British American Tobacco Share Discussion Threads

[car1pet] 09/11/2021 21:42

Up a bit in US tonight so may see a rise tomorrow

[m_kerr] 08/11/2021 22:33

FWIW i did a calculation that assumes 3% profit growth, 3% dividend growth, and any excess cashflow put towards buying back shares. assuming no change in share price, EPS would be rising at about 6% per annum, and in 5 years they'd have bought back 15% of the shares. in the 5 year period they'd have paid £13 per share in dividends.

[gateside] 08/11/2021 16:23

Same here.Bought at 2530p for quarterly income.

[action] 08/11/2021 09:56

Bhgt for qtrly income

[action] 08/11/2021 09:56

Last low was 2300p working from memory.

[car1pet] 08/11/2021 09:45

It feels as if it can go lower. I don't think it will get to 2450 but below 2500 is a bargain imo

[action] 08/11/2021 09:33

Bght some 2533p.

[gabsterx] 07/11/2021 05:56

"Furthermore, BAT’s income potential appears to be relatively attractive. While the FTSE 100 index yields around 3%"

To be fair the FTSE 100 yields closer to 4%(calculations based on FTSE100 tracker Vanguard's VUKE dividends and latest price):

TTM dividends: 1.234 GBP
Nov 5 Price: 32.02 GBP
Yield = 3.9%

Still less than half than BATS though, I'm long both.

[tole] 04/11/2021 20:52

https://masterinvestor.co.uk/equities/can-these-2-ftse-100-shares-overturn-year-to-date-underperformance/British American TobaccoBAT's latest half-year results showed it continues to deliver a solid financial performance. On an adjusted basis, revenue increased by 8% and earnings per share rose by 6% versus the prior year. Moreover, it is making headway in pivoting to next-generation products, such as e-cigarettes. They now comprise over 7% of the firm's total revenue and grew sales by in excess of 40% in the first half of the year.Furthermore, BAT's income potential appears to be relatively attractive. While the FTSE 100 index yields around 3%, the firm's shares have a forward dividend yield of 8.5%. And, with strong and reliable cash flow expected to be generated over the coming years, dividend growth is forecast to equate to an annualised rate of 6% over the next two years. This could keep the company's growth in shareholder payouts higher than a rapidly rising inflation rate.Of course, significant concerns persist regarding the long-term outlook for tobacco companies. Increasingly onerous regulations, changing consumer preferences and a shift among investors towards ESG-related stocks could limit BAT's share price prospects.However, with a defensive business model, a strategy to capitalise on rising popularity among reduced-risk products and significant income appeal, the company's outlook could be far more positive than its recent share price performance suggests.

[kipper999] 04/11/2021 12:51

I see the yield is about the same between the two.
IMB has been rangeing between c1,520 to c1,580 for a little while now.
Guess the folks who have been trading that may have done quite well...

Here we seem to be 'bouncing' off that 2,520 area. US due to open flat, so no lead there it seems.
Patience is the thing i suppose...
kipper

[linton5] 04/11/2021 12:49

I see imb has had a golden cross so looking good there mmm

[scrwal] 04/11/2021 12:31

Linton

The IMB disconnect has been occurring for 2 years now. No idea why but could be just market sentiment differentiation.

[linton5] 04/11/2021 12:04

I’ve noticed imperial are way out to bats in share price performance any reason peeps

[kipper999] 04/11/2021 11:10

I notice from the 12 month chart the low on 21 Feb of c2,480 was very quickly followed by a rally & by 14 Mar (15 trading day's) the share price had risen 14% to 2,792.
XD followed 5 day's later for 54p.

But on that occation the drop was short lived with the share price climbing to a peak of 2,900 by 11 Apr. So the 'sell on the XD rise' didn't quite work.

But by my experience, generally it does...

Still a long way to go to next XD on 23 Dec. 2,520 as i type. Am still hopefull of a sub £25 buy/buy's. Previously back in here at 2,552.
Good price for long term holders at this level also. 2,475 would give you 8.7% return at 216p dividend.
Kipper

[kipper999] 04/11/2021 09:55

Agree with all that carpet.
Plus, we have already been flagged that the dreaded inflation is going to rise. 3.1% now, to perhaps 5%. So stocks yeilding 8/9% will surely become more attractive.
BHP, BATS, IMB for me.

The next oppertunity to 'sell on the rise to XD' is with IMB. Trading update a few weeks back was good. Full Year Results out on 16 Nov will be similar. XD on 25th....
Above £16 & i will be selling, in the hope of a larger drop than the 48p divi.
Sure a few on here will hold IMB also
Kipper

[car1pet] 04/11/2021 09:43

Just to put the current trading in perspective. There are 2.2bn shares out there and at the moment there are approx 2-3m shares traded each day in London. So the big holders don't appear to be bothered by the share price and at the moment must see the divi as the reason to hold. As others have said with the price fall its a good opportunity to put money into a high yield investment. I got in a few months ago at 2690ish thinking it was at a low point so don't have any spare cash at the moment. If I did I would buy more in the range 2450 -2500. As we approach the next ex div date the price should rise so I may follow the advice on this board and sell just before ex div then see what happens in the new year after the results.

[gateside] 03/11/2021 21:40

BATS results

Dec - Pre close update
11th Feb - Full Results


You're getting mixed up with IMB

[dmore2] 03/11/2021 21:06

Full results on 16th, Divi will be ex week after 25th (divi delared on 16th)

[topazfrenzy] 03/11/2021 11:23

Divi being paid next week (11 Nov)

[car1pet] 03/11/2021 09:10

Oh dear on our way to 2466 perhaps

[car1pet] 02/11/2021 11:20

Still volatile price. Looked as if it was heading towards 2600 then it drops. All I can think is that there are no serious buyers or sellers and the price is driven by small trades

[kipper999] 01/11/2021 16:37

Could be a correction, very possibly.
But what has already been flagged is inflation rising. Reported to be 3.1% in September. Companies like IMB & BATS may be a good place to park your money with yields of between 8 - 9%

Am still ok to top up again @ the £25 mark. Then again @ £24.50/75

Next XD 23 Dec

[p0pper] 01/11/2021 14:07

car1pet, sadly like lots of others I think we are due a correction so probably not the bottom, imho I can't fathom out why this has been hit so hard