Imperial Brands Share Discussion Threads

[irenekent] 21/9/2018 18:21

As I see it vapes are going to be increasingly used to 'smoke' cannabis and you don't need tobacco with it. The cannabis products are already on the market and the flood gates are about to open. I am sure all the big manufacturers are looking at this opportunity. Roll forward 25 years and drug dealers will be selling tobacco, not weed!

[philanderer] 21/9/2018 06:27

FDA chief says agency is considering fast-track review for new e-cigs with tech to prevent youth use

[essentialinvestor] 20/9/2018 17:25

Refering to the medium term 10% YoY increases, too aggressive.

[jrphoenixw2] 20/9/2018 16:59

Why is that? 28.43p is the next declared payment coming up, it can't come as any kind of news or shock to the market.

[essentialinvestor] 20/9/2018 16:23

Added a few earlier. Don't agree with the current dividend policy.

[this_time_its_different] 19/9/2018 16:52

monster yield mean either one of two things, 1) the market has mispriced and you are getting a bargain, 2) the business is finished. I think this is more 1) than 2), we need earnings to tell.

[philanderer] 19/9/2018 14:13

Yes, pretty pointless holding if your capital is being eroded at a greater rate than the dividend being paid.

[grahamite2] 19/9/2018 13:15

I hope you're right as I bought in on Monday. But monster yields are a well known red flag.

[this_time_its_different] 19/9/2018 09:45

STRONG BUY

IMB is way oversold, will increase divi as well. So projected 7-7.5% yield next year

[dogwalker] 19/9/2018 08:10

Is that the '19'th GaRYCOOK?

[garycook] 19/9/2018 08:03

19 Sep Imperial Brands Plc Barclays Capital Overweight 2,609.00 3,350.00

[philanderer] 18/9/2018 17:20

18 September 2018 | 16:50pm

StockMarketWire.com -

The FTSE 100 struggled for direction as rising miners and oil majors failed to offset declines among cigarette giants on concerns over regulation, disruption and competition.

Morgan Stanley raised the concerns, leading to a 1.8% fall in British American Tobacco to £36.01 and a 1.8% decline in Imperial Brands to £25.79.

[stewart64] 18/9/2018 16:42

Marvellous isn't it, at forty quid the broker's sentiment pie chart was a solid dark blue, now nearing £25 it is turning red.

[philanderer] 18/9/2018 09:26

Morgan Stanley starts coverage with UNDERWEIGHT and target price of 2755p

[stewart64] 18/9/2018 09:00

Really surprised by the strengthening pound on Brexit negotiations. The negotiations appear anything but. IB has got to be the hard Brexit play. As I said earlier, I think it is anything but cheap when compared to many domestic stocks which are trading on a fraction of IB p/ e and depression level discounts to book prices. Nevertheless they have slightly recovered this last month at the expense of international stocks. That could easily rotate back if these Brexit negotiations hit the wall.

[ken tennis] 14/9/2018 15:45

EJ I like that paragraph where you mention the fulcrum and so very true.

I hold a fair few in this company and was really quite annoyed at the drop from 30.00 to this. I was expecting a retrace back to around 28.00 but they hit it hard.
I think it will move up as we approach the divi mid November fingers crossed.

[this_time_its_different] 13/9/2018 18:59

I don't want to go overweight tobacco, the whole market is cheap in general because of brexit fears. You can load up on Just Eat for £7

[warranty] 13/9/2018 18:47

Well I'm already overweight on IMB but if the price does return to the £24 mark I will just have to add again. WUNDERBAR, re your post 1089, I managed to get in profit on my PFC at the recent 660-670 mark and like you was planning to sell hoping for a drop but took too long and missed out. The market's crazy at the moment but I believe I'm holding quality stocks so confident things will improve in future, barring any unseen nasty events. I don't think the Brexit uncertainty and Donald factor are helping but hopefully the next six months should lead to an improvement. I certainly hope so!!

[this_time_its_different] 13/9/2018 18:45

Fear is driving the price, plus brexit, plus a bunch of us regulation and vape. It's a strong buy.