Imperial Brands Share Discussion Threads

[jimbob49] 21/5/2019 10:33

Logan polaris is right here, imagine you held brown forman at the height of prohibition. You would be very worried, until telhe company applied for a medical licence to sell Jack Daniels ;). Either way tobacco has been smoked since it was discovered. We are currently in an era where the developing world wants to live to 100+ and governments will soon see the burden this creates. Tobacco not only generates tax on sales, it generates massive taxes, jobs and growth on the sales of healthcare and medicines to care for patients. The difference between your railway theory is people don't care how they arrive at a destination, thus open to disruption of the personal car transport. But people do care what cigarette they smoke, as they are branded and command loyalty and until now the methods of use havent changed - arguably if you want the same level of satisfaction - they havent changed at all.

[loganair] 21/5/2019 09:38

I would say the hay day of the tobacco companies was from 1970 to 2010.

At the turn of the 20th century over half the stocks in the Dow Jones where railway stocks. By 1930 there were none.

In 1930 half the stocks in the Dow Jones where Radio stocks, by 1955 there was only RKO left in the Dow Jones.

in 1976, the 6th largest company in the FTSE was Green Shield Stamps...remember them. Remember Pink Shield stamps and the Co-op stamps.

[eeza] 21/5/2019 09:22

Neither will I - probably.

[loganair] 21/5/2019 09:06

It seems to me that tobacco companies are in terminal decline and with in 20 or 30 years time they'll no longer exist.

[garycook] 21/5/2019 02:29

In at 2160p yesterday.Looking strong with recovery,in a down market atm.

[spud] 20/5/2019 15:25

Really??

Too much navel gazing on here imo!

spud

[p0pper] 20/5/2019 12:06

What's more worrying is the fact that the pound is so low and we are still dropping.

[pete160] 20/5/2019 11:58

I would like to think you're right but I recall several instances in recent years where the share price has dropped by a lot more than the divi at xd.

[garycook] 20/5/2019 10:30

Time to get back in here with a 9.5% yield,if your thinking of buying.Looks like the bottom was 2095p.XD on 23/05 of 31.28p

[jrphoenixw2] 18/5/2019 20:26

Pineapple1 'Apparently vaping is not permitted in Thailand. You can end up with a hefty fine and even jail.. I wonder where else this sort of thing will crop up ..'

Plenty of places, Singapore, Turkey, both places I've lived. Google it, there are plenty of others. The govt earns max taxes on 'stick sales' by suppressing tobacco alts., which they ban on the premise that the alts are unproven and dangerous, instead of the fact that they're much harder to efficiently tax.

[spud] 17/5/2019 15:25

Looking more settled than of late. Long may it continue. spud

[creditcrunchies] 16/5/2019 21:37

This the link on the IMB investment into cannabis:

28 June 2018 (Oxford, UK) - Oxford Cannabinoid Technologies (“OCT”), a biotechnology firm researching the potential of cannabinoid-based medications, announces today it has closed a Series A funding round. Investment was secured from Casa Verde Capital, Imperial Brands Ventures Ltd, and other Family Offices and Institutions.

The capital raised will be used to establish a strategic research partnership and laboratory in Europe. This will support OCT’s research into the mechanisms of cannabinoids in order to develop treatments that improve the quality of life for millions of patients around the world. Institutional involvement in OCT adds further impetus and credibility to the fast growing medical cannabis market.

[creditcrunchies] 16/5/2019 21:14

It was kind of him to pass them on the cheap. I believe a lot of his investors have been withdawing their funds because of the their performance

[eeza] 16/5/2019 20:57

Let's hope he has sold them all, and holds Zero.

[krowelet] 16/5/2019 20:45

Woodford funds have been the sellers for sure this week, holdings have been amended on the Hargreaves website since last weekend. Not in the top ten list on one fund and as Stewart says down from nearly 9% to 3.48% for the other,little wonder the shares have been under pressure. Let's hope he is done now.

[acsatix] 16/5/2019 20:21

"IMB has invested in cannabis they invested in Oxford Cannabinoid Technologies back in 2018"

why is cannabis investing (that potentially has worse consequences on users and non users of cannabis that are victim of any unsocial behaviour cannabis may induce)seen as the best idea out there while cigarettes are considered bad? is it so society now considers a better thing to do joints than smoking cigarettes? is it not so smoke from joints can have bad consequences and lawsuits will follow?

[eeza] 16/5/2019 17:32

Woodford increasingly desperate for funds, so has to sell his most liquid holdings.

[stewart64] 16/5/2019 17:05

Don't want to jump to conclusions but Woodford Income Focus appears to be down to a 3.48% stake of that fund ( from 9%?) in IMB, meanwhile Equity Income no IMB listed as a large holding. Thought Woodford had more a few days back?

[creditcrunchies] 16/5/2019 17:01

IMB has invested in cannabis they invested in Oxford Cannabinoid Technologies back in 2018

[spud] 16/5/2019 15:51

IMB already investing in cannabis oil.

spud

[scobak] 16/5/2019 13:16

I place a nil value on NGP at present. Look at any vape shop and there are so many different products /makes available. Just what would make any of these a brand leader other than price which is not what we do not want.
I stand to be corrected and will be pleased if someone can.
NGP as it stands is not a saviour for the tabacs. Cannabis certainly will be however and I await positive moves in this direction.

[essentialinvestor] 16/5/2019 11:33

Hi Phil, if you are about, do you have a view here?.

I'm wondering if I'm being too cautious in outlook, but I think what
The market is questioning is the scope of future profitability in NGP?.
And if that's the case with declining stick volume, there will come a
nasty inflexion point on profitability with 3/4 years imv.