Not sure we have seen the end of the correction here,
however beginning to look value, provided trading is in-line
on results, the recent ims short on detail.