Tobacco Insider @tobaccoinsider
The leading authority in Tobacco Industry insights, analysis and projections. From the people in the know. Visit https://t.co/VJgjWbxHNy to stay informed tobaccoinsider.com/about Joined August 2019-
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ITC Hotels Demerger: Local Media Reports - BAT is likely to end up with 15% stake in ITC Hotels Ltd (plus 10% indirect stake through ITC) - BAT's direct stake could be worth $400Mn - ITC won't buy BAT's direct stake - ITC Chairman says "BAT won't sell at a discount" and "ITC…
ITC Hotels Demerger: ITC to hold a shareholder meeting on June 6 to approve the de-merger scheme (1 ITC Hotels share for every 10 ITC shares). Nevertheless, de-merger could still take another year or so Recall: BAT will divest out of the separately traded ITC Hotels business…
PMI is rejected at $100 in its first attempt in 9 months. Now down to $96 $pm swinging from +1.0% to -3.1% A wide-ranging day in formation
US: Cigarette market No slow-down in volume decline - Market volume: -9% vs. py - Altria's volume: -10% vs. py - Altria's Premium share: 59.3% (up +0.7pp vs. py & unchanged sequentially) Our Live write-up: tobaccoinsider.com/altria-q1-2024… Not good news for BAT either... $mo $bti $bats
Altria: Q1 2024 Results $mo Meets both the bottom-line and top-line estimates Q1 Revenue: $4.72Bn (exp. $4.72Bn; down -1%) Q1 EPS: $1.15 (exp. $1.15; down -2.5%) Our live write-up: tobaccoinsider.com/altria-q1-2024… FY24 EPS Guidance ($5.05 to $5.17) re-affirmed
Altria - Q1 2024 Results $mo To be released in two hours Live write-up on our website. Coming soon... Buckle up!
PMI: Q1 2024 Results $pm +2.6% Market liked the 8.6% net revenue growth in US$ and ZYN's spectacular growth - while offering benefit of the doubt for heated tobacco slow-down. EPS Adjustments are still frustrating Our write-up. Now finalized: tobaccoinsider.com/pmi-q1-2024-re…
PMI: Heated Tobacco Growth $pm IMS (ex-inventory) Q1 growth: +12.5% (below the +14%-16% guidance for FY24) => Japan +13.3%; Europe: +9.4% Shipment Q1 growth: +20.9% => more inventory built-up in the markets Commentary: additional shipments to Japan in light of disruption to…
ZYN 🧢 @zyncap
2K Followers 670 Following nicotine-addicted value investor, interested in all things consumer
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1K Followers 5K Following $BTI $PM $MO | The great re-nicotinization experiment is upon us! RRPs have reignited the world's repressed desire for nicotine. 🤯✌️COUP & THE NICO FACTORY
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Buenas noticias para nuestra querida $BATS “La administración Biden retira el plan para prohibir los cigarrillos de mentol. Se espera que la administración anuncie su decisión hoy (ayer)”. Un punto más a favor de nuestra Tesis👌 (Cómo van a renunciar a tanto dinero vía…
US: Biden Administration drops the plan to ban menthol cigarettes The administration is expected to announce its decision as soon as later today $mo $bti $bats $pm
La otra cara de la moneda. Postureo. $BATS
US: Biden Administration drops the plan to ban menthol cigarettes The administration is expected to announce its decision as soon as later today $mo $bti $bats $pm
Noticia importante para $BATS
US: Biden Administration drops the plan to ban menthol cigarettes The administration is expected to announce its decision as soon as later today $mo $bti $bats $pm
@tobaccoinsider Perfect political statement to thread the election. “Delay but not abandoned.” …. Makes everyone happy. ‘24. $BTI $MO $PM Calling it again….No menthol ban in 2024. And if he loses election. It’s completely out for perhaps years. Oh BTW, he had to act this month to prevent…
@MadisonLackey44 @DavidKillion4 @tobaccoinsider Isn't buying back outstanding debt at prices below or far below par, using free cash flow to do so, thus avoiding the need, in part, to float new debt, a very smart use of $BTI capital?
@tobaccoinsider How many catalysts are needed? $BTI proved it can monetize the ITC stake; ITC partial sale is being used for buybacks until such time as an even lower leverage ratio enables buybacks from free cash flow; NGPs turned profitable. How many catalysts do you need, Mr. Market?
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US: Biden Administration drops the plan to ban menthol cigarettes The administration is expected to announce its decision as soon as later today $mo $bti $bats $pm
@tobaccoinsider nice, finally a political win for $BTI
Buenas noticias para los que llevamos empresas de tabaco 🚬 $BATS 🇬🇧
US: Biden Administration drops the plan to ban menthol cigarettes The administration is expected to announce its decision as soon as later today $mo $bti $bats $pm
$BTI Huge.
US: Biden Administration drops the plan to ban menthol cigarettes The administration is expected to announce its decision as soon as later today $mo $bti $bats $pm
@richard_ersted @tobaccoinsider You´re right. Probably they will prefer as a pure player nicotine. There are and there will market for it. The illegal trade is huge and the demand is huge. And the nicotine is here to stay for decades, probably as oral pouches. And nicotine has potential for others industries.
@JoaoCasimiroPT @tobaccoinsider Would $BTI do best as a pure-play nicotine firm? Why should $BTI hold the hotel piece of $ITC [NSE]? What is the effective return of capital of these hotels? Could diversification, if needed, take place at $BTI shareholder level, with each shareholder making a personal choice?
@tobaccoinsider I tend to disagre, because BAT will receive ITC Hotels stocks which is truly important to diversify their investment and business.
@tobaccoinsider The CEO’s and the CFO’s answers in the call were heavy on BS.
@tobaccoinsider IMO $PM little stretched relative to $MO and $BTI which will also keep driving their own non combustibles.
@tobaccoinsider Its not a great product either.. I personally prefer Velo and think alot users will move to that. There's also other brands by GN which are superior
@tobaccoinsider $MO is abysmally ran. Why the market gives them so much rope, I have no idea.
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