British American Tobacco Share Discussion Threads

[topazfrenzy] 12/3/2021 16:15

Our mascot will need a nice fat joint tonight when he tots up his shorting losses for the week lol

[ohojim] 12/3/2021 16:05

Cannabis high?

[stalker_boy] 12/3/2021 15:44

Nice juicy short on from a nice high

[minerve 2] 11/3/2021 21:57

The Early Tapes

[currencytrader1] 11/3/2021 19:12

I really hope for stalker boys bank balance he's not shorting this now?
If he is he needs to be buying back on the quick sharp!

[geckotheglorious] 11/3/2021 17:24

Yf,

Mexico legalised today I think.
Canada ahead of the game.

Moves afoot in US states to legalise as well...

As to Europe, who knows outside of Holland.

[geckotheglorious] 11/3/2021 13:15

Interesting move by BAT...a tad late to the party in some respects as some tobacco companies moved 2019/2020 but Canadian pot makers have sold off from their highs.

Inevitable given the likes of Altria have lined up with Cronos and as Brewing companies eye up Weed infused beverages.

Weed is the future, baccie is the past.

In other news:
British American Tobacco (BTI) Presents At Consumer Analyst Group of New York conference - Slideshow

[catswhiskas] 11/3/2021 13:07

Fantastic news heading to £28 before 25.3.21

[eaaxs06] 11/3/2021 12:59

You seem to be shorting heavily for all of March, Stalker_Boy, I hope the margin is holding up OK.

I’m intrigued as you repeatedly state it’s going well, but every time you post another short purchased the price is higher than before. From your point of view that doesn’t sound good to me?

Whilst I admire you self confidence and belief in your own ability, averaging up (sorry, that should be down) by shorting a stock which has such healthy financials, including an increasing 8% yield must be a considerable risk?

[currencytrader1] 11/3/2021 12:46

Great market news, should push future profits far higher with latest addictions!

[stalker_boy] 11/3/2021 12:22

Shorting more on that news. Disgraceful market to be involved in

[unastubbs] 11/3/2021 12:06

Organigram Holdings Inc's U.S.-listed shares OGI, -6.47% soared 47% in premarket trade Thursday, after the Canadian cannabis company said it has received a C$221 million ($176.6 million) investment from a unit of British American Tobacco PLC BATS, -0.10% BTI, +1.14%. The tobacco company has subscribed for about 58.3 million shares of Organigram, equal to a 19.9% stake at a price per share of C$3.792, based on a five-day volume weighted average price on the TSX ending March 9, 2021. Organigram shares closed Wednesday at $2.89. As part of the deal, the companies have entered a product development collaboration agreement, and will create a Center of Excellence to work together to develop the next generation of cannabis products, focused initially on CBD.

more in news feed above

[topazfrenzy] 11/3/2021 08:48

How's our mascot doing this morning lol

[stevieweebie2] 10/3/2021 16:15

Crack on, I love a short squeeze.

[stalker_boy] 10/3/2021 16:12

I'll be shorting more before the close

[stevieweebie2] 10/3/2021 16:10

OMG LOL.
I just bought in this week at 2500 for the first time, can you please let me know in five years time how ive done.

[ohojim] 10/3/2021 15:51

Interesting statistic of the day.

In 5 years of holding BATS you will have lost 37% (-16.5% if you include the dividend)

[topazfrenzy] 10/3/2021 14:00

15 days to go to get to the delicious exdivi yum yum

hopefully we'll be trading at £28+ by then :)

with the help of our £££££££ mascot

[topazfrenzy] 10/3/2021 13:03

You are our little mascot now Stalker-Boy, bringing all those invested here luck lol

[topazfrenzy] 10/3/2021 13:02

The share price has been going up since you started your supposed short, so keep going lol

[stalker_boy] 10/3/2021 10:43

Short going well. Added

[creditcrunchies] 08/3/2021 08:25

Interesting the Adonis fan club on the BATS thread

[kiwi2007] 06/3/2021 02:17

Tobacco Stock #2: British American Tobacco (BTI)

British American Tobacco is one of the largest tobacco companies in the world, with a market capitalization of $81 billion. British American Tobacco owns the following tobacco brands, among others: Kool, Benson & Hedges, Dunhill, Kent, and Lucky Strike.

In July of 2017, the company acquired the remaining 48% stake in Reynolds American Tobacco that it did not already own, cementing its competitive position as one of the world’s largest tobacco companies.

Although the company is incorporated in the United Kingdom and headquartered in London, American investors can purchase its stock through American Depository Receipts that trade on the New York Stock Exchange under the ticker BTI. The United Kingdom does not impose a dividend withholding tax on United States investors.

British American Tobacco has grown its earnings-per-share at a ~5% average annual rate over the last decade. However, most of this growth came in the early part of the decade. Indeed, from 2013 to 2018, earnings-per-share growth averaged just 1% annually.

Earnings-per-share growth was robust in 2019, and we are forecasting further growth this year. But British American Tobacco continues to face growth struggles, much the same as other companies on this list.


That said, British American Tobacco has rising volumes and new product categories driving its performance. Indeed, the in past three years, revenue from new categories has almost tripled. We expect the company to continue to see strong growth from new products help to offset weakness in the legacy tobacco businesses. As we can see above, management believes new categories will drive more than $6 billion in annual revenue in the coming years.

The company is currently facing an extremely strong headwind, as the FDA has restricted the sales of flavored e-cigarettes to minors and pursue a national ban on menthol cigarettes and flavored cigars in the US. British American Tobacco gets roughly half of its operating profits from the US. Therefore, it is easy to understand the impact of the regulations by the FDA on the company.

Of course it will probably be years before the new regulation fully takes effect, but whenever it does, it will have a severe impact on the results of British American Tobacco. Combined with constantly-declining cigarette usage rates among consumers, this is another risk and headwind for holders of British American Tobacco.

Due to declining usage rates and regulatory headwinds, British American Tobacco shares continue to languish, trading near decade lows today, although shares are up meaningfully from the recent bottom. Investors, it seems, aren’t convinced the company can grow its way out of the problems it is facing, and the stock is at almost exactly the same level today it was 10 years ago.

On the plus side, given the payout ratio of 59%, the dividend seems to be fairly safe even in an adverse scenario. The current yield is excellent at 7.5%, and we expect the payout to continue to grow in the coming years. We think the growth in the dividend will be about equal with earnings-per-share growth, which should help keep the payout safe.

Shares trade for just 7.8 times this year’s earnings, which is meaningfully lower than our fair value estimate of 9.5 times earnings. This should introduce a 4% tailwind to total returns as the valuation expands over time.

Overall, we feel that the market has overreacted in the case of British American Tobacco due to the uncertainty facing the company from declining usage rates and regulatory headwinds. We expect 12.6% annual returns from the stock thanks to the 7.5% dividend yield and the expansion of the price-to-earnings ratio from its current depressed level, in combination with modest earnings growth.

US Market Nov 2020

[kiwi2007] 05/3/2021 22:56

Though I doubt most of the recent posters have any interest, here are the Six Best Tobacco Stocks Now, Ranked In Order:


Warning: There are some long words in it so a few of you may struggle ;o)