Imperial Brands Share Discussion Threads

[wetpantz] 28/3/2020 13:40

Tobacco sales likely to hold up during virus lockdown, may even increase as bored and anxious smokers have more time on their hands away from smoke free workplaces. Some evidence of stockpile buying in USA. Longer term there is significant regulatory risk if strong evidence emerges of increased covid-19 mortality in smokers.

[dmore2] 28/3/2020 01:38

Mentions in the Ft and Times mostly positive I believe, both journalist's disagree with each other, personally I think the Times reporting is sloppy regarding Imperial. And think the FT report is more realistic and cerebral. hxxps://www.ft.com/content/2fb8c255-7015-4a3e-8478-a2341e351a95 hxxps://www.thetimes.co.uk/article/the-ftse-big-beasts-who-are-facing-dividend-cuts-w8mq8nxhq

[scrwal] 27/3/2020 18:01

The interim div should be safe. The final may be adjusted downwards but IMBs results have always be better in the second half of the year.

[muscletrade] 27/3/2020 08:43

@32campomar.....Edinburgh Investment Trust new managers provided an update on the new shape/holdings of their portfolio this morning. It makes very interesting reading. They have sold all their substantial holdings of BAT (perfect timing)which right now is probably the safest income play in the Footsie 100. They have zero IMB but they never did and given that they have sold all of their BAT holdings I don't expect them to buy IMB any day soon. Needless to say I have no intention of buying EDIN. I bring this up to help demonstrate that the tobaccos have has a tough time with Woodford rebalancing and Edin as well. There are probably others who have found religion and have done the same despite Tobaccos proven and longstanding ability to prodigious amounts of money despite ongoing reduction in tobacco sales. Income funds trusts are supposed to be making money for their clients not making decisions based on the current woke liberal views that we have to put up with.

[32campomar] 27/3/2020 08:22

Citi believe the dividend is safe, £2.07 when the share price is £13.30! That's 15.4%! With so many pulling dividends, could income funds be forced to buy in?

[minerve 2] 26/3/2020 22:19

But public health officials say there is not enough evidence to support this theory, as only 1.4 per cent of coronavirus deaths in China were smokers.

[lendmeafiver] 26/3/2020 19:19

He’s on his way eeza, 1st July start, in the meantime it’s dividend reinvestment next week so the share price can stay where it is for now.

[eeza] 26/3/2020 19:15

Without a root'n'branch cull of the completely useless BOD there is only one way this is going. Look at the chart !!!! This is not the result of the incompetence of the £70m buttered Cooper, alone - they are all complicit in the incompetence. Cooper has been scapegoated - but the Virus remains. Ventilators will not be sufficient.

[spud] 26/3/2020 18:07

Massively undervalued now considering the financials support the future dividends with headroom to spare. spud

[lendmeafiver] 26/3/2020 17:16

I hold both but IMB has greater re-rating potential this year in my view, but we are undoubtedly well overdue a real up day here.

[eeza] 26/3/2020 17:10

That's the Massive chasm between BATS & IMB in the Market's estimation. IMB still moving inexorably from top left to bottom right. This year already replicating last year, & the year before, and the year before, &.........

[eeza] 26/3/2020 17:10

That's the Massive chasm between BATS & IMB in the Market's estimation. IMB still moving inexorably from top left to bottom right. This year already replicating last year, & the year before, and the year before, &.........

[skinny] 26/3/2020 17:01

So BATS XD and +6% (+156p) - hmmmmm.

[creditcrunchies] 26/3/2020 16:51

a lot people that drink Pepsi, eat Big Macs and Kentucky fried chicken have got it bad with Corona virus

[minerve 2] 26/3/2020 16:45

Yes, the cancer was more than just the previous CEO. What cancer allows a company to drift for almost half a year in these circumstances?

[lendmeafiver] 26/3/2020 16:40

Calm down, Super Stefan is on his way

[eeza] 26/3/2020 16:37

BATS up 4.1% - PLUS 50p div XD today. This dog needs culling, along with the full, totally useless & unfit for purpose BOD.

[spud] 26/3/2020 15:57

BATS up 4.1%. Total disconnect. However, I do think that when the new broom comes onboard, we will see a marked change in sentiment.spud

[minerve 2] 26/3/2020 14:14

More like land of the free - for all, or as I like to put it, the United States of Anarchy. ;)

[lendmeafiver] 26/3/2020 12:23

I wouldn’t worry too much about tax rates in the land of the free.

[minerve 2] 26/3/2020 11:54

Yes, how the US views smoking post corona is certainly a risk hernando2. If any country uses it to go after the tobacco cash cow it will be the US followed by Canada. I have read only a few articles on the subject of smoking vs corona and early studies of data have actually shown smokers are less likely to need hospital treatment. That could well be that they are unhealthy, poor, relatively immobile so they don't get involved in large social environments as much - I'm talking about China - or it could be that tarred lungs don't make cosy environments for viruses, who knows? Still a lot we don't know.

[eeza] 26/3/2020 11:07

BATS XD today fo 50p - and blue for 20p (effectively 70p blue). IMB, however..........

[hernando2] 26/3/2020 09:36

I just posted it for info..and my view of how America works with regrade to lawyers If you think it of no relevance just ignore it

[lendmeafiver] 26/3/2020 09:27

Appears to be a significant link with covid19 deaths and obesity/diabetes so should I also avoid any company involved with sugar, processed foods, fast foods and sugary soda drinks?