Imperial Brands Share Discussion Threads

[philanderer] 23/5/2019 11:22

Can't take it with you EI 😊

[essentialinvestor] 23/5/2019 11:17

Older but richer!, eh Phil

[philanderer] 23/5/2019 11:16

jeez spud , that's a hefty investment in one company. I never go over £10k in any one company these days. Getting old.

Luck with that anyway 😊🍻

[spud] 23/5/2019 11:09

Capital Research & Management Co. (Global Investors) 45,322,405 4.75%

Woodford Investment Management Ltd. 32,819,057 3.44%

Independent Franchise Partners LLP 27,789,137 2.91%

The Vanguard Group, Inc. 26,506,013 2.78%

M&G Investment Management Ltd. 23,145,438 2.43%

Threadneedle Asset Management Ltd. 22,437,318 2.35%

Legal & General Investment Management Ltd. 21,815,000 2.29%

BlackRock Fund Advisors 21,484,000 2.25%

Invesco Asset Management Ltd. 16,555,161 1.74%

Standard Life Investments Ltd. 14,131,759 1.48%

spud. 4,500 0.000001%

spud

[philanderer] 23/5/2019 10:55

Morning EI , thanks for that. Just 3/26 of my lot blue today :-O

[essentialinvestor] 23/5/2019 10:25

Hi Phil, if you look at the HL info - top 10 holdings, you can see the dramatic
change in his Income Focus fund on IMB % holding. Admittedly you are relying on that to be accurate

From memory IMB was somewhere around 8-9% of that fund for a considerable time.

[spud] 23/5/2019 10:17

Lol. Analysts targets governed by the last few weeks decline, not through any real analysis..

spud

[philanderer] 23/5/2019 10:01

Barclays reiterates 'overweight'.... tp 3000p cut from 3350p

[philanderer] 23/5/2019 09:38

Morning guys , thanks for the Woodford info.

I have tried googling it and have phoned my broker but can't find any information that Woodford sold a single share yesterday.

So thanks very much for the heads-up 👍

[spud] 23/5/2019 08:54

Yes it’s always good to have a rational explanation for a stock price collapse especially if you’re buying (as I am). Usually once the distressed seller finishes, the stock rebounds to value parity (which this is clearly not at).

spud

[beergut] 23/5/2019 08:46

Thanks for the linkStates he sold down his holding in March. So is he still selling. "Woodford has funded those redemptions largely by selling a large chunk of his stake in Imperial Brands (IMB), raising around £159 million for the fund in March in a case of good timing, with the stock having since fallen by 16%."

[pugugly] 23/5/2019 08:33

CC Firefox cannot find site !!!!!!!!!!!!!

[beergut] 23/5/2019 08:19

Can you show a link for the info you have on the Woodford fund liquidating. Thx

[creditcrunchies] 23/5/2019 08:13

Woodford resorted to selling at best efforts now it's hard to believe it got that bad

[spud] 22/5/2019 21:42

But they weren't at the same p.e. Still aren't. spud

[eeza] 22/5/2019 21:23

More likely.

A few months ago BATS & IMB were almost the same share price BATS has gone up 5k whilst IMB has gone down 4k. Same sector.

[holts] 22/5/2019 20:20

Or was it Woodfords sale for today

[stevemace] 22/5/2019 17:07

wonder whom bought £17m worth? at 2099p

[philanderer] 22/5/2019 17:03

Still stinking the place out.

[spud] 22/5/2019 15:09

Can't find any Short interest. spud

[chucko1] 22/5/2019 15:02

I don’t have a lot of this, but recent price action makes this tempting. I like buying from forced sellers (supposing that to be the case).

[lonrho] 22/5/2019 14:35

ten percent yield on forecast divi and a p/e of well under eight but could be twenty quid by end of tomorrow, however fundamentals should win out eventually after end of presumably distressed selling, as otherwise why sell out at this price.

[technowiz] 22/5/2019 14:35

crash & burn. could bounce sharply if US markets bounce..

[technowiz] 22/5/2019 14:32

every time a buy it drops more :(

i did sell some yeserday at 21.99 buy obviously bought back too soon at 21.60(ish)