Imperial Brands Share Discussion Threads

[vickiitwo2] 21/3/2020 16:44

me, im thinking of starting

[kiwi2007] 21/3/2020 06:15

When this virus has run its course will there be any smokers left?

[lendmeafiver] 21/3/2020 01:21

Perhaps when I said “just think of the dividend” I should of said “please consider the current dividend yield for those of us who are fortunate to have purchased at the recent share price” hope that doesn’t offend and good luck to all.

[eeza] 20/3/2020 23:20

Institutions hold the voting power, & in essence they couldn't care less because they are using OPM. But, even they are only invested in IMB & BATS for the income so the new CEO will need to be cognisant of that fact.
Cut the dividend & his own throat at the same time.
Dividend should only be cut if the FCF doesn't support it.
There is nothing high tech here. All that is required is to manufacture the goods and get them to the POS. It is a cash cow.

[lendmeafiver] 20/3/2020 20:51

Just think of the dividend

[spud] 20/3/2020 20:39

They sneeze & we catch the cold..spud

[dmore2] 20/3/2020 20:22

wow wall street got smashed- could get ugly on monday

[hydrogen economy] 20/3/2020 06:53

Or they've moved onto somewhere where the only smoking is when you're scorched by the fires of Hades. Selling to addicts would be easier if the product didn't cull the customer base. Creating new addicts comes with the promise of a free trip to join smokers in those fires. It's a hell of a business.

[creditcrunchies] 19/3/2020 22:32

they must have moved on to the harder stuff looking how drug addiction is going parabolic :-)

[zicopele] 19/3/2020 17:19

I guess it must be hard because consumption is falling

[eeza] 19/3/2020 15:44

Well how hard is it to sell an addictive product to an addict.

Although outside Cooper's competence.

The Peter principle in its full glory.

[spud] 19/3/2020 15:36

wskill - If he cuts the dividend you will be rewarded with a sub 10 quid share price (if your lucky). Thank goodness you weren't considered for the position...

spud

[daneswooddynamo] 19/3/2020 15:26

He has certainly chosen a good time for gardening leave. Let’s hope he proves to be lucky for imb

[wskill] 19/3/2020 15:06

He does not have much to do just sell cigarettes and do not invest any more crazy amounts in NGP how hard can that be ,also start to pay down debt another very easy task reduce dividend by 10% then the job is a good one,any idiot can do this unfortunately IMB have not employed people who are capable of even this simple task.

[lendmeafiver] 19/3/2020 14:43

I read the below article last night on the figures coming out of Italy, showing 99% of deaths being people with existing illnesses and an average age of death around 80, together with the BATS release yesterday I doubled both my IMB and BATS holdings this morning:

www.bloomberg.com/news/articles/2020-03-18/99-of-those-who-died-from-virus-had-other-illness-italy-says?srnd=premium-europe

[eeza] 19/3/2020 14:28

spud
This must be like a wet dream to the new CEO.

[zicopele] 19/3/2020 14:05

BATS must surely be a fabulous buy.

What a yield

[spud] 19/3/2020 13:24

I don't care! As long as he sorts this shambles, he can have as many as he likes!!

spud

[eeza] 19/3/2020 13:01

IMB, unfortunately, have inferior management skills.

New CEO may be better, but will be getting squillions of freebie shares.

[tomleafs] 19/3/2020 12:50

Not surprised, BATS just reported that there has been "little impact to date on consumer demand for cigarettes" and are therefore "confident of another year of high single figure constant currency adjusted diluted EPS growth" and "expect to continue to delever the balance sheet".

[dmore2] 19/3/2020 12:21

city plums having trouble taking this lower ;)