Imperial Brands Share Discussion Threads

[philanderer] 03/11/2017 11:16

Oh dear :-(

[essentialinvestor] 01/11/2017 18:26

A good deal of recent share price weakness is a perception the market for new generation products
will tilt towards heat not burn.

IMB appear to estimate (outside of Japan) this will not be the case.

[philanderer] 01/11/2017 17:13

Re Nerudia

Imperial will announce the acquisition along with its full-year results on Tuesday, said one of the people, who asked not to be identified as the information is private.

[philanderer] 01/11/2017 13:35

FT Alphaville:

Imperial Brands is said to buy UK Vaping supplier Neruda

BE
That's per Bloomberg.

Imperial Brands PLC (IMB:LSE): Last: 3,097, up 26 (+0.85%), High: 3,102, Low: 3,065, Volume: 747.22k
11:35 am
BE
IMB management flagged up acquisitions at its recent capital markets day, if I remember correctly.
BE
Which the market took as "another year of transition" and promptly sold it off.
BE
And looks like Neruda is e-liquids rather than heat-not-burn, where Imperial has nothing.

BE
"Confidentiality is our top product," says its website, which is a slightly unsettling thing to boast about given the history of tobacco companies and their confidentiality policies.

[jrphoenixw2] 01/11/2017 06:39

@Action re: 'safe divi payer'. Ironic eh - I top-sliced some of my higher yield cyclical shares that'd had a good run to lock-in some gains with this 'safe-payer'. Since when it's only gone south.

[philanderer] 31/10/2017 17:52

Stronger sterling not helping either.

[action] 31/10/2017 16:11

What i have i will hold on to ad may consider to average down sub 29 if it ever reaches there. I have long history with this share it will make u tired of waiting

[action] 31/10/2017 15:56

So safe divi player will also suffer

[action] 31/10/2017 15:56

Do not forget interest rise in dec17 and further 3 rises for 2018 from fed (predictions)

[bluerunner] 31/10/2017 15:46

If a correction is imminent, wouldn't IMB (in theory) be a good defensive play?

[action] 31/10/2017 15:24

Msy be the whole market is topped and waiting for correction which did not happened in sept oct.

[danieldruff2] 31/10/2017 15:13

Palmer and Harvey situation probably isn't helping though it sounds close to a formal resolution with IMB having to rollover their loans

[action] 31/10/2017 15:09

As i said b4 only bid can stop the share price slide. The way it is droping we msy even see 2900

[philanderer] 31/10/2017 15:06

Prelim results next tuesday , maybe not going to make very good reading ?

[nimbo1] 31/10/2017 14:55

personally I think it is because less insti's want to own tobacco shares and smoking is no longer seen as the future, especially in the west. Vaping perhaps but IMB seem very behind on this compared to BATS. IMO only.

[andyj] 31/10/2017 14:17

New 52 week low, any ideas why?

[minerve] 26/10/2017 09:35

Just catching-up on some of the coverage of BATS Capital Markets Day yesterday. I saw this comment in the FT and I liked it. I thought I would share it here:

By Arthashastra

"Banning and restricting is a 1920’s idea of censorship that didn’t work. The poor downstairs looked in as the lords upstairs had their fun. It is where we are going with this moribund politics. Schwarzenegger built a tent outside the San Fransisco legislature to accommodate his love for cigars and to create a “positive environment where they can all be on an equal footing, as opposed to everyone going into the governor's office where he's behind his desk."

Anything positive takes time and cultural change rather than prescription."

[essentialinvestor] 25/10/2017 10:24

Is it possible to check current UK market share data for vaping?.

Mention it as I see a lot of the BATS vype product but little of blu,
just my own experience.

[philanderer] 25/10/2017 09:07

U.K. to Launch Inquiry Into E-Cigarettes Amid Boom in Vaping

[philanderer] 25/10/2017 00:07

translated..


ZÜRICH (dpa-AFX Analyzer) - The Swiss bank UBS has left the rating for Imperial Brands on "Buy" with a price target of 3900 pence. The business figures published so far by the European beverage and tobacco companies have signaled a solid development of the industry in the third quarter, according to analyst Nik Oliver in a sector study on Tuesday. His "Top Picks" include Inbev and BAT.

Date of analysis: 24.10.2017

[action] 24/10/2017 15:09

Here we go again for fresh yeat low

[thewheeliedealer] 23/10/2017 21:19

Hi all, most Weekends I tend to do a Blog on various Charts and stuff and this week IMB took my fancy as one of the Stocks I looked at. You might find it useful and you can read it here:



Hope it helps, cheers,WD

[minerve] 23/10/2017 10:06

5% yield with a further 10% per year increase yields 8% in five years. I know there is a lot of water to go under the bridge but if they stay rich in cash generation the share price will catch-up with that fact IMO. Increased my holding here too.