Imperial Brands Share Discussion Threads

[tuftymatt] 09/12/2024 13:55

The buy backs are business lead from the market itself and not via going to individual shareholders.

Good luck all 👍🏻

[stangunner] 09/12/2024 13:27

Stupid question: I want to be in this for the dividends. Am I right in thinking that the buy backs are optional for shareholders?

[laurence llewelyn binliner] 28/11/2024 13:47

Income holders/seekers would be looking at the next 3 dividends as worth keeping tight IMO, some buyers today agree, we could end up almost square post XD today, [edit] bounced off 2600 so no recovering of the XD today, see what the next week/month brings back on for holders, only 12 weeks to the next one..:o)

Looking forward to BATS reporting on the 11th..

[tuftymatt] 28/11/2024 12:37

Yeah it's a great day so far here that's for sure.

My 2540 prediction yesterday, which I would have been happy with, was not put under any real pressure so hopefully we can get back north of 2600 far sooner than I thought.

Good luck all 👍🏻

[jiggsyboy] 28/11/2024 09:25

Shiver me timbers, XD day usually gives at least an XD+10% fall, progress!

[spud] 28/11/2024 09:15

It'll be interesting to see where this finishes at close - My gut is telling me not that far from even.spud

[laurence llewelyn binliner] 28/11/2024 08:29

54.26 pence in the bag, now the XD recovery to watch, and wait for the next one on 20.02.2024..

BATS next XD 19.12.2024, a cracking month for both shares.. :o)

[valuehurts] 27/11/2024 21:08

Hopefully the shares go down so we can own more of the company. Keep scaling out, the rest of us will own your equity thanks...

[valuehurts] 27/11/2024 20:58

On a total return basis we have now beaten Alphabet, Apple, Amazon and Microsoft over the last four years and we still aren't expensive.

[valuehurts] 27/11/2024 20:55

Cant believe the shares are still cheaper on a forward PE basis than BATS. Hopefully in the next year or so they will start the buybacks also.

[valuehurts] 27/11/2024 20:53

You must be hating the buyback Spud... I'm sorry for your loss of dividends... shares never get shallow they can keep eating them up as long as the stock is undervalued. If the shares ever become illiquid while they are still cheap they simply do a share split, keep eating, do another share split etc

[csalvage] 27/11/2024 19:43

Well up in the us.

[tuftymatt] 27/11/2024 19:37

Well that's a better close than I hoped for so with the divi now locked in too it's shaping up to be a great end to a great month.

Good luck all 👍🏻

[sumday] 27/11/2024 16:10

From approx £12 November 2020 to approx £26 today and that’s excluding a magnificent dividend. Not bad for a pachyderm.

[huckers] 27/11/2024 15:57

I’d second that. The drop from £40 to £12 also shook out weak hands along with ESG-focused funds dumping it. The company is now in the hands of a fairly stable set of owners. At least, that’s my guess!

[spud] 27/11/2024 15:45

No. The pool of shares the buyback has been dipping into has become increasingly shallow and as a result, the continuing BB & the lack of liquidity will only accelerate the stock rise.

Short term, this has £30 written all over it imo.

spud

[speedsgh] 27/11/2024 15:39

The share price has risen pretty much unabated since April this year and following the more recent steepening of the increase, this is now on a forward yield of 6.1% (based on DPS 160.32p in FY25). Surely the share price is due a breather fairly soon?

[laurence llewelyn binliner] 27/11/2024 15:07

A 54.26 pence dip in the morning post XD, no surprises there, but the next XD is 20.02.2025 and just 11 weeks off for the same again, how many holders are going to sell and walk away from the next one/two/three payouts..?

Nothing goes up every day without a pull back, the risk to estimate is will the XD trigger a retrace beyond the 54 pence payout and will it recover then advance further into the next ones..

The share has been bought solidly since April, accelerated by the recent dividend re-profiling, something that I was hoping would happen for years and now it has.. :o)

[philanderer] 27/11/2024 14:31

JPMorgan raises Imperial Brands price target to 2,900 (2,600) pence - 'overweight'

[philanderer] 27/11/2024 14:22

Imperial Brands PLC - Bristol, England-based tobacco products maker

- Chief Supply Chain Officer Javier Huerta sells 8,000 shares at GBP25.99, worth GBP207,920, on Tuesday.


Alliance News

[tuftymatt] 27/11/2024 14:12

Yeah it is so what will happen in the next few hours??

I would suspect some profit taking to kick in and I would not be surprised if we dip below 2600. A circa 60p reduction at the open due to the divi so that's 2540 give or take.

If it plays out like that I am a very happy holder and hopefully we then push onwards to re take 2600 next month.

Good luck all 👍🏻

[revell40] 27/11/2024 13:58

Xdivi tomorrow

[fenners66] 27/11/2024 13:51

Could be a future nightmare for retailers though... have you got ID , to show you are 25,26,27,28,etc

[fenners66] 27/11/2024 13:49

By 15 year olds?