Well done to those that sold the rumour |
Ok opens down 6% so worse then |
When I have to read a forest of words before I get to the accounts and am still not sure whether results are good or bad....
If I caught it correct its announcing a buyback for next year but its not going to be out of free cash flow...
Mixed numbers at best I reckon.
Now its down to what the City was expecting , is this better or worse ? |
Nice to see debt trimmed back.
Borrowings including lease liabilities -7%.
Adjusted net debt / adjusted EBITDA down 0.13x to 2.44x (down 0.3x at constant rates) |
A 2% pay rise up to 4* 60.06 pence and a new share buyback tranche starts today.. :o) |
I don't like the use of the words headwinds and lawsuit! |
Very quiet here y |
@ Redbaron10, We need good growth on Velo and Vuse Products.
BAT ADR looking good so far 🤞 |
We have the benchmark from PM of 39% of their revenues being derived from NGP from their last year's report.We need BAT to achieve good organic growth from these categories from last year....the bigger the better. |
@ Nellynell, If we get good results tomm esp on NGP growth,I can see this keep powering ahead,
The Market know this share is still undervalued,
Hold and keep re investing that dividend, if a few years you will look back and smile 🤞 |
Yes, my wives are always right. |
Wives are always right.....from my experience. |
@ LLB, The consensus at BAT Southampton the results will be good, my wife better be right ..lol. 🤞 |
Japan tobacco also reports this week but back to Bats just a small increase in the dividend will do for me. This has got legs yet knocking on the door of 34 dear bats how high will you go? :-) |
Are we ready for the fireworks.. :o)
See what we get, but given the PM results and their +11% on the day, they have also continued to rise after which bodes well for us holders here, I cannot see our results being in any way bad, the ITCAN problem is now a known cost so will we get a spike then a sell off into it with a steady climb..?, much will depend on market expectations, either way the dividends will be going up, hold onto your hats..
11.12.2024 - confirming FY24 delivery in line with our guidance
H2 acceleration in line with our expectations, driven by New Categories innovation phasing |
Happy with my position here after slicing a few off yesterday. Bring it on! |
Like the old saying is buy the rumours sell the news gla I'm now out watching |
We'll all find out tomorrow.IMB and PM posted good increases in NGP revenues and profitability and imho BAT's share price rises or falls on that metric predominantly.The market wants to see replacement revenue and profits from NGP for the expected/predicted drop in stick volume sales going forward.Hopefully VUSE and VELO can deliver. |
I am not around tomorrow or Friday during market hours so have put a sell order in at 3415
Happy to take that and leave a free ride in play here or if it doesn't get hit then I carry on holding at a nice low average and pick up more via the divi.
I don't like missing the results of my bigger holdings but it can't be helped.
Good luck all 👍🏻 |
I have AGR too although my timing wasn't quite as good and I am still fractionly underwater. |
It is always a good idea to look at what the chartests think since so many pay attention to charts.
It does look like it has a serious chance of breaking out of the trading range it has been in for 6 years. It was as high as £55 in 2018.
I am content to just keep all of mine. The worst that can happen is I collect the dividend. For once my purchsse of a large chunk at the end of 2024 was well timed so the yeild on my investment is impressive. |
Anything particular caught your eye ?For transparency l added a few AGR and a few more FAIR |
I top sliced 20% of my holding here yesterday and recycled into high income shares. Remainder I am holding for long term. Good luck to all for tomorrow’s update and a 5% divi increase would be very welcome |
Flip a coin, buy sell hold. Or just enjoy the dividend. All depends on personal investment timelines. |
Register for real-time alerts, custom portfolio, and market movers
Hot Features
Premium
