British American Tobacco Share Discussion Threads

[grahamburn] 26/4/2017 19:52

Interesting that BAT is moving to making dividend payments quarterly which will assist shareholders cashflow as well its own cashflow (in the opposite direction, so to speak).

Also seem to be making a stab at being fair by introducing an additional interim at the back end of this year to smooth the transition and equalise payments.

[philanderer] 19/4/2017 12:18

19th april Jefferies buy tp 6600p up from 5800p

[philanderer] 12/4/2017 21:56

BAT buys tobacco brands and assets in Bulgaria

[philanderer] 21/3/2017 20:35

'British American Tobacco Set to Light It Up'

[andrewbaker] 17/3/2017 12:20

Interesting article from the SeekingAlpha website:

'British American Tobacco said demand for its "glo" device overwhelmed supply in its Japan test marketing as global cigarette giants shift focus to the "heat but not burn" category amid declining smoking population. Philip Morris (NYSE:PM) announced earlier this month that it had more than doubled the supply of its IQOS tobacco device but it was still not enough to cover demand. BTI +1.1% premarket.'

And as I posted a short while ago £50, once broken up through, will become a solid support level going forward: it's yet to be tested, and maybe even £51 will hold. This is a good share to buy and hold: the dividend gives better returns than a deposit account, and as long as one doesn't commit capital that will be needed in the short to medium term, your deposit increases too, courtesy of capital growth in the share price.

Buy or buy more, especially if £50 does get tested for any reason.

[philanderer] 17/3/2017 09:29

BAT says strong demand for 'glo' smokeless tobacco

[philanderer] 16/3/2017 14:31

Doing well today. Taking into account the dividend stripped out we're +70p on the day so far.

[philanderer] 15/3/2017 13:29

XD tomorrow morning for the 118p dividend

[philanderer] 09/3/2017 20:04

Menthol cigarettes to be phased out within weeks ahead of complete ban
The ban also includes skinny 'lipstick-style' cigarettes and flavours such as vanilla and strawberry

[philanderer] 06/3/2017 23:37

Eyewitness News‏Verified account @ewnupdates 14 hours ago

[LISTEN] British American Tobacco clarifies issue of SA plant closure

[philanderer] 06/3/2017 13:54

Argus upgraded British American Tobacco (NYSE: BTI) from Hold to Buy with a price target of $72.00.

Analyst David Coleman comments "A leading global tobacco supplier, British American has a record of consistent growth, with strong gains in revenue, net income, and adjusted EPS over the last five and a half years.

The company also has a 42% stake in U.S.-based Reynolds American (RAI), and plans to acquire the remaining 57.8% of Reynolds that it does not already own. The acquisition, which is expected to close in 3Q17, will increase BTI's exposure to high-growth emerging markets while also strengthening its presence in the U.S.

It will also help BTI to expand its R&D program, which is focused on the of e-cigarettes and other smokeless products, and to boost its share of the smokeless market. Management plans to quadruple the number of markets in which it offers e-cigarettes and other smokeless products by 2018.

We believe the near-term outlook for British American has improved and see further upside for the shares."

[carpetbagger12345] 04/3/2017 07:10

Thanks for the reply and the the chart...I'm in both and bhp has been fantastic....BAT'S divi's actually closes that gap a lot.

[philanderer] 03/3/2017 23:27

A minimum excise tax on cigarettes will hurt lower earners and fuel the black market, British American Tobacco says

[philanderer] 02/3/2017 13:23

'British American Tobacco chief confident of ecigarette push'

Nicandro Durante shrugs off suggestions it is playing catch-up in fast-growing market

[philanderer] 27/2/2017 10:44

27th feb Jefferies buy tp 5800p

reiterate

[philanderer] 24/2/2017 13:21

BAT ‘particularly well placed’ in 2017, says Jefferies


Annual results from British American Tobacco (BATS) showed better-than-expected profit margins and Jefferies believes it is one of the best placed tobacco companies.

Analyst Owen Bennett retained his ‘buy’ recommendation and price target of £58 after full-year results showed the maker of Dunhill and Lucky Strike cigarettes lifted adjusted profits by 9.8% to £5.48 billion last year. The shares gained 60p on Thursday to close 1.2% higher at £50.60.

‘We continue to see BAT as particularly well placed as a standalone company with expected full-year 2016-full year 2020 earnings per share growth of over 11%,’ he said.

‘In addition to supportive FX [foreign exchange currency movements], strong organic development is driven by the most attractive market share outlook across the space, among the international names, and a continuing self-help story for a number of years yet.’

Bennett said the $49.4 billion acquisition of Reynolds American should ‘add to the already strong growth profile’ by reducing its exposure to the slowdown in emerging markets while improving its competitive position in cleaner ‘vapour’ tobacco products, where arch-rival Philip Morris has taken a lead with its IQOS tobacco heating device.

[philanderer] 23/2/2017 19:42

Yep, solid numbers :-)


'Reynolds American Downgraded at Wells Fargo, But Firm Sees BAT Deal Closing'

[stepone68] 23/2/2017 16:31

Nice 10% dividend hike in the results.

[philanderer] 23/2/2017 10:17

British American Tobacco sets sight on dominance in alternative products