British American Tobacco Share Discussion Threads

[this_time_its_different] 04/10/2018 08:31

it also doesn't help the "live" price by advfn is showing the wrong percentage drop. The stock is down around 3% right now, NOT 5%, which advfn shows.

[this_time_its_different] 04/10/2018 08:29

the management is also to blame, being very quiet as shareholder capital gets destroyed. If you bought 1 year ago, you basically sat through the 2008 version of tobacco.The worst thing you can do is panic sell now, BATS is highly oversold, EM markets still smoke like chimneys, their product is addictive and smoking is still cool (and safer with vape).

[this_time_its_different] 04/10/2018 08:26

general fear for tobacco stocks, the problem is it's not found a bottom and keeps creating new lows. On top of panic selling and stop losses being hit, it's dropping like a lead balloon with no reason. It's a screaming buy given the potential of vape and the cannabis industry. Holders of BATS are not used their capital being destroyed as a defensive play. I say hold tight and top up if you can. The divi is very good value right now, as US rate rises are going to slow down now.

[ken tennis] 04/10/2018 08:22

ting slautered today any one know why as XD should have only taken 48.8p I was exspecting it to run to a drop of around 65p but wee now down 157p

[philanderer] 03/10/2018 15:04

xd tomorrow morning for the 48.8p dividend

[philanderer] 03/10/2018 09:16

Tobacco rivals rise as Juul docs seized

[stepone68] 02/10/2018 08:53

ttid, BATS was massively OUTperforming the FTSE 100 up until the start of the year. Up 50% over 5 years compared to the index up about 15%. Now over 5 years they are pretty much even. And you are wrong to say that the BATS crash occurred during a bull market. The BATS peak was in May last year, since when the FTSE has been pretty flat.

[philanderer] 01/10/2018 23:28

Yep, smokes are out of favour .

XD thursday morning

[danieldruff2] 01/10/2018 21:19

It's all about market mood, and for this stock it is vaping=sell

[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?