Imperial Brands Share Discussion Threads

[spud] 02/3/2022 11:47

Someone, please, just put them back.

spud

[medieval blacksmith] 02/3/2022 11:43

Another thing: why do you pay for live pricing? An idiot like you can't take advantage of that. Waste of money for you old boy. Best spending it on the horses, eh?

LOL

[medieval blacksmith] 02/3/2022 11:40

Spud

You sound a bit sour since you lost your argument over the share buy-back issue. Perhaps you should focus some of your time learning about investing and finance and then we wouldn't disagree with each other so much. :)

[spud] 02/3/2022 11:28

Oh gawd, here we go again. Has someone hidden MB's meds?

spud

[medieval blacksmith] 02/3/2022 10:59

LOL

Touché

[fenners66] 02/3/2022 10:57

Couldn't you take some more "experienced" people with you ?

[medieval blacksmith] 02/3/2022 10:55

The general level of investor intellect on ADVFN is dire. One would have thought that investors could exercise their grey cells from time-to-time rather than accept everything at face value. No wonder Boris the Doris was voted in. The U.K. is full of muppets.

[medieval blacksmith] 02/3/2022 10:53

I'm flying to the moon with 40 virgins, it's all on my website. :)

[lendmeafiver] 02/3/2022 10:29

The new CEO reviewed the business and has produced a clear 5 year plan, it’s all on the website.

[medieval blacksmith] 02/3/2022 10:19

"Med Blacksmith - Jti, BAT and Philip Morris all have larger production facilities than IMB in Ukraine. So far none have issued an RNS."


Yes, they all need to report.

I have BAT, but to me IMB is more of an issue because their growth story is a little grey (and weaker) at the moment so the share price of IMB IMO is more susceptible to bad news and hence more a risk from an investors POV. BAT is a much stronger investment with well defined NGP and share buy back plans therefore I'm happy to hold it regardless.

[sumday] 01/3/2022 22:12

I have read that the Russians are trying to minimise damage to non military installations. I read that the US funded biolabs were their initial targets.

[scobak] 01/3/2022 22:06

Can see the Russians looting the cig facilities. is that an extra incentive?

[kiwi2007] 01/3/2022 21:21

Med Blacksmith - Jti, BAT and Philip Morris all have larger production facilities than IMB in Ukraine. So far none have issued an RNS.

Potentially the worst affected at the moment must be Philip Morris who's factory is in Kharkiv and currently in danger of being damaged I'd imagine.

BAT's production facility is in Pryluky about 150km to the East of Kiev and where fighting is ongoing at the moment.

Jit's production facility is relatively safe at the moment in Kremenchuk 300km South of Kiev.

[medieval blacksmith] 01/3/2022 10:55

And still no RNS!

Not looking good from a PR point of view. And I was holding the new CEO in high-regard up until now.

Come on, give us the news.

[deanowls] 28/2/2022 18:17

I’d expect those to be bottom of the list right now.

Are employees safe.

Is there anything we can do for them.

Then go back to Q1 everyday. The rest will sort itself out.

[medieval blacksmith] 28/2/2022 16:05

I've sold some of my holding down until they come out with RNS. At the moment we are flying blind. Questions that need to be answered:

(a) If the manufacturing base in Kyiv is closed right now what are they doing with replacing lost manufacturing output;
(b) What is the current level of inventory in Kyiv right now and when will it run out at projected run rates;
(c) What is their estimation of impacted sales into Ukraine and Russia going forward; and
(d) What are the incremental costs for new/replaced manufacturing assets, alteration in logistics and impairments/write offs of applicable fixed and current assets?


Early days I know but an RNS is surely due by now.

[lendmeafiver] 28/2/2022 15:47

Good info Kiwi 👍

[kiwi2007] 28/2/2022 09:51

Simplistically. IMB makes half its profits from Europe. In Europe they sell 121 Bl units a year. Kiev factory produces 21 Bl of those units. Profits reduced by a significant amount (circa 8% +) if it never reopens.

Yes, I know they'll use production from elsewhere eventually but it's a bitter blow at this moment.

The factory, by the way, is 16 km South of Kiev centre (close to E40 and H01 motorway interchange) so perhaps not yet under Russian control and hopefully won't be damaged in any further fighting.

[spud] 25/2/2022 15:23

The way things are moving in Ukraine it won't take long!

spud

[medieval blacksmith] 25/2/2022 15:22

It seems that way. Maybe they are holding off just for a day or two in hope this is quickly over.

[push n run] 25/2/2022 15:08

Sometimes it's best to say nothing. This is clearly one of those times.

[medieval blacksmith] 25/2/2022 11:45

Good one spud but we truly should have an RNS.