Imperial Brands Share Discussion Threads

[spud] 26/7/2023 13:10

Typical normalised apathy of being a sin (non woke) stock, to a cracking set of results from BAT.

spud

[marktime1231] 26/7/2023 12:58

Sorry today I am being lazy and can't be bothered to trawl through BATs announcement for read across. The headline of resilience is all I caught, the response fleeting as you observe. So?

[kiwi2007] 26/7/2023 10:30

Problems getting through 1840

[tuftymatt] 26/7/2023 08:20

Good start today after BATS results 😀

Good luck all 👍🏻

[spud] 20/7/2023 16:10

Very!

spud

[valuehurts] 11/7/2023 21:21

Hopefully big tobacco will shape the legislation squeezing out the Chinese disposables. Everyone knows that if the government was serious they would put vapes on prescription only. Doubt they will do much with menthol cigarettes due to the sensitive politely nature of a ban but I could be wrong. Not much political gain and a lot to lose.

[philanderer] 11/7/2023 00:24

FDA Denies Marketing of Myblu Menthol

[spud] 05/7/2023 21:59

Proving to be a nice hedge against the general Market malaise. With the next dividend coming up in about 10 weeks and then 2 biggies, I expect the price trend to be positive going forward. spud

[marktime1231] 04/7/2023 18:28

I like that IMB keeps hoovering up its own shares at these knock down prices. I like it even more that IMB has been tipped I think by a chart-based analyst to recover some of its recent share price losses based on a reappraisal of its risk-adjusted net present value and some AI mumbo jumbo about patterns and stuff I don't understand.

Still turns in my mind on whether Bomhard delivers the real growth in financial performance which he has promised for FY23 H2, but we wont know that for sure until late November.

[dmore2] 04/7/2023 17:59

hxxps://www.ii.co.uk/analysis-commentary/high-yielding-shares-i-am-backing-deliver-market-beating-income-ii528412



6:35

[action] 04/7/2023 11:10

performing better than BATS.

[marktime1231] 24/6/2023 12:54

That is so much bilge from This is Money. A more accurate analysis from real scientific study in Germany back in 2017 so before vaping took off ...

"The results from our panel data models, several of which control for selection bias, indicate that the propensity to become a smoker increases significantly
during an economic downturn, with an approximately 0.7 percentage point increase for each one percentage point rise in the unemployment rate. Conversely, conditional on the individual being a smoker, cigarette consumption decreases during recessions, with a one percentage point increase in the regional unemployment rate leading to an up to 0.8 percent decrease in consumption."

So (obviously !) existing smokers will smoke less in an economic downturn, and that is where big tobacco like IMB make their cash. Perversely more people take up smoking (or vaping now ?) but that is a tiny population variation compared to the behaviour of existing smokers.

The defensive power of big tobacco stocks is that they can still raise prices even during a downturn, sustaining revenues. The garbage that "consumers smoke more" is just garbage.

[spud] 24/6/2023 09:11

More of this as opposed to BBs please Stefan. spud

[philanderer] 24/6/2023 00:04

Market report..

Imperial Brands was also being aided by a new contract. The company has bought nicotine pouches from Canada's TJP Labs for £65m. The tobacco group – which houses Davidoff and Gauloises – said it will relaunch the pouches in 2024 under a new brand.

'While it will take time to build our presence in this category, the proposition has tested strongly with consumers,' chief executive Stefan Bomhard said.

Investors always back cigarette makers in the face of a downturn as consumers smoke more during recessions.

[montyhedge] 23/6/2023 10:05

Lagging behind BATS but should catch up.

[action] 22/6/2023 17:35

Summer sale off justification may be.

[spud] 21/6/2023 11:54

Mark - They are a complete waste of time. Long ago they were worth taking note of. Now it appears they are increasingly trotted out to justify some office junior on work experience.

spud

[marktime1231] 21/6/2023 11:41

That is hardly a "neutral" re-rating, do they attempt to explain why they have just chopped off 20% value?

[philanderer] 21/6/2023 09:49

Imperial Brands: Citigroup remains neutral with a price target reduced from 2300 to 1865 GBp.

[drew lonmenob] 15/6/2023 15:48

keep crying remainiac scum

[porsche1945] 15/6/2023 13:48

Bloomberg: HSBC downgrades UK markets and calls them ‘a drag’ within Europe

HSBC downgraded U.K. markets to underweight from neutral, according to a note from the British bank.

Its analysts described the U.K. as “a drag” within Europe as its equities are under particular stress compared to other nations.

The FTSE 350 is among the worst-performing indexes in developed markets, HSBC wrote, and it expects earnings to decline by around 2% in 2023.

[jrphoenixw2] 11/6/2023 17:56

FWIW, an update on IMBs financials, published today: