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TaxesAreTheft · 2024-03-14T19:07:12.457903Z

$BATS und $MO habe beide Anteile in $ITC / $BUD verkauft. Der Erlös bei beiden soll für den Rückkauf von Aktien verwendet werden. Es gibt hier jedoch große Unterschiede. BAT agiert in 180 Märkten, Altria wirklich nur in einem BAT ist die Globale Nr.2 im Bereich heated tobacco, Altria hat noch kein Produkt BAT ist die Globale Nr.1 im Bereich Vapes, Altria hat nur einen minimalen Marktanteil in den USA BAT ist die Globale Nr.1 im Bereich oral tobacco, Altria ist die Nr.2 in den USA BAT verkauft ITC Anteile mit einem Profit, Altria verkauft ABI Anteile mit etwa 50% Verlust Die Situation der zwei Unternehmen könnte nicht unterschiedlicher sein. Anstelle sich mit dem Geld aus Verkauf, endlich im Globalen Markt richtig zu positionieren, verwendet Altria das Geld für weitere Aktienrückkäufe. Die große Frage ist jetzt, wie viele Fehltritte kann sich Altria noch leisten. Ich werde bei den nächsten Quartalszahlen Philip Morris, Altria und BAT einmal ausführlich vergleichen.

TaxesAreTheft

@TaxesAreTheft

10Mes·

$BATS (+0,17%) and $MO (-1,37%) have both shares in $ITC / $BUD sold. The proceeds from both are to be used to buy back shares. However, there are major differences here.

BAT operates in 180 markets, Altria really only in one
BAT is the global No.2 in heated tobacco, Altria has no product yet
BAT is the global No.1 in vapes, Altria has only a minimal market share in the USA
BAT is the global No.1 in oral tobacco, Altria is No.2 in the USA
BAT sells ITC shares at a profit, Altria sells ABI shares at about 50% loss

The situation of the two companies could not be more different.

Instead of using the money from the sale to finally position itself properly in the global market, Altria is using the money for further share buybacks. The big question now is how many more missteps Altria can afford.

I will be comparing Philip Morris, Altria and BAT in detail in the next quarterly figures.

19 Commenti

Robert@Iwant_money_423

10Mes

So PM & BAT can be compared, Altria can't keep up in my opinion.

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TaxesAreTheft@TaxesAreTheft

10Mes

@Iwant_money_423 I agree, but someone wanted me to include Altria in this. It's also somewhat interesting for me as a former Altria shareholder.

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Stephan Schnee@MrCumEx

10Mes

@TaxesAreTheft Wikipedia on Miller: In the following years, the breweries A. Gettelman Company (1961), General Brewing Corporation of Azusa (1965) and Carling O'Keefe Brewery (1965) were affiliated with the company[3].

Competition against Anheuser-Busch
Three years later, Miller was sold to Philip Morris for 130 million dollars. At this time, the strategic goal was set to catch up with competitor Anheuser-Busch as market leader

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TaxesAreTheft@TaxesAreTheft

10Mes

@MrCumEx please read the two things

https://en.m.wikipedia.org/wiki/SABMiller#:~:text=Acquired%20by%20Anheuser%2DBusch%20InBev,-Main%20article%3A%20AB&text=The%20US%24107%20billion%20merger,company%20is%20US%2455%20billion.

https://www.wsj.com/business/retail/altria-group-plans-to-sell-part-of-anheuser-busch-stake-c94e5aec#

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Stephan Schnee@MrCumEx

10Mes

@TaxesAreTheft I was aware of that. Doesn't change anything.

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Stephan Schnee@MrCumEx

10Mes

Up 13% since 1.1.24 brother!

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Stephan Schnee@MrCumEx

10Mes

FAKE NEWS: Altria sells ABI shares at about 50% loss

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TaxesAreTheft@TaxesAreTheft

10Mes

@MrCumEx Altria received the shares at a price of 126$ and is now selling them for 61.5$. So they are selling their shares at a loss of about 50%. I'm not saying it was a 50% loss across the board.

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Stephan Schnee@MrCumEx

10Mes

@TaxesAreTheft LOL awesome bill :-D

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Stephan Schnee@MrCumEx

10Mes

@TaxesAreTheft The fact is and remains that they paid 130 million US dollars for the shares. And now they are getting billions for it.

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TaxesAreTheft@TaxesAreTheft

10Mes

@MrCumEx I give up if you don't even understand a simple rule of three.

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Stephan Schnee@MrCumEx

10Mes

@TaxesAreTheft Your calculation is completely wrong. The maximum you can take into account is inflation. But everything else is pure nonsense. Any mathematician can tell you that.

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TaxesAreTheft@TaxesAreTheft

10Mes

@MrCumEx if I get something for 126$ and then sell it for 64$, that's a loss of 50%. I am not saying that Altria has made a general loss, on the contrary Altria has made a very decent profit. Nevertheless, its share in !ABI! lost 50% of its value.

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Stephan Schnee@MrCumEx

10Mes

@TaxesAreTheft According to the contract, they are only allowed to sell their shares from around the end of 2021 anyway.

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Stephan Schnee@MrCumEx

10Mes

@TaxesAreTheft I think they did it because they will have to pay less dividends from now on because there will be significantly fewer shares. This means they can continue to increase the dividend for at least another 10 years.

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Kai@Dividenden-Sammler

10Mes

Why should $MO position itself in the global market? They have been spun off from $PM. The international distribution of the tobacco business lies with $PM.

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TaxesAreTheft@TaxesAreTheft

10Mes

@Dividenden-Sammler It's no longer about cigarettes, $PM now also operates in the USA.

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Kai@Dividenden-Sammler

10Mes

@TaxesAreTheft For the alternative products, yes - $MO doesn't have them for the US market. At that time, only the cigarette business was outsourced - the new products didn't really exist yet and that's why they are also distributed by $PM in the USA.
That's why I would never invest in Altria if I still had the larger distribution market to choose from.

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TaxesAreTheft@TaxesAreTheft

10Mes

@Dividenden-Sammler then we are of the same opinion

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