Imperial Brands Share Discussion Threads

[fenners66] 09/4/2024 09:05

Awkward questions Huckers - that the BB cult does not want to answer.

BB effect on EPS - as long as all else remains the same or improves...but it does not.

"At current exchange rates, translation foreign exchange is expected to be a c. 5 per cent headwind on first-half adjusted operating profit and a c. 3.5 per cent headwind on full-year adjusted operating profit."

So whilst that is outside of the company's hands , and therefore they want to ignore it - its real and it wipes out most of the technical improvement of the BB.

In the end we get perhaps a tiny increase of the annual dividend despite the £1.1Bn being "returned to shareholders"

That £1.1bn equates to about £1.25 per share - actual shareholders will see none of it.
The small rise in future dividends it might buy will take probably 25 years or more to equate to the same being paid over to actual shareholders -by then a lot of us will be dead.

If they want to justify it as returns to shareholders then pay it too all of them !

Paying off the expensive debt - I had calculated and added to this board before - would have delivered a permanent and better increase in EPS.

[huckers] 09/4/2024 07:57

The bond matured. It has been repaid,funded by a new issuance. Question is: how much and at what term and coupon.

[spud] 09/4/2024 07:47

That's probably because they're paying down very little of the principal sum. BBs grab headlines, debt reduction doesn't.spud

[huckers] 09/4/2024 06:57

Was hoping to hear what they have done with debt. There was £600m at a 8.125% coupon maturing mid March. They haven't updated their debt summary.

[tornado12] 09/4/2024 06:39

Also from my side looks in line with expectations, so no fireworks in either direction. I am not a fan of BB, but if they can continue YoY with 1 billion, then for sure positive effect on the EPS and divi growth. In particular, at such low share price Will look to add after H1 results in May

[saltaire111] 09/4/2024 06:32

Trading update this morning looks ok.

Currency headwinds the only negative I see.

Salty.

[upomega] 05/4/2024 17:01

It was the last trading day of the year today for isas. Many would have bed and breakfast for Monday. So i wouldnt be surprised to see quite a bounce next week together with other stocks. just so long long as there is no major sell off state side inmo.

Fwiw GSK and one of my other main ftse 100 stocks has seen a large sell off this week

[marktime1231] 05/4/2024 16:33

After all this time I have decided to filter you fenners because you are a prize oaf and you will not let it go, despite having the pros and cons of buybacks discussed at length you will find any excuse to reignite the tired debate with spurious and false argument. Not sure we are learning anything from you, if we ever did, you are just irritating now.

[fenners66] 05/4/2024 15:13

Wow , look at that massive positive impact of buybacks - not.

Repaying the expensive debt was always the more certain option.

[spud] 05/4/2024 14:57

Tuesday 9 April - Trading statement.

-2.2% down (BATS -0.9%) Has someone got wind of a nasty?

spud

[spud] 27/3/2024 16:35

Dividend payday tomorrow.

spud

[dmore2] 23/3/2024 11:47

hxxps://app.tikr.com

[spud] 22/3/2024 19:51

News feed here plus

spud

[fat_divvy] 22/3/2024 19:43

Nice! Where is the best place to see this information for brittish stocks like this?

[spud] 22/3/2024 19:10

I note that Spring Mountain Investments Ltd have upped their stake from 6% to 7%. spud

[fat_divvy] 22/3/2024 19:02

Yeah! Been reading alot here and on BATS. Got me 300 shares of BATS thinking of grabbing 200 IMB too.

[spud] 22/3/2024 18:52

Your first post fatty?spud

[fat_divvy] 22/3/2024 18:10

Why is Stepan and Lukas selling? Almost no insiders buying? I want to buy but this thing scares me. Please help!

[louis brandeis] 21/3/2024 10:37

☺️

[fenners66] 20/3/2024 18:56

Louis , there is already a cure for those other ailments....
Marriage

[luderitz] 20/3/2024 16:07

Oh LB you are so angry 😀

[louis brandeis] 20/3/2024 15:24

What is important is education so that people can make an informed choice. This cost to the NHS is a very selfish attitude by the non-smoking community. After all, smokers pay for those that can't keep their snake in their pants and so get repeated STDs and unwanted pregnancies and the lycra clad freaks who fall out of their pelotons onto the road because, as cyclists, they think they freaking own it.

[louis brandeis] 20/3/2024 15:20

Talk about a witch hunt and easy financial targets. It is getting out of hand. I bet most human activity, especially what we digest, has the potential to alter DNA. After all, that is probably the whole basis of evolution and Darwin theory etc.. It would be rather odd if human activity didn't alter DNA as we would all still be neanderthals eating mammoth and carrying our 'wives' over one shoulder with one arm and a club in the other.

[luderitz] 20/3/2024 15:19

Smoking is bad for health it's a well know fact.