Imperial Brands Share Discussion Threads

[ken tennis] 21/11/2018 08:39

Hi Phil ye I’m running bout even from January.
Where do u think we’re heading today ? Just hope they don’t do an aggressive drop like last XD day.
ATB Ken

[philanderer] 20/11/2018 13:19

ken , yes I'm up since april as well, but -5.5% since january 1st :-)

[essentialinvestor] 20/11/2018 13:04

Congrats on BTG, looked at it last week as it happens, but sadly did not buy.

Looking to add LAND, but not at current levels.
If May is challenged for the leadership UK domestic cyclicals
are going to take a further hit.

[ken tennis] 20/11/2018 13:04

Phil I just had a quick look at my Hargreaves end April statement for my FSA and ISA as of today at 10.30 am i am 4.2% up since April, don't get me wrong im not bragging ive just had some good luck by having a big holding in Shire which i have now sold, ist put me in a good position to capitalise on this downturn.

I got a few on FRES and shes doing well for me I got in at 8.23.

[philanderer] 20/11/2018 12:04

Afternoon EI,

GRG along with TATE are my two favourites at the moment :-)


edit:

Could be worse if you were loaded up with bitcoin ;-)

[eeza] 20/11/2018 11:52

2300p would give an historic yield of 8.16%.

Very acceptable.

[essentialinvestor] 20/11/2018 10:59

23-24 looks a sweet spot, if available.
We had a few director buys in that level previously.

[loganair] 20/11/2018 10:57

I've been looking at IMB for some time and wouldn't be surprised to she the share price fall to around the £23/£24 level.

[essentialinvestor] 20/11/2018 10:50

Phil, would love some GRG lower, such a quality long term hold.

[essentialinvestor] 20/11/2018 10:42

I'm just under 16% invested as of this morning.
Costing me a lot in lost income.
Far more stressful than being fully invested.

[philanderer] 20/11/2018 10:23

Morning ken , had it open for two months now . It's only a hedge as part of my portfolio and is mitigating the fall in value of the portfolio slightly.

I see the FTSE100 is now -10% for the year and the FTSE250 -11%. My lot are now -5.5% for 2018.

So much uncertainty out there now with Brexit and house prices falling. Must be going to affect consumer confidence in the run up to christmas. I'm sticking with defensives and tempted to add a few IMB.

Japan Tobacco must surely be looking at these levels.

[ken tennis] 20/11/2018 10:12

Morning Phil pretty gloomy day outside and on the markets.
Your FTSE short looking good at present when did you open it ?

I may have shot my bolt yesterday and got in a touch early but i took another 2000 IMB at 25.58 just on close of play to top up my holding.

I am still under water but getting a lot nearer the break even on my core holding.

I sold quite a few at the 29.80 mark to take profit and move to other stock so im just trying to manoeuvre my core holding into a decent position.

ATB Ken

[philanderer] 19/11/2018 17:31

Funny old day , my lot were +1% earlier in the day but ending -0.1% , the weak US opening seemed to knock the stuffing out of the UK mini rally .

IMB bottom of the heap for me.

DJ still falling - 450pts on what will be a short Thanksgiving week and our lot will probably be affected by this coming weekend's EU meeting.

FTSE100 short still in place.

[wunderbar] 19/11/2018 17:04

scrwal, the only reason I can muster for today's sharp fall is continued negativity towards the tobacco sector. Saying that though it's still strange given how resilient IMB had been for past week only for it to suddenly tank 3% with the ftse almost flat - isn't this supposed to be a defensive stock? Maybe it's a case of the jinxed divi! As others have already alluded to IMB fell c.250p following previous ex-div for a payment of only 28p. We're going ex-div again on Thursday for a payment of 65p noting todays fall of 80p has already wiped out the next dividend and a similar fall is likely this Thursday - now that's what you call a double whammy. As great as IMB divi yield is [c.7%] this pales into insignificance when you consider share price is down 19% this year - must say when I first bought into IMB almost a year ago capital erosion of this magnitude was not even a consideration.

As for BATS holding up today I put that down to the fact its shareprice has had the hell knocked out of it for past week/month and such heavy falls have to subside at some point. I really think c.2700p is a ludicrously low price for BATS and expect a recovery of some sorts. All this turbulence is down to a proposed menthol ban which might not even see the light of day - the big tobacco players will take this to court and the whole process could end up in litigation for many years to come - in the meantime menthol smokers keep on smoking and the profits keep on rolling.

[philanderer] 19/11/2018 16:24

Afternoon EI , no more LLOY last week but added quite a few GRG

[scrwal] 19/11/2018 16:14

EI you may be right but BATS got hit because of its exposure to menthol which is much greater than IMB. Their yields are very similar but the outlook for BATS is murkier because of the projected earnings hits from the loss of menthol products.

[essentialinvestor] 19/11/2018 15:56

I could take a guess - significantly outperformed BATS over the last 2 weeks,
falling far less in % terms that is. You may get some broker comments the BATS valuation now compares favourably to IMB.

[scrwal] 19/11/2018 15:51

I can't see any particular reason for todays drop. BATS is holding its own so is there a broker downgrade at all?

[essentialinvestor] 19/11/2018 15:43

Thanks guys.

Phil, did you add any Lloyds last week?.

[badtime] 19/11/2018 14:42

Likewise EI ...not looking for an immediate return ..happy to be patient as things stand right now

[philanderer] 19/11/2018 14:16

Luck with those EI. It's not looking too clever at the moment :-S

[essentialinvestor] 19/11/2018 12:42

Had a very small amount. Need to be careful of the sector atm.

[badtime] 19/11/2018 11:41

Haha..u remember