Decision day to add or just hold on to existing holding.If it drops on any budget news then it's a good time to add or alternatively wait for the ex-div drop in share price tomorrow.Recession fears growing globally so defensive stocks should outperform and BAT isn't going to be unduly affected by tariffs (announced 2/4) as BAT has US manufacturing sites imho.It will be interesting to see share price action tomorrow post ex-div date.Hopefully, like IMB post ex-div, the price soon regains the 60p dividend drop. |
Yes for most holders that's a perfect position.
Sure a re test of 3400 would be even better but we are going to have to wait a while longer for that to happen in my opinion.
Good luck all 👍🏻 |
I'd be comfortable if bat's is around 32 on x divi day 60 pps nice. |
The ex-div date is 27th.Rachel Reeves's spring budget is the day before.If she nobbles vapes with tax as expected then expect a dip that day but that could provide an opportunity to top up if you so wish to score with the div next day. |
I think that the EX D is next Friday 28th but perhaps some kind sole would confirm?
Also does anyone know the date that the divi will be paid? |
FWIWCNBC analyst /contributor from America had this as a buy on yesterday's program |
Choo Choo for the divi express. XD on the horizon. |
Back from holiday and it's great to see circa 3200 after everything that's happened since the results along with what's going on in Trumpland too.
Agree that a re test of the recent highs looks very possible in the coming months.
Good luck all 👍🏻 |
The 12 month trend support line very much intact here after a single daily candle printed under 3000 pence, now back onto 3200, 3400 next, possibly 3600 over H1 but there will of course be zig-zags along the way pre/post next XD 27.03.2025, Capital Group going from 16 to 17% last week will surely add support ..:o) |
Should be capable of hitting 3600 here. |
Indeed fenners66 a strong dollar/weaker GBP is better for BAT UK shareholders and dividends paid in sterling with 40% of revenues derived from the US. |
Yeah sorry my post was misinterpreted i should've been more specific and said 'lack of dollar strength' |
He mentioned the £ was up so I guess he meant £ strength against the $. |
Redbaron - US $ strength HELPS earnings not hurts. |
Biggest shareholder here Capital group increased stake from 16- to 17% |
"Risk on" yesterday.... "risk off" today , utilities selling off as well. |
typical a slow decent run up then rapidly falls off a cliff at break neck speed SHOCKING !!!!!! happens every time |
Yesterday was a 'fear on' day and BATS rose as a 'defensive' stock.
Today it's 'fear off' and yesterday's move has been retraced. Something to do with Trump and tariffs I think.
That's my take on the price action. Of course, that's maybe another way of explaining dollar moves... |
No tobacco news that I can see.Probably dollar strength hurting earnings GBp/USd up to 1.28 |
Yes, very big drop. What have we missed? |
Why the drop today? |
codename ‘Krasnovâ€....translated 'Agent Orange'. I am sure the CIA would know if Trump was a spy.....I mean to say he's not the brightest is he. I am sure it has been reported that he used to have a lapel pin, albeit discreet, which had 'kgb' on it. |
Petersinthemarket "''A former senior Soviet KGB spy chief has claimed that Donald Trump was recruited as a spy by Russian intelligence as early as 38 years ago by his department, and given the codename ‘Krasnov’."
Extract form "the book" published in............................
2019
Why wait 6 years to come out with this nugget!
Because of what is going on now is why... |
Lippy4 "tell me why war is coming,is it because of some maniac called putin maybe...??"
Europe wants war is why.
"Europe is Falling & Needs War with Russia – Martin Armstrong"
"Europe Is Falling" - Martin Armstrong Warns "That's Why They Need War" With Russia"
Everyone is overly indebted. Economies are slowing, populations are soaring, but National Debts keep rising.
Not sustainable. |