Buy
Sell
Share Name Share Symbol Market Type Share ISIN Share Description
British American Tobacco Plc LSE:BATS London Ordinary Share GB0002875804 ORD 25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -69.50p -2.43% 2,790.00p 2,789.50p 2,790.00p 2,844.00p 2,776.00p 2,831.00p 2,183,817 16:13:23
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Tobacco 24,492.0 8,351.0 264.0 10.6 59,454.72

British American Tobacco Share Discussion Threads

Showing 4301 to 4322 of 4325 messages
Chat Pages: 173  172  171  170  169  168  167  166  165  164  163  162  Older
DateSubjectAuthorDiscuss
18/6/2019
14:08
So same rate of decline as the past 20 years, nice.
gabsterx
18/6/2019
13:58
UK Retail Cig Sales -4.4% Bank of America Merrill Lynch says the industry results were likely impacted by growth of IQOS, My blu, JUUL and/or other vapor products which are not included in the data. British American Tobacco (NYSE:BTI) saw no change. Imperial Brands (OTCQX:IMBBY )and Philip Morris International (NYSE:PM) saw sales fall sharply. hTTps://seekingalpha.com/news/3472014-u-k-retail-cigarette-sales-drop-may
crossing_the_rubicon
17/6/2019
19:22
MS note: Analysts at Morgan Stanley downgraded industry giant British American Tobacco to 'underweight' on Monday, noting that, in its view, the threat of a "maximum nicotine policy" in the US had not been reflected in the group's share price. Morgan Stanley said making the 'buy' case for British American was "easy", stating the firm represented a "structural growth story" suffering a temporary perception setback and labelled the group as "cheap", "unloved" and offering "a great long-term entry point." However, MS believes the "high impact on future profits" stemming from a potential regulation change Stateside was not "fully understood or appropriately reflected" in BAT's share price. "In our scenario analysis we take a conservative stance on new regulation, assuming regulation to reduce nicotine to non-addictive levels takes until 2035 to come into force. However, even in this scenario we estimate that BAT's US profits could be as much as 50% lower and ~13% of future value at risk to the ma MS also highlighted that prior to acquiring Reynolds, BAT delivered a roughly 20% return on invested capital, generating £3.5bn of free cash flow, but post-acquisition, while the analysts estimate that ROIC had fallen to 7% and leverage had risen to around 4x in 2018, the business was set to generate £7bn of free cash. "This company has consistently delivered 3-5% top-line growth, 5-8% profit growth and 8-12% EPS growth, putting it right in the top tier of the global Staples group, but the stock is on just 8.5x 2020e P/E with an ~11% FCF yield and an ~8% dividend yield." In summary, MS felt the combined risks from regulatory change, disruption/investment requirements, changing consumer behaviour and high leverage gave it more than enough cause to turn "incrementally more bearish". HTTPS://www.sharecast.com/news/broker-recommendations-/broker-tips--6725494.html
philanderer
17/6/2019
09:55
Downgrade.. ++ MORGAN STANLEY CUTS BRITISH AMERICAN TOBACCO TO 'UNDERWEIGHT' ('EQUAL WEIGHT') - PRICE TARGET 2600 (2750) PENCE ++
philanderer
17/6/2019
09:32
Certainly looks like 2700 retest IMO coming dyor
buywell2
14/6/2019
10:47
Sell in May etc., ethical investors, threatened governments' actions, overall smoking reduction (in Western countries, anyway) and ... you name it: BATS is unpopular. Yet, it pays a nice fairly well covered and reliable dividend four times a year, at a rate you won't find elsewhere with anything like the security, and has capital growth potential far above that of many other securities. You wanna buy a long term hold with a nice income, without too much risk? Look no further, IMHO.
andrewbaker
13/6/2019
16:50
Technically BATS no too good Just had a refusal at jumping the 200ma
buywell2
13/6/2019
16:01
Dividend star British American Tobacco gets cheaper The well covered payout is an invite to income seekers, but the shares are falling after this update. This relatively upbeat first-half trading statement comes against what has been a torrid time of late for British American Tobacco (LSE:BATS). hTTps://www.cityam.com/dividend-star-british-american-tobacco-gets-cheaper/
crossing_the_rubicon
13/6/2019
14:38
”Altria surprises with U.S. cigarette price hike” Wells Fargo analyst Bonnie Herzog says Philip Morris USA (NYSE:MO) took a "surprise" cigarette list price increase of $0.06 per pack or $3.00 per carton on Marlboro, Basic, B&H, B&H Menthol Green, Cambridge, Chesterfield Lark, Merit, Parliament, Player’s, Saratoga, Virginia Slims products. The price increase applies to shipments after June 16.. hTTps://seekingalpha.com/news/3471091-altria-surprises-u-s-cigarette-price-hike#email_link "BAT to follow suit in US perhaps?"
crossing_the_rubicon
13/6/2019
08:50
actually you make a good point P0pper you've got countries going for Zero carbon by completely cutting oil consumption as close to zero as possible in the next 20 to 30 years yet their shares are close to record highs. At the same time people will still be smoking tobacco.
creditcrunchies
13/6/2019
08:23
just think if they weren't meeting their increases in revenues YoY which is what IMB and BATS have been doing, BATS revenue was £13.9 Billion in 2014 it is on track to hit £25.2 Billion in 2019 with net profit 2.3 x 2014 levels at £7.2 Billion. The market decides it's a sell you have to laff. It's like an insurance company that says because you've been a careful driver all of your life, no points no claims you are deemed high risk so we've upped your premiums because you are due a claim
creditcrunchies
13/6/2019
06:50
Market makers protecting their book.
isaanview
13/6/2019
06:50
Buy on the rumour sell on the news.
isaanview
13/6/2019
06:16
- Volumes down 4% - Revenue up 3% - Profit up 5% - NGP Sales up 126%, analyst target was 127% - Stock crashes by 6% Every BATS/IMB update for the past year.
gabsterx
12/6/2019
18:16
Hi All, this is an interesting future play on e cigarettes I think. CNBC ran a program last night with the company.This looks to be above book Value ps, which on stockopedia is just 2853.Wonder if it tests it?
muffster
12/6/2019
17:30
Hargreaves Lansdown analyst Nick Hyett said falling cigarette volumes are an inevitable fact of the tobacco industry and BAT has been able to offset the decline through a combination of shifting smokers onto higher margin products and hiking prices. However, Hyett highlighted that one of the most potent threats to BAT emanates from increased regulatory scrutiny on the tobacco industry from the US Food & Drug Administration. "The acquisition of Reynolds gave BAT a dominant position in US menthol. That's a segment that's been in regulators sights for some time - thanks to its perceived status as a gateway for new smokers. The FDA are now considering banning them altogether. While many menthol smokers would likely move over to non-menthol products, it would still be a major blow," Hyett noted. Alliance News.
philanderer
12/6/2019
16:52
The FTSE 100’s decline was being led by British American Tobacco PLC (LON:BATS), 3% lower at 2,987.5p as the cigarette maker said global industry volume was expected to be down around 3.5%, versus previous guidance of 3%. proactiveinvestors.co.uk
philanderer
12/6/2019
14:32
IG market analyst Chris Beauchamp said: "British American Tobacco had rallied hard into today’s trading update, so the ‘steady as she goes’ message was unlikely to inspire short-term traders to hold on to their positions. Having declared that the second half will see new products come to the rescue, the firm has set a very high bar for itself, which might come back to haunt them in due course." HTTPS://www.sharecast.com/news/market-report-midday/london-midday-stocks-extend-losses-as-sterling-pops-higher--6707486.html
philanderer
12/6/2019
11:36
With sterling rise, divi yields increases for overseas holders, this should offset share price price fluctuations to some extent.
mr_rooster
12/6/2019
11:24
The consolidation may see lower revenues and profits, at least in the short term.
simba_
12/6/2019
11:14
Jack, in a nutshell. Unfortunately it's difficult to avoid exposure if holding UK equity income funds.
essentialinvestor
12/6/2019
11:01
True,between 2000 to mid 2017,BATs was a tremendous performer,the best performer in the FTSE100.However,in the last two years,the shares have near halved from a peak of around £58.There could be a real and enduring sea change here,despite the dividend appeal.
steeplejack
Chat Pages: 173  172  171  170  169  168  167  166  165  164  163  162  Older
Your Recent History
LSE
BATS
British Am..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20190619 15:28:26