Imperial Brands Share Discussion Threads

[warranty] 21/8/2018 17:28

You spoke too soon!!

[action] 21/8/2018 09:41

next stop 3300p and 3600p. Still holding not topping up.

[lyceeuk] 21/8/2018 09:07

£30 gone?.now we might see a better climb up

[jezza123] 21/8/2018 08:44

she's sneaking up on £30....

[countless] 20/8/2018 17:01

Thank you Mr Jones

[philanderer] 20/8/2018 10:18

ex dividend thursday morning for 28.435p

[countless] 20/8/2018 10:11

EJ may I ask why you think the price will fall back to 2850 please? I would be interested to know your reasoning. Thank you.

[philanderer] 19/8/2018 20:50

😊


FWIW

'Should you buy Neil Woodford’s top two stocks?'

Imperial Brands


The largest holding in Woodford’s flagship £6bn fund is tobacco manufacturer Imperial Brands (LSE: IMB). At 30 June, the stock had an 8.9% weighting in the fund according to the Woodford Investment Management website, which is certainly a large position. Clearly, the portfolio manager sees considerable value in Imperial. Is it a good stock to buy then?

Personally, I share his view that it offers value right now. With the stock down around 27% from the level it was trading at two years ago, I think he has been smart to load up on the shares.

It’s no secret there are concerns that the tobacco industry is in decline. However, as my colleague Rupert Hargreaves pointed out, this is nothing new. Tobacco sales have been declining for decades now, yet tobacco manufacturers have always found ways to remain profitable. And tobacco investors have been rewarded handsomely. Zooming in on Imperial Brands in particular, the company has lifted its dividend by 10% per year for nine consecutive years now, which is an incredible achievement, and it plans to keep increasing its payout by 10% per year in the medium term.

Of course, with governments around the world continually trying to regulate the tobacco industry, there are risks to the investment case here. However, with the shares currently trading on a forward-looking P/E of just 11.3 (vs the FTSE 100 median of 13.9) and offering a huge dividend yield of 6.3%, Imperial’s risk/reward profile looks attractive, to my mind.

[patdavey] 17/8/2018 14:50

Thanks Phil ... the content of the last two items appear diametrically opposed to each other.

[philanderer] 17/8/2018 14:40

Imperial Brands PLC@ImperialBrands

3 hours ago

Imperial Brands PLC Retweeted Fontem Ventures

We’re supporting the recommendations from the UK House of Commons Science and Technology Committee to relax regulations hampering the UK’s vaping sector. We’d like to see more smokers trying e-cigarettes like myblu.

[philanderer] 14/8/2018 00:07

'E-cigarette fluids disable the lung’s cleaning systems and could cause chronic diseases, study finds'

[jrphoenixw2] 11/8/2018 12:53

'Is This a Buying Opportunity for Tobacco Stocks?' dd 7-Aug


Considers BATS vs IB vs PMI

excerpt:
'On the other hand, the market now appears to be overlooking the potential of pipeline products to reignite growth. Our new analysis increases our conviction that the sell-off has been so steep that there is value in the group. Our pick is Imperial Brands (IMB), which has been egregiously punished by the market.

At 10.6 times 2019 earnings and paying a 7% dividend yield, Imperial is trading at multiples below its peers, below its historical averages and 20% below our £37 fair value estimate, reflecting investors' overly pessimistic outlook. We think Philip Morris International and Japan Tobacco are also undervalued.' [continues]

[contrarian joe] 08/8/2018 18:59

The 2yr downtrend has now been broken for over 25 trading days,we are now above the 200 ma,50 ma is very close to crossing 200 ma, which if positive will be a golden cross,all we need then is 100 ma to cross over,we could then have a lovely up trend!!

[jezza123] 08/8/2018 10:48

this is eyeing that £30 level - can she make it through...

[philanderer] 07/8/2018 17:33

or ;-)

'Spluttering tobacco: time to buy or value trap?'


Once-mighty tobacco stocks have endured a torrid 12 months. Some fund managers are buying on weakness, others warn of a 'value trap'.

[philanderer] 07/8/2018 13:56

'Is This a Buying Opportunity for Tobacco Stocks?'

Despite looming margin pressure, disappointment with heated tobacco performance is creating opportunities

[philanderer] 02/8/2018 14:15

Imperial Brands PLC @ImperialBrands

2 hours ago

More than 1 million pod format myblu starter kits have been trialled by US adult smokers and vapers in the past few months. Nicotine salt 'myblu Intense' now also added to the blu franchise in both the US and UK #vaping

[philanderer] 01/8/2018 11:58

Tuesday rise all gone :-S