Yes could someone explain to me what the pros and cons of this are?
Thank you very much
Messaggi
362Expanded three positions today (not yet in the update - why does it actually take half a day for a manual update to pull the new transactions?)
1000 x $HAFNI (+0,52%)
100 x $BATS (+0,28%)
100 x $NTG (+5,91%) (returned after an increase of almost 20 percent - I'll put something on the side again)
Let Trump, the coalition negotiators and the stock markets continue to go crazy - I *love* the prices of uncertainty! If things continue like this, I might even end up with 25k in dividends this year ...
$BATS (+0,28%) I'll buy a few more into my portfolio tomorrow at the divi discount. The path with the alternative products looks promising, so I still see price potential and if not, the lavish 8.5% divi seems secured for the next few years!
Imagine finding a bag with 15,000 euros in cash on a train. This is exactly what happened to a 33-year-old woman on ICE 1081 from Hanover to Munich. She discovered the bag full of 200 euro bills and handed it over to the Federal Police in Munich. The rightful owner has not yet been identified. If no one comes forward, the finder could receive a legal finder's reward of three percent, i.e. 450 euros.
What would the getquin community have done in this situation?
1. invested sensibly in an ETF, such as $IWDA (+0,67%)
2. $4GLD (-0,09%) safe is safe
3. all in $BTC (-0,78%)
4. benefit from the current dip American tech companies, such as $GOOGL (+1,91%) , $NVDA (+2,15%) or $META (+1,17%)
5. collect dividends just before the dividend season, such as $BATS (+0,28%) , $ALV (+0,98%) or $SREN (+1,21%)
6. invest irrationally, e.g. $4X0 (+0,2%) or $GME (+3,3%)
7. or would you take the money to the police and fill your war chest with the finder's fee of EUR 450?
Personally, I would probably choose option 1. If the owner suddenly turned up on my doorstep, I could sell the ETF and give him the money back. There might be a little more left for me as a return than the EUR 450 I would receive from the police 😉
Source: Articles can be found on the most popular news portals today.
$BATS (+0,28%) begins with the long-awaited VUSE ULTRA rollout. With this new product, BAT wants to create a premium segment in the vapor sector.
IQOS has already shown that consumers prefer premium products when it comes to electronic devices, which is one of the main reasons why GLO has not been successful so far, as it has concentrated on the discount segment. Meanwhile >60% of the HTP market is premium segment.
Should a similar trend emerge in the vapor segment, this would be a gigantic success for BAT. No other group currently has similar products in the pipeline.
$BATS (+0,28%) is becoming increasingly popular with the major institutions. Will Big Nicotine soon be valued like other constant & safe consumer staples?
In January I decided to set up a dividend portfolio for myself. I immediately used the setback in February to end my one-year "test phase" as a stock market novice and start my long-term plan. In addition to two dividend-paying ETFs for retirement provision $XDWL (+0,65%) & $XSX7 (+0,52%) I want to build up a strong portfolio through stable dividend stocks, regular purchases and reinvestment of dividends.
I would like to take you with me on my journey and now share regular updates on the development of my portfolio.
You can find my goals and how I want to achieve them in my first post → My path to financial freedom: I'm building a dividend portfolio - goals & strategy 📈💰
📊 My current dividend portfolio (sorted by market capitalization):
1️⃣ $SAP (+0,9%) - Europe's largest software group with a stable dividend policy
2️⃣ $BAC (-0,27%) - One of the largest US banks with a solid payout
3️⃣ $AXP (+0,53%) - Strong brand with long-term potential
4️⃣ $ALV (+0,98%) - High dividend yield & strong financials
5️⃣ $DB1 (+0,99%) - Benefits from rising trading volumes
6️⃣ $BATS (+0,28%) - High dividend yield & stable cash flow
7️⃣ $MO (-1,7%) - Continuous dividend increases, but regulatory risks
8️⃣ $O (-1,38%) - The famous "Monthly Dividend Company" REIT
9️⃣ $INGA (+0,34%) - European bank with attractive dividend yield
I start my journey with these 9 stocks. All of them convince me and are stable stocks. I'm not doing anything here for no reason. That's why there's a good reason for every stock I buy.
If you would like to know why I chose one of the stocks, let's discuss it in the comments. I look forward to the exchange! 😊
I wish you a good start to the weekend!
#Dividendenstrategie
#FinanzielleFreiheit
#Investieren
#Börse
#Dividenden
#PassivesEinkommen
#Aktien
British American Tobacco $BATS (+0,28%) is a share that can be found in many dividend portfolios.
The question: Is the company still up to date or future-proof?
Smoking rates are falling steadily and some countries are already banning smoking in public.
What do you think?
According to the latest NielsenIQ report (week ending 22/02/2025), VELO 4-week rolling volume, driven by the VELO Plus launch (the product that also dominates the rest of the global market), grew by a whopping 185% year-on-year, reaching a US market share of 7.9%. This implies a current market share of 10%, which is also in line with previous figures from $BATS (+0,28%) which is in line with earlier figures. Within 12 weeks of launch, VELO Plus has achieved a US market share of 5.6%.
VELO Plus has huge potential to gain significant market share. I am more than satisfied.
Now I just wish they would modernize Camel Snus and bring back Joe Camel for branding.
TLDR: while the numbers are not as impressive as Philip Morris, the company has exceeded general expectations, with a beat in revenue and EPS. In addition, the targets were largely met, even if VUSE in particular was rather disappointing. I remain confident and assume that a change of direction at GLO into the premium segment, as well as new Velo and VUSE products, will accelerate growth again. It is also important to note that the operating business was primarily weakened by the sale of the Russian subsidiary.
The weak euro is also weighing on the European business, which is performing very well.
My conclusion:
The figures look very disappointing at first glance, but in my opinion the management is making the right decisions and can also successfully turn them into sales (combustibles in the USA) and there are new products in the pipeline that should continue to drive RRP's growth, just like an environment that is expected to improve. RRP has grown very strongly for years now, even if it is disappointing, a small plateau is more than normal.
I welcome the share buybacks and the increased dividend and with the reduction in debt, this should increase in the future.
First a few words from Tadeu Marocco CEO of $BATS (+0,28%)
Sales in billion pounds
RRP sales in billion pounds
Combustibles
VUSE
Velo
Grizzly
GLO
Profit in billion pounds
EPS
Free cash flow and debt reduction
Dividend and share buybacks for 2025
A few words from the CFO
The company wants to use key performance indicators (KPIs) performance and expects a gradual gradual improvement by 2025 and a return to growth of 3-5 % turnover and 4-6% operating profit (on a constant currency basis) by 2026.
Five strategic pillars with 2024 highlights
Qualitative sales growth
Increase in gross profit
Acceleration of new category contribution
Sustainable profit growth
Cash flow generation of over £50 billion (2024-2030)
Combustibles
The company recorded different developments in the cigarette business:
Volume & sales development
US market & regional developments
VUSE
Market share & growth
Turnover & volume development
Regional developments
Outlook & challenges
GLO
Market & sales development
Regional developments
Modern Oral Velo
Traditional Oral Grizzly (chewing tobacco & snus)
+ 6
British American Tobacco PLC $BATS (+0,28%) has published a prospectus for a new £25 billion Euro Medium Term Note (EMTN) program. The program, dated 13 March 2025, comprises B.A.T. International Finance p.l.c., B.A.T Capital Corporation and B.A.T. Netherlands Finance B.V. as issuers, with BAT itself acting as guarantor alongside the issuers.
The prospectus has been approved by the Financial Conduct Authority (FCA) and is now available for public inspection. It sets out the terms of the EMTN program, under which issuers can issue up to £25 billion of notes. The full scheme documents will shortly be available on the National Storage Mechanism, which can be accessed via the FCA's website.
This financial move by BAT is significant as it represents a major issuance under the EMTN program. However, the information contained in the prospectus is specifically aimed at residents of certain countries. The Company cautions that persons outside such jurisdictions or persons to whom the Offer is not directed should not rely on the Prospectus.
Investors and interested parties can find the prospectus and the documents incorporated by reference via the links provided in the announcement. As with any financial document, prospective investors are advised to review the Prospectus carefully to understand the terms and risks associated with the EMTN Program.
This financial move by BAT is significant as it represents a major issuance under the EMTN Program. However, the information contained in the Prospectus is aimed specifically at residents of certain countries. The Company cautions that persons outside such jurisdictions or persons to whom the Offer is not directed should not rely on the Prospectus.
Investors and interested parties can find the prospectus and the documents incorporated by reference via the links provided in the announcement. As with any financial document, prospective investors are advised to review the Prospectus carefully to understand the terms and risks associated with the EMTN Program.
BAT has made it clear that access to this financial service is subject to compliance with the terms and conditions set out in the disclaimer, which emphasizes the targeted nature of the information.
The company has made its press office and investor relations contacts available for inquiries, reflecting its commitment to transparency and communication with stakeholders.