Imperial Brands Share Discussion Threads

[spud] 08/5/2019 09:35

While being raped, lay back and think of the divi & remember, it'll soon be over!spud

[p0pper] 08/5/2019 09:28

You have to laugh at these markets though, this company keeps posting good results and good divi rises etc etc and we still go down, not really sure what the market/insti's are seeing different to us pi's

I thought I had done well topping up 10 minutes ago at 22.55 how wrong can you be. lol

[smokybenchod] 08/5/2019 09:26

Found the below news this morning on why it is down - essentially tobacco volumes declined 1% more than the market expected. 4% markdown on an already depressed share price is overdone in my view so have doubled my holding.

* The tobacco giant's shares slip nearly 2 pct after half-year report
* Though H1 adj profit beat analysts' estimate, the fall in tobacco volume was bigger than market expectations
* Q1 volume down 6.9 pct vs mkt view of a 5.9 pct decline as per brokerage Jefferies
* Stock down 1.7 pct at 2,290.35 pence by 0717 GMT, among biggest losers on the FTSE 100
* Co, which makes Gauloises cigarettes, reported H1 sales in line with analysts' estimates...
* Jefferies said Imperial's valuation continues to reflect little market conviction in hitting its targets
* "To that, this 1H19 delivery will not have done much to help as it leaves much to do in the 2H19" - Jefferies

[wunderbar] 08/5/2019 09:26

Well I just topped up @ 2270p (and it's subsequently tanked to 2240p). Like majority here I read these results as a positive, certainly didn't expect 4% drop! All news articles I've come across this am highlight the many positives so this fall is bewildering. The only logical explanation I can muster is net debt increasing £400m (of which £300m reflects working capital timing). Given today's extreme volatility there's still a chance this could bounce significantly - let's hope so.

[philanderer] 08/5/2019 09:22

Nobody is going to touch this with a barge poll until it stops falling off a cliff. Cheaper and cheaper every day for a bidder . And there's only possibly Jap Tobacco in the frame anyway.

[p0pper] 08/5/2019 09:18

FFS what the hell is happening here

[linton5] 08/5/2019 09:09

Would love to see a rival bid for imb as price is so poor down here,catch the shorters out bigtime

[linton5] 08/5/2019 08:54

Well I’m taken some,getting a doing unfairly I’d say. Suffering like the poor weather up here in scotialand. Wats new

[technowiz] 08/5/2019 08:42

just doubled up to almost 1000 shares. paid 2263.5. this share can bounce well. i read RNS as positive so not sure why the fall today.

[spud] 08/5/2019 08:41

Good results, increased divi, total disconnect with BATS and no one has been able to explain the continued price massacre! I've been investing since 1992 and can't explain it.spud

[lonrho] 08/5/2019 08:28

could be cash flow , net debt up on working capital outflows.

[spud] 08/5/2019 08:24

Not a clue, esp as BATS is up 0.7%!Complete disconnect.spud

[p0pper] 08/5/2019 08:14

Anyone see why such a fall in IMB, after admittedly a quick scan, the numbers look good to me?

[spud] 08/5/2019 08:00

Well the numbers look sound, so let's see.spud

[p0pper] 07/5/2019 11:10

Don't think it is Philanderer as pretty much everything is down, including ( v. slightly the £) probably the China-US spat. We're due a correction anyway so hopefully this is it and we can all load up on our chosen stocks shortly.

[philanderer] 07/5/2019 10:34

Has to be nerves before tomorrow's numbers.

[spud] 07/5/2019 08:54

Hitting support atm. If we plunge through it won't be a good sign! Complete disconnect with BAT currently. spud

[jrphoenixw2] 05/5/2019 22:06

^ Try going just about anywhere in Asia these days, or the 3rd world. 'Don't forget to pack a gas-mask'.

[warranty] 05/5/2019 18:28

Well if the interims on Wednesday are anything other than positive heaven only knows where these could end up?

[fizzypop] 04/5/2019 09:47

Yield is 8.75% at current price circa 2350p assuming 10% increase in dividends this financial year as promised.
Interim results out on May 8th

[gabsterx] 03/5/2019 17:54

IMB had crashed by 47% from Dec 2007 to October 2008 (so before the great financial crisis), it was all doom and gloom and everyone was touting the "end of tobacco". Stock has increased by 70% since as well as raised their dividend 10% per year. Strong buy at these levels again!