Imperial Brands Share Discussion Threads

[chucko1] 22/5/2019 14:16

Woodford seems to be on a sellathon. Terrible price action on most of his major EIF holdings.

[spud] 22/5/2019 14:07

Woodford. spud

[polaris] 22/5/2019 14:02

The YTD comparison between BATS and IMB share price performance is rather stark. The fall cannot really be attributed to any short term factor affecting big tobacco, as equivalent performance puts IMB at £28odd, despite the headwinds for BATS. There is a clear disconnect, starting in February. The possibility of a distressed seller is real and some 'normalisation' of the share price can be expected post completion of selling. Where that might be in terms of share price is open to question. Share goes XD tomorrow and is in a downtrend. Previous XD dates have seen much larger falls than the dividend. Might be some further pain before the elastic snaps back, especially if a seller is distorting the overall market balance.

[andyj] 22/5/2019 13:59

This looks incredibly cheap and I am very tempted, especially with the ex dividend date tomorrow. But what really worries me is the massive debt and I understand the market concerns about paying such a high yield when debt is so high.

[spud] 22/5/2019 13:22

Indeed, fingers crossed. I've 2 orders in @ 2050p & 2000p.

spud

[pugugly] 22/5/2019 13:01

Ex div tomorrow could be dwon an extra 31p plus - say might hit £20.50 in morning trades-

[spud] 22/5/2019 12:52

Yep, another 500 @ £21.

spud

[action] 22/5/2019 12:50

anyone buying here?

[chucko1] 22/5/2019 10:08

All Woodford stocks getting hit. In an up day for the FTSE. This is a perfectly plausible reason for current IMB weakness.

[p0pper] 22/5/2019 10:04

Spud, I can't agree more, but ex divi tomorrow and we are still dropping even though the £ is on it's knee's, a little more to go yet me thinks. Says me with a £2 higher average than here :(

[spud] 22/5/2019 10:01

Great opportunity for me to buy back the remaining stock I sold & for others to grab a marvellous divi yield. spud

[lonrho] 22/5/2019 09:53

Well Woodford comes to mind.

[p0pper] 22/5/2019 09:47

This has to be at least one distressed seller, totally detached from all other bacci firms now.

[barbar7619] 22/5/2019 00:01

Fantastic..... time to remortgage haha

[jimbob49] 21/5/2019 23:24

Why don't you go short then bonnie

[rbonnier] 21/5/2019 23:12

This is heading sub 20 when the DOW crashes later this year we are looking sub £15 😲

[jimbob49] 21/5/2019 22:37

Pix have you tried Iqos. Around 4bn invested and tastes like wet dog meets stubbed out silk cut. I would say 245% growth in ngp constitutes as traction! Blu may be offering similar satisfaction to other vapes but the on trade / retail channel looks really good in terms of blu visual marketing at the moment. This game is about distribution channels and having reps put the product at the best spots in store etc, that will gain traction. Another trick Imb is pulling is handing out Blu in areas likely to be Malborough smokers and converting them. At the end of the day there are thousands of people in the organisation working to add value and that is what we can put faith in!

[pixtel] 21/5/2019 19:01

City investors think they need to invest approx. £2 billion into NGP to get traction in the market.

Also the investment needs to be front-loaded over say next 3 years.

Until there is a declared plan on this scale from the management, expect share price to range from £18 to £22.

[eeza] 21/5/2019 15:16

Probably another downgrade from one of the 'experts'.

[spud] 21/5/2019 15:05

Yanks hammering the stock yet again.

spud

[eeza] 21/5/2019 14:07

Once again BATS up 40pts, IMB struggling to stay blue.

[polaris] 21/5/2019 13:28

Until they reach their core base, when volumes will stabilise. China, Africa in general and India are all areas with high population growth that can be tapped. Large tobacco is moving people to the higher qualityt brand products which may mean lower stick sale,but also means higher margins. They remain cash cows, for dividends as well as for government coffers. The newer products will then drive the overall customer base and the revenues. I just buy value when i see it.

[loganair] 21/5/2019 13:24

What I am saying is that more smokers are leaving this world then people are taking up smoking therefore the tobacco companies have a shrinking customer base.

[polaris] 21/5/2019 13:18

Really? So you are saying that noone has taken up smoking in the last 10-15 years?

[loganair] 21/5/2019 13:08

The tobacco companies are not replacing the smokers after they've left this world.