British American Tobacco Share Discussion Threads

[muscletrade] 11/11/2020 14:36

Not sure if anyone else here has noted that "Simply Wall Stree" have published this morning an assesment that BAT intrinsic value is 98% above its current share price. (SP was 2690p when they did the calulations, which was based on DCF method.

[buywell3] 06/11/2020 20:06

Life Insurance and imo Health Insurance issues ahead

[geckotheglorious] 03/11/2020 08:49

Interesting ACQUISITION.

”Acquisition of Dryft Modern oral biz”

BAT Strengthens its US New Category Portfolio with acquisition of Dryft Modern Oral business

The products will be sold under BAT's global Modern Oral nicotine brand, VELO, creating further brand synergies. 

This acquisition expands BAT's Modern Oral portfolio in the US, expanding from 4 to 28 product variants. It follows the acceptance of Dryft's recent Pre-Market Tobacco Product Application (PMTA) submission for filing by the US Food and Drug Administration.

This acquisition has no impact on BAT's commitment to previously stated deleverage targets

Jack Bowles, CEO of BAT, said:
"Today's announcement underscores our societal commitment to accelerate our transformation and build A Better Tomorrow. Our multi-category strategy is key to our transformation. The addition of Dryft to our US Velo brand is a major step forward, further enhancing our successful vaping and oral portfolio."

[dmore2] 29/10/2020 16:55

double top pattern

[buywell3] 29/10/2020 14:31

Triple bottom event pending
buywell thinks this is too big a test in these markets

[stepone68] 29/10/2020 12:19

Like you say - no one is expecting growth from tobacco, but the income is good. Forecast yield over 8%.

[unastubbs] 29/10/2020 12:05

this and all tobacco stocks are in a dark place due to the US election result with Biden seen as a shoo-in. with his ESG agenda one can't see him being sympathetic to this type of company (putting it mildly). can't see much upside here in the next twelvemonth. however, i'm reasonably confident about the dividend so will continue to hold. atm BATS = 21% of my portfolio, and 25% of the income derived therefrom - which I'm not very comfortable with. if we ever get back to £32 i will unload half of that. seems a long way out now...

i'm an income investor and found myself pushed towards taking this large holding in the summer when various other firms i have invested in over the years (banks, insurers - you know the pack drill!) decided to pass on the distribution. anyone else out there with a similar tale of woe!?

good luck to all longs - una

[creditcrunchies] 21/10/2020 13:35

he just hangs about in forums with all high yielding defensives, he was constantly banging on about Royal Mail at £1.50 it's now £2.50 almost double. I'm sure he's just hoovering up at the lows egging people to sell up

[trikytree] 20/10/2020 10:13

Sod off buywell. Profits have gone nowhere and yield is strong. Bargain income stock.

[buywell3] 20/10/2020 02:34

The Chart Down-Trend continues



buywell opines

Let the chart be like a goodly friend
Don't and you might well end up fried

Profits gone up in a puff of smoke like vapor

[philanderer] 15/10/2020 13:56

Could go up , could go down , could remain unchanged. I think we'll be down today though ;-)


British American Tobacco names Luc Jobin as next chairman

[sg31] 12/10/2020 07:56

No it's not. It's a point of view.

Another POV is this is a cash cow providing a steady income.

Brexit will be a fudge.

If Trump gets in the US market will run up and then crash to generational lows.

Etc etc, not necessarily my views but it avoids group think.

[kiwi2007] 12/10/2020 02:47

Hard to disagree with any of your cunning plan Porsche1945.

[porsche1945] 11/10/2020 11:53

Sold these, took a thumping loss and put the money into L&G and Microsoft, dont want this sort of stuff anymore, expecting that moron Boris to do a brexit deal as Biden will get in, UK’s last pro brexit ally In Trump will be gone and Biden pro Europe so the self harming idiots have woken up to the impoverishing and currency trashing mess they have caused, U.K. market should bounce, for a while, when announced, may provide a chance to exit U.K. investments permanently then and get into all US and developed Asia and growth stocks. Dividend income pointless if capital being destroyed, ftse 100 like U.K., best days long behind it.

[minerve 2] 07/10/2020 17:33

Philip Morris rallies after Citi tips earnings beat next week

[kiwi2007] 05/10/2020 02:33

Basically says - everyone loves ESG...no investors or fund loves tobacco (and perhaps never will).. they may possibly be taken private.

[porsche1945] 28/9/2020 13:18

Can’t see anything moving these out if this range, terminal. Imb may move becos of a takeover or merges with China tobaccos but this I just dont see moving.

[stepone68] 28/9/2020 12:15

I'm not sure diversification is the way to go. They are not an insurance company - why would they outperform in that market? Years ago they owned a paper mill in Aberdeen that I used to work at, but they sold that off in the early 90s. Think they are better sticking to their core business.

[andrewbaker] 28/9/2020 11:17

BATS is moving up again, and not before time. Remember, apart from the divi., the value is good, and even if burning tobacco ends in a number of years, there's plenty of time for them to develop other products, plus other avenues of business. Remember, they owned insurance businesses years ago - that Zurich bought - and are always on the lookout, or used to be, for non-nicotine revenue earners. A safe place for any longer term money, which will earn well whilst there.

[minerve 2] 24/9/2020 13:19

Thanks for the analyst update. :)

[minerve 2] 24/9/2020 13:18

muscle

Zoom actually make money? WOW!

[muscletrade] 24/9/2020 07:56

Alternatively you could invest in Zoom. If they did a buy back they could buy back their current value in 500 years.
It's a tough decision.