British American Tobacco Share Discussion Threads

[cryptotrade] 17/12/2018 18:51

What's the dividend yield or potential? At this share price

[unnavailable] 17/12/2018 10:21

Added some more here.

[eeza] 14/12/2018 19:51

Quite.
A defensive stock which isn't defensive.

Goes down when sterling goes up and down more when Sterling goes down.

Directors not entirely to blame. HFT has broken the Market.
Fundamentals mean zilch.

[creditcrunchies] 14/12/2018 18:58

You can't be serious though the share price has crashed -45% the largest collapse in the entire ftse index, pe ratio collapse a forward of 8 a forward divi yield of 8% it's a car crash quite literally he had to go huge funds are invested in BATS if they put pressure on they could sack the entire board

[gutterhead] 14/12/2018 13:57

Great dividend and people will still smoke with growth in emerging markets.
in time it will come back to give capital growth also. aimo.

[wbecki] 14/12/2018 11:26

Any thoughts on this management shake up?

Erasing the role of COO seems a tad harsh. Hints that the person in the hot seat was useless.

I see JPM out with a reiterated "Overweight" weighting, slighty lower TP 4200p(cut from 4400p) - still a chunky premium to current.

[wbecki] 14/12/2018 11:09

I'm tempted Action.
The big question is how long it will take US Authorities to implement this crackdown on menthol cigs. BAT too heavily exposed - mostly through RJR acquisiton right?

[action] 14/12/2018 11:02

Anyone brave here to buy around 2600p?

[philanderer] 14/12/2018 10:31

'British American Tobacco shuffles board for new CEO'

[philanderer] 14/12/2018 09:59

14th dec JP Morgan 'overweight' tp 4200p cut from 4400p

[wbecki] 13/12/2018 17:31

Anyone looking at US tobacco companies rather than BAT(overly exposed to US Anti menthol manoeuvres)

Altria or Philip Morris International.

[waldron] 13/12/2018 15:55

Thursday 13 December 2018 3:42pm
FTSE dividend payments to hit record £94bn next year and yields boosted by market drop
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Callum Keown
Reporter at City A.M. covering markets and exchanges, pharmaceuticals, science, [..] Show more
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Markets Nervous Amid Fears
FTSE 100 dividend payments set to reach record high (Source: Getty)

FTSE 100 dividend payments could hit record highs of £94bn next year while falling markets have increased yields, tempting investors and keeping the index stable amid political uncertainty.

A difficult autumn for the markets with shares falling has seen the forecast dividend yield for the blue chip index rise to 4.9 per cent for 2019, according to AJ Bell.

The investor platform’s analyst Russ Mould said the “tempting̶1; yields would provide support for UK stocks among the “maelstrom of political uncertainty.”

Housebuilder Taylor Wimpey could offer the highest yield of 13.1 per cent, followed by coal and steel miner Evraz - 12.1 per cent - and Persimmon at 11.8 per cent.

Barratt Developments could return yields of 9.6 per cent, as three housebuilders appeared in the top ten of AJ Bell’s analysis.

Mould said: “Such a fat yield looks extremely tempting compared to the Bank of England’s 0.75 per cent base rate for cash and the 1.23 per cent yield on benchmark UK ten-year Gilt.

“The presence of three house builders in the top ten is testimony to the size of their capital return programmes, but it may also hint at investor scepticism that the industry can maintain its current lofty levels of profitability without the benefit of Government assistance, via the Help to Buy and Lifetime ISA schemes.”

But the research raised concerns over Standard Life Aberdeen, whose long streak of dividend increases could end next year and Vodafone, where the shareholder distribution may not grow for the first time in two decades.

More than half of the £93.7bn paid out to shareholders will come from just ten firms, with Shell, HSBC, BP, and British American Tobacco accounting for 34 per cent of forecasted payments.

[philanderer] 12/12/2018 23:22

Investors Chronicle:

'Tobacco shares hardest hit in 2018'

IC View

Investors that have been disappointed by the share price move in tobacco companies this year will be more pleased with their income. Both BATS and Imperial Brands feature in our Income Majors series. In its most recent update, BATS reiterated its commitment to a dividend payout ratio of at least 65 per cent.

At 2,768p, the shares are trading at a discount to their five-year historical valuation to the sector, while offering a potential dividend yield of near 8 per cent.

Buy

Last IC View: Buy, 4,191p, 26 Jul 2018

[thanksamillion] 12/12/2018 11:58

Looks like another intermediate peak coming up below £30 before next down leg, stochastic and RSI heading for peak and coppock starting a further leg down. If Mays Brexit goes ahead, and I believe it will, pound will surge and the Brexit lift shares like BATs had will be reversed.

If on the other hand we get a hard BREXIT BATS should recover some as the pound crashes further down.

[philanderer] 12/12/2018 11:06

News Release

British American Tobacco unveils new-to-world vaping technology

[philanderer] 12/12/2018 09:37

And no new disasters ;-)

edit: Liberum reiterating 'buy'

[philanderer] 10/12/2018 12:12

BATS trading statement wednesday

[pugugly] 09/12/2018 09:05

zho_ With no advertising allowed there was an opportunity for more revenue to flow through to the bottom line-

[andyj] 08/12/2018 16:20

I think inexperience is showing here. For those looking at the one year chart and seeing a bargain I suggest you take a look further back in time. From 1990 to 2004 Bats hovered between £5 and £7. That was a time with much less regulation and much more smokers. Then an unexplainable uptrend ensued which simply lost touch with reality and the valuation increased by an incredible 10 times over the following 14 years! What we are seeing now is a long overdue mean reversion. Imperial would be my preference, but I think there's better value elsewhere.

[creditcrunchies] 08/12/2018 16:14

BATS is the worst performing stock in the entire FTSE index -46% normally in circumstances like this the entire board of directors would be sacked so it's only a matter of time the major shareholders will be asking them to leave

[this_time_its_different] 08/12/2018 14:06

Essential I don’t give a flying f-Uck, if he talks to me rudely, ill talk to him rudely. Same goes to you.