Imperial Brands Share Discussion Threads

[philanderer] 17/1/2018 12:17

Wide open for Japan Tobacco to have a go.

[andyj] 17/1/2018 11:29

Failed to break through the top of the trading range so retesting the bottom! Tobacco really shouldn't be this volatile!

[philanderer] 16/1/2018 10:39

16th jan Citigroup neutral

reiteration

[stewart64] 12/1/2018 11:47

It would be nice if Imperial Brands matched all this analyst enthusiasm with a bit of market action. In spite of the huge bounce in the FTSE since early December it has barely kicked off £31, underperforming the general market by at least 50%. Bought this along with Glaxo and Aviva early last month( as obvious dogs) and this is the one still stuck on the launch pad. Being the dog of the dogs now I reckon a good sign that its day cometh.

[philanderer] 10/1/2018 12:26

Questor: big tobacco is uniquely protected from regulation and falling sales, so buy Imperial Brands

[andyj] 05/1/2018 15:52

A one month uptrend in place now, can it break up through resistance at 31.90.

[philanderer] 05/1/2018 09:59

As Japanese Smoke Less, Tobacco Giant's New CEO Looks Abroad

[philanderer] 22/12/2017 18:13

'Imperial Brands moves to the cloud'

[jrphoenixw2] 21/12/2017 10:25

It seems this purchase increases his holding by 67%, so yes as a market purchase [vs bonus award] you'd hope the market would take heed of this as an insider signal. That said in my experience if you're looking for the Board to be sending a pretty clear signal then I'd be looking for say three Directors making purchases at the same time...

'Mark Williamson, Chairman, bought 7,876 shares in the company on the 19th December 2017 at a price of 3148.57p. The Director now holds 19,628 shares representing 0.00% of the shares in issue.' [...]

[irenekent] 21/12/2017 09:35

A pretty meaningful purchase by the chairman. What does he know that we don't? Certainly not the action of someone who thinks the company is in a permanent downward trend.

[philanderer] 20/12/2017 14:53

LONDON (Alliance News) - Imperial Brands PLC said Wednesday that Non-Executive Chairman Mark Williamson acquired shares worth GBP248,000 in the tobacco giant in a transaction on Tuesday.

Williamson - chairman since 2014 and a board member since 2007 - acquired 7,876 shares in the FTSE 100-listed firm at a price of 3,148.568 pence, equivalent to a total consideration of GBP247,981

[philanderer] 13/12/2017 14:58

13th dec Berenberg buy tp 3765p cut from 3780p

edit:

Imperial Brands hit by wholesaler collapse
Berenberg has trimmed its price target on Imperial Brands (IMB) after the cigarette maker was hit by the collapse into administration of P&H, the UK’s second largest tobacco wholesaler.

‘As the banks have first rights over the cash derived from trade debtors, Imperial Tobacco and Japan Tobacco are left to pay the outstanding duty on the tobacco products that P&H had sold,’ said analyst Jonathan Leinster, pointing to a cost of up to £160 million for the group.

‘These figures might reduce somewhat, because the companies will be able to reclaim on any unsold stock.’

Leinster cut his price target to £37.65 from £37.80 and maintained his ‘buy’ rating.

[philanderer] 11/12/2017 09:47

Downgraded today by Morgan Stanley to 'equal weight' - target cut to 3400p from 3740p

[stewart64] 07/12/2017 17:18

I went back in today too having sold out on the first post crash bounce back in August at £33.

[philanderer] 04/12/2017 14:15

Just IMB and BATS down for me today.

Come on JT you know it makes sense ;-)

[mozy123] 03/12/2017 11:39

Noticed in the fundsmith factsheet for November that terry smith had sold the imperial brands position in the fund.

Since it is a £10bn portfolio and imb was around 4-5% that was some serious stock being sold on the market.

[philanderer] 29/11/2017 18:22

IMB and BATS pretty well matching each other today.