British American Tobacco Share Discussion Threads

[podgyted] 15/11/2021 16:04

Spring Mountain has added some more - now over 8%

[redbaron10] 15/11/2021 13:28

Added another couple of hundred at 2611p.Reinvesting my dividend and some more.

[podgyted] 14/11/2021 09:45

Just as relevant here I would have thought.

[topazfrenzy] 12/11/2021 11:15

Precious metal miners and tobacco could well be coming back in vogue judging from this week's action, with fund managers possibly preparing for a market meltdown ..
it's coming and it's close I would say

Defensive high divi portfolio ... that's it really with inflation raging

GLA

[m_kerr] 11/11/2021 23:32

gabster, i agree with your sentiments. if the company buy back shares, the undervaluation works to their advantage. and the great thing about tobacco is that even though they generate such vast amounts of cash, they tend to have very disciplined capital expenditure. i.e. no vanity projects like tesco USA, meaning all that cash finds it's way back to shareholders. it's very powerful.

[topazfrenzy] 11/11/2021 08:51

Vuse ePen by the way is really really nice, if you ever smoked you'll find that it is not that far off a Camel Light say, but is 95% less harmful studies have shown

[topazfrenzy] 11/11/2021 08:49

Think of all the pensions and NHS and social care the government would save on ..

[wheniwasalad] 11/11/2021 06:13

Is smoking a growth market ?
Can smoking slow down global warming by sending more humans to early graves thus reducing their carbon footprint ?
Should we actually encourage smoking ?
A think tank is currently looking into this …

[gabsterx] 11/11/2021 06:06

Guys this is not Dogecoin, we're investing in a massively undervalued cash flow producing machine that is currently unloved by the market. Cheerleading the stock price on a daily/hourly basis will not change much.

It could take years until the market realizes the value of BATS. Until the ESG investing fad dies down or the bureaucrats at the FDA find the next 'horrible' substance (fat, sugar, white bread, soy beans..) to focus on in order to justify their salaries, we will not see a re-rating in the P/E ratio of big tobacco. Until then the dividends alone will generate larger returns than the broader market so sit back, DRIP and enjoy the ride!

[car1pet] 10/11/2021 22:43

The US price finished at $35 which is 2610p so lets see what happens in the morning

[plastow] 10/11/2021 15:27

Yes let's just hope a reinvestment of divi pushes this through resistance 2606 ish

[topazfrenzy] 10/11/2021 11:31

I am assuming that is why

Of course, it is also wildly undervalued :)

[gemlotte55] 10/11/2021 11:16

ok thanks topazfrenzy

[topazfrenzy] 10/11/2021 11:14

Because of Divi payments this Thursday so the share price should go up further as people top up holdings with the divis

[gemlotte55] 09/11/2021 22:19

See BAT was out of sync with IMB today, anyone know why?

[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.