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Share Name | Share Symbol | Market | Type | Share ISIN | Share Description |
---|---|---|---|---|---|
Imperial Brands Plc | LSE:IMB | London | Ordinary Share | GB0004544929 | ORD 10P |
Price Change | % Change | Share Price | Bid Price | Offer Price | High Price | Low Price | Open Price | Shares Traded | Last Trade | |
---|---|---|---|---|---|---|---|---|---|---|
-30.00 | -1.15% | 2,579.00 | 2,572.00 | 2,574.00 | 2,604.00 | 2,566.00 | 2,601.00 | 4,722,676 | 16:35:14 |
Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
---|---|---|---|---|---|
Cigarettes | 32.41B | 2.61B | 3.1214 | 8.24 | 21.84B |
Date | Subject | Author | Discuss |
---|---|---|---|
23/11/2024 19:47 | Auxly is a forgotten investment of IMB. They've been doing well lately, ebitda positive in 2024. And products are selling well in Canada. THC vape device back forty has good reviews and is growing in CAD sales. Problem is the export to US is not possible currently. And Canadian market is too small. Upside is possibility for international expansion with local subs and sharing thc and vape technology they have with auxly and fontem ventures. IMB has increased investment to almost 20 percent through convertible notes.While it's still immaterial to earnings there's a foot in the door to a potentially big industry with countries looking to ease regulation on cannabis... combining thc and vaping will be huge once all are hooked on bapeshttps://auxly.c | dartboard1 | |
23/11/2024 13:54 | I've taken the opportunity (thanks to the BB) to lower my exposure from 13.5k to 9k today and am happy to hold for £30+. spud | spud | |
23/11/2024 13:04 | Yes, only impactful if your doing a good portion of share capital. Not just to offset the dilution of employee share comp.Also helps for a company like IMB with declining tobacco market. In 5 years will have significantly less stick volume but share capital is shrinking with that. Not sure how long price increases can offset this for but BB lowers the risk.Would like to think NGP will also offset ... but this is an unknown at the moment. This is a good hold even if it doesn't, but think I will start taking dividends in cash rather than reinvesting | dartboard1 | |
23/11/2024 10:38 | LLB, I agree with most of your post, and IMB is certainly a core part of my portfolio, and a solid hold going forward. But my interpretation of the dividend announcement is that FY 2025 has been set at four Quarterly payments of 40.08p each. So probably no further increases to be announced until full year results next November, when they will set the four quarterly payment amounts for 2026. This is the same approach that BATS adopt. Best wishes. NSB | north sea boy | |
23/11/2024 10:31 | Mark. I've never been against PROVIDING that there is sufficient fiscal firepower to enable a 20% + dent in the issued share capital. Those companies who end up buying back less (ABDN to name but one) are effectively bringing a water pistol to a gunfight and are a complete waste of shareholder resources.spud | spud | |
23/11/2024 09:07 | Q3-2024 - 54.26 pence Q4-2024 - 54.26 Q1-2025 - 40.08 Q2-2025 - 40.08 Then c+5% tbc 42.08 pence for the H2-2025 (164.32 pence for FY) Forward yield of 6.6% at 2500, or 5.5% at 3000 pence, happy with that inside the ISA tax free as a part of a portfolio, there are plenty of 9/10% income shares right now (insurers), but how sustainable that is we will have to wait and see, a spread is a much better strategy IMO.. The strategy review in March could result in a dividend hike, further buybacks and/or debt reduction, all value adding for holders so it does not really matter which, but there is always room for a special too.. :o) | laurence llewelyn binliner | |
23/11/2024 08:47 | But afterwards it will be 40p evenly distributed quarterly so annual 160 p plus a few % annual increase. | riskvsreward | |
23/11/2024 07:32 | Very nice income too.. :o)Sooner or later the impact of the buybacks on the share capital compression will show itself in the SP, XD 28th so we will soon see how far it runs up to the 27th..Longer term target for 2025, 3000 pence does not look at all out of reach now does it with the next 4 dividends a very good reason to hold your shares tight, watch and wait..BATS reporting early December could also be a catalyst, expectations for growth in vapour are high there now PM/MO/IMB have reported the same.. | laurence llewelyn binliner | |
22/11/2024 23:56 | The IMB future Dividend yield is now currently 7.45% 188.68p/2532p.The next four quarterly dividends are 54.26p,54.26p,40.08, | garycook | |
22/11/2024 23:34 | Converted you in favour of buybacks? | marktime1231 | |
22/11/2024 20:47 | Because it's such a massive buyback, this is only going in one direction - The fewer the issued shares (thanks to the previous buybacks) the greater the leveraged percentage bought back now. spud | spud | |
22/11/2024 19:51 | Eazzzyyy muneeee | putinaire | |
22/11/2024 19:03 | Imperial Brands (IMB) chief executive Stefan Bomhard highlighted the 4.6 per cent increase in net revenue as "the strongest top-line growth the company has recorded in more than a decade".The maker of Davidoff and Gauloises recorded market share gains in four of its five priority markets (the only exception was the UK, where a 50-basis point drop was blamed on an "inflation-linked excise increase".As decent as this sounds, this is still a case of (well) managed decline, though. The top-line growth came as a result of a 7.8 per cent uplift in tobacco pricing, offsetting a 4 per cent drop in volumes. Imperial said this volume decline is showing signs of "normalising", after reporting a double-digit drop in the prior year following its exit from Russia.Management were encouraged by market share gains in Spain, Germany and the Americas, although the latter just meant the volume decline of 7.7 per cent it experienced was better than the market's slide of 9 per cent. It blamed cost-of-living pressures and "increased sales of illicit vaping products".Imperial's 'next-generation' products arm, which sells vapes, heated products and oral nicotine grew revenue by more than a quarter, boosting gross margins. However, although this allowed the division to cut its net loss by 43 per cent to £79mn, it remains a pretty small part of the overall operation (1 per cent of total revenue, or 4 per cent of net revenue, excluding duties).After increasing its dividend by 4.5 per cent and announcing it plans to buy back a further £1.25bn of shares this year, the company is set to return £2.8bn of capital, leaving it on track to deliver a cumulative £10bn to shareholders since it launched its current strategy in January 2021, Bomhard said. The next phase of its buyback strategy, covering the period until 2030, will be set out at a capital markets event in March.The 2 per cent share price gain post-results means Imperial's shares are up 36 per cent so far this year a racy gain for what is meant to be a slow-and-steady income share. In fact, as Panmure Liberum's Rae Maile points out, they have done better than three of the so-called 'Magnificent 7'.The difference, though, is that the Magnificent 7 operate in sectors that still offer some prospect of healthy growth. At 7-times forecast earnings and an implied dividend yield of 6.3 per cent, Imperial's shares look cheap, too. But given the lack of growth they're cheap for a reason. Hold. | xtrmntr | |
21/11/2024 15:14 | FWIW :- Deutsche Bank raises Imperial Brands price target to 2,850 (2,600) pence - 'buy' | skinny | |
20/11/2024 20:36 | Just pray that Sniffer, Large Chopper, Creepy Muppet, BaPompous and the others don’t get on here…… | munin | |
20/11/2024 19:13 | So long as Dirtbank and Investors Chronicle don't tip it as a buy we should be OK | 1knocker | |
20/11/2024 15:05 | Yeah I think 3000 is a very conservative / good starting point for this one based on what has been made public so far. Sit back and pick up the divi while waiting for even more share price growth is just fine with me. Good luck all 👍🏻 | tuftymatt | |
20/11/2024 14:48 | 19.11.2024 - On 08.10.2024 Imperial Brands PLC announced the start of a new ongoing share buyback programme, to initially repurchase up to GBP1.25BN of shares in the period to 29 October 2025, also to buy back up to GBP625M of its shares commencing from 30.10.2024 and expected to end no later than 29 April 2025.. Cumulative capital returns from FY21 to FY25 of cGBP10BN representing c67% of market capitalisation at January 2021.. IF the strategy review in March 2025 goes along the lines of the last 5 years with return of capital to shareholders (sustained buybacks and dividends), what figure then for EPS/DPS..? I can see 3000 pence here just for starters, nothing goes in straight lines of course, but it should be a very rewarding ride.. :o) | laurence llewelyn binliner | |
20/11/2024 13:56 | goldman S has also reiterated their BUY today and increased share price target to 2850 from 2350p that they issued just last month. | muscletrade | |
20/11/2024 13:03 | RBC behind the 8 ball as per usual. spud | spud | |
20/11/2024 12:03 | An inbox alert this morning that IMB has hit £25 price target. Do I want to sell? No. Not with those big dividends on the way. Nice problem to have though. | marktime1231 | |
20/11/2024 10:31 | FWIW :- Barclays raises Imperial Brands target to 3,000 (2,800) pence - 'overweight' UBS raises Imperial Brands price target to 2,850 (2,750) pence - 'buy' RBC raises Imperial Brands price target to 2,100 (2,000) pence - 'sector perform' | skinny | |
20/11/2024 10:22 | For years this has been a red element in my portfolio, and now it is blue! A reminder of course that my return on capital over that period has been a lot less than than the headline dividend rate of course, but welcome nevertheless. Slightly surprising too, as bond yields don't show much sign of falling. My BATS holding is still red, though nothing like so red as it has been. More to the point, it is paying a significantly higher dividend than this at current prices, and seems the better top up candidate. | 1knocker | |
20/11/2024 10:20 | Barclays raises Imperial Brands target to 3,000 (2,800) pence - 'overweight' UBS raises Imperial Brands price target to 2,850 (2,750) pence - 'buy' RBC raises Imperial Brands price target to 2,100 (2,000) pence - 'sector perform' | philanderer | |
20/11/2024 10:10 | Crude numbers but at 2500 that's 7.5% in 10 months then. With a bit of share price growth too, hopefully, that isn't bad at all in my book. Good luck all 👍🏻 | tuftymatt |
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