British American Tobacco Share Discussion Threads

[tuftymatt] 20/5/2025 14:06

I got too heavily invested in one company over twenty years ago and when it went pear shaped it took me a while to get over it.

Lesson learned and it's far better to have a number of smaller holdings that are likely to stay alive than risk a big win that doesn't pay off.

Good luck all 👍🏻

[laurence llewelyn binliner] 20/5/2025 13:41

#1Knocker, same view from me, all eggs in 1 basket is not a strategy for long term success, it might come off but that is a gamble, a more diversified approach will protect you from white swan/black swan events and/or any 1 company/project blowing up in your face..

Any set backs over an investors life time need to be recovered from, IF a big one blows up, it can and will take years to rebuild from after the losses, not a strategy I would endorse..

[1knocker] 20/5/2025 13:38

Even if you know your subject inside out, you can't rule out left stage events, unless you have crystal, rather than steel, balls.

[geckotheglorious] 20/5/2025 13:18

I'd say "Moonshots" isnt investing more gambling myself...

Eggs all in one basket does work for some but youve got to really know your subject inside and out, and have balls of steel.

[1knocker] 20/5/2025 11:42

'No right and no wrong way to invest'.

I agree that there is no right way, but IMO there are plenty of wrong ways!

I would put speculating on moonshots top of the list of wrong ways, with going 'all in' (on anything) a close second. Combine the two and Nemesis awaits just around the corner.

[geckotheglorious] 20/5/2025 10:45

Im doing my best to soak up those sells....................

[not my real name] 19/5/2025 19:45

Spring Mountain just ditched another 12 million quids worth.

NMRN

[juliemara] 16/5/2025 19:59

LLB - It will follow in it's own good time! 😏

[laurence llewelyn binliner] 16/5/2025 19:38

Very nice to see a quid added here today, see if it can pull IMB back up with it.. :o)

[this_is_me] 16/5/2025 18:34

...and live long avoiding lung cancer!

[geckotheglorious] 16/5/2025 10:41

"There is no right or wrong way to invest"

Agreed.

The key thing is "to stay in the game" an d not get wiped out.

Ditto Tufty.

[tuftymatt] 16/5/2025 10:33

The above could have been written about me too.

Being flexible and always having dry powder to hand is critical now as the markets seem to be more volatile than ever.

I love the defensive high yielders for the obvious yield / fresh capital to deploy but also like trading US growth stocks for the quick returns that at times can be made.

A good core portfolio and a bit of trading keeps me busy in retirement and up to speed on the macro comings and goings too.

Good luck all 👍🏻

[sg31] 16/5/2025 10:18

gbh2. There is no right or wrong way to invest. I've been doing it for decades and have changed strategy several time. I was a risk taker early on, I've been a value investor,I have gone index linked, gilts and now I'm interested in high dividends.

Life changes, markets change. Stay flexible and don't over trade. Sometimes the best thing to do is sit on your hands and wait.

[gbh2] 16/5/2025 07:52

I was told some 20 odd years ago when I first started on this share dealing lark - the game is to end each final year in the Green, seen quite a bit of Red since that time but it's been green this past 10 years :)

[not my real name] 16/5/2025 00:09

I definitely was not offering investment advice, merely putting forward publicly available information to explain the reason for the fall.

They have sold c 4 million but other people were more than happy to buy them. They still hold 153,351,011 shares so may have just found something better to do with a tiny proportion their holding.

I sold half of my holding at £31.80 to buy CSN shares which had just gone ex-div and dropped 20p due to a 15p divi. I saw this as a buying opportunity but as soon as the DLG takeover is complete I will be top heavy on Aviva so intend to sell a portion to fund a trebling of my BATS holding, (an increase of 50% on my original holding)

Most investors do something similar to this and the world keeps spinning. I won't complain if I lose some money on this nor celebrate if I make a profit. I see it as part of a game and it usually ends up OK if you wait long enough.

As always, DYOR and IMHO,

Good luck to all holders,

NMRN

[montyhedge] 15/5/2025 07:44

Think you're right, if they are a seller, I may think about it.

[not my real name] 13/5/2025 22:26

car1pet,
it must be the dollar/pound exchange rate 1.32"
-----------------------------------------------------
I think the fact that Spring Mountain Investments have sold around 4 million shares in the last 2 weeks is probably a bigger factor in the fall.

All IMHO,

NMRN

[car1pet] 13/5/2025 15:07

it must be the dollar/pound exchange rate 1.32

[laurence llewelyn binliner] 13/5/2025 14:39

TA support suggests a bounce off the 12 month 3000 pence line, but we will see soon enough if that holds up, 8% on offer here too.. :o)

Identical sell off at BATS, IMB, PM, MO so nothing company specific to see here..

[supermarky] 13/5/2025 13:59

almost time to snap up a few more

[juliemara] 13/5/2025 08:39

Usually the kiss of death!

[muscletrade] 13/5/2025 06:59

13/05/2025 UBS reaffirms

UBS is positive on the stock with a Buy rating. The target price is unchanged at GBX 3900.

[montyhedge] 12/5/2025 16:23

What's happened? Any news.

[gbh2] 12/5/2025 08:31

Summer recess ;)

[pangrati] 09/5/2025 08:25

3200 was resistance so hopefully 3200 will now act as support