#Redbaron10, pretty much flat on the 5 year chart, but zooming out to the 10/15 makes for much better viewing on where it could head towards IF we demonstrate growth in NGP as expected following PM/MO/IMB then further share price gains could follow, along with duties, regulation and restrictions could offset Chinese imports taking away market share in 25/26 leaving a bigger space for BATS ..?
2023 NGP revenues GBP3.35BN
2024 tbc
2025 NGP revenue ambition of GBP5BN
3000 pence would be nice to break this week..? |
I suspect some traders will be taking a profit at this resistance point. I cannot be bothered to second guess so holding firm. Xd shortly. 3000 is a steal. |
BAT down 2.5% in the last five years.......IMB up 52%.Either the IMB share price was bombed out under Cooper's leadership with the divi being slashed by a third, or the BAT share price has become bombed out by the Reynold's acquisition writedown and the debt burden is regarded to be too high for the markets.I know they are different companies but at the end of the day they both mass market nicotine products.For comparison PM is up 58% over five years and MO up 14%.So there is definitely an underperformance in BAT's share price for whatever reason.Hopefully the upcoming market update can reduce this under performance in the share price |
BATS knocking on the door of 3000 and IMB doing the same at 2500
Who will be the first to break and hold?? What a sector to be in right now!!
Good luck all 👍🏻 |
#Anhar, thanks, shares need to be held 18th, XD 19th.. |
Our next BATS XD 18.12.2024...
Not quite, next xd is 19 Dec. |
IMB has executed a plan and the restructuring to be competitive regarding maintaining market share in their relevant markets has paid off.(Sold out of IMB position now).No increase in revenue this year but 4.5% gain in profits along with buybacks has seen a 67% total shareholder return from the total market cap of five years ago.Nothing to be sneezed at.I agree the Reynolds acquisition balance sheet writedown took the wind out of the sails of the sp, plus exit from Russia and the N.Korea sanction fine and then the ban on flavoured vapes by the FDA also clobbered the price.There might be regulatory hits to the price going forward and legacy issues like the Canadian settlement that could apply elsewhere but i'm fully invested here again after Trump's win and 8% yield is the big tempter here.Like you Tag57 i think this has further to run now.It's all about opinions and the investment risk/reward profile one adopts is a personal choice. |
It is interesting to compare IMB share price vs BATS share price over a 3 or 5 year basis, as it is quite apparent how much better the share price of IMB has fared, whether due to buy backs, financial performance or the intangible write down which took the wind out of BATS sales just as it looked like it was taking off.
I have sold off some of my IMB shares to balance up a little but will continue to hold all of my BATS shares as it certainly looks like it has further to run. |
Our next BATS XD 18.12.2024 for 58.88 pence, with the pre FY close news pending, and highly likely to be stronger than the IMB update wrt NGP progress, I can see why profit takers might be tempted if bought this year, but IF we return to growth then 3000 pence looks a given now and we saw 3500 back in 2020 and 2022..
IMB XD first, 28th this week and see what happens there, but given the coming 4 payouts that IMO is a hold too.. :o) |
Long term hold for me and add on any significant drops Great dividend track record |
That's the beauty of being an individual investor rather than having your investments in a non performing fund.You have autonomy over your own portfolio.With Trump back in i'm more confident holding here than if Harris got in.Hopefully the menthol proposed ban is totally off the table now. |
Just sold 2690 shares myself |
Sold all my holdings and moved to ITH and LIO. Great value there. |
Given recent share price action after ex divi dates, it seem a bit too late to buy for dividend. |
I sold mine and at 27 with a 30 exit in mind but did it anyway. I think now is about right but then there's the divi coming.... Tough one |
tempting to sell at these figures. |
Indeed it turned out to be a good week |
good week.... so far! |
GBp/USd below 1.25 now |
I think it will hit £30 before the update.Management were happy with Velo organic growth last time and if IMB is experiencing good growth with Blu then surely the main player in the vape market Vuse must be experiencing similar organic growth in the vape boom at present.GBp/USd down around 1.26 so it all helps. |
Surely the run up to x divi will push this to 30 it just seems to be lagging a bit gla |
I see the banks up to their usual tricks of raising rates for borrowers and reducing savings rates on deposits.Still 8% yield and BB here certainly beats a 3.5%-4% on a savings account |
Very much looking forward to the BATS FY24 pre-close update now to see how they are getting along given the positive gains over at IMB in 2 days and +100 pence..
Still no guidance on their calendar as of today but 05th, 06th, 09th December look odds on for the RNS..
Time for another run up and over 3000 pence.. :o) |
Total annual shareholder returns have been impressive there,increased profits and they're riding the vape boom right now.Stefan Bomhard set out a five year plan and he's executed and delivered.Marroco is starting down his plan and hopefully can replicate Bomhard's success.Annual shareholder returns are impressive here and if the vape boom is real (and i have no reason to doubt it) then NGPs growth and increasing profits to overall profits should be reflected in the update to come.MO,PM and IMB have all reported good results and only Japan tobacco hasn't followed the trend but as that company has pharma and retail investment interests alongside it's not exactly a pure big tobacco play to judge comparative results against.All to play for in the upcoming update imho. |
We will catch up soon enough waiting patiently for an update on the stake in itc hotels :-) |
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