Imperial Brands Share Discussion Threads

[marktime1231] 06/10/2021 10:40

Oh well, might have to add some more

[fenners66] 06/10/2021 10:29

And if they switch to buybacks and the share price is lower at least they will not be wasting as much per share...

[daneswooddynamo] 06/10/2021 10:16

Good news is that no further horrors in the closet and new management look to be nicely on top of things. Shares will continue to languish imo as the ESG juggernaut rumbles on to lower and lower prospective returns. Meanwhile div yield looks safe at around 9 percent and once another billion or so comes off debt my guess is that they will switch that firepower back to buybacks assuming markets continue to be relatively stable

[philanderer] 06/10/2021 10:10

Yes, no surprises, so down we go again.

[spud] 06/10/2021 08:19

Imperial Brands Says Fiscal Year 2021 Net Revenue Grew Around 1%Source: Dow Jones NewsBy Anthony O. Goriainoff Imperial Brands PLC said Wednesday that it expects to report that fiscal 2021 net revenue brew by around 1% on an organic, constant-currency basis, and that this is driven by a continued strong pricing in tobacco.The FTSE 100-listed tobacco company--which houses the Davidoff, Gauloises and JPS cigarette brands as well as a number of vapor and heated-tobacco products--said that for the year ended Sept. 30 it expects to report adjusted organic operating profit growth in line with the board's guidance of low to mid-single digit constant-currency growth. The company said that this will reflect the significantly reduced losses in Next Generation Products, or NGP, and an increased distribution profit.The company said reported second-half revenue from NGP is expected to be at a similar level to the first half, and that this is a reflection of the effect of market exits as it focuses on categories and markets with the best potential for sustainable growth."Full-year adjusted operating cash conversion is expected to be in line with expectations with the unwind of the temporary Logista cash benefits in fiscal 2020 resulting in a working capital outflow," the company said.spud

[irenekent] 06/10/2021 07:58

Best to under-promise and over-deliver.

[spud] 06/10/2021 07:50

Agreed. Boring as boring is. No doubt, IIs will find an excuse to sell this down citing increased expenditure in the staff toilets or something equally as daft.spud

[fenners66] 06/10/2021 07:26

No great shakes , more or less in line...

[marktime1231] 05/10/2021 19:02

Here's hoping for enough good news in the trading statement tomorrow to move the share price up strongly, don't imagine £21 is a short term target but I do have hopes for £18+ this year. Resilient revenues plus debt reduction plus dividend progress, the strategy working, hint of a buyback programme to woo corporate analysts. A reminder that tobacco is a defensive hedge when inflation outlook is a worry.

[stevey82] 05/10/2021 13:04

Anyone invested not had there dividend reinvested I'm with Lloyd's and the reinvestment hasnt went through yet

[medieval blacksmith] 05/10/2021 12:52

No I don't. Not with current management.

[spud] 05/10/2021 12:07

And you don't think they've been tipped the wink...?

spud

[kipper999] 05/10/2021 11:45

I thought that was a bit odd too.....
Still, i'd take £21 ...

[medieval blacksmith] 05/10/2021 11:07

Why would you release a TP the day before a trading statement? Surely if you were astute you would wait a day to calculate the TP on latest information. You don't fill up the car on last month's fuel gauge do you.

Dear me.

[philanderer] 05/10/2021 11:02

JPMORGAN RAISES IMPERIAL BRANDS PRICE TARGET TO 2,100 (2,000) PENCE - 'OVERWEIGHT'

[kiwi2007] 05/10/2021 05:48

I quite like Newmont which is paying around 4%

[cassini] 04/10/2021 22:32

POLY pays about 7.7% at the moment. Probably more if forward looking.

[1viky] 04/10/2021 16:50

Which gold stocks are you referring to and what is the current divident yield. Thanks

[creditcrunchies] 04/10/2021 16:34

Fags and Gold pay massive dividends at the moment whilst everybody else is chasing 1-2% yield. Strange old times all driven by computer algos

[encarter] 04/10/2021 16:23

Good timing.

[marktime1231] 01/10/2021 16:12

Added at 1520p expecting good news and momentum in to the big divis.

[marktime1231] 01/10/2021 12:22

Got a cheeky bid out hoping to be able to pick some more up at a bargain.