British American Tobacco

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ISIN: GB0002875804

Ticker: BATS

GB0002875804

BATS

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Discussion sur BATS

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336

Animat

@Animat

1J·

Dividend share

I am still looking for a dividend share and am wavering between $RIO (-0,66 %) and $BATS (+0,26 %) . Which one do you prefer, so I would like to add both to my portfolio in the future anyway, but which one do you think is better at the current prices?

6 Commentaires

Kai@Dividenden-Sammler

For a more "constant" dividend, I would recommend $BATS. In the case of $RIO, the dividend is subject to greater fluctuations due to the cyclical nature of the sector.
I have both in my portfolio, but I wouldn't want to compare them because of the dividend. If I could only pick one of the two, my choice would be $BATS for the reasons mentioned above.

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FinanzKeks

@ImmoHai

5J·

Portfolio 21 year old real estate agent trainee

Hello everyone,

I thought it was time to share my portfolio again and face your criticism👀.

Income: ~900€ net

I save an average of ~€200 per month with special payments and started investing when I started my training: 01.08.23

Brief explanation:

Deka Fond: These are capital-forming benefits (13€ AG / 27€ AN per month)

Had to take an active fund here

Core (planned; distribution not quite right yet)

70% ACWI $ISAC (+0,15 %)

10% AI & Big Data

10% India $FLXI (-0,8 %)

10% Small Caps

Satellites:

Blackrock 👑 $BLK (+0,17 %)

best performance - simply an awesome company

Monster 🧃 $MNST (+0,45 %)

I am wavering here with the sale / sales are weakening

Realty Income 🏡 $O (-0,41 %)

Can't be missing as a real estate azubi of course

Novo Nordisk 💉 $NOVO B (+0,75 %)

My latest purchase and correspondingly poor performance.

ASML 🔬 $ASML (+2,17 %)

I see great future potential here, growth

LVMH 👜 $MC (+2,1 %)

BAT 🚬 $BATS (+0,26 %)

Looking back, I'm satisfied with the return so far, knowing that the ACWI alone would probably have performed better on its own. Especially in the first few months, I learned the hard way and tried things out a bit. A few individual stocks are part of the fun, which increases interest in investing in general.

Goals for 2025:

Expand the core, especially the ACWI

Bring individual stocks to €200

7 Commentaires

First of all, it's great that you're starting so early. your plan looks good and is already making itself felt :)

I also don't see Monster as being that profitable any more, I think the energy drink market is well saturated.

now would be a good time to buy into novo.

if there was no cash available then i would probably sell monster now and invest in novo. but just my opinion...

70%acwi sounds good. stay tuned

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Jo'

@Jo_Wolf

6J·

📢 FDA’s Bold Nicotine Reduction Proposal: A Game Changer or a Risky Gamble?

The U.S. FDA has just proposed a groundbreaking rule to reduce nicotine levels in cigarettes and certain tobacco products to minimally addictive levels, potentially saving millions of lives. While the public health benefits are undeniable, the ripple effects on the economy and the tobacco industry cannot be ignored.

📊 Key Highlights:

By 2100, the rule could prevent 48M youth from starting to smoke and help 12.9M current smokers quit within a year of implementation.

Long-term benefits include an estimated $1.1T saved annually in healthcare and productivity over 40 years.

💡 Counterpoints and Economic Impact:

Richard Marianos, former assistant director of the ATF, warns the regulation could inadvertently create new demand for high-nicotine cigarettes, similar to how high tobacco taxes fuel counterfeit markets.

🔍 Smuggling and Revenue Losses:

The Tax Foundation reports that in 2022, 54.3% of cigarettes consumed in New York were smuggled, driven by the nation’s highest state cigarette tax of $5.35 per pack (+$1.50 in NYC).

Marianos predicts smugglers along U.S. borders, especially in states like California and Washington with international cargo ports, could benefit significantly.

📉 Projected Economic Fallout (Chmura Economics Report, Dec. 2024):

$30.6B annual economic impact.

Over 154K jobs at risk.

$8B decline in federal excise tax revenue.

$16B annual drop in state/local tax revenues.

💬 Investor Insights:

What’s your outlook on the FDA’s nicotine proposal and its implications for the tobacco industry and broader economy?

Share your thoughts in the comments, and don’t forget to like and share this post 📰!

$BTI (+0,14 %)
$BATS (+0,26 %)
$MO (-0,17 %)
$PM (-0,05 %)

1 Commentaire

Jo'@Jo_Wolf

I reported already 4 days ago that this proposal was imminent, see the article at : https://getqu.in/eJoZ1H/

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Aktien Stammtisch

@Aktien_Stammtisch

1Sem.·

Reinet offers to sell 43.3M shares of British American Tobacco

$BATS (+0,26 %)

3 Commentaires

Dividendenopi👴@Dividendenopi

1Sem.

( Newswires) - Reinet Investments' (RNI.JO, REINA.AS) indirect subsidiary, Reinet Jersey Holdings, intends to sell 43,310,286 shares in British American Tobacco (BTI.JO, BATS.L) in a secondary block trade agreement with JP Morgan Securities.
The transaction represents 1.96% of the tobacco giant's common stock as of January 10. The final price and number of shares placed will be determined through an accelerated bookbuilding process, which will commence immediately, according to a press release on Monday.

Reinet Jersey raised 148.5 million pounds sterling after selling 5 million of the London shares in November and December 2024.

Source: Market Screener

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Jo'

@Jo_Wolf

1Sem.·

🚭 Biden Administration Targets Cigarette Nicotine Levels

In a significant regulatory move, the Biden administration is expected to propose a rule limiting nicotine levels in cigarettes.

💡 Objective: Reduce nicotine by up to 95%, making cigarettes minimally addictive.

🔎 Impact: Could prevent millions from becoming addicted, with projections of 16M fewer smokers by 2060 and 33M by 2100 (FDA data).

❤️‍🩹 Health Benefits: Smoking kills 480K+ Americans annually. Limiting nicotine could save countless lives while targeting chronic diseases like cancer and cardiovascular conditions.

🚫 Exclusions: The rule wouldn’t apply to e-cigarettes or nicotine replacement therapies.

This proposal presents a major challenge for U.S. tobacco stocks, including Altria Group ($MO (-0,17 %) ) and British American Tobacco ($BATS (+0,26 %)
$BTI (+0,14 %) ). Lower nicotine levels could significantly impact cigarette demand, pressuring revenues. Investors will closely watch whether these companies can adapt by expanding their portfolios into non-combustible alternatives like e-cigarettes or heated tobacco products. Market volatility is expected as regulatory uncertainty looms.

The plan has already met strong criticism from Republican lawmakers. Representative Ronny Jackson (Texas) contended that smoking, despite its health risks, is a “personal choice” Americans should have the freedom to make. Political opposition, coupled with legal challenges, could delay or derail the rule’s implementation.

If approved, the rule could reshape the tobacco industry and public health landscape. However, the uncertainty surrounding its finalization raises questions about its timeline and ultimate impact.

💬 Let's discuss

How do you think this proposed nicotine cap could reshape the tobacco industry and public health landscape if enacted ? Share your thoughts below! Don’t forget to like this post and share it with your network ! 👍🏻

2 Commentaires

TaxesAreTheft@TaxesAreTheft

1Sem.

Old news, Biden won’t do shit.

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S.A.U.

@SAUgut77

2Sem.·

British American Tobacco expands VUSE product range to boost growth in Korea

BAT Rothmans, the Korean unit of British American Tobacco $BATS (+0,26 %) today announced its plans to accelerate growth in the Korean vape market by expanding its product range and distribution network.

Since entering the Korean market 18 months ago - the first in Asia to launch the VUSE Go range - the brand has gained recognition for its use of high-quality natural nicotine and odor-free products, the company said.

The VUSE Go Slim 2ml, one of the flagship products, was initially only available in four districts in Seoul and is now being distributed throughout Seoul as well as in Incheon and Busan to reach a wider customer base.

The device has a transparent mouthpiece for checking the liquid level and a removable battery. It is now available in six new flavors including Cool Fresh, Pearl Spark, Forest Mix, Dark Smooth, Purple Smooth and Blossom Smooth to cater to different consumer preferences.

Another popular product, the VUSE Go Box 6ml launched last year, has been well received by adult users switching to vaporizing products. The device offers three times the liquid volume of the original VUSE Go 2ml and is competitively priced at 25,000 won ($17.15). Additional features such as a boost button for enhanced flavor have made it a preferred choice for those seeking functionality and affordability.

"VUSE is committed to meeting the diverse needs of consumers and supporting the transition to non-combustible alternatives," said a BAT Rothmans representative. "We remain committed to expanding the choices available to our users while strengthening VUSE's position as the leading vapor brand in the market."

2 Commentaires

Darth Vader@TheRealDarthVader

1Sem.

It is best to drink water!

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Aktienmasseur

@Aktienmasseur

2Sem.·

Tobacco value sought

I would like to add a tobacco stock to my dividend portfolio. Which one would you choose and on what basis?

$MO (-0,17 %) Altria
$BATS (+0,26 %) British American Tobacco
$PM (-0,05 %) Philip Morris

I look forward to your feedback!

11 Commentaires

2Sem.

Clearly $PM or $BATS. Take a look at the blog posts on https://abilitato.de/. The companies are well explained and described there.

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Kate💎 🙌.

@Iwanowitsch

2Sem.·

The baker doesn't take Bitcoin 🥖🥐 How dare you!

To all those who have doubts about Bitcoin. Please don't forget the Bitcoin ETFs with their strong inflows, which enable institutional investors to invest in Bitcoin or save in $BTC (-0,9 %) to save.

In addition, more and more companies are also running Bitcoin treasuries, i.e. building up financial reserves in Bitcoin as a long-term investment and hedge against inflation and currency devaluation.

What 99% of humanity does not understand is that Bitcoin is not a currency and is not intended to be. Bitcoin could be described as a store of value and compared to gold or a security.

Have you ever tried to pay with gold at the bakery? Would the greengrocer accept securities instead of money? At the supermarket checkout a $BATS (+0,26 %) share, one day before the ex-date? 🥳

8 Commentaires

Stefan21@stefan_21

2Sem.

If you ask yourself rationally how a non-state construct can become money, you automatically come to the conclusion that there can only be one sensible way to do this.
The commodity must first become a store of value, then a means of transaction and then a unit of account. If something is valuable and increases in value, people want it. If people want it, at some point they start offering their services for this good. This turns a good into a means of transaction. And finally, when the good is sufficiently used as a means of transaction, people begin to calculate in it.

There is no other way. A good cannot first become a means of transaction and certainly not a unit of account.

Bitcoin is well on the way to becoming a recognized store of value. A lot of time will have to pass for the other two monetary functions. In this regard, you are also welcome to read my article "How Bitcoin can become money" (or something similar) :)

Those who criticize Bitcoin for the fact that you can't pay with it everywhere don't understand money.

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EstInvest

@Nubless

2Sem.·

Consideration of 2024 targets + new 2025 targets

2024

Portfolio value (performance neutral)

Target 52 000€ -> +18 000€

Achieved 62 300€ -> +28 300€

Target 2025 -> 77 000€

Gross dividend

Target 1000€

Achieved 1018€

expected 2025 -> 1290€+

Daily allowance

Target 12 000€

Reached 13 300€

I would like to reach €15,000 by the end of 2025.

As I have an annual commute of 22,000 km, I'll have to buy a new car in 4 - 5 years' time if my current one no longer works.

In addition, several positions were sold in Q3 - Q4 ($O (-0,41 %)
$BATS (+0,26 %)
$SIX2 (-0,78 %)
$ARCC (+0,23 %)
$CVS (-0,37 %)
$UNP (-0,01 %)$NESN (-0,86 %) ) and the focus was also placed on higher growth and dividend growth.

In principle, I have nothing against $UNP (-0,01 %) but I see the growth opportunities at $CP (+0 %) higher as well as a higher profit margin as soon as the acquisition of Kansas City has been optimally integrated into the company in order to work more efficiently.