Imperial Brands Share Discussion Threads

[philanderer] 20/4/2018 21:33

Evening EI , you make some good points there.

edit:

on the week..

IMB -2.5%
BATS -10.5%

[this_time_its_different] 20/4/2018 18:49

Imperial will trade on May results now, though I do expect an uptick over next week to 2500p. Fair value for Imperial is around 2900p now, so it's a bargain at these prices.

[citytrader66] 20/4/2018 11:57

watch for the retrace. c2365p area is my guess. then bounce or lower??

[citytrader66] 20/4/2018 11:38

the bar stewards wouldn't let me buy at 23.00 yesterday even though i got a live quote. twice i tried to buy!! i'll get my own back today. just sold some at 24.045p which is the morning high :D

[essentialinvestor] 20/4/2018 10:43

Phil, fwiw near £23 seems fairly decent risk/reward to me,
unless trading is considerably weaker than forecast. The PM multiple is very
different to either BATS or IMB, PM is less geared than BATS though.

IMB need to offer a higher nicotine level in Blu. Just my own take.

[philanderer] 20/4/2018 09:50

If they manage to pay an unchanged dividend you're looking at a 7% yield at this morning's shareprice :-O

[action] 20/4/2018 07:53

Bat in America reduced losses by 1.5% after uk closed from 6% to 4.5%.

[philanderer] 19/4/2018 23:33

Market report:


...........Elsewhere, cigarette sellers British American Tobacco and Imperial Brands plunged after Philip Morris sounded the alarm over slowing global demand. As tobacco giants attempt to offset the decline in cigarette sales with alternative products, Philip Morris reported a sharper than expected decline in cigarette volumes with its finance chief warning of a further 2pc-3pc drop in 2018. After nosediving as much as 7.9pc, BAT finished on a 209.5p loss at £36.50 while Imperial tumbled 70p to £23.55.

[philanderer] 19/4/2018 21:11

A few pence higher on the stateside close tonight 2390p 'ish

[this_time_its_different] 19/4/2018 19:31

Imperial Brands has been oversold, no way should a quality stock such as this be trading for £23 with a 7.5% dividend that is projected to rise 10% a year in the medium term. The market has got it completely wrong. The market is treating Imperial Brands like if it is going to go bankrupt within the next few years. The stock has moved from £41 to £23, a serious move, totally unwarranted. This is a serious buying opportunity now.

[fizzypop] 19/4/2018 19:06

Maiden purchase at £23.33

[action] 19/4/2018 16:06

Added a few

[lomcovaks] 19/4/2018 15:31

Picking these up on the way down. Just added another 213 to the ISA for long-term income.

[philanderer] 19/4/2018 15:25

Philip Morris Plunges the Most in a Decade on Slump in Cigarettes

[philanderer] 19/4/2018 15:18

Philip Morris results ...read across the sector

[philanderer] 18/4/2018 21:56

Imperial Brands PLC @ImperialBrands

11 hours ago

Pod-based devices are the fastest-growing segment of the e-vapour category. myblu is already available in the US & UK - with news of three further market launches to follow next week...

[philanderer] 17/4/2018 11:36

17th april JP Morgan 'neutral' tp 2700p cut from 3275p

[philanderer] 16/4/2018 14:41

strong £ killing the sp

1.4322 cable

[stewart64] 13/4/2018 12:10

Completely lost momentum. It was hugely bucking the trend since the 26th March nadir. However, the recent losses have pegged gains back to 5.5%, exactly the performance of the FTSE 100 over the same period. Still tracking the index is about as good as it has got over the last year for short periods.

[philanderer] 11/4/2018 14:11

Sterling ticks above $1.42