British American Tobacco Share Discussion Threads

[creditcrunchies] 12/11/2018 08:38

this stock isn't a defensive it's a complete basket case

[slogsweep] 12/11/2018 08:16

so much for defensive stocks most of mine are uder the cosh best performers are aim start ups - crazy world

[action] 12/11/2018 08:07

This can't go down for forever.

[action] 12/11/2018 08:06

What happened?

[creditcrunchies] 12/11/2018 00:06

you have to close your eyes and put your fingers in your ears the news is bad every day on this stock

[philanderer] 10/11/2018 00:25

'Bitter news for Juul fans: the US government plans to ban flavored e-cigarettes'

[philanderer] 09/11/2018 23:50

Not good news for BATS coming out of the USA tonight. ADR's closing at 3170p .


WSJ: FDA to propose ban on menthol cigarettes


Nov. 9, 2018 4:24 PM ET|By: Carl Surran, SA News Editor


Altria (MO -3%) and British American Tobacco (BTI -4.2%) plunged just before the close after a WSJ article discussed a potential Food and Drug Administration ban on menthol cigarettes.

The move comes amid a crackdown on e-cigarettes and would prove a particularly big blow to BAT, whose Reynolds American subsidiary paid $25B in 2015 to acquire Lorillard Inc. and Newport, the top menthol brand in the U.S.

Menthols last year represented 55% of BAT’s U.S. cigarette sales by volume and ~20% of sales for Altria's cigarette sales, according to Cowen analyst Vivien Azer.

[casket1] 09/11/2018 13:32

Hi Crunchies, if you check on Short Tracker it doesn't look like any of the fund managers have this on short although I have to admit I do find this a little surprising myself)

[creditcrunchies] 09/11/2018 11:07

It wouldn't surprise me to see those shorting this stock to drive it down to about mid £20s because the news feed is drip drip negative week after week

[philanderer] 09/11/2018 10:26

Media reports suggest that a crackdown by the FDA on e-cigarettes will come next week.

[creditcrunchies] 09/11/2018 08:06

the FDA are really sticking the boot into BATS on their NG market, then a declining tobacco market and huge debt pile on its books. It's become a target to short the stock the trend is down

[thanksamillion] 06/11/2018 16:02

Good trade Phil, you have the potential for a further 10% loss in the next 12 months but will recieve 7% in divis so little to loose.

[this_time_its_different] 06/11/2018 15:15

You guys need to remember, most you are collecting a 4-6% divi as well, so if anything you will make your money back in a few years at worst.

[philanderer] 06/11/2018 14:54

I've added a small amount of these and IMB an hour ago :-O

[this_time_its_different] 06/11/2018 14:46

Looks like a double bottom and a retest of the lows, it should trade higher at least to £40, after that I don't know.

[this_time_its_different] 06/11/2018 14:36

The stock needs to trade off earnings, which are soon. The stock is falling like the industry is dying. Something is fishy. I got out a while ago, but I am interested to know where this stock goes.

[creditcrunchies] 06/11/2018 14:33

Tobacco stocks seem to be a shorters paradise at the moment BATS is in a strong down trend for a reason other than revenue

[this_time_its_different] 06/11/2018 14:32

£32 is a pretty good price if the industry survives, but the way the market is pricing, this stock needs to move fast back up to £36 or something is seriously wrong.

[thanksamillion] 06/11/2018 13:57

you and your mates are shorting again. get it down to 2900 and I might get interested.

[this_time_its_different] 06/11/2018 12:56

I see this dog is trading down again, what the hell is wrong this time?

[philanderer] 06/11/2018 12:50

Oh dear :-(

[philanderer] 05/11/2018 23:51

E-cigs have no effect on lowering teen cigarette use - study

[stewart64] 02/11/2018 20:21

Traditionally tobacco has gone into corrections with lowly valuations compared to other sectors. It doesn 't look that cheap anymore after a decade long tobacco bull even if it has unwound somewhat.

Has been a good week for the recovery of " value" stocks in other sectors.

[philanderer] 02/11/2018 17:37

Market report..

Tobacco producers - which often rise during times of market turmoil - were sat at the bottom of the FTSE 100 as positive sentiment creeps back. Imperial Brands closed down 2.3% and British American Tobacco also ended down 2.3%.

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