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@tobaccoinsider "BAT exercised its pre-emptive right to acquire the remaining state stake in UZBAT $bti $bats Full control over the Uzbekistan entity gives BAT stronger governance levers to modernize operations invest in new product lines and scale export capacity"
X Link @tobaccoinsider 2025-10-15T10:00Z 16.4K followers, 1488 engagements

"In an interesting turn of events Chinese Customs seizes more than 250k cans of illicit nicotine pouches More than XX% of the seized products are ZYN branded - suspected to infringe the ZYN trademark (i.e. fake ZYNs not manufactured by PMI) $pm"
X Link @tobaccoinsider 2025-10-10T12:30Z 16.4K followers, 2585 engagements

"BAT signed a multi-year partnership extension with McLaren Racing in 2024. As part of this collabration VELO x McLaren Formula X Team Limited Edition is now available on @prillacom Tin pack with X cans for $21.75: XX% discount code: tobaccoinsider10"
X Link @tobaccoinsider 2025-10-15T18:38Z 16.4K followers, 1602 engagements

"A quick note to our subscribers: we just released the "PMI: Q3 2025 Preview" write-up in our membership section Q3 2025 earnings release could be the most consequential announcement for PMI in the last two years $pm"
X Link @tobaccoinsider 2025-10-06T17:30Z 16.4K followers, 4219 engagements

"Santa Cruz County (California) will enact the worlds first ban on the sale of filtered cigarettes in 2027 The County aims to eliminate the microplastics released by the discarded cigarette butts which harms the wildlife and contaminates the waterways & human food chain"
X Link @tobaccoinsider 2025-10-14T18:33Z 16.4K followers, 1839 engagements

"Imperial Brands shares are now trading up +3.4%. This response seems more proper. The pre-close update is slightly better than expected especially in terms of operating profit and FX headwind. +16% increase in share buybacks to 1.45Bn deserves some respect BAT +1.8% $bats"
X Link @tobaccoinsider 2025-10-07T07:33Z 16.4K followers, 1110 engagements

"BAT will open its glo flagship store in Ginza one of Tokyos most prestigious shopping districts on Oct XX Read more: Strategically located near the IQOS Ginza store glo store mirrors its rivals location layout and experiential concept $bti $bats"
X Link @tobaccoinsider 2025-10-13T13:30Z 16.4K followers, 2634 engagements

"Imperial Brands: FY25 Pre-close Update $imb "On track to deliver FY25 guidance" Summary: - XXXX billion share buyback in FY26 (+16% increase compared to XXXX billion in FY25) - FY26 capital returns to exceed XXX billion (11% of the current mcap)"
X Link @tobaccoinsider 2025-10-07T06:43Z 16.4K followers, 2277 engagements

"US FDA authorizes BAT's tobacco-flavored Vuse Alto pods Read more: A major win for BAT. Altrias NJOY is no longer the only pod-based product with marketing order granted (- yet it is still the only menthol product authorized) $bti +1.8% $bats +2.5%"
X Link @tobaccoinsider 2024-07-18T15:18Z 16.4K followers, 8977 engagements

"Ahead of the official launch Altria quietly offers early access to on PLUS for registered on users in the U.S. The pre-launch access to registered users is both a retention strategy and a soft relaunch of Altrias on nicotine pouch franchise $mo"
X Link @tobaccoinsider 2025-10-14T09:30Z 16.4K followers, 1326 engagements

"Imperial Brands: As the first efficiency initiative of the refreshed 2026-2030 strategy Imperial Brands will cease production at the Langenhagen Germany factory Recall: Imperial will spent 600Mn in the 2026-29 period to realize 320Mn annual savings by the end of 2030"
X Link @tobaccoinsider 2025-10-01T15:42Z 16.4K followers, 2051 engagements

"What will you scrutinize first & foremost in Philip Morris Q3 2025 results (Oct XX Tuesday) - Financials/Guidance (Revenue EPS operating margin adjustments) - Heated tobacco growth - IQOS USA update - ZYN volume/pricing --- Past Polls:"
X Link @tobaccoinsider 2025-10-12T09:53Z 16.4K followers, 2180 engagements

"Friday's sell-off unwinds as the risk on mood returns to the markets. Defensives are weak amid a broad-based rally; tobacco stocks are even weaker $mo -XXX% $bti -XXX% $pm -XXX% (-2.3% earlier; notable recovery from the day lows)"
X Link @tobaccoinsider 2025-10-13T20:22Z 16.4K followers, 2708 engagements

"Kenneth Dart's Spring MountainInvestments re-started to sell down its stake in BAT Read more: XXX million shares sold. Stake now below the X% threshold. It was XXXX% six months ago $bti $bats"
X Link @tobaccoinsider 2025-09-30T10:04Z 16.4K followers, 29.5K engagements

"Altria and KT&G jointly acquired Another Snus Factory (ASF) for SEK1.76Bn (US$186Mn) $mo Read more: KT&G executed the initial acquisition and subsequent to the Global Collabration Agreement KT&G and Altria owns a XX% and XX% stake in ASF respectively"
X Link @tobaccoinsider 2025-09-26T08:11Z 16.4K followers, 1860 engagements

"Italy's antitrust regulator opened an investigation into PMI for unfair commercial practices PMI allegedly promoted its "smoke-free products" in an unclear and misleading way using expressions like "smoke-free" and slogans such as "a future without smoke" $pm"
X Link @tobaccoinsider 2025-10-15T07:31Z 16.4K followers, 1715 engagements

"Imperial Brands: +0.4% $imb Muted response so far to the FY25 Pre-close Update and XXXX billion share buyback announcement"
X Link @tobaccoinsider 2025-10-07T07:08Z 16.4K followers, 1433 engagements

"PMI: Ex-dividend later this week $pm Dividend yield: XXX% Ex-dividend date: Oct X (Friday) Amount: $XXXX Payment date: Oct 20"
X Link @tobaccoinsider 2025-09-30T14:41Z 16.4K followers, 2268 engagements

"When the market jitters tobacco offers safety ☔ Altria +1.5% $mo PMI +2.7% $pm BAT late to the party -XXX% $bti"
X Link @tobaccoinsider 2025-10-10T16:32Z 16.4K followers, 6531 engagements

"Let's see how Philip Morris International will be selling double-butted (IQOS) TEREA sticks in Santa Cruz County 🙃"
X Link @tobaccoinsider 2025-10-14T18:40Z 16.4K followers, 1144 engagements

"U.S. nicotine pouch growth story comes under scrutiny: PMI (-18%) BAT (-14%) TPB (-16%) and Haypp (-15%) are down markedly from their 52-week highs Altria Down only -4%. "In case of doubt buy Altria" trade do exist in tobacco $pm $bti $tpb $mo"
X Link @tobaccoinsider 2025-10-04T10:00Z 16.4K followers, 4806 engagements

"Kenneth Dart's Spring Mountain Investments cuts its stake in BAT from XXXX% to XXXX% $bti $bats Following a 4.5-month pause Spring Mountain re-started to sell down its BAT holding in September"
X Link @tobaccoinsider 2025-10-13T09:24Z 16.4K followers, 7614 engagements

"PMI -3.7%: Substantial decline (-2.8%) beyond the ex-dividend correction (-0.9%) $pm Breached below the previous post-Q2 2025 earnings low. Trading at a new 6-month low just above $XXX. Market totally ignored PMI's attempt to give IQOS U.S. story a boost (or even took it the wrong way)"
X Link @tobaccoinsider 2025-10-03T15:01Z 16.4K followers, 4048 engagements

"Imperial Brands: New 52-week high XX This is the first new 52-week high since May 2025 (i.e. since the announcement of the CEO succession plan). While the other tobacco majors were making new highs during the May-August period Imperial was left behind $imb"
X Link @tobaccoinsider 2025-09-12T07:46Z 16.4K followers, 1914 engagements

"Imperial Brands at the Barclays Global Consumer Staples Conference $imb Summary: - Leadership transition as the central theme - EBIT growth of XX% p.a. through 2030 - Nearly X billion in FCF by 2030 - Sees no need to move its listing to the U.S"
X Link @tobaccoinsider 2025-09-06T08:42Z 16.4K followers, 2042 engagements

"BAT urges policymakers to progressively tax cigarettes while maintaining access to safer nicotine alternatives and imposing responsible packaging retail licensing and nicotine ceilings European Commission continues to deny the warnings coming from the tobacco companies"
X Link @tobaccoinsider 2025-10-15T11:40Z 16.4K followers, 1299 engagements

"Altria settles with Elf Bar-owner iMiracle in California flavored disposable vape case The parties jointly asked the court to issue a legally binding order permanently restricting the sale of flavored disposable vapes by iMiracle in California"
X Link @tobaccoinsider 2025-10-14T11:00Z 16.4K followers, 1500 engagements

"Altria entered into an agreement with KT&G to explore oppurtinities in a joint pursuit of long-term growth $mo Read more: Opportunities in nicotine pouches non-nicotine products and operating efficiency in traditional tobacco will be explored"
X Link @tobaccoinsider 2025-09-23T07:47Z 16.4K followers, 2896 engagements

"List of BAT share disposal announcements made by Kenneth Dart's Spring Mountain since April 2025: XX annoucements in total. 144.3Mn shares sold (worth $7.4Bn as of today). Stake in BAT reduced from XXXX% to X% $bti $bats"
X Link @tobaccoinsider 2025-10-13T14:48Z 16.4K followers, 1239 engagements

"Sunday Poll: XX% would never invest in Altria regardless of the valuation. JT (30%) and Imperial (27%) follow closely behind Since the March poll dislike declined for BAT (-7pp) & Altria (-5pp) and increased for JT (+6pp) & Imperial (+6pp) - Past Polls:"
X Link @tobaccoinsider 2025-10-06T11:18Z 16.4K followers, 1620 engagements

"Both BAT ADR and PMI are ex-dividend today BAT ADR (yield: 6.2%) $bti Amount: $XXXX Payment date: Nov XX PMI (yield: 3.7%) $pm Amount: $XXXX Payment date: Oct 20"
X Link @tobaccoinsider 2025-10-03T09:13Z 16.4K followers, 2322 engagements

"PMI announced a $XX million investment in the Wilson North Carolina manufacturing facility to add a production line for TEREA tobacco sticks (used with IQOS ILUMA devices) PMI prepares for at-scale launch of IQOS ILUMA in the U.S. $pm"
X Link @tobaccoinsider 2025-10-03T07:00Z 16.4K followers, 3241 engagements