British American Tobacco Share Discussion Threads

[philanderer] 20/9/2019 15:24

8th death in US linked to vaping

[psync] 18/9/2019 18:04

India is also one of the largest tobacco producers in the world. Smokers switching to vapes could reduce demand on that side of the business.

[sg31] 18/9/2019 16:32

Maybe they make too much on cigarette/tobacco tax to risk losing it.

[crossing_the_rubicon] 18/9/2019 13:55

India bans e-cigarettes

India announces a ban on the production, import and distribution electronic cigarettes.

"The decision was made keeping in mind the impact that e-cigarettes have on the youth of today," states Finance Minister Nirmala Sitharaman.

The ban will be issued through an executive order and is reported to include up to a three-year jail term for offenders.

Juul (NYSE:MO) and Philip Morris International (NYSE:PM) both hoped to launch electronic cigarettes businesses in the nation.

The decision by India could have a cascading effect in other parts of Asia amid reports of vaping epidemics.

[philanderer] 17/9/2019 14:14

California ...vaping

[crossing_the_rubicon] 17/9/2019 09:31

Vapers Are Quitting E-Cigarettes... And Switching To Regular Cigs Instead

Big tobacco could not have scripted it any better.

With media suddenly flooded by news that vaping could be causing mysterious lung illnesses - which amazingly nobody could possibly predict in advance - hitting the wires over the last couple of weeks, electronic cigarette smokers are using a tool that’s been around for decades to quit vaping: switching to good ole' fashioned conventional cigarettes.

[stepone68] 17/9/2019 09:23

They already do buywell, 12 billion in tobacco tax a year.

[gabsterx] 17/9/2019 08:07

CC very true, it's like hedge funds have a myopic view to dump all tobacco related stock on any bad news related to vaping as it will supposedly hinder revenue growth.

If one looks at the big picture they would see that pure-play vaping companies are way more affected and big tobacco will reap the long term benefits as traditional cigarette margins are much higher than NGPs.

[creditcrunchies] 16/9/2019 22:18

so teenagers will go from candy flavoured vapes to stock tobacco cigarettes that command higher margins I'm sure the tobacco companies will rub their hands with delight at the news. You'd think the yanks would have learnt what comes with banning substances it's got 20 million drug addicts and rising fast.

[crossing_the_rubicon] 16/9/2019 11:34

NY to ban sale of flavored e-cigs

New York Governor Andrew Cuomo is taking an emergency executive action to ban the sale of flavored electronic cigarettes in the state, amid a surge of vaping-related illnesses and deaths nationwide.

The ban would not include menthol and tobacco flavored products, which Cuomo said can help people wean off of regular cigarettes.

New York would become the second state in the country behind Michigan to ban the candy flavored products, which are popular with teenagers.

[andrewbaker] 16/9/2019 11:03

Whilst scares of different sorts plus ethical selling keep bringing the price down, anytime it is under £30, it's a screaming buy. Sure, in the longer term tobacco as an
investment will not be that good, but for now the dividends will give a far higher return than putting money elsewhere, and there will be some capital growth going forward, enabling one to sell out at a profit on the current pricing, if wanted.

[crossing_the_rubicon] 16/9/2019 08:27

Public Health England suggests that e-cigarettes are 95% less harmful than real cigarettes. Cancer Research UK and NICE both agree. That’s not to say they’re harmless – they’re probably not. But then almost nothing is, hence all the slightly daft stories about burnt toast causing cancer.
So far there is little to no reason to think that vaping significantly raises your risk of long-term chronic illness, and no reason whatsoever to think that if they do, the risk is remotely comparable to the risk of smoking.
There is also no good evidence, that I’m aware of, that vaping acts as a “gateway” to real smoking.

Second – and crucially – as I understand it, the people who have become ill and died were not actually smoking what most of us would consider an e-cigarette. They were, instead, using black market products which heated oil to vaporise cannabis products. Inhaling oil vapour can, apparently, cause something called lipoid pneumonia,
which appears to be behind the deaths.




"As I suspected....."

Second – and crucially – as I understand it, the people who have become ill and died were not actually smoking what most of us would consider an e-cigarette. They were, instead, using black market products which heated oil to vaporise cannabis products.

[bennodean] 16/9/2019 08:08

Nearly all the vapers I know have home brew kits anyway. Stopping the retail provision won't make a difference to them.

[gabsterx] 16/9/2019 07:34

Shouldn't all this negativity towards vaping be good for BTI and even more for IMB? If people can't vape there's a big chance they will revert back to smoking traditional cigarettes which have much higher margins.

[crossing_the_rubicon] 13/9/2019 13:17

Possibly of interest to some....

"British American Vs. Imperial Brands: One Is The Far Superior Ultra-High-Yield Stock"
Summary
Tobacco is one of the most out of favor industries on Wall Street, which is precisely the time high-yield investors should buy these companies.

Imperial Brands is offering a sky-high 9.1% yield, which appears to be sustainable, and the 4th highest quality tobacco company is about 21% undervalued.

Personally I'd rather own British American Tobacco, which offers a safer dividend, faster long-term growth potential, and is slightly more undervalued.

BTI is about 27% historically undervalued, Imperial 21%, and BTI's total return potential of 21% to 27% is superior to IMBBY's 17% to 23%.

Altria and Philip Morris remain the highest quality tobacco stocks you can own, and high-yield investors should make sure to size their positions appropriately for their risk tolerance, including overall exposure to the industry (15% or less is my recommendation).

[philanderer] 13/9/2019 11:12

Vaping restrictions likely coming to NJ

[simba_] 13/9/2019 09:57

Can never hold above £30 here. Tempted to start trading around the position. I'll obviously get killed trying but its been so predictable up until now.

[skinny] 13/9/2019 09:45

Deutsche Bank Buy 3001.50 4000.00 Reiterates