British American Tobacco Share Discussion Threads

[car1pet] 12/10/2021 17:11

Interesting thoughts redbaron. I think the lack of a decision on vaping by the FDA is creating uncertainty which markets don't like. If the FDA can clarify the vaping position the company can be viewed in a clearer context which may depress the price more but my bet is clarity of vaping which ever way it goes will boost the price. I often get things wrong so don't be guided by my thoughts. Good luck to all

[redbaron10] 12/10/2021 16:49

It's very difficult to anticipate how far the share price will fall with tobacco stocks post dividend at the moment.This share has halved in value in four and a half years.Is that because of poor performance and lower profits?,was it overpriced four and a half years ago when interest rates were zero, as they are now, and big tobacco acted as a bond proxy for stable investment returns via its dependable dividends? or is it because of ESG investment criteria and big funds have been selling out of big tobacco? Or a combination of all three? Who knows.Everyone knew four and a half years ago that cigs are bad for ones health, so what has changed in ESG terms? The results haven't disappointed,certainly not to the extent of the share price halving imho. I think big tech with FB launch,Apple growing etc sucked in large investment money to the detriment of all other equities not in the big tech space.Amazon and Apple have trillion dollar market caps and FB,microsoft and Alphabet/Google aren't far behind.Technology is the future and the growth trends are strongest there.Does that make investments outside of the technology sector pointless and ultimately worthless? Again who knows.Who has a crystal ball? The share price here will keep giving up big falls post dividend dates until such time the shares are viewed as ridiculously cheap by investors and the risks of a more stringent regulatory environment are well baked in and priced into the share.Before all this, institutional investors/funds i'm sure mopped up big tobacco shares after share price falls, post ex-dividend dates,helping to support the share price.Sadly that buying support isn't there anymore and we get precipitous falls to ever lower levels on opportunistic selling.Good luck to you if that's your trading strategy,it's been highly profitable over the last four and a half years.Is it such a predictable strategy going forward now with a 8.5% yield? Maybe.How long will this cycle continue? It will until buyers step in to reverse this pattern visible over the last four and a half years.Who knows when that'll happen.Market sentiment can take share prices anywhere pretty much.The 8.5% dividend in a world where such returns will get rarer and rarer gives me hope that this could be bottoming soon.If not i will average down some more.The fact that the FTSE is a globally unloved index must also mean there are undervalued shares in the index.GLA holders.

[lonrho] 12/10/2021 14:35

Or sell early on xd day. Price was less than 54p down for a time in the thursday morning of the last xd.

[car1pet] 12/10/2021 13:41

Correct Kipper

[kipper999] 12/10/2021 12:44

carpet, thanks
So, with a divi of 53p, it pays every time to sell before XD recently?

[car1pet] 12/10/2021 09:12

Kipper you are right I didn't look at exact numbers but for the last 5 XDs the price has dropped by minimum of 123 and worst 277.

[plastow] 12/10/2021 07:51

https://www.britishbulls.com/m/SignalPage.aspx?lang=en&Ticker=BATS.L

[kipper999] 11/10/2021 20:53

carpet, while you are on with charts. Look back at, say last 5 XD dates, & see if share price drops more than divi. & by how much.
Not that i want you to do my research for me....lol

[kipper999] 11/10/2021 20:51

Excellant analysis there carpet......
Nice to keep a sence of humour

Am back in at 2,552 after selling out on pure luck at 2,731 recently.
Was hoping for sub £25 to buy again, but can't see it now....

[car1pet] 11/10/2021 20:41

If you look at the chart in May it fell from 2930ish to 2630ish then climbed back to 2840ish.The latest drop from 2730ish to 2520ish is a similar pattern so maybe it will climb back to 2680ish. On the other hand it could go anywhere!!

[vfast] 11/10/2021 20:25

Thanks for the information GeckotheGlorious, positive news.

[geckotheglorious] 11/10/2021 20:09

Several positive seeking Alpha articles yesterday and today have made little impact either share price side unfortunately.

All bullish. Linked below in case anyone interested.

"BAT – Time to buy this growing 8% yielder"


"This 8.5% yielding dividend aristocrat is set to soar and too cheap to ignore"


"BAT is on sale amid good news"

[vfast] 11/10/2021 14:43

Bought a few of these today 8.5% very good yield.

[plastow] 06/10/2021 14:23

Brought 2000 shares now let's see if it pays off stop loss in...

[topazfrenzy] 06/10/2021 14:09

Another little top up for me!

[plastow] 06/10/2021 10:37

No difference from oil but its going to be loads of time before then...

[car1pet] 06/10/2021 09:50

This drop doesn't look like an XD drop.Before XD it was 2730 its now 2538 a drop of around £2. This is effectively the value of the total annual divi. It may be a good time to buy but its important to understand the reason for the fall and are there long term consequences. I don't know. Threats from the FDA and Biden could be significant and the uncertainty is driving the price down. If the threats disappear then yes there will be a massive bounce but right now its not known

[plastow] 06/10/2021 09:25

This is looking good for great return on yield for the next few years at this price fill yeah boots...

[charlie9038] 05/10/2021 17:14

allways drop after ex dividend, good time to add.

[car1pet] 05/10/2021 16:06

haeding south again. is there negative newsflow?

[medieval blacksmith] 05/10/2021 13:08

It didn't go to zero. That's my point.

[captaincad] 05/10/2021 07:57

You only asked What commodity went to zero other than Brexit benefits? Not why. :-p

[medieval blacksmith] 04/10/2021 22:08

Oil went negative around April 2020 :-o




But it didn’t did it, really. That was just an aberration in the supply chain based on storage cost. If your neighbour gives his house away doesn’t mean all houses are worth nothing.

[car1pet] 04/10/2021 14:11

Is this the beginning of the return to 2900+? A bit of positive news from the FDA would help it on its way.The word on the street is that Biden won't last his first term, we could see Kamala Harris as the first female president. The big question - does she smoke!!

[captaincad] 04/10/2021 12:53

Oil went negative around April 2020 :-o