Imperial Brands Share Discussion Threads

[gaffer73] 13/11/2020 09:19

Cheers Gary, 48p.

[spud] 13/11/2020 09:17

Exactly Gary! It's not difficult to understand is it? Add to that some dividend growth going forward and voila! spud

[gary1966] 13/11/2020 09:12

Divi 137.7p for the year. Two interims of 20.85p already paid, leaving a further 96p split over the remaining two so 48p for each of them as has already been said.

[dogwalker] 13/11/2020 09:10

And a smaller div must mean a smaller potential slump in the share price once ex-div. There's always a silver lining.

[gaffer73] 13/11/2020 09:08

If it's the quoted 137p for full year it should be cica 47p for Q3 and Final.

[spud] 13/11/2020 08:58

Dividend will be at the rebased level when paid in December and I would expect circa 5% dividend growth during 2021:"Deleveraging remains a key priority, such that the Board has decided to rebase the dividend by one-third to accelerate debt repayment, while retaining a progressive dividend policy, growing annually from the rebased level. This will strengthen the balance sheet and support a more flexible approach to capital allocation in the future."spud

[irenekent] 13/11/2020 08:39

Depending upon the optimism shown by the new boss on Tuesday and assuming that the div is reduced by the same percentage as the last interim I now feel that we may have seen the bottom finally. One lives in hope.

[gaffer73] 12/11/2020 20:39

Hopefully this can hold on to the recent gains before ex divi.

[trikytree] 12/11/2020 17:29

Gaffer, you are correct. It looks like ex div has been put back to the 26th according to the city dividend forecasts. And I see VOD has also done the same. Gonna have to hold both another week at least.

[gaffer73] 12/11/2020 16:46

More likely to be announced on the 17th with exdiv on the 26th.

[trikytree] 12/11/2020 16:34

That’s what I thought Pixtel but unless they announce tomorrow then they will wait til Tuesday. Crazy high yield if it matches the forecast so fingers crossed no nasty surprises next week. I’m happy holding these and VOD for results and div next week. Vodafone also similar in that they’ve not confirmed the div yet either although their results are Monday IIRC.

[pixtel] 12/11/2020 16:13

Triky, If those dates are right, then that is a very short period from announcement to exdiv date. Usually we get at least 1 or 2 weeks don't we?

Many years married to this dog for me. Highest purchase £30.xx Lowest purchase £12.xx

[spud] 12/11/2020 12:08

Cheers Triky.

spud

[trikytree] 12/11/2020 12:00

Spud, it will be declared on Nov 17th with full year results for an ex div of Nov 19th. It’s forecast to be 48p.

[spud] 12/11/2020 11:51

Still awaiting the dividend declaration - Normally 5/6 November.

spud

[buywell3] 12/11/2020 07:57

At some point soon in the USA and EU

Due to Hospital staff falling down from exhaustion and sickness

Due to ICU's becoming full



Doctors are going to have to decide who to treat first

Think about it --- what criteria will be used ?

[kiwi2007] 12/11/2020 05:47

Yesterday....BATS up 3.45% - IMPS up 0.47%

Enough said? The new CEO really needs to perform on Tuesday.

[spud] 11/11/2020 11:45

3 falling shares with recovery potential? ITV, GSK and Imperial Brands



Shares in ITV plc (LON:ITV) (ITV.L), GlaxoSmithKline plc (LON:GSK) (GSK.L) and Imperial Brands PLC (LON:IMB) (IMB.L) have fallen since the start of 2020. Could they deliver recoveries over the long run?

The ITV share price is down by around 40% since the start of this year. The company’s performance has been severely hurt by a slowing UK economy. As a cyclical business, it’s not a major surprise to me that the company has experienced slowing demand for advertising while business and consumer confidence is at a very low level.

I’ve been impressed with the way in which ITV has responded to difficult trading conditions this year. I think its decision to reduce costs, invest in digital growth opportunities and press ahead with innovative plans such as its marketing opportunities show that it has the potential to expand its presence in a variety of mediums in the long run.

I’m not expecting a quick recovery for the ITV share price. I’m cautious about the UK’s economic outlook over the next few months. But I do think that it has the capacity to post improving performance over the long run.

The GSK share price has surprised me a little this year. The company’s investor updates have generally been pretty positive, to my mind. For instance, its consumer healthcare segment has performed well and this has largely offset a disappointing performance in its vaccine segment.

I also have held the view for many years that GSK is a relatively defensive stock. However, it’s 17% decline since the start of this year suggests that this may not be entirely true.

Over the long run, I’m upbeat about the prospects for the GSK share price. I think its plans to separate into two companies are sensible and have been mooted for many years. I’m also of the view that it’s 5%+ dividend yield could become more attractive as dividend growth opportunities move more in focus.

The Imperial Brands share price has declined yet further this year. It’s down by another 30% in 2020 after a very challenging 2019. A change in management could spark a recovery in my opinion. However, I think it could take time for the company to reorganise, refresh its strategy and deliver improving financial performance.

That said, I think the non-combustible segment offers longer term growth potential for companies such as Imperial Brands. Its existing cigarette brands may also provide the necessary cash flow to make investments in new growth areas as consumer trends continue to move towards less harmful alternatives to cigarettes.

I’m not expecting the Imperial Brands share price to quickly recover. Neither am I expecting it to outperform the FTSE 100 in the short run. But, as a long-term investor, I think it is a more attractive business than its recent share price performance suggests.

Disclosure: the author has no position in any stocks mentioned.

spud

[spud] 10/11/2020 14:00

Easy to think that until you factor in the dividends ect - I've taken nearly 30k in dividends and trading profit over the past 20 months, so not all bad.

spud

[cassini] 10/11/2020 13:06

Sadly my SIPP still looks like a car crash, IMB also being the main dog.

[badtime] 10/11/2020 12:29

Dipped toe in yesterday at 1233 ..wished I stuck the foot in now lol

[creditcrunchies] 10/11/2020 12:05

My SIPP valuation is above the pre-Covid crash levels now with only one dog in the portfolio which is this stock lol. If this one gets above £15 I'll be very happy

[spud] 10/11/2020 11:17

Imperial Tobacco boosts sales with Embassy Signature launch
By Éilis Cronin in Tobacco 10th November 2020



Imperial Tobacco is set to expand its Embassy cigarette range with an Embassy Signature range, in a move designed to “unlock sales amongst shoppers seeking out top brands”.

The Embassy Signature range will be available at the end of November and consists of Gold and Silver variants in packs of 20 for £9.30.

Embassy Signature Gold will also be available in packs of 100 (£46.50).

Imperial Tobacco said the range offers all the features associated with premium factory made cigarettes, without the premium price tag and “promises to deliver increased sales and profit margins for retailers”.

It said the range benefits from the addition of special Reduced Smoke Smell (RSS) paper, designed to reduce the linger of smoke smell on clothes or fingers.

Chris Street, market manager UK at Imperial Tobacco, said: “The Embassy brand has enjoyed continuous growth over the last 12 months and with the sub economy sector worth almost 60% of the total FMC market, we’re confident the launch of our new Signature range will drive further sales momentum in the months to come.

“Not only does the range benefit from all the characteristics of a premium FMC product and the familiarity of the Embassy brand name, but it also offers exceptional value for modern shoppers, and importantly increased profits for our trade customers.”

spud

[daneswooddynamo] 10/11/2020 11:03

Good to see a bit of life here, even outperforming bats today, the pairs traders must be gobsmacked!

[spud] 10/11/2020 08:51

Debt has never been cheaper. spud