Imp.Tobacco Grp Share Discussion Threads

[pineapple1] 01/11/2013 19:48

It could get very interesting if the share declines a little below £23 and touches the top of the declining trendline.If that is now support we could have much higher prices soon.Thats the theory but one step at atime.
imho

[philanderer] 01/11/2013 11:54

1st nov Soc Gen buy tp 2700p
1st nov Berenberg hold tp 2500p

[spacecake] 24/10/2013 17:14

Interesting to see what happens tomorrow.

[philo124] 24/10/2013 17:00

Bloody well hope so!

[zcaprd7] 24/10/2013 16:48

Hmm, seems to have broken the downtrend

[miata] 14/10/2013 09:20

Too many Admirals and a missing AstraZeneca.

[philanderer] 14/10/2013 08:31

Newspaper tips

Imperial Tobacco has become one of the top 10 FTSE 100 shares for dividend yield, the Mail on Sunday's Midas column said. Its share price has lagged because consumers have cut back on smoking or turned to the black market but the dividend is resilient and set to rise. The forecast yield for the year ended September 30th is more than 5.2%. BP has also entered the list an d it too yields more than 5.2%, Midas said. The top 10 yielders, which also comprise Admiral, Royal Dutch Shell, Admiral, SSE, National Grid, United Utilities, Resolution and RSA, are rivals to Royal Mail for investors seeking income.

[wipo1] 02/10/2013 10:25

Agree Miata IMT looks a very good defensive income stock.

[miata] 01/10/2013 13:20

A buy for income at 2200, (ultimate target 2450).

Year End Revenue£m Pre-tax£m EPS.... P/E PEG EPSGrth Div Yield
30-Sep-13 7,898.82 2,574.84 209.09p 10.9 2.7 +4% 116.05p 5.1%
30-Sep-14 8,100.54 2,681.31 221.91p 10.3 1.7 +6% 127.53p 5.6%

[zcaprd7] 01/10/2013 11:19

Still in that downtrend...

[philo124] 19/9/2013 17:14

Important to break 2350 imo.

[zcaprd7] 17/9/2013 01:23

Could break the long term downtrend here...

[miata] 12/9/2013 17:23

Imperial Tobacco was higher following the appointment of a new Chief Financial Officer (CFO), Oliver Tant, to replace the retiring Bob Dyrbus. Analysts at Investec highlighted that it is a positive event for shareholders, pointing out that his reputation, experience and profile all suggest that he has both the skills and clout required to help the company's Chief Executive Officer, Alison Cooper, to steady this sometimes "errant" ship.

[danieldruff2] 06/9/2013 11:44

Particularly as they are committed to double digit dividend increases over the medium term.

[morph7] 06/9/2013 11:17

Recent MF article noted that NW had been topping up his holding in his funds. Could be the root of the recent rise. Yielding over 5% I don't think we'll go any lower than what we saw recently.

[philo124] 06/9/2013 03:50

Looks like a higher high.

[zcaprd7] 05/9/2013 23:47

Strongest I've seen for a month or so...

[miata] 31/8/2013 12:24

Perhaps its not as bad as you think.

Looking at last years annual results:
Key strategic brands volume growth +7%
Key strategic brands net revenue growth +13%
Tobacco net revenue rose +4%
Adjusted operating profit rose +4%
Adjusted earnings per share rose +8%

Despite the deterioration in the Spanish economy

Looking at the 6 months ended 31 March 2013:
Key strategic brand net revenue up 5 per cent, volumes up 1 per cent
Fine cut tobacco net revenue up 10 per cent, volumes up 9 per cent

[philo124] 27/8/2013 23:13

Could be lower highs, lower lows. Got quite a few but no intention of selling.

[zcaprd7] 27/8/2013 23:03

Still struggling, looks like £20?

[philo124] 15/8/2013 11:07

Agreed. Bought a few days ago at 2129p though.

[miata] 15/8/2013 10:20

Not nice, it reported stick equivalent volume declined 7 percent, against 5.9 percent in the first half. Vague management statement. I don't doubt they will 'optimize' but they need to show signs of breaking out of their multi-year decline. Need to see better results in full year figures.



Imperial's shares have fallen 9 percent since the start of the year, underperforming BAT by 19 percent.

[irenekent] 15/8/2013 08:24

A screaming buy. Give up smoking and put the money saved into Imperial shares. I did. These are now a recovery stock and with a pledge to increase the div by 10% p.a. I have a target price of £24 in the next few months and £31 within two years.

DYOR