Imperial Brands Share Discussion Threads

[trytotakeiteasy] 18/1/2018 14:00

Interesting how this "safe stock" is down about 27% from its peak.

[daneswooddynamo] 18/1/2018 13:53

well it wont be long before he turns his attention back to imb if it keeps falling at this rate!

[jrphoenixw2] 18/1/2018 11:08

@BlueR
Could be, keep an eye on the RNS feed for TR-1 notifications indicating possible stake-building by banks on behalf of JT.
Of course it might well not happen, but that it where I'd have a weather eye to pick up any early signals.

[bluerunner] 18/1/2018 10:18

Clever strategy from JT.Pour cold water on any takeover, drive the price down.Then pounce?

[philanderer] 18/1/2018 00:34

Market report: Imperial dips as deal talk stubbed out

Imperial Brands slipped back towards multi-year lows after Japan Tobacco’s new boss poured cold water on hopes of a mega deal being struck by the two tobacco giants.

City analysts had speculated that a deal merging two of the “big five” tobacco heavyweights was in the offing after JT’s acquisition-hungry chief executive Masamichi Terabatake admitted that he was on the hunt for deals.

Imperial had been mooted as the perfect antidote to JT’s lack of exposure in the US, Middle East and Africa, and the vaping market.

But the new boss scuppered hopes of a tie-up with the Golden Virginia maker after revealing that JT is targeting several deals in South East Asia and undeveloped markets, adding that a mega deal in Europe would be made “almost impossible” by competition laws.

Mr Terabatake added that undeveloped markets were more enticing than a “complicated” acquisition elsewhere, signalling that Imperial is not one of the deals JT has in the works.

Cooling merger talk pushed Imperial down 61p to £30.73 with the tobacco giant’s heavy weighting on the FTSE 100 helping to drag the index to a 30.50-point drop at 7,725.43.

[philanderer] 17/1/2018 20:43

New markets call to Japan Tobacco


Masamichi Terabatake declined to comment on specific deals, including whether his company is interested in British rival Imperial Brands. Analysts said Japan Tobacco would probably be unable to buy Imperial’s entire business and would need to join forces with other buyers to clear antitrust hurdles, given Imperial’s big market presence in the UK and other countries.

But Terabatake said "very large deals are likely to face antitrust issues.

"I think it’s very difficult to successfully complete deals we cannot do alone."

[philanderer] 17/1/2018 12:17

Wide open for Japan Tobacco to have a go.

[andyj] 17/1/2018 11:29

Failed to break through the top of the trading range so retesting the bottom! Tobacco really shouldn't be this volatile!

[philanderer] 16/1/2018 10:39

16th jan Citigroup neutral

reiteration

[stewart64] 12/1/2018 11:47

It would be nice if Imperial Brands matched all this analyst enthusiasm with a bit of market action. In spite of the huge bounce in the FTSE since early December it has barely kicked off £31, underperforming the general market by at least 50%. Bought this along with Glaxo and Aviva early last month( as obvious dogs) and this is the one still stuck on the launch pad. Being the dog of the dogs now I reckon a good sign that its day cometh.

[philanderer] 10/1/2018 12:26

Questor: big tobacco is uniquely protected from regulation and falling sales, so buy Imperial Brands

[andyj] 05/1/2018 15:52

A one month uptrend in place now, can it break up through resistance at 31.90.

[philanderer] 05/1/2018 09:59

As Japanese Smoke Less, Tobacco Giant's New CEO Looks Abroad

[philanderer] 22/12/2017 18:13

'Imperial Brands moves to the cloud'

[jrphoenixw2] 21/12/2017 10:25

It seems this purchase increases his holding by 67%, so yes as a market purchase [vs bonus award] you'd hope the market would take heed of this as an insider signal. That said in my experience if you're looking for the Board to be sending a pretty clear signal then I'd be looking for say three Directors making purchases at the same time...

'Mark Williamson, Chairman, bought 7,876 shares in the company on the 19th December 2017 at a price of 3148.57p. The Director now holds 19,628 shares representing 0.00% of the shares in issue.' [...]

[irenekent] 21/12/2017 09:35

A pretty meaningful purchase by the chairman. What does he know that we don't? Certainly not the action of someone who thinks the company is in a permanent downward trend.

[philanderer] 20/12/2017 14:53

LONDON (Alliance News) - Imperial Brands PLC said Wednesday that Non-Executive Chairman Mark Williamson acquired shares worth GBP248,000 in the tobacco giant in a transaction on Tuesday.

Williamson - chairman since 2014 and a board member since 2007 - acquired 7,876 shares in the FTSE 100-listed firm at a price of 3,148.568 pence, equivalent to a total consideration of GBP247,981

[philanderer] 13/12/2017 14:58

13th dec Berenberg buy tp 3765p cut from 3780p

edit:

Imperial Brands hit by wholesaler collapse
Berenberg has trimmed its price target on Imperial Brands (IMB) after the cigarette maker was hit by the collapse into administration of P&H, the UK’s second largest tobacco wholesaler.

‘As the banks have first rights over the cash derived from trade debtors, Imperial Tobacco and Japan Tobacco are left to pay the outstanding duty on the tobacco products that P&H had sold,’ said analyst Jonathan Leinster, pointing to a cost of up to £160 million for the group.

‘These figures might reduce somewhat, because the companies will be able to reclaim on any unsold stock.’

Leinster cut his price target to £37.65 from £37.80 and maintained his ‘buy’ rating.

[philanderer] 11/12/2017 09:47

Downgraded today by Morgan Stanley to 'equal weight' - target cut to 3400p from 3740p