Share Name Share Symbol Market Type Share ISIN Share Description
British American Tobacco 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
  +15.00p +0.55% 2,722.00p 2,714.00p 2,715.00p 2,750.00p 2,694.50p 2,699.00p 4,924,002 16:35:18
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Tobacco 20,292.0 29,591.0 0.0 - 58,005.64

British American Tobacco Share Discussion Threads

Showing 3426 to 3447 of 3450 messages
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DateSubjectAuthorDiscuss
19/11/2018
19:08
I might load up some more when we get closer to the next ex-div date end of Dec 2018 we'll see but the FTSE looks like it's in a bear market at the moment that's the only worry
creditcrunchies
19/11/2018
10:05
Johann Rupert’s Reinet won’t kick tobacco habit HTTPS://www.businesslive.co.za/bd/companies/industrials/2018-11-18-johann-ruperts-reinet-wont-kick-tobacco-habit/
philanderer
17/11/2018
20:04
Big tobacco lining up to fight FDA through the courts over ban: Big Tobacco prepares to fight proposed ban on menthol cigarettes HTTPS://www.ft.com/content/56ac9180-ea02-11e8-885c-e64da4c0f981 But Big Tobacco is gearing up for a fight on menthol, a far more important product to the industry’s incumbents. Altria called the proposed menthol ban “extreme”. BAT said: “The science today does not support treating them differently from other cigarettes.” BATS are currently priced on a forward dividend yield of 7.72% and a forward PE ratio of 8.65
creditcrunchies
17/11/2018
19:29
Looking at the press release from BATS it gives the impression that they will take the FDA to court just by the way that they state the FDA has to provide scientific facts on their ruling. It looks to me like BATS have the facts ready and prepared already to take legal action against the FDA. I found this site that tracks these cases: HTTPS://www.phaionline.org/projects/tobacco-litigation/fda-tobacco-litigation-tracker/ HTTPS://www.phaionline.org/category/tobacco/ If you read into it more it means the FDA will make a ruling, big tobacco will take the FDA to court that the actual goal of achieving the menthol bans and the forced nicotine reduction levels in tobacco cigarettes will take up to 10 years to enforce This section is interesting: " It had been a topic of discussion at the American Medical Association in the mid-1990s. Congress gave the FDA regulatory authority over tobacco in 2009 with the Family Smoking Prevention and Tobacco Control Act of 2009 (“Tobacco Control Act”). It prohibited the agency from banning cigarettes or from banning nicotine. The law does, however, explicitly allow for the potential reduction of nicotine in cigarettes to any level above zero. "
creditcrunchies
17/11/2018
18:07
Well we are getting into rally season soon so there will be an opportunity to trim down some exposure on the riskier stocks
creditcrunchies
16/11/2018
21:00
2690p close stateside DJI +117 pts
philanderer
16/11/2018
17:45
CC, have you tried the Alan Carr method?. I was seriously addicted, chain smoker at one point, gave up using that method. 15 years ago now.
essentialinvestor
16/11/2018
17:42
i was in my local newsagents the other day and bumped into a guy who was using his tablet and restocking the tobacco orders. being a holder of bats and imb shares i asked him if tobacco sales are on the decline. when we got chatting it turned out he works for imperial brands and he said sales are booming and the slump in tobacco shares are totally over done, he said that the potential of emerging markets is massive and thats not even taking into account vaping. add on the fact you can count on one hand the amount of big tobacco makers its not something where you have lots of competition. plus he said the market caps of imb and bats they can afford to buy out any competition coming from new vaping start ups. all in all he was very positive. my other local newsagents was telling me they take 18000 pound a week in tobacco sales so i think these scare storys are way over done
deadly nightshade
16/11/2018
17:08
Am I the only one who thinks BATS shareprice fall is completely OTT? A 20% decline in 5 days, 45% fall year to date! Some folks on here are getting swept up in the mass hysteria - comments like "End of the line for BATS" or "SP heading for 2000p" etc, Sure, there's certainly a wave of negativity surrounding tobacco stocks at present [and has been for past 18 months], obviously this has been accelerated with FDA's recent statement re menthol cigarettes where BATS has high exposure. In short this whole doomsday scenario is predicting ALL of BATS menthol smokers will suddenly stop smoking as a result of any such ban thus future sales/profits will fall off a cliff. Absolute nonsense! Few will quit, majority will merely switch to regular cigarettes or Next Generation Products which might happen to be brands in the BATS portfolio anyway. As to how long any such ban will take to implement is anyone's guess, I've read numerous articles quoting anything between 2-8 years so clearly nobody has a clue. But most importantly of all let's not forget the FDA is only in early stages of seeking a ban on sales of menthol flavoured cigarettes - the operative word being 'SEEKING'. However, judging by the market's reaction this is being viewed as a done deaI. It's worth noting both BATS and IMB have released similar statements politely asking the FDA to provide scientific evidence that menthol cigs are anymore addictive / pose increased health risk than normal cigarettes. BATS specifically says "Failing to do so would mean any such action would not withstand judicial review." So all of this hysteria might ultimately be much ado about nothing. Time will tell. In the meantime I guess the question most investors are now asking is how low can this go - today share price touched 2680p and ended the day @ 2707p. Statistically speaking we're due a bounce...but I thought the same at 3300, 3000p..... For the record I've been buying into BATS in recent days/weeks [inc today] at prices ranging from 2700-3700p with a view to holding long term. I'm also invested in Imperial Brands.
wunderbar
16/11/2018
16:44
BATS board is very quiet on the financial implications of this whilst allowing the share price to get decimated with funds bailing out billions of stock. Glad I've got silver and gold etfs and stocks keeping the portfolio balanced out at the moment with ftse still collapsing also
creditcrunchies
16/11/2018
16:17
Amber Rudd just came back to the cabinet, the brexit rebels are done for now. Hopefully Amber can save the market.
this_time_its_different
16/11/2018
14:57
Each to their own. I had L&G and sold out near the recent peak. I think Phoenix have less down-side risk than L&G. That is my opinion. Of course, I could be wrong. Good luck with LGEN.
minerve
16/11/2018
14:51
Minerve, Phoenix Group have negative dividend cover and haven't really raised their dividend for a while. It looks far more riskier than LGEN.With LGEN all I care about is getting a divi and them raising the divi by 5% each year at least.
this_time_its_different
16/11/2018
14:43
Essential Yes, actuarial assumptions do need to be spot on. There are a few things in their favour IMO. First, life expectancy growth is slowing and that trend is likely to continue IMO. Second, actuarial calculations are starting to use corporate bonds rather than gilts. This is deemed more realistic and gives positive upside. Third, you would expect the interest rate cycle to return at some point even though the ramp-up might be very very slow. With low growth in assets pensioners will turn to equity release to augment their pensions and government with support this process going forward IMO - another business venture Phoenix have opened up to via their recent deals with Standard Life Aberdeen.
minerve
16/11/2018
14:24
M, how safe is the bulk annuity business?, the actuarial assumptions need to be pretty spot on or I'm guessing that could come back to bite. Perhaps would need an actuary to give a view on that.
essentialinvestor
16/11/2018
14:17
LGEN has a massive passive investment business and has relied on massive bulk annuity business over the last few years. Both are maturing - in the UK at least. M&S recently sold their pension to Phoenix group - a much higher yielder than L&G and no longer a closed business and IMO offers better forward prospects than L&G from an income perspective.
minerve
16/11/2018
13:58
Morgan Stanley note today: We now explicitly model BAT's US Menthol volumes falling ~50% 2023-25. We cut our EPS estimates 4-11% 2023-25 and our PT from 3920p to 2750p. As we set out in our report on Monday this week here, our analysis suggests that BAT's US menthol portfolio accounts for ~60% of their US cigarette profits and ~25% of overall group profits in 2018. Newport is BAT's biggest brand in the US (c.48% US revenues) and the No. 1 menthol brand in the US with ~54% market share. BAT has fallen 20% inside 5 trading days, with the stock now on ~9x forward earnings. However, with BAT's net debt to EBITDA at 4x, its EM FX exposure at 40% of sales and its payout ratio at 65%, we continue to tread cautiously. Additionally, we note BAT's net debt to market cap is now at 72% (~£46bn of debt on a market cap of £64bn). Whilst this isn't a commonly used ratio, it is noteworthy when you are faced with potential challenges to the core US business. https://ftalphaville.ft.com/marketslive/2018-11-16/
philanderer
16/11/2018
12:11
But Mrs May is going nowhere, 1922 don't even have the letters to call a vote of no confidence. What is the point of removing Mrs May, the EU may not give you a deal in time and you will have a hard brexit with WTO rules. Jacob Rees Mogg is s-h-a-m-e-less and doing all this for political gain, you can tell where the votes are from Michael Gove, he always jumps a sinking ship perfectly. If Gove stays, Mrs May has the votes to stay in power.
this_time_its_different
16/11/2018
12:04
What concerns me more is a no deal brexit, then yes, we are s-c-r-e-w-e-d, LGEN would collapse to 170p then most likely.
this_time_its_different
16/11/2018
12:02
That's why you keep a margin of safety when buying stocks, if LGEN goes to 340p in 2019, the most is would get hammered to is 230p/240p at worst. By then you've collected dividends.
this_time_its_different
16/11/2018
11:58
Ttid, ignore 2008, the long term chart goes back to the 1990s. It gets hammered, as do nearly all financials, in a bear market. Unless next time is different.
essentialinvestor
16/11/2018
11:55
With a yield in excess of 7% and a single figure p/e ratio, this should now be a buy but the long term chart looks horrific with a possible target of £20.
aurelius5
Chat Pages: 138  137  136  135  134  133  132  131  130  129  128  127  Older
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P:42 V: D:20181119 22:15:45