@tobaccoinsider Tobacco Insider

Tobacco Insider posts on X about $bti, $bats, $pm, $mo the most. They currently have [------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Mentions: [--] #

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CreatorRank: [-------] #

Social Influence

Social category influence stocks finance countries exchanges travel destinations cryptocurrencies technology brands automotive brands luxury brands formula 1

Social topic influence $bti #4, $bats #6, $pm #41, $mo #39, bat #823, japan, $imb, stocks #4529, $2914t, insider

Top accounts mentioned or mentioned by @prillacom @bigblockvette69 @davidkilli99638 @batplc @insidepmi @nicotinecap @altrianews @imperialbrands @jtiglobal @ichlerne2 @retireearlyguy @srobo1_ @tompaja @guytobacco @jamesforeman99 @j_plotnik @blackrock @vanguardgroup @mroliverbarnes @supremefirecpg

Top assets mentioned British American Tobacco (BTI) Philip Morris International Inc. (PM) Altria Group Inc (MO) SPX6900 (SPX) Reynolds Consumer Products Inc. (REYN) RLX Technology Inc. (RLX) Stargate Finance (STG) Anheuser-Busch INBEV SA/NV (BUD) Velo (VELO)

Top Social Posts

Top posts by engagements in the last [--] hours

"BAT - H1 [----] Results This has been a very busy week for the Tobacco Insider team. But we eventually found the time to complete the BAT write-up. Now available on our website: Enjoy the read $bti $bats $pm $mo https://tobaccoinsider.com/bat-h1-2023-results/ https://tobaccoinsider.com/bat-h1-2023-results/"
X Link 2023-07-28T09:20Z 16.5K followers, 11.4K engagements

"BAT CEO buys [-----] shares today at a price of [-----] We like the way this gentleman has started his new tenure. admitting the burning issues openly and committing with his own money $bti $bats $pm $mo"
X Link 2023-06-06T09:33Z 16.5K followers, 63.3K engagements

"On Dec [--] when BAT shares were trading down 10% (around $28.6) following the announcement of 25Bn impairment charge for the US combustibles brands we shared the note below to put things into a long-term perspective Less than [--] months later BAT is set to open around $34.8 today - more than 20% above where it was then Hopefully our note provided some courage to the long-term investors at a disheartening moment $bti $bats This is the type of day in which LT investors should go back to the basics Assumption: There will never be a global tobacco monopoly Question: Who will be PMI's main competitor"
X Link 2024-07-25T11:26Z 16.5K followers, [----] engagements

"BAT: New 52-week High at [-----] on LSE $bats BAT ADR ($) already made a new 52-week high last week on NYSE $bti"
X Link 2024-07-29T08:20Z 16.5K followers, 14.8K engagements

"Sunday Trivia: Only in Canada Imperial Tobacco owns Marlboro in Canada neither Altria nor Philip Morris International British American Tobacco owns Imperial Tobacco in Canada not Imperial itself Confusing enough $mo $pm $bti $bats"
X Link 2024-09-01T13:00Z 16.5K followers, [----] engagements

"BAT +4% $bats Market finally realizes that the US menthol ban is officially withdrawn"
X Link 2025-01-27T09:26Z 16.5K followers, 27.5K engagements

"Altria: New 5-year high $59 $mo"
X Link 2025-03-10T14:36Z 16.5K followers, [----] engagements

"Philip Morris International (PMI) New all-time high: $178 $pm"
X Link 2025-05-23T17:02Z 16.5K followers, 14.1K engagements

"Tobacco stocks are on a tear as bears are left with no other choice than to capitulate BAT $bats +3.2% (top pick) Imperial Brands $imb +1.5%"
X Link 2025-07-09T08:15Z 16.5K followers, [----] engagements

"Imperial and Japan Tobacco are trading at 6.7x and 6.9x EV/Ebitda and yielding 9% and 6% Still no one cares to buy these stocks $imbby $japay $japaf Why Hint: zero terminal value #tobacco #investing #smokefree @BATplc @InsidePMI @AltriaNews @ImperialBrands @JTI_global"
X Link 2021-03-23T12:44Z 16.4K followers, [--] engagements

"03/18/2021 For the first time in history PMI's market cap was larger than BAT JT/JTI and Imperial combined $pm $bti + $imbby + $japay $japaf Major Senior Mang't overhaul is long overdue at BAT and JT #tobacco @BATplc @InsidePMI @AltriaNews @ImperialBrands @JTI_global $mo"
X Link 2021-03-23T13:22Z 16.3K followers, [--] engagements

"Heat-not-burn products and e-cigarettes could help tobacco companies maintain their existence However they need to move beyond nicotine to unleash the next growth potential #tobacco @BATplc @InsidePMI @AltriaNews @ImperialBrands @JTI_global $mo $pm $bti $imbby $japay $japaf"
X Link 2021-03-25T16:18Z 16.3K followers, [--] engagements

"$pm $163Bn mcap $bat $bti $86Bn $japaf $34Bn $imb $imbby $20Bn Total $140Bn PMI is now more valuable than all three combined Difficult to understand why shareholders still tolerate the Management of @BATplc @JTI_global @ImperialBrands @blackrock @Vanguard_Group @InsidePMI"
X Link 2021-09-02T13:51Z 16.3K followers, [--] engagements

"BAT's press release 👇 Infringing products: IQOS2.4 IQOS3 IQOS [--] Duo $pm will anyway phase out these products As per our earlier note the only real question is whether IQOS Iluma (IQOS 4) infringes any of BAT's patents $spx $bats $bti $mo $imb"
X Link 2021-09-30T14:39Z 15.1K followers, [--] engagements

"$bti is broadly in the $32-42 range since late-2018 and is being accumulated consistently (lavish dividend yield plus being "cheap" based on historical multiples and when benchmarked to $pm) However $bti needs more than one courtroom success for a turnaround $bats $mo $imb"
X Link 2021-10-08T13:44Z 15.1K followers, [--] engagements

"$pm acquired Vectura and Fertin Pharma this year. For reference Vectura reported $260Mn revenue in [----] At this stage $pm's "$1Bn from Beyond Nicotine by 2025" strategy is nothing more than acquiring businesses generating $2Bn revenue and losing half of the sales $bti $mo"
X Link 2021-10-12T14:33Z 16.2K followers, [--] engagements

"We strongly believe that JUUL will receive PMTA from the FDA because - All the arguments supporting the PMTA granted to Vuse are also valid for JUUL - Vuse has 10.5% user share among the American youth whereas JUUL has 6.8% - No one in the tobacco industry ++ $mo $pm $bti $bats"
X Link 2021-10-14T13:39Z 15.1K followers, [--] engagements

"Q3 [----] results: the busiest week for the tobacco companies - Swedish Match $swma Oct [--] (tomorrow) - Altria $mo Oct [--] - JT/JTI $japay $japaf Oct [--] Ready or not. $bti $bats $imb $pm $rlx"
X Link 2021-10-26T15:10Z 16.3K followers, [--] engagements

"JT notes that the global semiconductor shortage is impacting the production of heated tobacco devices and they will prioritize Japan in Ploom X supply Translates as: we won't be able to take advantage of the IQOS supply challenges. Good news for $pm $mo $japaf $japay $bti $imb"
X Link 2021-10-29T11:35Z 16.4K followers, [--] engagements

"Inflation chatter. Goldman Sachs lists Philip Morris $pm among the [--] stocks with optimal pricing power and/or ability to retain and grow sales despite rising costs which will do well in an inflationary environment $bti $bats $swma $mo $imb"
X Link 2021-11-13T19:37Z 15.1K followers, [--] engagements

"We don't expect the BBB Act's nicotine tax ($50.33 per [----] mg nicotine) to go through in its current form Although linking tax to nicotine content is a reasonable approach the final version of the Act has to differentiate between different nicotine products $mo $pm $bti $bats"
X Link 2021-11-22T15:18Z 15.1K followers, [--] engagements

"KT&G's lil reaches a record high 40.7% SoM in the S. Korean RRP market (competing against $pm's IQOS) South Koreas tobacco "monopoly" is able to innovate and compete better against $pm than the global tobacco majors - $bats $bti $imb JT and likes $mo https://m.pulsenews.co.kr/view.phpsc=30800021&year=2021&no=1111581 https://m.pulsenews.co.kr/view.phpsc=30800021&year=2021&no=1111581"
X Link 2021-12-02T14:35Z 15.1K followers, [--] engagements

"Who is Big in Japan And who is hiding the truth JT: Since Oct our Heated Tobacco category share in Japan is increasing mainly driven by Camel consumables (29/10) PM: IQOS ILUMA is driving share gains in Japan (01/12) BAT: Strong performance of glo ++ $pm $bti $bats $mo"
X Link 2021-12-13T19:36Z 15.1K followers, [--] engagements

"$mo +2.0% $bti +1.8% $pm +1.6% $spx -0.4% $arkk -3.5% (tobacco antipolar) Meanwhile Bank of England raises its interest rate to combat surge in inflation"
X Link 2021-12-16T17:30Z 15.1K followers, [--] engagements

"Summary of the Week: $mo $pm $bti ex-dividend TI index down -1.2% $pm down -0.6% $bti down -0.7% $mo down -3.2% Dividends shaved 1.6% off the TI index Best performing TI stock $xxii up +31% (FDA auth. to market its cigarettes as low nicotine) $spx S&P500 up +2.3%"
X Link 2021-12-23T21:22Z 15.1K followers, [--] engagements

"Altria $mo [----] Guidance Nothing new: the classical "mid-single digit" guidance [----] EPS: $4.79 - $4.93 4-7% growth rate from [----] adj. EPS of $4.61 Dividend payout ratio target of 80% --- We expect annual dividend to increase from $3.60 to $3.80 next year $bti $bats $pm"
X Link 2022-01-27T13:04Z 15.1K followers, [--] engagements

"According to media reports Thailand is now considering legalization of e-cigarettes. Thailand is home to 10Mn smokers and e-cigs were banned there since [----] This follows the recent ratification of (pro-ENDS) "Vaporized Nicotine Products Regulation"++ $mo $pm $bti $bats $relx"
X Link 2022-02-03T15:54Z 15.1K followers, [--] engagements

"Swedish Match - Q2 [----] results $swma - Continued solid momentum for the US smoke-free business coupled with currency tailwind - Sales up +23% to SEK5'561Mn (+11% in LC) - Core operating profit up +14% to SEK2'271 (+1% in LC) - EPS up +17% to SEK1.07 $pm $bti $bats $mo"
X Link 2022-07-22T06:40Z 16.2K followers, [--] engagements

"PMI increases its bid for Swedish Match to SEK116 Take-it or leave-it offer: PMI says it won't increase further $pm $mo $bti $bats $swma"
X Link 2022-10-20T07:05Z 16.2K followers, [--] engagements

"PMI's Swedish Match Offer Original (May 11): SEK106/share $/SEK [--] = $10.60/share Current: SEK116/share $/SEK [-----] = $10.61/share Thanks to the recent US$ weakness PMI's current offer is now matching/beating the original one in US$ terms $pm $mo $bti $bats $swma"
X Link 2022-10-26T12:43Z 16.2K followers, [--] engagements

"PMI became the owner of 93.1% of Swedish Match shares. Consequently PMI intends to initiate compulsory redemption and request delisting No surprise here. End of story. $pm $mo $bti $bats $swma"
X Link 2022-11-28T14:47Z 16.2K followers, [--] engagements

"Tobacco Stocks: [----] "A year of significant over-performance as safe havens were sought by investors in a declining market" TI Index +4.2% (+6% div. yield) $spx S&P500 -19.4% (+1.6% yield) BAT $bti +6.9% (+6.4% yield) PMI $pm +6.5% (+5.2% yield) Altria $mo -3.5% (+7.7% yield)"
X Link 2022-12-31T11:46Z 15.1K followers, [--] engagements

"2023 TI Index changes: SWMA out Kaival in Tracks weighted price performance of [--] tobacco/nicotine stocks trading on NYSE & Nasdaq $pm PMI; $mo Altria; $bti BAT; $japay JT; $imbby Imperial; $rlx RLX; $vgr Vector; $uvv Universal; $tpb TPB; $xxii 22nd Century; $kavl Kaival"
X Link 2022-12-31T12:26Z 16.2K followers, [----] engagements

"Current weights: PMI $pm 39.8% BAT $bti 22.7% Altria $mo 20.7% JT $japay 9.0% Imperial $imbby 5.9% $rlx 0.9%; Vector $vgr 0.5%; Universal $uvv 0.3%; $tpb 0.1%; $xxii 0.1%; $kavl 0.1% Top [--] 83%; Top [--] 98% Further consolidation following the acquisition of Swedish Match by PMI"
X Link 2022-12-31T12:26Z 16.2K followers, [---] engagements

"PMI is on the way to reach to new heights against BAT $pm / $bti share price ratio All-time high: [----] (Sept 2021) All-time low: [----] (April 2008) Last: [----] 3+ coming. The latest episode in this series: US market - a "hope" for PMI a "problem" for BAT $mo $bats"
X Link 2023-01-25T13:05Z 15.1K followers, [--] engagements

"Number crunching aside our LT investment thesis for BAT lays on two pillars: [--]. BAT is the only competitor PMI takes seriously. Others are background actors [--]. Tobacco industry is so big that it won't be left to one company (i.e. PMI will never be a monopoly) $pm $bti $bats $mo"
X Link 2023-01-25T13:50Z 15.1K followers, [--] engagements

"Elfbar will be re-branded as EB Design in the US. On Feb [--] a federal judge asked to stop marketing Elfbar e-cigarettes based on the infringement claims of VPR Brands (Elf vapes) Meanwhile BAT calls on the FDA to pull Elf Bar and Puff Bar off store shelves $mo $bti $bats $pm"
X Link 2023-03-02T09:31Z 15.1K followers, [----] engagements

"BAT issues its first Combined Annual and ESG Report $bti $bats "A Decade of Portfolio Transformation" $mo $pm https://www.bat.com/group/sites/uk__9d9kcy.nsf/vwPagesWebLive/DOCPGKST https://www.bat.com/group/sites/uk__9d9kcy.nsf/vwPagesWebLive/DOCPGKST"
X Link 2023-03-03T09:45Z 15.1K followers, [----] engagements

"Bottom line: Altria paid $12.8Bn for a non-exclusive irrevocable global license to some heated tobacco IP (1) One of the (if not the) most expensive IP transaction in the history (2) PMI spent $10.5Bn to build the IQOS empire ($10Bn+ net revenue in 2022) $mo $pm $bti $bats"
X Link 2023-03-04T08:54Z 15.1K followers, [----] engagements

"Altria's JUUL and NJOY transactions can be summarized as: After spending $16 billion Altria now controls 3.5% of the $7 billion US e-cigarette market (according to their own press release) $mo $bti $bats $pm"
X Link 2023-03-06T13:07Z 15.1K followers, [----] engagements

"BAT shares under pressure following Altria's acquisition of NJOY: $bats -1.1% Recall: Vuse's performance in the US is critical for BAT's new category segment (to become profitable in 2024) and the emergence of a stronger competitor is not good $bti $mo $pm"
X Link 2023-03-06T13:35Z 15.1K followers, [----] engagements

"Kaival (+9.2%) secured new distribution up to [-----] locations in the US (with stringent customer ID verification and youth-access prevention requirements) Kaival and PMI are the two exclusive global distributors of Bidi products $kavl $pm $bti $mo https://ir.kaivalbrands.com/news/news-details/2023/Kaival-Brands-Announces-New-Retail-Distribution-Agreements-Providing-Access-to-13500-New-Locations/default.aspx https://ir.kaivalbrands.com/news/news-details/2023/Kaival-Brands-Announces-New-Retail-Distribution-Agreements-Providing-Access-to-13500-New-Locations/default.aspx"
X Link 2023-03-07T16:33Z 15.1K followers, [----] engagements

"Vuse continues to widen SoM gap with JUUL in the US The latest Nielsen c-store data 4-week to Feb 25: 42.7% Vuse vs. 25.6% JUUL Last [--] months: 36.6% Vuse vs. 29.5% JUUL No.3 NJoy is unchanged at 2.7% (note: 3.5% reported by Altria) $mo $bti $bats $pm https://greensboro.com/vuse-continues-to-widen-e-cigarette-market-share-gap-with-juul/article_14d5e029-c575-5906-a792-c4efe919a655.html https://greensboro.com/vuse-continues-to-widen-e-cigarette-market-share-gap-with-juul/article_14d5e029-c575-5906-a792-c4efe919a655.html"
X Link 2023-03-09T16:38Z 15.1K followers, [----] engagements

"Cigarette sales shine in India's inflation-hit weak FMCG market Cigarettes sales volume grew at the fastest pace in a decade last year: consistently more than 10% over the past [--] quarters thru Dec [----] Recall: BAT owns 30% of ITC $bti $bats $mo $pm https://economictimes.indiatimes.com/industry/cons-products/fmcg/cigarette-alcohol-sales-shine-in-inflation-hit-weak-fmcg-market/articleshow/98588387.cms https://economictimes.indiatimes.com/industry/cons-products/fmcg/cigarette-alcohol-sales-shine-in-inflation-hit-weak-fmcg-market/articleshow/98588387.cms"
X Link 2023-03-13T16:01Z 15.1K followers, [----] engagements

"Dividend Schedule - Tobacco Stocks Ex-div date: Stock/Amount (Yield%)/Payment date 03/16: VGR $0.20 (6.7%) 03/30 $vgr 03/16: TPB $0.065 (1.3%) 04/07 $tpb 03/22: PMI $1.27 (5.2%) 04/11 $pm 03/23: BAT [------] (7.7%) 05/03 $bats 05/08 $bti 03/23: Altria $0.94 (8.1%) 04/28 $mo"
X Link 2023-03-14T09:10Z 15.1K followers, [----] engagements

"Tobacco stocks: "rotation out" coupled with ex-div $pm $91.45 (-1%) lowest since Nov '22 $mo $43.5 (-3.7%) lowest since Jan '23 $bti $34.75 (-4%) lowest since Dec '21 All [--] entered into the oversold territory for the first time since Sept '22"
X Link 2023-03-23T17:37Z 15.1K followers, 20.5K engagements

"Altria introduces its Heated Tobacco product: SWIC - Proprietary technology: tobacco filled capsules heated to deliver a satisfying inhale - Each capsule is single use and lasts for one use - Features a simple and intuitive user experience $mo $pm $bti $bats"
X Link 2023-03-23T20:10Z 15.1K followers, [----] engagements

"Altria: [----] Goals $mo - Mid-single digit annual EPS growth (what a surprise) - OCI margin of at least 60% - New progressive dividend goal: mid-single digit annual dividend growth - A capital structure with a Debt/EBITDA ratio of 2.0x $bti $bats $pm"
X Link 2023-03-23T20:26Z 15.1K followers, [----] engagements

"Altria: [----] Goals Long-term Growth Opportunities - International smoke-free and non-nicotine represent multi-billion dollar opportunities - Strategy development ongoing In short no news. $mo $bti $bats $pm"
X Link 2023-03-23T20:30Z 15.1K followers, [----] engagements

"Altria: [----] Goals $mo Summarized in one slide. Altria is finally saying the things investors want to hear ("alignment in place"). However intentions & plans are not enough: some "early wins" are needed to start re-building the confidence lost $bti $bats $pm"
X Link 2023-03-23T20:40Z 15.1K followers, [----] engagements

"Altria Trading Update: Feb [--] [----] $mo (no further update required; remains intact) "Our favored scenario is Altria breaking below the rising wedge and the continuation of the downtrend that started (at $57) in April/May 2022" $bti $bats $pm https://tobaccoinsider.com/altria-mo-trading-update/ https://tobaccoinsider.com/altria-mo-trading-update/"
X Link 2023-03-24T13:01Z 15.1K followers, [---] engagements

"PMI Trading Update: Feb [----] $pm (no further update; remains intact) "In a wide declining channel with a bias eventually to break above. Meanwhile any pullback towards $90 and below could be a buying opportunity for the LT investors" $mo $bti $bats https://tobaccoinsider.com/pmi-ticker-pm-trading-update/ https://tobaccoinsider.com/pmi-ticker-pm-trading-update/"
X Link 2023-03-24T13:10Z 15.1K followers, [----] engagements

"PMI's V-shaped recovery from $90 Last $97.6 No surprise here. Any pullback towards $90 is treated as a major buying opportunity by the LT investors Recall our Trading Update 👇 $pm $mo $bti $bats PMI Trading Update: Feb [----] $pm (no further update; remains intact) https://t.co/UxI3MRbMhg "In a wide declining channel with a bias eventually to break above. Meanwhile any pullback towards $90 and below could be a buying opportunity for the LT investors" $mo $bti $bats https://t.co/cOymRe6eOS PMI Trading Update: Feb [----] $pm (no further update; remains intact) https://t.co/UxI3MRbMhg "In a wide"
X Link 2023-03-30T13:39Z 15.1K followers, [----] engagements

"PMI loses bid to flip IQOS import ban imposed the US ITC Federal Circuit affirms the ban "on its entirety" noting that an ITC notice in the Federal Register is enough to satisfy a statutory requirement to consult with the US FDA $pm $bti $bats $mo https://news.bloomberglaw.com/ip-law/philip-morris-loses-bid-to-flip-ban-of-its-heated-tobacco-sticks https://news.bloomberglaw.com/ip-law/philip-morris-loses-bid-to-flip-ban-of-its-heated-tobacco-sticks"
X Link 2023-04-03T11:58Z 15.1K followers, [----] engagements

"$bti is searching for a bottom and is trading in a narrow range following a "wide range day" on March [--] The Federal Circuit's decision affirming the US ITC's IQOS importation ban is a positive catalyst for $bti $bats $pm $mo"
X Link 2023-04-03T12:33Z 15.1K followers, [----] engagements

"Financial Calendar - Major Tobacco Companies April 13: Imperial Brands $imb (pre-close trading update) Q1 [----] Results April 20: PMI $pm April 27: Altria $mo May 2: Japan Tobacco --- BAT - Next announcement $bti $bats July 26: half-year report"
X Link 2023-04-07T14:24Z 15.1K followers, [----] engagements

"Imperial Brands: Trading update $imb On track to meet FY guidance - Revenue: low single-digit growth - Operating profit: mid-single digit growth over the next [--] years H1 [----] revenue & opr. profit: - at a similar level to last year $mo $pm $bti $bats https://www.imperialbrandsplc.com/media/key-announcements/2023/pre-close-trading-update https://www.imperialbrandsplc.com/media/key-announcements/2023/pre-close-trading-update"
X Link 2023-04-13T11:17Z 15.1K followers, [----] engagements

"- Stable aggregate SoM across top-5 combustible markets: up in US ESP & AU; down in DEU and UK - H1 NGP revenue to be ahead of the prior period: growth in Europe (HnB market expansion & blu [---] launches) more than offsetting the US decline (myblu MDO) $imb $pm $bti $bats $mo"
X Link 2023-04-13T11:22Z 16.2K followers, [---] engagements

"- Currency tailwind on EPS: 6.5% in H1 and 2.5-3.5% in FY23 - H1 leverage (adj. net debt to EBITDA): at the lower end of 2.0-2.5 range - Completed 523Mn of the 1Bn share buyback for this year $imb $pm $bti $bats $mo"
X Link 2023-04-13T11:27Z 16.2K followers, [---] engagements

"Imperial Brands: Trading update $imb Not much to cheer about. Combustible SoM is a mixed picture. NGP revenue just "to be ahead" while the larger rivals (PMI/BAT) are delivering 20-40% growth. Earnings continue to be impacted by the NGP catch-up investment $mo $bti $bats $pm"
X Link 2023-04-13T11:51Z 15.1K followers, [----] engagements

"PMI $100 $pm Up $10 from the March [--] low. PMI's V-shape recovery is stalling around $100 Q1 [----] results this Thursday. Buckle up $mo $bti $bats https://tobaccoinsider.com/pmi-ticker-pm-trading-update/ https://tobaccoinsider.com/pmi-ticker-pm-trading-update/"
X Link 2023-04-18T00:02Z 15.1K followers, [----] engagements

"BAT [----] AGM Re-iterates the Feb [----] guidance But the market finally "found" a reason to BUY. $bats +3% $bti +2.5% pre-market $mo $pm https://www.bat.com/group/sites/UK__9D9KCY.nsf/vwPagesWebLive/DOCR2BAE https://www.bat.com/group/sites/UK__9D9KCY.nsf/vwPagesWebLive/DOCR2BAE"
X Link 2023-04-19T13:24Z 15.1K followers, [----] engagements

"PMI Q1 [----] Results $pm April [--] [----] Expectations EPS: $1.34 Revenue: $8.11Bn Guidance - Reported diluted EPS: $1.28 - $1.33 including unfavorable FX impact of $0.10 - HnB volume: 26-28Bn - low single-digit top-line growth - soft margins relative to FY23 $mo $bti $bats"
X Link 2023-04-20T00:49Z 15.1K followers, [----] engagements

"PMI Q1 [----] $pm - HnB volume: 27.4Bn (+10.4% reported +16% adj.; vs. guidance of 26-28Bn) - Oral tobacco volume: 173.3Mn cans (+100%) - ZYN shipment in the US: [----] Mn cans (+46.7% reported; well over 30% adj.) - Smoke-free's weight in total revenue: 34.9% $mo $bti $bats"
X Link 2023-04-20T11:32Z 15.1K followers, [----] engagements

"PMI Q2 [----] Guidance - Adj. EPS: $1.42-$1.47 (including unfavorable FX impact of $0.13) - HnB volume: 30-32Bn (vs. 27.4Bn in Q1) - Organic top-line growth: high single-digit (vs. +3.2% in Q1) Re-iterates that top/bottom-line delivery will be second half-weighted $mo $bti $bats"
X Link 2023-04-20T11:52Z 15.1K followers, [---] engagements

"BAT $bti pre-market $37.6 (+2.1%) $bats [----] GBp (+1.35%) As expected the first close above MA50 since Jan [----] - supported by the recent positive news flow (the FC's decision AGM statement N.Korea settlement) - is encouraging new buyers $mo $pm"
X Link 2023-04-26T10:45Z 15.1K followers, [----] engagements

"Altria Q1 [----] $mo "Fast cigarette volume decline continues." Smokeable volume: -11.1% (including cigars) Cigarette volume: [-----] % (adj. -9%) Cigarette SoM: 47% (-1.1pp) Net smokeable revenue: -1.4% Adj. operating income: +0.2% $bti $bats $pm"
X Link 2023-04-27T11:33Z 15.1K followers, [----] engagements

"Altria Q1 [----] $mo "the fast growth in on fails to compensate for the Copenhagen & Skoal volume/SoM losses" Smokeless volume: -1.8% (on +37.7%) Smokeless SoS: 45.2% (-1.8pp) on SoS: 6.5% (+2.4pp) Net smokeless revenue: +2.7% Adj. smokeless OCI: +2.2% $bti $bats $pm"
X Link 2023-04-27T11:41Z 15.1K followers, [----] engagements

"JT - Q1 [----] Ploom X Update (HnB) - RRP is 37% of total tobacco industry volume in Japan and Ploom X reaches 9.3% SoS - Now available in the UK Italy & Lithuania - To be available in Lisbon (Portugal) in mid-May and in 10+ markets by end of [----] $pm $bti $bats $mo"
X Link 2023-05-03T05:32Z 15.1K followers, [----] engagements

"Japan Tobacco - Investor Day Ploom X - Significant improvement in consumer metrics (but still only 9.3% share of HnB in Japan after [--] quarters of massive marketing investment) - In [--] market. [--] more markets by the end of [----]. [--] markets next year $mo $pm $bti $bats"
X Link 2023-05-08T12:00Z 15.1K followers, [----] engagements

"Vector Group - Q1 [----] Earnings $vgr "Downtrading pressure remained elevated in Q1 '23 as inflationary pressures drive a significant increase in SoM of fourth tier/discount brands" CSNews Is Altria/BAT's misery Vector's victory Tomorrow. Before the Bell. $mo $bti $bats $pm"
X Link 2023-05-08T20:13Z 15.1K followers, [----] engagements

"Vector - Q1 [----] Earnings $vgr Revenue (+8.1%) volume & SoM growth is impressive in difficult market conditions. However COGS (+9.8%) and G&A (+13.6%) growth weighs on the bottom-line and needs a convincing explanation Conference call tomorrow at 8:30(ET) $mo $bats $bti $pm"
X Link 2023-05-08T21:15Z 15.1K followers, [----] engagements

"22nd Century - Q1 [----] $xxii - Exceptional consumer interest for MRTP-approved VLN cigarettes (95% less nicotine) - Moving into full commercialization with a clear path to cash positive in H2 [----] - [--] States announced; aims to be in [--] States by the year end $mo $bti $bast $pm"
X Link 2023-05-10T08:03Z 15.1K followers, [----] engagements

"Altria resolves vast majority of JUUL-related State and Federal litigation (at least [----] cases) for $235Mn Does not apply to [--] cases by attorneys general [--] cases by Native American tribes [--] antitrust cases or [--] Canadian cases $mo $bti $bats $pm https://investor.altria.com/press-releases/news-details/2023/Altria-Announces-Agreement-to-Resolve-Vast-Majority-of-JUUL-Related-State-and-Federal-Litigation/default.aspx https://investor.altria.com/press-releases/news-details/2023/Altria-Announces-Agreement-to-Resolve-Vast-Majority-of-JUUL-Related-State-and-Federal-Litigation/default.aspx"
X Link 2023-05-10T19:16Z 16.2K followers, [----] engagements

"KT&G - Q1 [----] Tobacco Business only - Revenue: +3.6% (lifted by the international combustible growth: +17.1%) - Operating Profit: -8.9% (mainly due to the COGS inflation) - Share of international (ex-Korea): 58.3% (+4.1pp) $pm $mo $bti $bats"
X Link 2023-05-12T07:34Z 15.1K followers, [----] engagements

"BAT/Reynolds files lawsuit in California to keep its non-menthol tobacco products on the market This is in response to AG's allegation that certain Camel & Newport cigarettes are "presumptively" flavored based on promotional materials $mo $pm $bti $bats https://www.csnews.com/reynolds-files-lawsuit-california-protect-legal-tobacco-products https://www.csnews.com/reynolds-files-lawsuit-california-protect-legal-tobacco-products"
X Link 2023-05-15T08:49Z 15.1K followers, [----] engagements

"BAT appoints Tadeu Marroco (currently CFO) as CEO to succeed Jack Bowles who is stepping down from the Board of Directors with effect from [--] May $bti $bats $mo $pm https://www.bat.com/group/sites/UK__9D9KCY.nsf/vwPagesWebLive/DOCRTKYW https://www.bat.com/group/sites/UK__9D9KCY.nsf/vwPagesWebLive/DOCRTKYW"
X Link 2023-05-15T10:00Z 15.1K followers, 24K engagements

"BAT - CEO Change The dismissal of Jack Bowles was a long-awaited decision. He was truly unsuccessful. We highlighted many times before that BAT is poorly managed However we'd prefer an outsider to replace him. BAT needs a ton of clean-up & refresh $bti $bats $mo $pm"
X Link 2023-05-15T10:13Z 15.1K followers, 19.7K engagements

"Imperial Brands - H1 [----] $imb - Revenue: +0.6% - Operating Profit: +1.2% - EPS: -1.2% - Aggregate SoM +20bps (top-5 combustible markets) & robust pricing - NGP revenue: +19.8% (driven by launches across categories) - Div +1.5% & On track to meet FY guidance $pm $mo $bti $bats"
X Link 2023-05-16T06:09Z 14.9K followers, [----] engagements

"Imperial Brands - H1 [----] $imb - Volume: down -6.8% (COVID unwind & cost of living pressures) - Expects to return to historical decline of 3-4% - SoM gains in US (+95bps; discount/value segment) Australia and Spain offsetting SoM declines in Germany and UK $pm $mo $bti $bats"
X Link 2023-05-16T06:20Z 14.9K followers, [----] engagements

"Imperial - Guidance $imb - On track with 5-year plan - Low single-digit revenue growth - Op. profit growth accelerating to mid-single digit over the next [--] years: lower-end of mid-single digit range in FY23 - Net Debt / EBITDA: 2.0-2.5 - 3-4% FX tailwind $pm $mo $bti $bats"
X Link 2023-05-16T06:42Z 14.9K followers, [----] engagements

"Imperial Brands claim that there are 49.5Mn adult smokers in the US (source: US [----] CDC estimate) CDC's latest estimate: 28.3Mn (2021 data) Two options. Imperial Brands is either (1) lying to our face (2) outright stupid $imb $mo $pm $bti $bats https://www.cdc.gov/tobacco/data_statistics/fact_sheets/adult_data/cig_smoking/index.htm https://www.cdc.gov/tobacco/data_statistics/fact_sheets/adult_data/cig_smoking/index.htm"
X Link 2023-05-16T06:57Z 14.7K followers, [----] engagements

"Imperial - H1 [----] $imb The only major tobacco company trading 20% below its MA200 monthly () And that is for a good reason: Operating in markets where smoking is "dying out". Lacks the scale & skills demanded by the Transformation Typical "deep value" $pm $mo $bti $bats"
X Link 2023-05-16T07:18Z 14.9K followers, [----] engagements

"Sweden will soon become one of the world's first smoke-free countries defined as 5% of the adults smoking .17 years ahead of the EU's [----] target with smoking rates falling from 15% to 5.6% in Sweden over the past [--] years $pm $bti $bats $mo"
X Link 2023-05-17T09:39Z 13.7K followers, [--] engagements

"Sweden hasthe lowest % of tobacco-related diseases in the EU and 41% lower cancer incidence than other EU countries Swedes also have 40% lower death rate for tobacco-related diseases such as strokes heart & lung diseasesemphysema and chronic bronchitis $pm $bti $bats $mo"
X Link 2023-05-17T09:42Z 13.9K followers, [--] engagements

"ITC and Godfrey Phillips (Marlboro licensee) raised cigarette prices (by 3-5% mostly in the premium segment) in India for the first-time since March [----] $bti $bats $pm Since [----] cigarette prices were largely unchanged due to stable government taxes"
X Link 2023-06-20T12:09Z 13.8K followers, [----] engagements

"BAT printing new 52-week lows today $bti $33.42 $bats p2671.5 If BoD fires the CEO over the weekend with immediate effect and w/o any explanation the market could only assume the worst Market is now pricing in an unknown big risk - in addition to the US market risks $mo $pm"
X Link 2023-05-17T13:39Z 14.9K followers, 29.4K engagements

"Settlement terms are announced: $60.5Mn over [--] years - The Minnesota AG was initially seeking more than $100Mn in damages - Minnesota was the first state to take Juul to trial: filed in [----] and added Altria as a co-defendant in [----] $mo $pm $bti $bats"
X Link 2023-05-19T07:19Z 13.5K followers, [--] engagements

"PMI to set up a new production facility in Ukraine - Production in the Kharkiv plant suspended in Feb'22 due to the lack of a bomb shelter - Initially supplied Ukraine from [--] plants abroad - Later produced at the Imperial's Kyiv plant $pm $bti $bats $imb"
X Link 2023-05-19T07:30Z 13.9K followers, [--] engagements

"A Republican-sponsored US House bill would upend FDA restrictions on menthol cigarettes and nicotine levels Given the Democratic-controlled Senate and the Administration's support for the FDAs plan the bill is unlikely to succeed $bti $bats $mo $pm"
X Link 2023-05-22T16:07Z 13.9K followers, [--] engagements

"BAT investors call on new CEO to restart share buybacks to speed up the return of capital and boost the ailing stock price @mroliverbarnes on FT: BAT launched 2Bn repurchase programme in [----] but opted not to renew it this year $bats $bti $mo $pm"
X Link 2023-05-23T06:33Z 13.9K followers, [--] engagements

"Generative AI Solutions (GenAI) launches Tobacco Titan Tobacco Titan uses various proprietary and public datasets to provide AI-powered information to the tobacco industry Our advise: focus on RRPs. That is where the need/money is $pm $mo $bti $bats https://www.genai-solutions.com/_files/ugd/0bad3c_e40a8c675f444426b101027497673e22.pdf https://www.genai-solutions.com/_files/ugd/0bad3c_e40a8c675f444426b101027497673e22.pdf"
X Link 2023-05-25T09:53Z 14.7K followers, [----] engagements

"Nvidia's market cap gain today (+29% pre-market) is bigger than PMI and BAT's market caps combined A simple indicator of how small and irrelevant in the overall market the Big Tobacco has become over the past decade $pm $bti $bats $mo $nvda"
X Link 2023-05-25T12:08Z 14.9K followers, 18K engagements

"As BAT is printing new 52-week lows ITC made a new ATH today (in local currency: Rupee). ITC share price has tripled since the covid-low (March 2020) $bti $bats Now trading only 1% below its ATH in GBP terms and 6% below its ATH in US$ terms (both printed in July 2017) $pm $mo"
X Link 2023-05-25T18:04Z 14.9K followers, 15.5K engagements

"In FY22 BAT reported [----] net profit - 514Mn of which was from ITC. Net profit ex-ITC was 8810Mn Profit after tax (ex-ITC) would be [----] ($8Bn) Excluding the ITC stake BAT is now worth $53.35Bn (note: net debt was $46Bn as of Dec [--] 2022) $bti $bats $mo $pm"
X Link 2023-05-26T07:02Z 13.8K followers, [--] engagements

"It is "ridiculous" that vapes are promoted to children says the UK PM as he pledges to look at ways of strengthening marketing rules NHS found that vaping had risen to 9% among [--] to 15-year-olds in England (up from 6% in 2018) $bti $bats $pm $mo"
X Link 2023-05-26T07:51Z 13.9K followers, [--] engagements

"Saudi Arabia's sovereign wealth fund Public Investment Fund established a company (Badael) to produce tobacco-free nicotine products To be available across S. Arabia by the end of [----]. Regional and international expansion in the LT $bti $bats $pm $mo"
X Link 2023-05-26T07:57Z 13.9K followers, [--] engagements

"Flight risk The London listings are most vulnerable to New Yorks allure BAT (unsurprisingly) ranks #2 in the FT list of [--] European companies with the strongest rationale to move their primary listing to Wall Street $bti $bats $pm $mo"
X Link 2023-05-26T08:05Z 13.9K followers, [--] engagements

"The data that makes BAT #2 in the list: 31% relative valuation discount 46% US weight in revenue (note: 54% US weight in operating profit) 38% North American investor base $bti $bats $pm $mo"
X Link 2023-06-20T12:06Z 13.9K followers, [----] engagements

"Altria announces that the waiting period under the [----] Antitrust Act has expired in connection with the acquisition of NJOY Therefore no further antitrust review required. Altria expects the Transaction to be completed in Q2 [----] $mo $pm $bti $bats"
X Link 2023-06-20T12:05Z 13.9K followers, [----] engagements

"FDA is drained by the tobacco lawsuits: 40+ ongoing litigation initiated by the e-cigarette companies whose marketing applications were denied The FDA Commissioner hinted that FDA would soon discuss PMTA enforcement with the DOJ $bti $bats $mo $pm"
X Link 2023-05-30T10:55Z 13.8K followers, [--] engagements

"UK Ministers are facing mounting pressure to impose an outright ban on single-use vapes A government call for evidence on vaping and youth is due to end on [--] June - with a clampdown expected on illegal sales and single-use vapes $bti $bats $pm $mo"
X Link 2023-05-30T11:03Z 13.9K followers, [--] engagements

"The Philippines: LT Group to diversify operations as tobacco sales dwindle LT Groups cash cow Philip Morris Fortune Tobacco is a 50/50 JV with PMI and owns 62% SoM in the Philippines. However Fortune's contribution to the group ++ $pm $bti $bats $mo"
X Link 2023-05-30T15:27Z 13.9K followers, [--] engagements

"++ earnings has dwindled to 61% in [----] from 86% the year before.as the legal cigarette sales in the Philippines halved to 52Bn sticks in [----] from a decade ago (booming sale of cheaper smuggled cigarettes as the government imposes higher excise taxes) $pm $bti $bats $mo"
X Link 2023-05-30T15:27Z 13.9K followers, [--] engagements

"ITC expects volume growth to pick up later this year $bti $bats - Continue to diversify and grow FMCG & hotel businesses - Overall EBITDA up by +26% last year - Share of the non-cigarette segment in EBITDA climbed to 27% from 18% three years ago $mo $pm"
X Link 2023-05-31T07:51Z 13.8K followers, [----] engagements

"Kaival acquires [--] issued and [--] pending patents from GoFire $kavl The technology acquired covers e-cigarette cannabis/hemp and pharmaceutical applications --- Recall: International licensing agreement between Kaival & PMI $pm $mo $bti $bats https://ir.kaivalbrands.com/news/news-details/2023/Kaival-Brands-Acquires-Extensive-Vaporizer-and-Inhalation-Patent-Portfolio-to-Diversify-Product-Offerings-and-Create-New-Revenue-Opportunities/default.aspx"
X Link 2023-05-31T12:20Z 15.1K followers, [----] engagements

"BAT: New clinical data on Vuse illustrates beneficial public health impact $bti $bats Favorable differences (btw Vuse users and smokers) in biomarkers of exposure (BoE) and biomarkers of potential harm (BoPH) relevant to smoking-related diseases $mo $pm https://www.bat.com/group/sites/UK__9D9KCY.nsf/vwPagesWebLive/DOCSBCVY https://www.bat.com/group/sites/UK__9D9KCY.nsf/vwPagesWebLive/DOCSBCVY"
X Link 2023-05-31T12:38Z 14.7K followers, [----] engagements

"Sweden is close to becoming first "smoke free*" country in Europe as daily use of cigarettes dwindles * defined as having fewer than 5% daily smokers in the population Recall: there are more snus/pouch users in Sweden than smokers $pm $bti $bats $mo"
X Link 2023-06-01T07:39Z 13.9K followers, [--] engagements

"Canada will start putting health warnings on individual cigarettes - the first country in the world to do so The new regulation comes into effect on August [--] and will make it virtually impossible to avoid health warnings on tobacco products $pm $bti $bats $mo https://www.dailymail.co.uk/news/article-12146185/Canada-country-world-health-warnings-INDIVIDUAL-cigarettes.html https://www.dailymail.co.uk/news/article-12146185/Canada-country-world-health-warnings-INDIVIDUAL-cigarettes.html"
X Link 2023-06-01T07:47Z 14.8K followers, [----] engagements

"Updated FY23 guidance includes planned investments behind the US commercialization of NJOY ACE --- We highlighted before that Altria's future earnings growth will be negatively impacted by the RRP catch-up investment $mo $bti $bats $pm"
X Link 2023-06-01T13:07Z 13.9K followers, [--] engagements

"Tobacco Stocks - Dividend Schedule Altria: [--] June $0.94 (annualized yield: 8.4%) $mo TPB: [--] June $0.065 (1.2%) $tpb Vector: Week [--] (tbc) $0.20 (6.6%) $vgr PMI: Week 25-26 (tbc) $1.27 (5.6%) $pm Japan Tobacco: [--] June [--] (6.1%) Universal: [--] July $0.80 (6.2%) $uvv BAT: [--] July 57.72p (9.0%) $bats $bti"
X Link 2023-06-02T08:42Z 14.9K followers, [----] engagements

"Foreign buying of Japan stocks continues reaching lesser-known shares Individual investors are also pouring cash into Japan ETFs. The WisdomTree Japan Fund - whose top holdings include Japan Tobacco - drew an inflow of $240Mn in May (the largest since Oct 2017) Japan Tobacco is trading close to the 5-year high and is up 16% in YTD (in up 9.5% in US$) $mo $bti $bats $pm https://asia.nikkei.com/Business/Markets/Foreign-buying-of-Japan-stocks-continues-reaching-lesser-known-shares https://asia.nikkei.com/Business/Markets/Foreign-buying-of-Japan-stocks-continues-reaching-lesser-known-shares"
X Link 2023-06-02T11:46Z 14.7K followers, [----] engagements

"BAT will give an update on its progress with a new boss at the helm when it unveils its trading update on Tuesday Investors will be hoping that BAT has stubbed out historic misconduct issues and is cashing in on its pivot to RRPs $bti $bats $mo $pm"
X Link 2023-06-03T16:33Z 13.9K followers, [--] engagements

"BAT Trading Update: What wed like to hear about @BATplc - US cigarette volume trend (last 4-week performance) - Regulatory developments in the US (status/risk assessment) - Any clarification that will end the speculation around the CEOs departure - New category contribution (re-confirmation of achieving profitability in 2024) - (Bonus) Timeline for next generation glo $bti $bats $pm $mo"
X Link 2023-06-05T07:14Z 14.7K followers, [----] engagements

"BAT: about the CEO departure No single event that led to the Board's decision. Board decided that it was time to have a change in the leadership to better adapt to the fast changing environment. It was executed quickly to avoid any disruption to the business $bti $bats $mo $pm"
X Link 2023-06-06T08:37Z 14.9K followers, [----] engagements

"BAT: about the share buybacks Buybacks are put on hold because of - A credit rating agency putting BAT on negative outlook as soon as the buybacks were announced last year - increasing interest rates - negotiations with DOJ (violation of sanctions in North Korea) - transfer of Russian business and the cash trapped there The aim is to restart buybacks in a sustainable manner (- presumably once the net debt/EBITDA ratio is [---] or less) $bti $bats $mo $pm"
X Link 2023-06-06T08:55Z 14.9K followers, [----] engagements

"Despite retrieving 6% of the share capital from the market and offering 8.2% dividend yield Imperial is trading 62% below the ATH 2% above the 52-week low and at 6.5x EPS Nothing makes Imperial attractive as long as the fundamental business challenges remain unaddressed. Admitting the problem is the first step in fixing the problem If the Management keeps insisting on not getting the message the Board should act. As did the BAT's Board. all of a sudden over the weekend $imb $bti $bats $mo $pm"
X Link 2023-06-07T08:31Z 14.7K followers, [----] engagements

"PMI calls for a date to be set in the UK to ban cigarettes "Looking at what the UK is doing in the car industry saying that as of a certain year you are not allowed to produce petrol cars we could have this with tobacco too" says the PMI CEO $pm $bti"
X Link 2023-06-07T10:21Z 13.9K followers, [--] engagements

"Another sizable price hike for BAT/Reynolds traditional cigarette brands For Reynolds top-selling brand Newport the list price is up 16-26 cents/pack. This is the first increase for Reynolds cigarette brands since Jan [--] $bti $bats $mo $pm"
X Link 2023-06-07T10:47Z 13.9K followers, [--] engagements

"Our "BAT Trading Update" write-up is now available Follow the link below: .including the "our takeaway" section. $bti $bats $mo $pm https://tobaccoinsider.com/bat-trading-update/ https://tobaccoinsider.com/bat-trading-update/"
X Link 2023-06-08T10:36Z 14.9K followers, [----] engagements

"Jefferies slashed its Imperial Brands target price to [-----] from [-----] citing operational concerns building up $imb last close: [-----] 52-week low: [-----] Some analysts are waking up others are still in a deep winter sleep. $pm $mo $bti $bats https://proactiveinvestors.co.uk/companies/news/1017481/imperial-brands-faces-operational-issues-says-broker-1017481.html https://proactiveinvestors.co.uk/companies/news/1017481/imperial-brands-faces-operational-issues-says-broker-1017481.html"
X Link 2023-06-10T09:04Z 14.9K followers, 12.2K engagements

"Jefferies keep its Buy recommendation on BAT with a target price of [--] (last close: 25.9) Want to know under which conditions that price target makes sense Read our latest BAT write up: $bats $bti $pm $mo https://tobaccoinsider.com/bat-trading-update/ https://tobaccoinsider.com/bat-trading-update/"
X Link 2023-06-10T09:19Z 15.1K followers, [----] engagements

"@IchLerne2 glo vs. IQOS: Bulkiness is neither the only issue nor the most important one. There are quite a few issues (detailed in our heated tobacco report); "taste intensity & flavor profile" is the most important one - and also the most difficult one to address $bti #bats $pm"
X Link 2023-06-13T10:22Z 15.1K followers, [---] engagements

"Our PMI Trading Update: Feb [--] [----] $pm "any pullback (towards $90 or below) would be a buying opportunity for the LT investors" Our PMI Trading Update: April [--] [----] "A short-term pullback wont be unexpected. but any major pullback would be a buying opportunity for the LT investors" --- For the second time this year PMI pulled back from above $100 to $90 and bounced from there. $mo $bti $bats https://tobaccoinsider.com/pmi-q1-2023-results/ https://tobaccoinsider.com/pmi-ticker-pm-trading-update/ https://tobaccoinsider.com/pmi-ticker-pm-trading-update/"
X Link 2023-06-13T17:26Z 14.9K followers, [----] engagements

"Kaival Brands: Q2 results (ended April 2023) $kavl - New distribution agreements - IP acquisition from GoFire - Launch of VEEBA (disposable) in the UK by PMI. Expects licensing royalties from PMI $pm - Financials: $3Mn revenue -$4Mn net loss $3.7Mn working capital $1.1Mn cash https://ir.kaivalbrands.com/news/news-details/2023/Kaival-Brands-Reports-Fiscal-2023-Second-Quarter-Financial-Results-and-Highlights-Recent-Achievements/default.aspx"
X Link 2023-06-14T21:17Z 14.9K followers, [----] engagements

"Elon Musk slams S&P's ESG scores for giving BAT & PMI a higher investment rating than Tesla "This is why ESG is the devil" he tweets. $pm $bti $bats $mo https://twitter.com/elonmusk/status/1668829554448777216s=20 https://www.dailymail.co.uk/news/article-12194317/Elon-Musk-slams-S-P-Global-ESG-scores-giving-Malboro-HIGHER-investment-rating-Tesla.html Why ESG is the devil https://twitter.com/elonmusk/status/1668829554448777216s=20 https://www.dailymail.co.uk/news/article-12194317/Elon-Musk-slams-S-P-Global-ESG-scores-giving-Malboro-HIGHER-investment-rating-Tesla.html Why ESG is the devil"
X Link 2023-06-15T07:44Z 14.8K followers, [----] engagements

"Inflation chatter. Morgan Stanley lists PMI $pm among the [--] stocks with strong pricing power that are immune to falling inflation Rising inflation = Good for PMI Falling inflation = Good for PMI Life is good for PMI $bti $bats $mo"
X Link 2023-06-16T08:11Z 13.9K followers, [----] engagements

"Pakistan Tobacco Company (BAT) urges the government to reduce the Federal Excise Duty by 30% claiming that the legitimate industry size will decrease from 42.3Bn sticks in [------] to 29.6Bn sticks in the [------] fiscal year $bti $bats $pm Recall: BAT"
X Link 2023-06-20T07:53Z 13.9K followers, [----] engagements

"Citibank jumps on the bandwagon & upgrades PMI to Buy with $117 price target $pm All industry analysts will eventually wake up & come along. Meanwhile we repeat: $pm is on the way to a new all-time high (ATH). Any major pullback is a buying opportunity for the LT investors"
X Link 2023-06-20T12:08Z 13.9K followers, [--] engagements

"PMI will launch a new $30Mn production facility in western Ukraine creating [---] jobs PMI invested more than $700Mn in the Ukrainian economy since the start of its operations in the country in [----] $pm $bti $bats $mo"
X Link 2023-06-20T12:17Z 13.9K followers, [----] engagements

"Why Are Zyn Nicotine Pouches Suddenly Everywhere Zyn emerged as the Kleenex of pouches. there are also now Zynfluencers: videos on TikTok tagged with zyn are approaching [---] million views $pm $mo $bti $bats"
X Link 2023-06-23T07:51Z 13.8K followers, [----] engagements

"We can criticize Altria for a thousand things. But this is how an acquisition announcement looks like for a company with business maturity. Altria's announcement for the NJOY acquisition: $mo $bti $bats $pm $imb"
X Link 2023-06-25T16:01Z 13.8K followers, [----] engagements

"CDC reports 12.3% e-cigarette sales volume decline from May [----] through Dec [----] and lists the following factors as the drivers of this decline: [--]. restrictions on flavored product sales [--]. FDA regulatory actions [--]. potential supply chain disruptions [--]. inflation 5"
X Link 2023-06-26T08:09Z 13.7K followers, [----] engagements

"Start of the long-awaited "rotation-to-value" trade or just a temporary (end of quarter) cool-off in "growth rush". For the second time in less than a week: $mo +1.3% $bti +0.8% $pm +0.6% $nvda -4.0% $tsla -4.5%"
X Link 2023-06-26T17:30Z 14.9K followers, [----] engagements

"Recall this PMI is on the way to reach to new heights against BAT as the US market represents a "hope" for PMI and a "major problem" for BAT As predicted in Jan [----] $pm / $bti share price ratio marks a new ATH at [----] today All-time low: [----] (April 2008) $mo $bats"
X Link 2023-06-29T19:48Z 14.9K followers, [----] engagements

"Financial Calendar - Major Tobacco Companies Closing Q2 [----] today. Quarterly earnings releases starting in [--] weeks: July 20: PMI $pm July 26: BAT $bti $bats (H1 2023*) July 31: Japan Tobacco Aug 1: Altria $mo * BAT releases earnings twice a year. Plus [--] pre-close (interim) trading updates - the last of which was on June [--] 2023"
X Link 2023-06-30T07:52Z 14.9K followers, [----] engagements

"PM USA (Altria) RJ Reynolds (BAT) and ITG (Imperial) post warning signs at [------] stores in the US wrapping up an ongoing lawsuit since [----] $mo $bti $bats $imb The signs will be installed in stores between July [--] and Sept [--] and must be displayed"
X Link 2023-07-02T09:34Z 13.8K followers, [--] engagements

"ITC prints a new ATH at [---] today. This is also a new ATH in $ terms ($5.7) for the first time since July [----] BAT's 29.2% stake in ITC stake is now worth $20.67Bn - that is 27.3% of BAT's $75.7Bn mcap ITC's $70.8Bn mcap is now only 6.5% less than BAT's $bti $bats $mo $pm"
X Link 2023-07-04T10:23Z 14.9K followers, 13.2K engagements

"JUUL filed a complaint with US ITC accusing Altria & its newly acquired subsidiary NJOY of importing e-cigarettes that infringe JUULs patents Acid test for Altria's due diligence quality. $mo $bti $bats $pm https://www.law360.com/ip/articles/1695654/juul-asks-itc-to-block-altria-vape-imports-over-patents https://www.law360.com/ip/articles/1695654/juul-asks-itc-to-block-altria-vape-imports-over-patents"
X Link 2023-07-04T10:41Z 14.7K followers, [----] engagements

"PMI is making deals with Australian pharmacies to supply below-cost vaping products VEEV offers pharmacists an introductory offer to supply the nicotine pods and devices at an 80% margin on the condition they sign a supply agreement with PMI directly"
X Link 2023-07-11T08:02Z 13.6K followers, [----] engagements

"Cannabis Winter Altria-backed cannabis producer Cronos explores sale $mo Cronos is in talks with potential buyers including US-based peer Curaleaf to explore a sale of the company Read more on Altria & Cronos: $bti $bats"
X Link 2023-07-07T10:01Z [--] followers, [--] engagements

"Recall: BAT ex-dividend this week Ex-dividend date: July [--] (Thursday) Payment date: Aug [--] $bats Aug [--] $bti Amount: 57.72p (annual yield: 9%) Note: The equivalent amount receivable by $bti owners (in US$) is calculated based on the FX rate on the payment date. Citibank as the depository bank charges a fee of US$0.005 per share"
X Link 2023-07-09T10:49Z 15.1K followers, [----] engagements

"Japan Tobacco sticking with Russia In an interview last Friday JT's CEO noted JT's intention "to keep its Russian factories running for as long as possible". Recall: In April [----] JTI announced that it was considering selling off its Russian operations"
X Link 2023-07-10T08:43Z 13.9K followers, [----] engagements

"Recall: Revenue* generated in Russia by foreign companies PMI tops the list. Japan Tobacco is #2 BAT is #5 * Including excise tax for the tobacco companies $bti $bats $pm"
X Link 2023-07-10T08:43Z 13.9K followers, [----] engagements

"@SupremeFireCPG Yes more like a merger if Curaleaf turns out to be the only interested party. It could be an outright acquisition if other suitors emerge In case of a merger $mo is likely to have/keep a stake in the final entity as - under the current market conditions $mo cannot divest out"
X Link 2023-07-10T14:57Z 13.9K followers, [--] engagements

"The US FDA denies marketing of Imperial's myblu menthol e-cigarette $imb To date FDA has authorized [--] tobacco-flavored e-cigarette products (i.e. no menthol e-cigarette authorized to date). Last year FDA issued MDOs to Imperial for several other myblu"
X Link 2023-07-10T17:44Z 13.9K followers, [----] engagements

"Germany Unveils Draft Bill To Legalize Cannabis The long-waited draft bill is the first pillar of a comprehensive two-pillar model that will put an end to cannabis prohibition in Germany However it is a far cry from Germany's initialambitious plan to"
X Link 2023-07-11T10:59Z 13.9K followers, [----] engagements

"PMI $100 US$ weakness is driving the PMI shares up Recall: (1) PMI is generating 95% of its revenues outside the US (2) Q2 [----] Earnings release on July [--] (next week Thursday) $pm / $bti share price ratio is above [--] for the first time in history Recall: $bti $bats ex-dividend today"
X Link 2023-07-13T18:40Z 14.9K followers, [----] engagements

"If you have $100 you can buy. - [--] share of PMI and receive $5.08 dividend per year - [--] shares of BAT and receive $9.10 dividend per year (GBP/USD=1.313) PMI needs to make up for the $4 difference with the (relative) share price appreciation $bti $bats $pm"
X Link 2023-07-13T18:50Z 13.9K followers, [--] engagements

"PMI Q2 2023: What to watch out for July [--] before the bell Expectations Revenue: $8.7Bn EPS: $1.48 (PMI's guidance: towards the top-end of the $1.42-1.47 range) What to watch out for Operating Income margin To read more: $pm $bti $bats $mo"
X Link 2023-07-15T08:38Z 13.9K followers, [--] engagements

"Altria's share price progression $mo Explained in [--] slides as simple as possible [--]. Altria's share price vs. P/E ratio Altria's EPS has been increasing but its share price is not. as the market de-rated its P/E from 20x to 10x from 2015-17 to 2020-22 $bti $bats $pm"
X Link 2023-07-16T11:34Z 14.8K followers, [----] engagements

"2. Altria's EPS vs. EPS Growth $mo Altria's P/E: - [--] when the EPS growth was 10+% p.a. - down to [--] as the EPS growth is down to 5% p.a. Latest P/E: [---] Latest EPS guidance: 2.5% ("a growth rate of 1% to 4%") Risk of further de-rating or room for re-rating $bti $bats $pm"
X Link 2023-07-21T18:50Z 13.9K followers, [----] engagements

"PMI Q2 [----] Beats both the top-line and bottom-line estimates Revenue: $8.97Bn (vs. $8.7Bn exp.) EPS: $1.60 (vs. $1.48 exp.) $pm $bti $bats $mo"
X Link 2023-07-20T11:08Z 14.7K followers, [----] engagements

"PMI: "raising FY23 forecast for organic net revenue growth to 7.5%-8.5% and FX-neutral adj. EPS growth to a range of 8.0%-9.5%" Previously: 7%-8.5% revenue and 7%-9% EPS --- This "revision" needs further scrutiny❗ - Reported EPS is actually revised down from $5.88-$6.00 to $5.36-$5.45 - Large increase in Adjustment items: from $0.22 to %0.77 (Goodwill/intangibles impairment: +$0.44; South Korea indirect tax charge: +$0.11) - Negative FX impact increased from $0.30 to $0.33 $pm $bti $bats $mo"
X Link 2023-07-20T11:35Z 16.2K followers, [----] engagements

"PMI: Difficulties in the Wellness & Healthcare (W&H) segment Asset Impairment Charge: $680Mn ($0.44 per share) Estimated fair value of the W&H below its carrying value primarily reflecting: - The unsuccessful clinical trial results for the inhalable aspirin product - Slower-than-anticipated development of the contract development and manufacturing organization (CDMO) business Postpones the ambition to reach over $1Bn net W&H revenue in [----] --- We have criticized PMI's Healthcare endeavors many times before. Time always tells the truth and the truth isn't always pleasant. $pm $bti $bats $mo"
X Link 2023-07-20T11:45Z 16.2K followers, [----] engagements

"- Wellness and Healthcare asset impairment charge: $680Mn ($0.44/share) - South Korea indirect tax charge: An adverse ruling from the Supreme Court related to cases alleging underpayment of excise taxes in connection with a [----] excise tax increase $204Mn ($0.13/share; reported as $0.11/share. This needs to be reconciled) $pm $mo $bti $bats"
X Link 2023-07-20T11:52Z 16.2K followers, [---] engagements

"PMI - Operating Income - Down 1.8pp to 39.4% (vs. 41.2% in Q2 2022) 12-month rolling - Revenue: $33.2Bn (highest ever) - Margin: 38.7% (6th quarter of sequential decline) We'd like to see the 12-month rolling OI margin to creep back above 40% $pm $bti $bats $mo"
X Link 2023-07-20T12:01Z 14.9K followers, [----] engagements

"PMI: Q2 [----] Results The write-up is now available on our website: Enjoy the read $pm $mo $bti $bats"
X Link 2023-07-21T18:50Z 13.8K followers, [----] engagements

"Juul Labs submitted PMTA to the US FDA for JUUL2 The submission includes JUUL2 device tobacco-flavored pods (18 mg/mL) and information on novel data-driven technologies to restrict underage access Recall: (1) JUUL2 System was initially launched in"
X Link 2023-07-22T03:57Z 13.8K followers, [----] engagements

"Ready for BAT $bti $bats H1 [----] results on [--] July (Wed) at 7am BST Sell-side analyst consensus Revenue 13.3Bn (13.1Bn organic) NGP Revenue 1.57Bn (11.8% of total revenue) Adj. Operating Profit 5.9Bn Adj. Operating margin 44.4% EPS [----] $pm $mo"
X Link 2023-07-23T12:57Z 14.9K followers, 13.5K engagements

"BAT: Early signs of US Combustibles recovery Volume share on sequential basis May-June [----] Total +60bps Premium +100bps Value share on sequential basis May-June [----] Total -10bps Premium -10bps $bti $bats $pm $mo"
X Link 2023-07-26T08:46Z 14.9K followers, [----] engagements

"US Volume decline explained BAT: -12.4% - Market: -8.4% - BAT share loss: -2.7% - California menthol ban: -0.6% - SAP roll-out inventory impact: -0.7% $bti $bats $mo $pm"
X Link 2023-08-02T01:57Z 13.8K followers, [----] engagements

"BAT: H1 [----] Results Quick summary: We will publish the "BAT: H1 [----] Results" article later on our website: $pm $mo $bti $bats"
X Link 2023-07-27T02:45Z 13.7K followers, [----] engagements

"Altria Q2 [----] August [--] (Tuesday) Before the bell Sell-side consensus Revenue: $5.43Bn EPS: $1.30 What to watch out for Now available on our website: Enjoy the read $mo $pm $bti $bats"
X Link 2023-07-30T11:43Z 13.9K followers, [----] engagements

"Japan Tobacco launches with [--] a new infused tobacco vapor device in Japan Generates vapor as an atomized liquid passes through granulated tobacco - rather than directly heating the tobacco substrate For further information: $pm $bti $bats $mo"
X Link 2023-07-31T15:51Z 13.6K followers, [----] engagements

"Should I Stay or Should I Go A good read on BAT's ITC stake: Would BAT sell (a part of) its ITC stake to reduce its debt The Telegraph India explores the topic $bti $bats $mo $pm"
X Link 2023-07-31T18:51Z 13.9K followers, [----] engagements

"Altria Q2 [----] Beats the top-line & bottom-line estimates (but only marginally so) Revenue: $5.44Bn (vs. $5.43Bn exp.) EPS: $1.31 (vs. $1.30 exp.) Reaffirms the FY23 guidance: adj. EPS in a range of $4.89 to $5.03 representing 1% to 4% growth from $4.84 in FY22 $mo $pm $bti $bats"
X Link 2023-08-01T11:08Z 14.9K followers, [----] engagements

"Altria - Q2 [----] Cigarette volume: 20.56Bn down -8.7% Recall our "Altria Q2 2023: What to watch out for" write-up: We noted that market has priced in 9-10% decline. This is slightly better than expected Smokeable Financials Revenue: +0.9% Operating profit: +3.1% OI margin: 59.1% (+1.3pp) Sequential improvement in smokeable revenue/profit trends vs. Q1 [----] $mo $bti $bats $pm"
X Link 2023-08-01T11:22Z 13.6K followers, [----] engagements

""When adjusted for trade inventory movements cigarette volume decreased by an estimated 10%" Adjusted cigarette volume decline is at the limit of what has been already priced in by the market (i.e. 9-10% decline) $mo $bti $bats $pm"
X Link 2023-08-01T11:38Z 13.8K followers, [----] engagements

"Altria: Other Updates Slightly more repurchase budget for H2 - Repurchased 10.4Mn shares in H1 at an average price of $45.37 (cost: $472Mn) - $528Mn remaining (to be completed by Dec [--] 2023) Effective tax rate: 24.5% - 25.5% FY23 Capex: $175-$225Mn FY23 D&A Expense: $280Mn (as a result of the NJOY transaction) $mo $bti $bats $pm"
X Link 2023-08-01T11:46Z 16.4K followers, [----] engagements

"Altria - Q2 [----] US Cigarette Market Discount segment share: 28.2% (+1.8pp) Marlboro SoM: 42.1% (-0.6pp; holding up very well) Marlboro price gap vs. lowest effective: 45% (- it was 38% a year ago) Marlboro net RSP: $8.68 (+$0.50; +6.1% vs. Q2 2022) $mo $bti $bats $pm"
X Link 2023-08-01T11:56Z 14.9K followers, [----] engagements

"Altria - on PLUS - New wet pouch product (note: Have they thought of a solution to maintain the "wetness" of the product at Retail) - In Sept an international test begins via e-commerce in Sweden (to gain learnings for the US launch) - On track to file a PMTA next year $mo $bti $bats $pm"
X Link 2023-08-01T13:45Z 13.9K followers, 11.8K engagements

"Canada becomes the first country to start printing health warnings directly onto individual cigarettes as the new regulation went into effect on August [--] For further information: $pm $bti $bats $mo"
X Link 2023-08-02T09:07Z 13.9K followers, [----] engagements

""Altria: Q2 [----] Results" write-up is now available on our website: Enjoy the read $mo $bti $bats $pm"
X Link 2023-08-03T08:34Z 13.9K followers, [----] engagements

"Largest Tobacco Companies - by Market Cap [--]. PMI $149.4Bn [--]. Altria $78.5Bn [--]. BAT $73.4Bn [--]. ITC $68.6Bn [--]. Japan Tobacco $39Bn For the complete list and methodology: Hint: There are two e-cigarette companies in the Top [--] $pm $mo $bti $bats $imb https://tobaccoinsider.com/largest-tobacco-companies/ https://tobaccoinsider.com/largest-tobacco-companies/"
X Link 2023-08-06T09:39Z 16.4K followers, [----] engagements

"A good read: When were e-cigarettes invented and when did they come to the UK (to the West) $bti $bats $mo $pm"
X Link 2023-08-14T09:42Z 13.9K followers, [----] engagements

"A good read: "Smoking in Europe: Which countries are the most and least addicted to tobacco and vaping" Not Greece not Turkey. But another country from the neighborhood "takes the cake" for smoking. $pm $bti $bats $mo"
X Link 2023-08-15T15:27Z 13.8K followers, [----] engagements

"SEC Urges Inflation Risk Disclosures The SEC wrote to a list of companies including PMI telling them to reveal in future filings how inflationary pressures impact areas like operations cash flows liquidity and pricing PMI included three new paragraphs - on increasing costs of certain materials energy and transportation - in its latest 10-Q published in July after receiving the SEC letter $pm $mo $bti $bats"
X Link 2023-08-15T15:38Z 13.9K followers, [----] engagements

"Several Dutch health organisations filed a complaint against the McLaren Formula [--] team's Velo (BAT) branding at next week's Dutch Grand Prix over its promotion of nicotine pouches In April [----] Netherlands banned the sale of all types of nicotine pouches. However the legislation concerning the ban on advertising nicotine pouches is still in progress $bti $bats $pm $mo"
X Link 2023-08-18T08:31Z 13.9K followers, [----] engagements

"Largest Tobacco Companies - by Revenue [--]. BAT $34.2Bn [--]. PMI $31.8Bn [--]. Altria $20.7Bn [--]. Japan Tobacco $17.6Bn (tobacco segment only) [--]. Imperial Brands $9.6Bn For the complete list and methodology: Can you guess #6 $pm $mo $bti $bats $imb"
X Link 2023-08-20T10:02Z 13.9K followers, [----] engagements

"@ChrisRinvesting By far. No comparison. However our scope is "publicly traded companies outside China""
X Link 2023-08-20T15:08Z 13.8K followers, [---] engagements

"Tobacco Companies with the highest Dividend Yield [--]. BAT: 9.2% [--]. Altria: 8.8% [--]. Imperial: 8.1% [--]. Vector: 7.5% [--]. Scandinavian Tobacco: 7.2% For the complete list methodology and dividend schedule: There are [--] companies yielding more than the US1Y (US [--] Year Treasury Bill: 5.4%) $pm $mo $bti $bats $imb https://tobaccoinsider.com/tobacco-companies-dividend-yield/ https://tobaccoinsider.com/tobacco-companies-dividend-yield/ https://tobaccoinsider.com/tobacco-companies-dividend-yield/ https://tobaccoinsider.com/tobacco-companies-dividend-yield/"
X Link 2023-08-22T09:34Z 14.7K followers, [----] engagements

"Altria seeks importation ban of Juul e-vapor products and files patent infringement actions against Juul Labs Recall: In July Juul Labs asked the US ITC to block imports & sales of NJOY Ace and filed a complaint with the US District Court $mo $bti $bats $pm"
X Link 2023-08-22T17:27Z 13.9K followers, [----] engagements

"Technology-driven transformation to RRPs ignited the Patent Wars in the Tobacco Industry especially since [----] - with no clear winner so far Read a chronology of most recent events on The last episode: The Empire Strikes Back $mo $bti $bats $pm"
X Link 2023-08-24T08:46Z 13.5K followers, [----] engagements

"Altria Increases Quarterly Dividend by 4.3% to $0.98 Per Share The new annualized dividend rate is $3.92 per share representing a yield of 9.1% based on the last closing stock price. The next ex-dividend date is Sept [--] [----] $mo $bti $bats $pm"
X Link 2023-08-24T17:23Z 13.4K followers, [----] engagements

"Following today's dividend increase Altria (9.1% yield) becomes the top dividend paying tobacco company - dethroning BAT (9.0% yield) See the complete list of dividend paying tobacco stocks (with annualized yield 5%): $mo $bti $bats $pm"
X Link 2023-08-24T18:29Z 13.9K followers, [----] engagements

"Dutch brewer Heineken sells its Russian operations to Russias Arnest Group for [--] taking a 300Mn hit. The deal comes after Russia seized the local assets of Danish beer rival Carlsberg Recall: BAT's Russian business is held-for-sale while PMI and Japan Tobacco have the intention to stay as long as possible $bti $bats $pm"
X Link 2023-08-25T09:23Z 13.5K followers, [----] engagements

"@Alb_dgi Correct. They can further delay the process. However selling assets to pay dividends is not a sustainable business strategy. Increasing operating profits is"
X Link 2023-08-27T11:02Z 13.8K followers, [--] engagements

"@AMarshall1983 General Cigar Company an affiliate of STG produces Cohiba in the Dominican Republic (- not to be confused with Habanos producing Cohiba in Cuba)"
X Link 2023-08-31T06:18Z 13.9K followers, [---] engagements

"Egypt: Eastern Company stake sale to be completed by mid-2024 The bidders include JTI United Tobacco Company (majority-owned by PMI) and an investor from the Arab Gulf region. The bids of JTI and UTC are around $700Mn Background information: $pm $bti $bats $mo"
X Link 2023-08-31T08:42Z 13.9K followers, [----] engagements

"33 US Attorneys General signed a bi-partisan letter asking the US FDA to address four key issues regarding the e-cigarette industry: [--]. Restrict marketing that attracts youth [--]. Prohibit all non-tobacco flavors [--]. Regulate the concentration and quantity of nicotine [--]. Close the "disposables loophole" Pressure mounts on FDA from all directions. $bti $bats $mo $pm"
X Link 2023-09-01T11:08Z 13.8K followers, [----] engagements

"Tobacco: Event Calendar - Sept [----] Sept 14: Altria ex-dividend $mo Sept 28: BAT ex-dividend $bti $bats Sept 28: PMI Investor Day $pm PMI will announce a regular quarterly dividend and presumably a dividend hike in Sept (likely Sept [--] as ex-div date and an increase from $1.27 to $1.30)"
X Link 2023-09-02T07:15Z 14.9K followers, [----] engagements

"Despite all the good news PMI share price struggles to break out to the upside. The sell-side is pretty convinced. But why the buy-side is not "PMI: Not All Roses" The write-up is in progress. To be released on Tuesday. $pm $bti $bats $mo"
X Link 2023-09-03T15:43Z 14.9K followers, 15.4K engagements

"PMI: Sell-side analyst targets Recent changes Extracted from @MarketBeatCom $pm $mo $bti $bats"
X Link 2023-09-03T15:53Z 13.5K followers, [----] engagements

"UAE's Global Investment Holding buys a 30% stake in Eastern Company the largest cigarette manufacturer in Egypt for $625Mn The UAE firm will also provide $150Mn for tobacco procurement --- Recall: PMI and JTI were among the bidders although their offers presented a conflict of interest. Read more on Tobacco Industry Acquisitions in our Insights section $pm $bti $bats $mo"
X Link 2023-09-04T09:47Z 13.5K followers, [----] engagements

""PMI: Not All Roses" Why does the PMI share price struggle to break out to the upside despite all the good news The write-up is now available on our website. Also note that we moved our Insights section to the home page for easier access $pm $bti $bats $mo"
X Link 2023-09-05T09:22Z 13.9K followers, [----] engagements

"PMI launches IQOS Iluma in the UK - hoping to prompt a step-change in the growth of the niche heated-tobacco category --- Note: UK is one of the major markets in which IQOS has failed to achieve consumer attraction so far $pm $bti $bats $mo"
X Link 2023-09-06T10:52Z 13.5K followers, [--] engagements

"BAT sells its Russian business to local management The transaction will be completed within the next month. Post completion the business will be known as the ITMS Group $bti $bats $pm $mo https://www.bat.com/group/sites/UK__CRHJSY.nsf/vwPagesWebLive/DOCVEFRJ https://www.bat.com/group/sites/UK__CRHJSY.nsf/vwPagesWebLive/DOCVEFRJ"
X Link 2023-09-07T07:56Z 14.7K followers, 10.9K engagements

"The Belarusian business is also being transferred BATs operations in Russia include Moscow HQ [--] regional offices and a factory in St. Petersburg. BAT also has an office in Belarus Russia & Belarus account for 2.7% of BAT's revenue and 2.5% of operating profit $bti $bats $pm $mo"
X Link 2023-09-07T08:02Z 13.9K followers, [----] engagements

"In a re-balancing act Sweden is planning to reduce the snus excise tax by 20% while increasing the cigarette excise tax by 9% "The health-damaging effects of smoking are significantly more noticeable than snus" explains a ruling party spokesperson $pm"
X Link 2023-09-07T15:04Z 13.9K followers, [--] engagements

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