1Sem.·

40% annual performance at BAT

$BATS (-1,84 %)

I am looking forward to the quarterly figures on Thursday.

What do you expect?

How will the market react?

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18 Commentaires

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1Sem.
Things looked pretty good for the competitors. That's already an indicator. Apart from that, BAT has been doing really well recently 🚀
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@Mh3 I also expect the share price to rise 🚬
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Naja
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I am also hoping for good or solid figures. Above all, I am looking forward to rising dividends in the long term. Tobacco stocks ( $MO $IMB $BATS ) are one of the largest blocks in my portfolio. It's about time that the dry spell for tobacco stocks was over, even if the dividends have sweetened the wait somewhat. :)
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Turnover
Velo 900-1000 million Breaking the one billion mark would be an important milestone.
VUSE 1.8-1.9 billion (may be difficult because of the US market)
Cigarettes 20-21 billion (depending on how shitty the US market was)
GLO 800 million

BAT has the problem that, unlike Philip Morris, they have sold their Russian business and still have the extremely important but shrinking US business. This means that their cigarette business is not quite as stable as that of Philip Morris.
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@TaxesAreTheft exciting to know. You are well positioned in the tobacco market :)
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@ImmoHai Of course, who wouldn't want to be part of a legal drug cartel
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@TaxesAreTheft were the numbers that bad now or?
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@MrCumEx I took a look straight away, so I think they were ok, but I'll have to read through everything again.
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@MrCumEx Velo very good but >100mio less than I expected, VUSE quite disappointing, GLO much better than I expected, Cigarette as expected
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@TaxesAreTheft Can you evaluate the figures in full? You don't make videos, do you?
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@MrCumEx I'll post something soon, I don't make videos lol
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-40% to 12 years
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@Smudeo -40% is not quite right. I see +70% as a total return since 02.2013. You've probably forgotten the dividend that such a company pays :)
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Anyway, I'm really annoyed that I didn't get in much further down... I'm unsure whether now would be a good time. What do you think?
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@CarloL Always with a savings plan
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Will there be figures tomorrow? Still hoping for 2-3 short term percentages ? :)
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