Imperial Brands Share Discussion Threads

[philanderer] 08/12/2016 13:23

Tobacco - The US surgeon general called for action to reduce the use of e-cigarettes among young people, noting they have overtaken cigarettes to become the most commonly used tobacco products among this group. Reynolds American Inc, Altria Group and Fontem Ventures, a subsidiary of Imperial Brands Plc, are among the leading manufacturers of the devices.

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[philanderer] 07/12/2016 18:11

7th dec JP Morgan neutral tp 3640p

reiterates

[irenekent] 07/12/2016 08:39

Often tipped as a takeover target but it never happens. Takeover price would have to be over £50 a share I would think. After all the company is not in trouble and is increasing divs by 10 per cent a year at the moment. An expensive purchase @ plus 51,000[m] which would represent a 60% premium to the current market cap.

[philanderer] 06/12/2016 17:54

Good chance I`d have thought PHIL.

[philo124] 06/12/2016 09:31

Most likely large takeover target for 2017 imo, at least I hope.

[philo124] 02/12/2016 20:11

Thanks phil, thats cheered me up.

[philanderer] 02/12/2016 18:21

Telegraph market report:

Cigarette maker Imperial Brands also eked out gains of 50.5p to £33.96 on the back of a bullish broker note from Goldman Sachs. The US investment bank added it to its “conviction list” as it thinks the current stock price marks “a compelling buying opportunity”. So far this year it has underperformed its peers by 10pc. It also remains a takeout candidate, analysts said.

[philanderer] 02/12/2016 10:59

PM / Altria merger and JTI / IMB tie up is about all that`s left if the BATS deal is sorted.

[essentialinvestor] 02/12/2016 10:54

If reports are accurate PM cannot keep up with current demand,
4% market share in Japan at the end of September is the figure I have seen.

[philanderer] 02/12/2016 10:48

2nd dec Goldmans conviction buy tp 4130p cut from 4300p

[philo124] 02/12/2016 08:25

I agree, took a look and sadly was under whelmed. I woukd switch if as ariculated by you.

[philanderer] 30/11/2016 20:23

'Tobacco firms fail to stop UK introduction of plain packaging'

Court of appeal rejects companies’ latest attempt to block rules that will force them to remove distinctive branding from packs

[essentialinvestor] 30/11/2016 14:50

I watched an extended interview on IQOS and the product is definitely
a threat to traditional cigarettes, IMB maintain that vapour is their preferred option.

PM have poured billions in to development of new generation products.

[philanderer] 30/11/2016 14:08

Is this the first cigarette that DOESN'T kill you? Firm claims it contains 90% less toxins but delivers the same nicotine hit

++ Philip Morris International say it could help kill off traditional cigarettes

++ The IQOS smokeless cigarettes work by heating tobacco - not burning it

++ The electronic device costs £45 and works with mini tobacco sticks

++ Experts say this helps it to deliver far fewer toxins than common products


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[philanderer] 29/11/2016 10:31

Me too, a few minutes ago, after a few years away :-)

Morning everyone , luck to all .

[essentialinvestor] 29/11/2016 09:18

Divine cashflow eh )

[essentialinvestor] 23/11/2016 11:10

Yup, it's a buy and forget really, sometimes trade it but far
easier just to buy and hold. My second largest direct holding.

[philo124] 23/11/2016 11:09

Nice move.

[shutittrev] 17/11/2016 20:24

EI .....thanks

[essentialinvestor] 17/11/2016 14:03

Rate the CEO very highly, no management speak, none of the usual corporate bull,
just results delivery- long may it last and hope it will.

[shutittrev] 17/11/2016 13:35

Thanks Phil appreciated.
EI....thanks appreciated

[essentialinvestor] 17/11/2016 12:30

oh my I thought you meant £15k, 15,000 shares!.