British American Tobacco Share Discussion Threads

[this_time_its_different] 01/10/2018 19:25

scobak the point is defensive stocks are meant to go up slowly in a bull market and remain flat in a bear market, this stock has crashed in a bull market.

[scobak] 01/10/2018 18:29

It goes back up as a defensive?

[this_time_its_different] 01/10/2018 16:12

Most depressing stock on the FTSE 100, goes from £55 to £35 in a BULL MARKET, what the hell would happen in a bear market.

[philanderer] 01/10/2018 13:36

'Philip Morris sues Seoul over ecigarette information disclosure'

Lawsuit comes amid concern sales could be hit in important Asia market

...The ministry tested heated tobacco devices including PMI’s IQOS, British American Tobacco’s Glo, and Lil, made by leading South Korean cigarette maker KT&G Corp.

[philanderer] 01/10/2018 09:34

Another poor start to a week

[ygor705] 28/9/2018 06:28

The relaxation of cannabis use in both Canada and the US may well have positive implications for tobacco producers in the longer term. Nevertheless, if it has, it is not showing in share prices at the moment!

[philanderer] 28/9/2018 00:19

'Ontario's Pot Restrictions Have Producers Seeking Workarounds'

[chiragmahe] 26/9/2018 18:28

imperial Brands Plc Chief Executive Officer Alison Cooper signaled the U.K. tobacco company’s possible interest in expanding more in cannabis as the industry seeks new avenues to combat the continuous decline in smoking.

[this_time_its_different] 25/9/2018 14:40

unastubbs- I only have £5K in BATS. My biggest holdings are Square and Just Eat. Ciggies are good as a dividend play, the real money is made in tech. Square has tripled my money this year, I couldn't care less what you think about my posts.

[this_time_its_different] 25/9/2018 14:37

Margins are higher on sticks (obviously), but nicotine is addictive, so you will be hooked either way buying your brand loyal vape or sticks.

[this_time_its_different] 25/9/2018 14:35

BATS need to prove to the market that they will focus on next gen products (vape) in developed markets and sticks in EM markets.

[philanderer] 25/9/2018 14:19

A few buyers coming out at these levels maybe?

[essentialinvestor] 25/9/2018 13:57

There is a telling comment from the IMB update today regarding NGP.

If I am reading it correctly, For IMB, NGP will only start to contribute to
profitability (on assumed growth rates continuing) somewhere around 2020.

Would suspect margins on NGP are not matching conventional sticks,
all be it economies of scale play a part.

May partly explain the very significant sector de-rating, just IMV.

[thanksamillion] 25/9/2018 13:46

It is possible we are seeing a repeat of the 2013 fall but on a larger scale.

[speedsgh] 25/9/2018 13:30

5yr chart. Is 3350-3400p area neckline to complete H&S pattern?

[unastubbs] 25/9/2018 12:20

ttid - your repetitive, obsessive posts betray you as one holding alot more than £5ks worth!

i was tempted today but something stopped me at 34.61...shd have gone for it. but still think we have not seen the bottom on this.

[this_time_its_different] 25/9/2018 11:57

I am doing a phd in finance, my tips might help you.

[thanksamillion] 25/9/2018 10:50

I dont want any tips thank you, and you have been advising buying all the way down.

[this_time_its_different] 25/9/2018 10:14

I will give you guys a tip, stop looking at the BATS stock price if you have suffered losses and dollar cost average into other undervalued stocks. If you are not in BATS, now is a very good time to buy.

[this_time_its_different] 25/9/2018 10:12

I still believe emerging markets are doing well for BATS, STRONG BUY

[this_time_its_different] 25/9/2018 10:09

The management should say something, or at least give some kind of guidance. Personal fear is the worst feeling for investors. The buy zone doesn't have to be £33, you'll be saying £25 is the next buy zone. It will only stop dropping once CONFIDENCE returns in the stock, if everyone stays quiet, there is no confidence. My position in BATS is not too large, around £5000, and I can deal losing the lot if I had to. The stock I feel is vastly oversold and one big turn and it could fly. Tobacco should be a part of everyone's portfolio for diversification, but not a major holding since it is so prone to regulation. STRONG BUY EITHER WAY

[thanksamillion] 25/9/2018 09:35

A 5% reduction in share price from here and we enter a possible buy zone £30-£33.50. However there is a posibility of one further leg down to £29 which would be a 50% drop from last years high. I can see the company and the market will want all the damage done before or early after the new boss takes over so perhaps April/May next year. Just in time for when the global chickens come home to roost.

Doesnt look good does it!