British American Tobacco Share Discussion Threads

[muscletrade] 07/12/2021 17:18

@lint, you're welcome.I found it a great read which encourages BATS holders to not stress and just chill.BATS is a great investment even if the share price stays flat for ages.(years),

[linton5] 07/12/2021 16:10

Cheers muscletrade much appreciated 🙏

[topazfrenzy] 07/12/2021 09:31

Maybe £30 is finally on the cards come H1 2022

[topazfrenzy] 07/12/2021 08:15

Miss Topaz! Thank you :)

[linton5] 07/12/2021 08:05

Yes definitely one of them sir

[topazfrenzy] 07/12/2021 08:01

The best company in the FTSE 100 full stop.

[robcoo] 07/12/2021 07:30

redbaron- have a look at CSN

[redbaron10] 06/12/2021 15:34

My attitude to share price fluctuations with our two big tobaccos is whether you want 8%+ dividend yielding shares or not.If you can find a safer,more secure 8% return on your investments then good luck to you.I'm personally happy to take the dividends,re-invest when the price is low, and hold medium to long term.Anecdotally i see plenty of smokers around,especially driving in their vehicles.I'm hopeful of good overall results tomorrow.

[lendmeafiver] 06/12/2021 15:30

Trend is away from tech into defensives so hopefully not.

[partenope] 06/12/2021 15:09

strong in to the trading update tomorrow (albeit in a rising wider market). expect epic fall tomorrow after the expectation beating readings - as usual!

[lendmeafiver] 06/12/2021 15:06

Well we all say that on the IMB board also but it didn’t quite happen this year when you ignore the market panic of last week.

[car1pet] 06/12/2021 15:04

Is todays rise the stairway to the ex div day? The wisdom from some on this board is to sell just before ex div date and let it sink back to 2500 and then buy back. I may give it a go lets see how high it gets

[lendmeafiver] 06/12/2021 14:59

It doesn’t contain tobacco, just nicotine, hence is allowed, many countries the same including the US, BATS also sponsor Mclaren in Indycar.

[linton5] 06/12/2021 13:02

Don’t like that gap at 2583

[topazfrenzy] 04/12/2021 09:00

Defensives may be back in fashion!

[topazfrenzy] 04/12/2021 09:00

Nice strong finish Friday against a weakening market

[plastow] 03/12/2021 09:05

It's happening across the board not only bats

[stepone68] 03/12/2021 08:55

Carpet - you've said that before, but it's nonsense. Covid kills smokers, hence bad for sales.

[plastow] 03/12/2021 08:32

The market is slowly rolling over until uncertainty is out the way large down day with a few small retracments.

[p0pper] 03/12/2021 08:19

BATS is really in the doldrums, anyone any idea why?

[philanderer] 02/12/2021 14:50

All change at BAT, says Troy’s Harries


The ‘ill-timedR17; acquisition of Reynolds American has seen British American Tobacco (BATS) lag its peers, but Trojan Global Income fund manager James Harries says the tobacco giant is turning the situation around.

In an update marking the fifth anniversary of the £575m portfolio, Troy Asset Management’s Harries said, since the 2017 purchase of Reynolds, BAT had ‘suffered from an overburdened balance sheet and suppressed returns on capital’. This, in turn, saw it fall behind rivals in the roll-out of new, less harmful products, such as vapes.

‘This is now changing,’ said Harries. ‘The new portfolio is beginning to gain traction and net debt to [pre-tax profit] is approaching 3x. This should allow the company to generate resilient growth in free cashflow and restart a program of share buybacks.’

The manager said the stock was ‘attractive217; on a valuation of 11% free cashflow and a dividend yield of 8.6%. ‘We believe that the shares are well placed to deliver excellent returns,’ he added.

Shares in BAT rose 1.3%, or 32p, to £25.62 on Wednesday.


citywire.co.uk/

[car1pet] 02/12/2021 11:33

Yoyo pricing tracking FTSE again today. Surprising as I wouldn't have thought cigarette sales would drop with a new covid variant. I would have thought sales would rise as people smoke more when worried. I'm not a smoker so maybe I don't understand

[plastow] 01/12/2021 21:56

Even a 10% correction is 32000Which is possible on uncertainty