Posts tagged: Imperial Brands

Flag pole alert - the series is back

Tuesday, 21 November 2017, 9:41 am

Shares in Imperial Brands are enjoying a little bounce today. The stock is up around 3pc because Japan Tobacco's new chief executive, Mitsuomi Koizumi, has said:

"If there is a good M&A opportunity, company will pursue regardless of size."

So, naturally speculators are putting 2 and 2 together and coming up with...well, I have pasted a note below from Exane BNP Paribas so you can see what the broker thinks...


Flag pole alert - the series returns - part 6

Friday, 10 February 2017, 7:01 am

I realise this is a bit a late in the day but a loyal reader has got in touch with an interesting nugget from Japan Tobacco's results earlier this week.

Tucked away on page 6 of Japan Tobacco's investor presentation is an intriguing line about how is looking to "expand geographically notably through acquisitions". Here is a link to Japan Tobacco's investor presentation in case you haven't read it:..


Flag pole alert - the series returns

Tuesday, 20 September 2016, 4:40 pm

Apparently, Japan Tobacco are in London town this week for a "presentation". This has set a few tongues wagging. However, from what I understand the Japanese ciggie giant is here to talk to investors i.e. they are in town for an investor roadshow.

Still, I'm re-introducing Betaville's flag pole series in case there is more to it. For readers who don't recall, I have pasted a few links of past flag pole stories...