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TaxesAreTheft
@TaxesAreTheft
8Mes·

Why $MO (+1,89%) is now also rising is a mystery to me.


  • No exposure to the stabilizing / slightly growing international cigarette market.
  • No exposure to the growing international HTU market.
  • No exposure to the growing international nicotine pouch market.
  • No exposure to emerging markets.


So no exposure to what made the $PM (-0,88%) made the numbers so good.

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17 Commenti
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MrMister@MrMister
8Mes
The e-cigarette market is inspiring investors. Sales in this area have grown immensely. The same applies to smoke-free alternatives.
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TaxesAreTheft@TaxesAreTheft
8Mes
@MrMister 70% of the US vape market is dominated by unregulated products. In the remaining 30% BAT is the market leader, Altria with NJOY is the newcomer with a very small market share. And as far as ON is concerned, it's not really comparable with Zyn or Velo. Altria is not even represented in the HTU sector.
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Stephan Schnee@MrCumEx
8Mes
@TaxesAreTheft but the big money in the USA is still made with ordinary cigarettes. And by a very wide margin. The gap is still rather gigantic.
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Stephan Schnee@MrCumEx
8Mes
I would even say that no share in the world is as blatantly underestimated in Germany as the Altria share. It has a 100 times better reputation in the USA than here in Germany.
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TaxesAreTheft@TaxesAreTheft
8Mes
@MrCumEx That's right. Altria is a cool company, I just don't see the connection to the PM numbers. But it's clear why (I think) the fda confiscated 80 million dollars worth of illegal vapes.
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Stephan Schnee@MrCumEx
8Mes
@TaxesAreTheft Yes, but it is almost always the case that competitors also automatically rise when the other has delivered great figures....
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Stephan Schnee@MrCumEx
8Mes
@TaxesAreTheft and On! will also grow as nicotine pouches become more popular. There's a huge market there and it's possible that by 2030, each of the big three will get a good slice.....
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Stephan Schnee@MrCumEx
8Mes
@TaxesAreTheft Thanks to the brand’s popularity, many consumers now associate nicotine pouches solely with ZYN, similar to how most people associate clear adhesive tape solely with Scotch Tape. But there are many other brands available (and many of them have enjoyed an increased market share since the ZYN shortage began).
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immagine del profilo
TaxesAreTheft@TaxesAreTheft
8Mes
@MrCumEx yes I know, I think I even made a small post about it or mentioned it in the BAT H1 post.
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Stephan Schnee@MrCumEx
8Mes
@TaxesAreTheft Yes, but then you could have known why MO is now also rising when things are going well at PM ;-)
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TaxesAreTheft@TaxesAreTheft
8Mes
Let's see how ON growth turns out
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Stephan Schnee@MrCumEx
8Mes
@TaxesAreTheft I say very good. The competitor couldn't provide enough material ;-)
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immagine del profilo
Kevin E.@KevinE
8Mes
This does not necessarily have to be due to the PM figures. Over time, falling interest rates or other aspects may be more strongly priced in again.
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TaxesAreTheft@TaxesAreTheft
8Mes
@KevinE They should have been priced in long ago, the market is not that inefficient.
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Kevin E.@KevinE
8Mes
@TaxesAreTheft I keep seeing inefficiencies on the market. Be it €80 at 3M or €26.50 at BAT.
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immagine del profilo
TaxesAreTheft@TaxesAreTheft
8Mes
@KevinE That's true, of course, but interest rates are far more obvious and calculable. In the case of the two, these were more fundamental miscalculations.
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Stephan Schnee@MrCumEx
8Mes
@TaxesAreTheft perhaps because Altria continues to manage to keep profits rising and rising every year?
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