Imperial Brands Share Discussion Threads

[pineapple1] 23/3/2020 13:18

Minerve......no sorry. It was copied and pasted from a comment in a publication somewhere . Trouble is i've forgotten which exactly as i go incognito in my browsing and lost track of where as its info overload on the Corona Virus at the moment in just about every web site visited.
If i come across it again i'll post it here.
Regards

[minerve 2] 23/3/2020 13:05

pineapple1

Can you provide a link to that article please.

Thanks in advance. :)

[minerve 2] 23/3/2020 12:43

"One of the press releases of the European Journal of Allergy and Clinical Immunology, which presents the results of a study of 140 patients infected with coronavirus, contains unexpected data. ... the most striking thing is that the virus infects almost exclusively non-smokers! Among the diseased, only 1.4% smoked, while the percentage of active smokers in China is 27.3%! ”

Perhaps a tarred/smoked lung doesn't make a happy environment for the virus to thrive?

[pineapple1] 22/3/2020 13:42

One of the press releases of the European Journal of Allergy and Clinical Immunology, which presents the results of a study of 140 patients infected with coronavirus, contains unexpected data. ... the most striking thing is that the virus infects almost exclusively non-smokers! Among the diseased, only 1.4% smoked, while the percentage of active smokers in China is 27.3%! ”

Can't vouch for this. If true it should encourage people to start smoking again.......lol

[eeza] 22/3/2020 13:04

More people likely to die from stress than corona, & smokers will experience less stress, imo.

[spud] 22/3/2020 11:44

Old news. First hit in Feb. Basically those that smoke generally have worse respiratory systems than those that don't. Fairly obvious I would have thought. spud

[sonofbanjosinger] 22/3/2020 10:49

Just watching Sky news and saying that there is a link between smoking and catching the most serious form of Coronavirus.....

[creditcrunchies] 21/3/2020 20:29

Great value and dividend:

Imperial Brands (IMP)
Market cap: £13.0 billion

Forward yield: 15%

hxxps://www.imperialbrandsplc.com/

Imperial published a gloomy profit warning on February 5th, in which it warned that its next-generation products (NGPs) were struggling. The subsequent equity market panic has seen its shares slide by a further 25%.

NGPs are the new forms of tobacco or nicotine consumption: vaping, heated tobacco and oral nicotine.

One of the big problems for Imperial is that its flagship vaping brand blu was marketed in the United States with flavours like “Strawberry Mint”, “Peach Passion”, “Mint Chocolate” and “Cherry Swirl”.

But the US Food & Drug Administration has targeted vape flavours which it thinks are targeted at children, and Imperial was forced to write down the value of its flavoured inventory which could no longer be sold.

News reports of lung injuries associated with vaping may have also played a role in weakening demand (although “illicit”; vaping products, rather than blu, may be responsible for the majority of such injuries).

There may also be some brand-specific problems with blu and certain other parts of the Imperial portfolio. The result is that Imperial’s net revenue from NGPs is set to be “significantly lower” this year.

By contrast, Imperial’s core tobacco brands remain very powerful and had a good start to 2020. Revenue generation and market share from tobacco remain very resilient.

I must admit that I don’t understand why the market is quite so bearish on tobacco shares and has put them at these extraordinarily cheap levels.

Indeed, for a couple of years now, I’ve been holding British American Tobacco (LON:BATS), and scratching my head as to why it remains so cheap.

Imperial is even cheaper than BATS, and one of the reasons seems to be its weak position in e-cigarettes.

No discussion of Imperial would be complete without mentioning its significant net debt position: £12 billion. But unlike Evraz, it is investment-grade – each of the agencies gives it a weak investment-grade rating.

Stockopedia classifies Imperial as a Value Trap. While it’s not my top pick in the tobacco space, I do think it should provide plenty more puffs for its shareholders, even if forced to rely purely on its core tobacco brands. Dividend cover is forecast to be 1.3x, implying that it has some wiggle room to afford the planned pay-out this year.

[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