Imperial Brands Share Discussion Threads

[essentialinvestor] 25/2/2020 08:39

Well if there is an all knowing, all powerful, all loving God,
then looking around at his handy work, I'm just not that impressed.
It looks to me like he doesn't really give a sh1t ).

[alex1621] 25/2/2020 08:22

Cassini already has ... thank you. Just mocking the dialect.

[luderitz] 24/2/2020 22:03

Yes but that doesn’t answer my question Alex.

[essentialinvestor] 24/2/2020 21:53

I was a Catholic, until I reached the age of reason - George Carlin.

[luderitz] 24/2/2020 15:57

Pardon my ignorance on the subject .. but who Yasuus?

[alex1621] 24/2/2020 12:15

I think it touches on vaping not being the safe alternative it is marketed as? I don't quite buy that argument as it appears to be more effective in getting people off smoking than anything else. I can't help thinking that the crack down is perversely good for tobacco companies as less people quit smoking. The Land of the Free has never dropped its prohibition sensibilities for anything deemed sinful ... just load up your house with semi automatics and pray to Yasuus!

[luderitz] 24/2/2020 11:56

Might be interesting because of the theme but won’t move the share price a jot I expect.

[poopypoopants] 24/2/2020 11:30

This might be of interest to some of you - there's a Dispatches programme on Channel 4 at 8pm tonight called The Secrets of Big Tobacco: Has Philip Morris International Really Given Up Smoking? Obviously the focus is on Philip Morris, but I'm sure they will cover themes relevant to the wider industry

[kaffee] 24/2/2020 11:08

Yes 12% sustained...new buyers happy, but firm in much better position.

Why throw money out the door when you don't have to?

[strutt12] 24/2/2020 10:31

I'm back in

"strutt12 11 Dec '19 - 14:37 - 3689 of 3819

With 22500 I'm happy to sit tight"

I've sold out today @19 I'm very happy with the profit.

Happy New Year

[muscletrade] 24/2/2020 10:24

JEFFERIES CUTS IMPERIAL BRANDS PRICE TARGET TO 2100 (2300) PENCE - 'BUY'

not that anyone is paying too much attention this morning:)

[purplepelmets] 24/2/2020 10:10

No reason whatsoever to cut it now. Interest rates will probably fall, esp if people start crking it from this corona virus. No problems with servicing our debt. They would be fools to cut divi.

[tomleafs] 24/2/2020 10:05

Dividends gets cut in half. Share price drops 50% in response. 12% sustained...

[kaffee] 24/2/2020 09:54

They are going to cut this divi in half...no way 12% get sustained.

[vaperguy] 23/2/2020 15:23

They can't sell the US pods in Europe because the nicotine levels are too high.

[eeza] 23/2/2020 13:22

Been spammed on most threads - same as 'nicelilyishere' spamming yesterday.
Tomorrow will be the same nonsense using a different avatar.

[1vrod] 23/2/2020 12:51

Am I missing something but IMB was not mentioned

[1vrod] 23/2/2020 12:51

Am Imissing something but IMB was not mentioned

[gabsterx] 23/2/2020 07:09

Why wouldn't they transfer the inventory of flavored pods to Europe where there is no ban instead of writing it down?

[lendmeafiver] 22/2/2020 21:30

Reduction in 2020 cash flow is due to one-off items though, I expect there will also be some one-off cash upsides this year from the sale of non-core businesses and assets which will enable the dividend to remain unchanged and a chunk of debt to be repaid.

Personally I would love to see the disposal of some of the NGP businesses but I know that won’t happen.

[muscletrade] 22/2/2020 18:11

They have already said 2020 cashflow post div will be lower than 2019. last year it was O.3B POST DIv AND 0.1b post derivatives and FE. so is always going to be tight

[polaris] 22/2/2020 15:27

That's not to say that IMB do not have a lot of debt...they do. But if they are going to detail the liabilities then they should also detail all the assets as well, which changes the picture considerably.

IMO the dividend will be frozen or slightly reduced, range 180-200 p. With respect to previous dividend policy then it generates £200-400 M in extra cash flow to deal with debt p.a. in 2020 assuming no increase in cashflows.