#  @TobaccoVanguard Tobacco Vanguard Tobacco Vanguard posts on X about vanguard, british american tobacco, $pm, $mo the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1587510177179262982/interactions)  - [--] Week [-----] +126% - [--] Month [------] +222% - [--] Months [------] -64% - [--] Year [-------] +440% ### Mentions: [--] [#](/creator/twitter::1587510177179262982/posts_active)  - [--] Week [--] +61% - [--] Month [--] +7.90% - [--] Months [---] -37% - [--] Year [-----] +547% ### Followers: [---] [#](/creator/twitter::1587510177179262982/followers)  - [--] Week [---] +1.70% - [--] Month [---] +2.90% - [--] Months [---] +3.80% - [--] Year [---] +201% ### CreatorRank: [---------] [#](/creator/twitter::1587510177179262982/influencer_rank)  ### Social Influence **Social category influence** [financial services](/list/financial-services) #451 [stocks](/list/stocks) 48.25% [finance](/list/finance) 45.61% [countries](/list/countries) 11.4% [travel destinations](/list/travel-destinations) 4.39% [social networks](/list/social-networks) 1.75% [technology brands](/list/technology-brands) 1.75% [cryptocurrencies](/list/cryptocurrencies) 0.88% [exchanges](/list/exchanges) 0.88% **Social topic influence** [vanguard](/topic/vanguard) #112, [british american tobacco](/topic/british-american-tobacco) #8, [$pm](/topic/$pm) #23, [$mo](/topic/$mo) #32, [bat](/topic/bat) #1026, [british american](/topic/british-american) #8, [products](/topic/products) 13.16%, [for all](/topic/for-all) 10.53%, [not for](/topic/not-for) #791, [cash flow](/topic/cash-flow) 9.65% **Top accounts mentioned or mentioned by** [@davidkilli99638](/creator/undefined) [@youtube](/creator/undefined) [@retozoellner](/creator/undefined) [@antonykh1218](/creator/undefined) [@littichookha](/creator/undefined) [@danielacambone](/creator/undefined) [@addictionspmc](/creator/undefined) [@jessenorwalt](/creator/undefined) [@tschuster00](/creator/undefined) **Top assets mentioned** [British American Tobacco (BTI)](/topic/british-american-tobacco) [Philip Morris International Inc. (PM)](/topic/$pm) [Altria Group Inc (MO)](/topic/$mo) [Basic Attention (BAT)](/topic/$bat) [Picard Medical, Inc. (PMI)](/topic/$pmi) ### Top Social Posts Top posts by engagements in the last [--] hours "Altrias position remains defensive. Dividend continuity and share repurchases support the equity case though cigarette volumes and competitive pressure in modern nicotine limit expansion. The shares are held for yield and predictability. #TobaccoVanguard #Altria #Dividends #Income #TobaccoStocks https://twitter.com/i/web/status/2022606722217414838 https://twitter.com/i/web/status/2022606722217414838" [X Link](https://x.com/TobaccoVanguard/status/2022606722217414838) 2026-02-14T09:39Z [---] followers, [--] engagements "US states advance broad tobacco policy changes. Legislatures move forward with higher excise taxes flavour restrictions and expanded oversight of vapour products and nicotine pouches tightening the fiscal and regulatory net. #TobaccoVanguard #USA #TobaccoPolicy #Vaping #NicotinePouches https://twitter.com/i/web/status/2022607378156322827 https://twitter.com/i/web/status/2022607378156322827" [X Link](https://x.com/TobaccoVanguard/status/2022607378156322827) 2026-02-14T09:42Z [---] followers, [--] engagements "Once the panic subsides. tobacco stocks bounce back faster than most. Why Predictable cash flows. High dividends. Recession-proof demand. Strong hands want yield. $MO $IMB $BTI $BAT $PM" [X Link](https://x.com/anyuser/status/1909235361575743674) 2025-04-07T13:22Z [---] followers, [---] engagements "BAT trims its ITC stakejust 2.3%raising cash to deleverage and increase the buyback by 200m in [----]. Still holds 23.1% in Indias FMCG titan. This isnt an exitits war-chest management. #dividends #FMCG #tobacco $BATS $BTI" [X Link](https://x.com/anyuser/status/1927384535957680319) 2025-05-27T15:20Z [---] followers, [---] engagements "VELO now in [------] U.S. outlets rising to [------] by year-end. Distribution still matters. #BAT #Velo #ModernOral #NicotinePouches #USRetail $BTI $BATS" [X Link](https://x.com/anyuser/status/1929813027873779974) 2025-06-03T08:10Z [---] followers, [---] engagements "Defence is the best offence. Inflation Recession Boom Bust Tobacco Stocks: ➤ Always working. ➤ Always yielding. $MO $PM $BTI $IMB (See Investing 101.)" [X Link](https://x.com/anyuser/status/1930916588145742265) 2025-06-06T09:16Z [---] followers, [---] engagements "British American Tobacco confirms falling volumes rising buybacks. Fewer smokers fatter margins. A modern paradox in plain packaging. #TobaccoStocks #BAT #Dividends" [X Link](https://x.com/anyuser/status/1931094023298515120) 2025-06-06T21:01Z [---] followers, [---] engagements "TOBACCO VANGUARD est. [----] Not for all and sundry. THE DEAL THAT PAID FOR DISCIPLINE By M. Reuven In January [----] British American Tobacco purchased the remaining [----] per cent of Reynolds American for $49.4 billion. The press at the time called it expensive. Investors fretted over the debt. Analysts wondered aloud whether BAT had overplayed its hand. And yet eight years later it remains one of the only large-cap transactions in modern tobacco history that achieved what mergers are meant to achieve: control synergy and survival. This was not a speculative stake in the future. It was a" [X Link](https://x.com/anyuser/status/1944332472273060247) 2025-07-13T09:45Z [---] followers, [---] engagements "Premium Cigarettes Under Pressure PREMIUM DOWN: U.S. cigarette sales fell 9% year-on-year. Marlboro Newport and Camel all declined while discount brands held share. The consumer continues to trade down. #cigarettes #marlboro #camel #newport #tobacco #pricing #usmarket $MO $BTI" [X Link](https://x.com/anyuser/status/1947199135892840681) 2025-07-21T07:37Z [---] followers, [---] engagements "TOBACCO VANGUARD Tuesday [--] August [----] By Our Markets Correspondent THE RERATING OF BRITISH AMERICAN TOBACCO Order Book Confidence and the Case for Continuation The share price of British American Tobacco (BATS:LN) has risen by over 50% year to date opening this mornings London session at [-------]. This represents not only a recovery from last years lows but a fundamental reappraisal of the stock's value. While some observers have been quick to cry overbought a closer examination of the order book technical positioning and forward earnings profile reveals a case far more grounded than" [X Link](https://x.com/anyuser/status/1952643548622327882) 2025-08-05T08:11Z [---] followers, [---] engagements "Altria reports pouch volumes rising more than 26% in the quarter. The On brand is gaining share offsetting weaker cigarette volumes. Cash flow from pouches is now central to group performance. #Altria #On #NicotinePouches #Tobacco #Earnings #Markets #Dividends" [X Link](https://x.com/anyuser/status/1956667059166716106) 2025-08-16T10:39Z [---] followers, [---] engagements "Imperial enters UK pouch market. Imperial Brands launches ZONE nicotine pouches adding further competition to a fast-expanding category. #TobaccoVanguard #UK #IMB #NicotinePouches #ZONE #Launch #Market" [X Link](https://x.com/TobaccoVanguard/status/1996865157105119395) 2025-12-05T08:52Z [---] followers, [--] engagements "Imperial Brands expands ZONE in the UK. The launch of ZONE nicotine pouches marks a renewed push into oral nicotine as manufacturers rebalance portfolios away from vapour risk. #TobaccoVanguard #IMB #UK #NicotinePouches" [X Link](https://x.com/TobaccoVanguard/status/2007021456610537514) 2026-01-02T09:29Z [---] followers, [---] engagements "Altria guides to earnings growth despite volume decline. Altria reports modest [----] EPS growth and guides higher again for [----] relying on pricing and cost control as cigarette volumes continue to fall and NJOY remains sidelined. #TobaccoVanguard #MO #Altria #Earnings #Cigarettes https://twitter.com/i/web/status/2017368683966873843 https://twitter.com/i/web/status/2017368683966873843" [X Link](https://x.com/TobaccoVanguard/status/2017368683966873843) 2026-01-30T22:45Z [---] followers, [---] engagements "Altrias latest results underline the familiar pattern. Earnings were held up by pricing and tax mechanics while cigarette volumes and oral share continued to drift lower. The market reaction suggests resignation rather than alarm but the strategic gap in modern nicotine remains unresolved. #TobaccoVanguard #Altria #Nicotine #Equities #CashFlows $MO #MO https://twitter.com/i/web/status/2018280799108284621 https://twitter.com/i/web/status/2018280799108284621" [X Link](https://x.com/TobaccoVanguard/status/2018280799108284621) 2026-02-02T11:10Z [---] followers, [---] engagements "Philip Morris continues to trade on regulatory time rather than sales time. The prospect of modified-risk authorisation for ZYN in the United States carries real commercial weight yet it also draws the category deeper into fiscal and political scrutiny. Reduced harm is now fully inside the tax ledger. #TobaccoVanguard #PMI #ZYN #Regulation #NicotinePouches https://twitter.com/i/web/status/2018280883250180577 https://twitter.com/i/web/status/2018280883250180577" [X Link](https://x.com/TobaccoVanguard/status/2018280883250180577) 2026-02-02T11:10Z [---] followers, [---] engagements "British American Tobacco - diversification has reduced volatility but not uncertainty and non-combustible products are proving as politically exposed as cigarettes once were. Patience for now is the strategy. #TobaccoVanguard #BAT #Dividends #TobaccoStocks #Income" [X Link](https://x.com/TobaccoVanguard/status/2018281083612074049) 2026-02-02T11:11Z [---] followers, [---] engagements "Altrias latest earnings reaffirm the familiar trade-off. Pricing discipline and tax mechanics continue to support cash flow but cigarette volumes and oral nicotine share remain under pressure. The market response suggests acceptance rather than confidence. #TobaccoVanguard #Altria #TobaccoStocks #CashFlow #Nicotine https://twitter.com/i/web/status/2018646550088499411 https://twitter.com/i/web/status/2018646550088499411" [X Link](https://x.com/TobaccoVanguard/status/2018646550088499411) 2026-02-03T11:23Z [---] followers, [---] engagements "British American Tobacco continues to trade as an income instrument rather than a growth story. Diversification has limited volatility but newer nicotine categories have inherited the same political exposure as cigarettes. Stability is being earned not assumed. #TobaccoVanguard #BAT #Dividends #IncomeStocks #Tobacco https://twitter.com/i/web/status/2018646640446296456 https://twitter.com/i/web/status/2018646640446296456" [X Link](https://x.com/TobaccoVanguard/status/2018646640446296456) 2026-02-03T11:23Z [---] followers, [---] engagements "British American Tobacco share price: BAT stock near 1-year high as buyback ticks on before results https://ts2.tech/en/british-american-tobacco-share-price-bat-stock-near-1-year-high-as-buyback-ticks-on-before-results/ https://ts2.tech/en/british-american-tobacco-share-price-bat-stock-near-1-year-high-as-buyback-ticks-on-before-results/" [X Link](https://x.com/TobaccoVanguard/status/2018988287554474342) 2026-02-04T10:01Z [---] followers, [---] engagements "Philip Morris remains the clearest example of how regulation now substitutes for growth. Momentum rests less on sales than on the possibility of modified-risk authorisation for nicotine pouches in the United States. Reduced-harm products are no longer outside the fiscal imagination of the state. #TobaccoVanguard #PMI #ZYN #Regulation #NicotinePouches https://twitter.com/i/web/status/2019146641660354858 https://twitter.com/i/web/status/2019146641660354858" [X Link](https://x.com/TobaccoVanguard/status/2019146641660354858) 2026-02-04T20:30Z [---] followers, [---] engagements "British American Tobacco continues to trade as an income instrument rather than a growth story. Diversification has limited volatility but newer nicotine categories have inherited the same political exposure as cigarettes. Stability is being earned not assumed. #TobaccoVanguard #BAT #Dividends #IncomeStocks #Tobacco https://twitter.com/i/web/status/2019146696735772945 https://twitter.com/i/web/status/2019146696735772945" [X Link](https://x.com/TobaccoVanguard/status/2019146696735772945) 2026-02-04T20:31Z [---] followers, [---] engagements "Altrias latest earnings reaffirm the familiar trade-off. Pricing discipline and tax mechanics continue to support cash flow but cigarette volumes and oral nicotine share remain under pressure. The market response suggests acceptance rather than confidence. #TobaccoVanguard #Altria #TobaccoStocks #CashFlow #Nicotine https://twitter.com/i/web/status/2019146760325620208 https://twitter.com/i/web/status/2019146760325620208" [X Link](https://x.com/TobaccoVanguard/status/2019146760325620208) 2026-02-04T20:31Z [---] followers, [---] engagements "Imperial Brands names new chair designate. Imperial Brands appoints John Rishton as chair designate marking a significant governance transition for the UK-listed tobacco group. #TobaccoVanguard #IMB #ImperialBrands #Governance" [X Link](https://x.com/TobaccoVanguard/status/2019363007650762754) 2026-02-05T10:50Z [---] followers, [--] engagements "Philip Morris International reported full-year results showing steady pricing power and continued migration of revenues toward smoke-free products now accounting for roughly 41% of group sales. Earnings met expectations and guidance for [----] was nudged higher reinforcing the familiar pattern of managed decline in combustibles offset by disciplined capital returns and alternative nicotine growth. The market response has been measured reflecting credibility rather than surprise. #TobaccoVanguard #PhilipMorris #TobaccoStocks #IncomeInvesting #RegulatedIndustries $PM #PMI" [X Link](https://x.com/TobaccoVanguard/status/2019851723360149848) 2026-02-06T19:12Z [---] followers, [---] engagements "Philip Morris has reminded the market where growth now resides. Forward guidance rests less on cigarettes than on smoke-free products with earnings momentum tied to execution and regulatory tolerance rather than volume alone. The shares reflect that shift. #TobaccoVanguard #PMI #NicotinePouches #Earnings #TobaccoEquities https://twitter.com/i/web/status/2020807649533550812 https://twitter.com/i/web/status/2020807649533550812" [X Link](https://x.com/TobaccoVanguard/status/2020807649533550812) 2026-02-09T10:31Z [---] followers, [---] engagements "Altria continues to trade as a defensive cash instrument. Pricing dividends and buybacks remain intact but competitive pressure in modern nicotine limits any re-rating. The market is paying for durability not ambition. #TobaccoVanguard #Altria #Dividends #CashFlow #TobaccoStocks https://twitter.com/i/web/status/2020807715036004419 https://twitter.com/i/web/status/2020807715036004419" [X Link](https://x.com/TobaccoVanguard/status/2020807715036004419) 2026-02-09T10:31Z [---] followers, [---] engagements "Nigel Farage should mind his own business and allow individuals and employers decide what is best for their own circumstances. What we do not need is yet another meddling governement. #ReformUK Look at all the grey haired fossils in the background clapping like seals. Their entire ideology is wanting to make life as hard as possible for the younger people who pay their pensions whilst turning the country into a weird moribund shrine to their childhoods. Look at all the grey haired fossils in the background clapping like seals. Their entire ideology is wanting to make life as hard as possible" [X Link](https://x.com/TobaccoVanguard/status/2021170778364940573) 2026-02-10T10:33Z [---] followers, [--] engagements "Within BAT's transition narrative Modern Oral has moved from promise to proof. The segment is profitable scalable and structurally growing with U.S. distribution gains translating into operating contribution rather than mere volume. In a business defined by cash discipline that shift matters. #BAT #Transition #Velo #Equities #Income $BATS https://twitter.com/i/web/status/2021858317824405509 https://twitter.com/i/web/status/2021858317824405509" [X Link](https://x.com/TobaccoVanguard/status/2021858317824405509) 2026-02-12T08:06Z [---] followers, [---] engagements "British American Tobacco has delivered modest profit growth while signalling that [----] will sit toward the lower end of prior expectations. Modern oral remains the engine yet restructuring and litigation in the vape category remind investors that transition is never frictionless. Cash returns continue to anchor the equity case. #TobaccoVanguard #BAT #Earnings #ModernOral #CashReturns https://twitter.com/i/web/status/2022237107587076247 https://twitter.com/i/web/status/2022237107587076247" [X Link](https://x.com/TobaccoVanguard/status/2022237107587076247) 2026-02-13T09:11Z [---] followers, [---] engagements "Philip Morris continues to trade on confidence in its smoke-free portfolio. Growth in nicotine pouches offsets cigarette decline and the market has responded accordingly. Regulation now determines the pace of expansion as much as consumer demand. #TobaccoVanguard #PMI #ZYN #SmokeFree #TobaccoEquities https://twitter.com/i/web/status/2022237166034633020 https://twitter.com/i/web/status/2022237166034633020" [X Link](https://x.com/TobaccoVanguard/status/2022237166034633020) 2026-02-13T09:11Z [---] followers, [---] engagements "PMI expands heated tobacco range in the UK. Philip Morris introduces the IQOS ILUMA i device line in Britain reinforcing its strategic emphasis on heated tobacco within the smoke-free portfolio. #TobaccoVanguard #PM #HeatedTobacco #IQOS #UK" [X Link](https://x.com/TobaccoVanguard/status/2022607830466072857) 2026-02-14T09:44Z [---] followers, [--] engagements "Philip Morris trades on execution in smoke-free categories. Nicotine pouches and heated tobacco products underpin earnings guidance while regulatory permissions determine the pace at which those gains may be consolidated. Growth is conditional not assumed. #TobaccoVanguard #PMI #ZYN #SmokeFree #Regulation" [X Link](https://x.com/TobaccoVanguard/status/2022606640298566076) 2026-02-14T09:39Z [---] followers, [---] engagements "Upstream exposure has shown its sensitivity. Leaf suppliers have reacted sharply to earnings variance reminding investors that the raw material end of the chain is governed by volumes and discipline rather than narrative. Cash conversion still determines credibility. #TobaccoVanguard #TobaccoLeaf #Earnings #MarketDiscipline #Equities https://twitter.com/i/web/status/2022606862948982964 https://twitter.com/i/web/status/2022606862948982964" [X Link](https://x.com/TobaccoVanguard/status/2022606862948982964) 2026-02-14T09:40Z [---] followers, [--] engagements "RT @littichookha: Sharing a cigg" [X Link](https://x.com/TobaccoVanguard/status/2023130771251249659) 2026-02-15T20:22Z [---] followers, [----] engagements "British American Tobacco continues to benefit from its own balance sheet. Buybacks and cash discipline have pushed the shares toward recent highs even as investors remain cautious ahead of results. Income rather than narrative is doing the work. #TobaccoVanguard #BAT #Dividends #CashReturns #TobaccoStocks $BATS https://twitter.com/i/web/status/2019685147658833975 https://twitter.com/i/web/status/2019685147658833975" [X Link](https://x.com/TobaccoVanguard/status/2019685147658833975) 2026-02-06T08:10Z [---] followers, [---] engagements "British American Tobacco has chosen capital return over complexity. Asset trimming and buybacks reinforce income support at a time when regulatory and growth narratives remain unsettled. For investors certainty lies in cash not categories. #TobaccoVanguard #BAT #Buybacks #Income #TobaccoEquities https://twitter.com/i/web/status/2020807783436705880 https://twitter.com/i/web/status/2020807783436705880" [X Link](https://x.com/TobaccoVanguard/status/2020807783436705880) 2026-02-09T10:31Z [---] followers, [---] engagements "Smokeless now accounts for 18.2% of Group revenue at British American Tobacco up 70bps year on year with [---] million additional consumers. Velo has reached the number two position in U.S. Modern Oral by volume and value while vapour remains constrained by illicit disposables despite Vuse retaining category leadership. The transition continues but cash still comes from disciplined combustible pricing. #BAT #ModernOral #Velo #Vuse #TobaccoSector https://twitter.com/i/web/status/2021854519773040821 https://twitter.com/i/web/status/2021854519773040821" [X Link](https://x.com/TobaccoVanguard/status/2021854519773040821) 2026-02-12T07:50Z [---] followers, [---] engagements "Combustibles still fund the ledger yet Modern Oral now defines the direction of travel. With 48% constant-currency growth and triple-digit U.S. expansion Velo has become the clearest internal growth vector inside British American Tobacco. The transition is no longer rhetorical; it is appearing in contribution margins. #BAT #ModernOral #TobaccoSector #Markets #DividendGrowth https://twitter.com/i/web/status/2021858368608927864 https://twitter.com/i/web/status/2021858368608927864" [X Link](https://x.com/TobaccoVanguard/status/2021858368608927864) 2026-02-12T08:06Z [---] followers, [---] engagements "British American Tobacco has raised its full-year dividend by 2% to 245.04p and authorised a 1.3bn share buy-back for [----] an increase on last years programme. The uplift is modest reflecting continued deleveraging and Canadian settlement outflows yet the scale of the repurchase signals restored balance sheet confidence and sustained cash discipline. #BAT #Dividends #Buyback #IncomeInvesting #TobaccoVanguard https://twitter.com/i/web/status/2021884574008033309 https://twitter.com/i/web/status/2021884574008033309" [X Link](https://x.com/TobaccoVanguard/status/2021884574008033309) 2026-02-12T09:50Z [---] followers, [----] engagements "TOBACCO VANGUARD Not for all and sundry. BAT: Cash Realities By M. Reuven British American Tobacco has reported constant-currency revenue growth of 2.1% for the year to [--] December [----] with adjusted operating profit rising 2.3% once the distortions of the Canadian settlement are removed. Reported earnings flattered by accounting reversals are of little analytical use. The underlying figures are more modest and more instructive. They describe a business that continues to price its declining volumes with discipline that is slowly expanding its smokeless contribution and that remains governed" [X Link](https://x.com/TobaccoVanguard/status/2021889643042443325) 2026-02-12T10:10Z [---] followers, [---] engagements "TOBACCO VANGUARD Not for all and sundry. The Sticks and the Tory There are periods in the life of a company when the annual report serves as a quiet ledger of commercial progress and others when it becomes an instrument of explanation. The contrast between British American Tobaccos historic annual reports and its latest [----] report belongs to the latter category. Consider BATs annual report of [----] which reads as the account of a global cigarette manufacturer that had completed a programme of operational reform and was content to describe the outcome in managerial terms. The [----] annual" [X Link](https://x.com/TobaccoVanguard/status/2022376593218302170) 2026-02-13T18:25Z [---] followers, [--] engagements "British American Tobacco has reported profit growth with smokeless products now forming a material share of group revenue. Modern Oral continues to expand in the United States yet guidance remains measured and restructuring signals discipline rather than exuberance. Cash flow remains the decisive metric. #TobaccoVanguard #BAT #ModernOral #Earnings #CashFlow https://twitter.com/i/web/status/2022606578558419404 https://twitter.com/i/web/status/2022606578558419404" [X Link](https://x.com/TobaccoVanguard/status/2022606578558419404) 2026-02-14T09:39Z [---] followers, [---] engagements "RT @DanielaCambone: The great Taking" [X Link](https://x.com/TobaccoVanguard/status/2023131197174612312) 2026-02-15T20:24Z [---] followers, [--] engagements "Tobacco Vanguard is an independent publication unaffiliated with any firm manufacturer or commercial body. Views expressed are those of the Editor and contributors and do not represent any official position. Retweets are offered for interest only and do not constitute endorsement agreement or affiliation. No liability is accepted for interpretation or use of content. Accuracy is observed to the best of current knowledge. Published by BM Tobacco London WC1N 3XX. Not issued for promotional purposes" [X Link](https://x.com/TobaccoVanguard/status/1925577165082353984) 2025-05-22T15:39Z [---] followers, [----] engagements "Imperial Brands continues large-scale buyback programme. Imperial presses ahead with its 1.45bn buyback cancelling shares daily as part of its long-term capital return strategy. #TobaccoVanguard #IMB #ImperialBrands #Buybacks" [X Link](https://x.com/TobaccoVanguard/status/2017369433237283075) 2026-01-30T22:48Z [---] followers, [---] engagements "TOBACCO VANGUARD Not for all and sundry. $IMB vs $MO From the Markets Desk Both Imperial Brands and Altria Group enter February in technically constructive condition though by different routes and with different temperaments. Imperial Brands continues to trade as a disciplined compounder. The recent pullback resolved as a corrective pause rather than a structural failure with price re-establishing itself above its short-term moving averages and momentum rebuilding without excess. Volatility has normalised rather than expanded and the chart suggests a market content to grind higher so long as" [X Link](https://x.com/TobaccoVanguard/status/2018815604598157349) 2026-02-03T22:35Z [---] followers, [---] engagements "TOBACCO VANGUARD Not for all and sundry. The Measure of the Transition By M. Reuven Philip Morris International has signalled that it intends to improve the clarity of its financial reporting. The assurance was noted with interest because the company stands at the centre of the industrys most ambitious transition narrative. Investors have long asked for a clearer view of where the money is made and where it is merely promised. The gesture towards transparency is therefore welcome. The difficulty lies in what transparency would actually reveal. The latest figures from Philip Morris underline" [X Link](https://x.com/TobaccoVanguard/status/2020895850965164525) 2026-02-09T16:21Z [---] followers, [---] engagements "TOBACCO VANGUARD Not for all and sundry. The Price of Inexperience By M. Reuven Britains youth unemployment rate now stands above that of the European Union for the first time in a quarter of a century. The figure 15.3% is not catastrophic by historical standards yet it is symbolically grave. For decades Britain was accustomed to lecturing the Continent on the rigidity of its labour markets and the tragedy of idle youth. That posture is no longer available. The proximate explanation offered by a senior official of the Bank of England is clear enough. Substantial increases in the minimum wage" [X Link](https://x.com/TobaccoVanguard/status/2023049969851129882) 2026-02-15T15:01Z [---] followers, [--] engagements "RT @AddictionsPMC: Extending the vaping ban is not only a ban on the product it is a ban on commonsense" [X Link](https://x.com/TobaccoVanguard/status/2023131742450987338) 2026-02-15T20:26Z [---] followers, [--] engagements "Philip Morris USA will pay $66 million to the State of Washington closing one of the few remaining U.S. settlement cases. Regulatory cost remains integral to lawful profit. #TobaccoVanguard #PhilipMorris #Litigation #Tobacco #Regulation #LawfulProfit" [X Link](https://x.com/TobaccoVanguard/status/1986000882698232287) 2025-11-05T09:21Z [---] followers, [--] engagements "Altria narrows FY guidance JT raises on Q3 momentum and PMI prepares a new reporting structure for [----]. #TobaccoVanguard #Altria #MO #JapanTobacco #JT #PhilipMorris #PMI #Guidance #Earnings" [X Link](https://x.com/TobaccoVanguard/status/1986358549375586320) 2025-11-06T09:02Z [---] followers, [--] engagements "Altria narrows FY guidance JT raises on Q3 momentum and PMI prepares a new reporting structure for [----]. #TobaccoVanguard #Altria #MO #JapanTobacco #JT #PhilipMorris #PMI #Guidance #Earnings" [X Link](https://x.com/TobaccoVanguard/status/1986706850994397686) 2025-11-07T08:06Z [---] followers, [--] engagements "Imperial Brands (IMB) Pre-close in line. Full-year results due [--] November in London. #TobaccoVanguard #ImperialBrands #IMB #Earnings #IncomeInvesting" [X Link](https://x.com/TobaccoVanguard/status/1987106830481293507) 2025-11-08T10:36Z [---] followers, [--] engagements "Philip Morris (PMI) FY25 outlook raised on smoke-free growth. A new organisational model takes effect from January [----]. #TobaccoVanguard #PhilipMorris #PMI #IQOS #HeatedTobacco #SFB #Guidance" [X Link](https://x.com/TobaccoVanguard/status/1987106879202357608) 2025-11-08T10:36Z [---] followers, [--] engagements "Imperial Brands (IMB) Pre-close in line. Full-year results due [--] November in London. #TobaccoVanguard #ImperialBrands #IMB #Earnings #IncomeInvesting" [X Link](https://x.com/TobaccoVanguard/status/1987436998274011596) 2025-11-09T08:27Z [---] followers, [--] engagements "Imperial Brands (IMB) Analysis Is This the UKs Stable Dividend King via @YouTube https://youtu.be/_kQUpXcd9eAsi=lLouM-gZVcpaPHY- https://youtu.be/_kQUpXcd9eAsi=lLouM-gZVcpaPHY-" [X Link](https://x.com/TobaccoVanguard/status/1988676934646268413) 2025-11-12T18:35Z [---] followers, [---] engagements "Imperial Brands remains on track for guidance delivery and will report full-year results on [--] November in London. #TobaccoVanguard #ImperialBrands #IMB #Earnings #IncomeInvesting #Results" [X Link](https://x.com/TobaccoVanguard/status/1989253160373014746) 2025-11-14T08:44Z [---] followers, [---] engagements "Philip Morris raises full-year guidance to $7.46$7.56 as smoke-free revenue reaches [--] per cent of group turnover. #TobaccoVanguard #PhilipMorris #PMI #IQOS #HeatedTobacco #Guidance #Earnings" [X Link](https://x.com/TobaccoVanguard/status/1990002270579175447) 2025-11-16T10:21Z [---] followers, [--] engagements "Imperial Brands confirms it is on track for guidance delivery and adds a [----] billion share-buy-back for FY26. Results Tuesday #TobaccoVanguard #ImperialBrands #IMB #Earnings #Buybacks #IncomeInvesting" [X Link](https://x.com/TobaccoVanguard/status/1990002416398356877) 2025-11-16T10:22Z [---] followers, [---] engagements "Imperial Brands remains on track for guidance delivery and adds a [----] billion share buy-back for FY26. #TobaccoVanguard #ImperialBrands #IMB #Earnings #Buybacks #IncomeInvesting" [X Link](https://x.com/TobaccoVanguard/status/1990351281786077577) 2025-11-17T09:28Z [---] followers, [--] engagements "TOBACCO VANGUARD Not for all and sundry. Imperial Brands: Before the Reckoning By M. Reuven Imperial Brands enters its full year results with the steadiness that has come to define the companys recent phase of self-correction. The market has treated the shares with a mixture of caution and relief. Caution because tobacco remains boxed in by policy sentiment and the long shadow of regulation. Relief because the company has delivered what it said it would deliver. In a market unsettled by speculation this has become a decisive advantage. The trading record of the past twelve months shows a" [X Link](https://x.com/TobaccoVanguard/status/1990375106917319066) 2025-11-17T11:02Z [---] followers, [---] engagements "Imperial Brands reports steady full year results with Tobacco and NGP revenue up 4.1% in constant currency. The company keeps to its disciplined path of cash generation and controlled investment. #TobaccoVanguard #ImperialBrands #IMB #Results #Tobacco #Markets #FTSE #NGP" [X Link](https://x.com/TobaccoVanguard/status/1990680337660195238) 2025-11-18T07:15Z [---] followers, [---] engagements "Imperial Brands lifts the dividend to 160.32p for the year an increase of 4.5%. Cash flows remain firm with free cash flow of 2.7B. #TobaccoVanguard #IMB #Dividends #IncomeInvesting #FTSE #Tobacco" [X Link](https://x.com/TobaccoVanguard/status/1990680409714405691) 2025-11-18T07:16Z [---] followers, [---] engagements "TOBACCO VANGUARD Not for all and sundry. Imperial Brands: Results in an Uneasy Market By M. Reuven Imperial Brands has released its full year results and the figures show a business that has settled into a pattern of discipline. Revenue from Tobacco and NGP rose by 4.1% in constant currency a result that reflects the companys cautious progress. This has become the central fact of Imperials strategy. It delivers what it promises and maintains balance sheet discipline. In a market where confidence is strained by speculation this restraint has become a mark of clarity. The financial structure of" [X Link](https://x.com/TobaccoVanguard/status/1990682991253667953) 2025-11-18T07:26Z [---] followers, [---] engagements "Imperial Brands reports steady full year results with tobacco and NGP net revenue up 4.1% at constant currency. The core cash engine holds. $IMB #TobaccoVanguard #ImperialBrands #IMB #Tobacco #Markets #FTSE100 #Results" [X Link](https://x.com/TobaccoVanguard/status/1990715811837722867) 2025-11-18T09:36Z [---] followers, [---] engagements "Imperial Brands reports steady earnings with adjusted income near [--] billion and announces a [----] billion buy-back for FY26 maintaining its disciplined return policy. #TobaccoVanguard #ImperialBrands #IMB #Earnings #Buybacks #Dividends" [X Link](https://x.com/TobaccoVanguard/status/1991053141400248491) 2025-11-19T07:57Z [---] followers, [--] engagements "Philip Morris restructures operations from January [----] dividing into U.S. and International units with a wellness arm advancing its smoke-free transition. #TobaccoVanguard #PhilipMorris #PMI #IQOS #HeatedTobacco #CorporateStrategy" [X Link](https://x.com/TobaccoVanguard/status/1991053203819942355) 2025-11-19T07:57Z [---] followers, [---] engagements "Imperial Brands posts full-year results with profit lifted by demand for smoking alternatives and confirms further investment in next-generation products. #TobaccoVanguard #ImperialBrands #IMB #Earnings #NGP #Dividends #Buybacks" [X Link](https://x.com/TobaccoVanguard/status/1991053992026165756) 2025-11-19T08:00Z [---] followers, [---] engagements "Imperial Brands tells investors it expects further profit growth next year as pricing and cost discipline continue to support margins. #TobaccoVanguard #ImperialBrands #IMB #Earnings #Guidance #TobaccoIndustry" [X Link](https://x.com/TobaccoVanguard/status/1991054042689069115) 2025-11-19T08:00Z [---] followers, [---] engagements "Imperial Brands posts annual income near [--] billion and confirms a [----] billion buy-back for FY26 pointing to steady margins and disciplined cash returns. #TobaccoVanguard #ImperialBrands #IMB #Earnings #Buybacks #Dividends" [X Link](https://x.com/TobaccoVanguard/status/1991431818835554821) 2025-11-20T09:01Z [---] followers, [--] engagements "Imperial Brands forecasts 35% annual profit growth under its new leadership as pricing strength and smoking-alternative demand support its core markets. #TobaccoVanguard #ImperialBrands #IMB #Guidance #NGP #Strategy" [X Link](https://x.com/TobaccoVanguard/status/1991432010519441517) 2025-11-20T09:02Z [---] followers, [--] engagements "Imperial Brands releases full-year results https://www.tobaccojournal.com/news/imperial-brands-releases-full-year-results/ https://www.tobaccojournal.com/news/imperial-brands-releases-full-year-results/" [X Link](https://x.com/TobaccoVanguard/status/1991581044076868027) 2025-11-20T18:54Z [---] followers, [--] engagements "Imperial Brands reports annual operating income of nearly [--] billion and confirms buy-backs through [----] with next-generation products lifting revenue. #TobaccoVanguard #ImperialBrands #IMB #Earnings #Buybacks #NGP" [X Link](https://x.com/TobaccoVanguard/status/1992171368171835531) 2025-11-22T10:00Z [---] followers, [--] engagements "Philip Morris lifts full-year earnings expectations after smoke-free products reach more than [--] per cent of group revenue. #TobaccoVanguard #PhilipMorris #PMI #IQOS #HeatedTobacco #Earnings" [X Link](https://x.com/TobaccoVanguard/status/1992171457737040315) 2025-11-22T10:01Z [---] followers, [---] engagements "Tobacco stocks are having their best day in months. Philip Morris Altria and BAT (NYSE) are all firmer while BAT and Imperial Brands in London are now within 2% of a new 52-week high. The market is remembering what disciplined cash flow looks like. #TobaccoVanguard #tobacco #equities #dividends #cashflow #valueinvesting #incomeinvesting #BATS #IMB #MO #PM https://twitter.com/i/web/status/1993389485749408032 https://twitter.com/i/web/status/1993389485749408032" [X Link](https://x.com/TobaccoVanguard/status/1993389485749408032) 2025-11-25T18:41Z [---] followers, [---] engagements "Imperial Brands steadies earnings and extends buybacks to [----]. Quiet competence still pays a dividend. #TobaccoVanguard #tobacco #vapes #regulation #markets #sinstocks #dividends #UK #US #EU" [X Link](https://x.com/TobaccoVanguard/status/1995781811406770660) 2025-12-02T09:07Z [---] followers, [---] engagements "Imperial Brands urges retailers to respond to the government consultation. The shopkeeper becomes a lobbyist by necessity. #TobaccoVanguard #tobacco #vapes #regulation #markets #sinstocks #dividends #UK #US #EU" [X Link](https://x.com/TobaccoVanguard/status/1997279074256060800) 2025-12-06T12:16Z [---] followers, [--] engagements "Imperial Brands steadies its guidance and presses retailers to engage on the UK Bill. Survival now demands consultation. #TobaccoVanguard #tobacco #vapes #regulation #markets #sinstocks #dividends #UK #US #EU" [X Link](https://x.com/TobaccoVanguard/status/1997627103487865245) 2025-12-07T11:19Z [---] followers, [--] engagements "Imperial Brands steadies its footing in a flat market. Patience and cash flow now outperform every slogan of transformation. #TobaccoVanguard #tobacco #vapes #regulation #markets #sinstocks #dividends #UK #US #EU" [X Link](https://x.com/TobaccoVanguard/status/1999049518525091852) 2025-12-11T09:32Z [---] followers, [--] engagements "Imperial Brands Annual Report and AGM https://www.londonstockexchange.com/news-article/IMB/annual-financial-report/17370419 https://www.londonstockexchange.com/news-article/IMB/annual-financial-report/17370419" [X Link](https://x.com/TobaccoVanguard/status/1999175566193307761) 2025-12-11T17:52Z [---] followers, [--] engagements "TOBACCO VANGUARD Not for all and sundry. Imperials Ledger and Cash Discipline By M. Reuven A set of annual accounts is often treated as a neutral map of a companys year a tidy reconciliation of profit tax and borrowed sums. Yet in the case of Imperial Brands the numbers carry a deeper instruction. They show what remains possible when an industry accepts the limits of its trade rejects the fever for scale that gripped its peers and returns to the older virtues of cash order and restraint. The [----] report confirms that Imperial has become the most conservative and the most intelligible of the" [X Link](https://x.com/TobaccoVanguard/status/1999185977764397345) 2025-12-11T18:34Z [---] followers, [---] engagements "Imperial Brands continues its patient restoration of cash and credibility. Inertia properly managed is a competitive advantage. #TobaccoVanguard #tobacco #vapes #regulation #markets #sinstocks #dividends #UK #US #EU" [X Link](https://x.com/TobaccoVanguard/status/2000521537791693025) 2025-12-15T11:01Z [---] followers, [--] engagements "Imperial Brands posts higher profit and steady tobacco pricing. The quiet virtues of cash flow persist. #TobaccoVanguard #tobacco #vapes #regulation #markets #sinstocks #dividends #UK #US #EU" [X Link](https://x.com/TobaccoVanguard/status/2002308410260242930) 2025-12-20T09:21Z [---] followers, [--] engagements "Delaware court upholds BAT indemnification ruling. The Supreme Court confirms a 251-million-dollar indemnity award in a long-running dispute between British American Tobacco and Imperial Brands. Contract law prevails. #TobaccoVanguard #USA #BATS #IMB #Litigation" [X Link](https://x.com/TobaccoVanguard/status/2004852700287242486) 2025-12-27T09:51Z [---] followers, [---] engagements "TOBACCO VANGUARD Not for all and sundry. Imperial Brands: Holding the Line From the Markets Desk Imperial Brands has entered a corrective phase following a sustained advance with recent price action reflecting consolidation within an established structure rather than any loss of underlying confidence. The pullback has been orderly measured and contained consistent with a market absorbing prior gains. On the daily chart the shares have moved below the short-term moving averages. This development indicates a cooling of near-term momentum and is typical after a strong run. Volatility indicators" [X Link](https://x.com/TobaccoVanguard/status/2006329288379843039) 2025-12-31T11:39Z [---] followers, [---] engagements "Delaware court confirms BAT indemnification win. The Delaware Supreme Court upholds a 251-million-dollar indemnification ruling in a dispute between British American Tobacco and Imperial Brands. #TobaccoVanguard #USA #BATS #IMB #Litigation" [X Link](https://x.com/TobaccoVanguard/status/2008816675593101502) 2026-01-07T08:23Z [---] followers, [---] engagements "Imperial Brands share price today: IMB ticks up as buyback keeps running and dividend dates near https://ts2.tech/en/imperial-brands-share-price-today-imb-ticks-up-as-buyback-keeps-running-and-dividend-dates-near/ https://ts2.tech/en/imperial-brands-share-price-today-imb-ticks-up-as-buyback-keeps-running-and-dividend-dates-near/" [X Link](https://x.com/TobaccoVanguard/status/2010657181528641847) 2026-01-12T10:16Z [---] followers, [--] engagements "TOBACCO VANGUARD Not for all and sundry. METALS AND MEMORY By M. Reuven Gold and silver have moved decisively and in doing so have said something about the state of monetary excess that policy narratives have spent years trying to avoid. These prices constitute a loss of confidence in fiscal accommodation that has taken time to mature and has now reached a point of crisis. Golds advance has been steady. Post-Covid it drifted paused and corrected as though prepared to grant the benefit of the doubt to central banks and treasuries that insisted stability could be restored by resolve alone. That" [X Link](https://x.com/TobaccoVanguard/status/2011108612832178614) 2026-01-13T16:10Z [---] followers, [---] engagements "Imperial Brands names new chair. John Rishton is appointed Chair Designate joining the board in July [----] and set to succeed Therese Esperdy as Chair in December bringing extensive FTSE governance and consumer-sector experience. #TobaccoVanguard #ImperialBrands #IMB #CorporateGovernance #Boardroom https://twitter.com/i/web/status/2013552118867591669 https://twitter.com/i/web/status/2013552118867591669" [X Link](https://x.com/TobaccoVanguard/status/2013552118867591669) 2026-01-20T10:00Z [---] followers, [--] engagements "BAT shares slip at the open as buyback update lands heres the next key date for British American Tobacco stock https://ts2.tech/en/bat-shares-slip-at-the-open-as-buyback-update-lands-heres-the-next-key-date-for-british-american-tobacco-stock/ https://ts2.tech/en/bat-shares-slip-at-the-open-as-buyback-update-lands-heres-the-next-key-date-for-british-american-tobacco-stock/" [X Link](https://x.com/TobaccoVanguard/status/2013575432105304158) 2026-01-20T11:32Z [---] followers, [--] engagements "Luxembourg brings nicotine pouches under tobacco law. New legislation places nicotine pouches within the tobacco regulatory framework imposing strict limits on strength flavouring and additives. #TobaccoVanguard #Luxembourg #EU #NicotinePouches #Regulation" [X Link](https://x.com/TobaccoVanguard/status/2013907344690651154) 2026-01-21T09:31Z [---] followers, [--] engagements "US states widen tobacco and nicotine tax base. Several states expand excise taxes in [----] to cover e-cigarettes disposable vapes and nicotine pouches bringing newer products fully into tobacco-style fiscal treatment. #TobaccoVanguard #USA #NicotinePouches #Vaping #Excise #Tax" [X Link](https://x.com/TobaccoVanguard/status/2014643490118939003) 2026-01-23T10:16Z [---] followers, [---] engagements "Washington State enacts 95% excise on nicotine products. A new excise regime taxes nicotine pouches and disposable vapes at 95% of wholesale value extending cigarette-level fiscal treatment to newer formats. #TobaccoVanguard #USA #WashingtonState #NicotinePouches #Vaping #Tax" [X Link](https://x.com/TobaccoVanguard/status/2016410092673933588) 2026-01-28T07:16Z [---] followers, [---] engagements "TOBACCO VANGUARD Not for all and sundry. ALTRIA AHEAD OF THE FIGURES By M. Reuven Altria goes into its quarterly reckoning with the Street asking a modest question. Can management continue to turn a shrinking American cigarette franchise into growing earnings and a reliable cash coupon. The brokers who are paid to sound decisive have in effect answered that question already. They expect a little more profit a little less revenue and almost no change in valuation. That is another way of saying that Altria has become a high-yield bond in corporate form. The consensus tells its own story." [X Link](https://x.com/TobaccoVanguard/status/2016651595853726174) 2026-01-28T23:16Z [---] followers, [---] engagements "Altria closed [----] with adjusted EPS growth of [---] % despite falling cigarette volumes and continued market disruption from illicit e-vapor. The result again underlines the resilience of US combustible pricing and margins even as the industry contracts in physical terms. Cash not narrative remains the centre of gravity. #TobaccoVanguard #Altria #MO #TobaccoIndustry #CashFlow #Dividends https://twitter.com/i/web/status/2016847840765427731 https://twitter.com/i/web/status/2016847840765427731" [X Link](https://x.com/TobaccoVanguard/status/2016847840765427731) 2026-01-29T12:16Z [---] followers, [---] engagements "Reported earnings fell sharply at Altria after more than $2 bn of non-cash impairments tied to NJOY and the legal e-vapor business. Management now assumes NJOY ACE will not return to the US market in [----] leaving illicit disposable vapes to continue distorting both regulation and competition. #TobaccoVanguard #EVapor #NJOY #Regulation #IllicitTrade #Nicotine https://twitter.com/i/web/status/2016847932129939836 https://twitter.com/i/web/status/2016847932129939836" [X Link](https://x.com/TobaccoVanguard/status/2016847932129939836) 2026-01-29T12:16Z [---] followers, [---] engagements "US cigarette volumes fell close to [--] % in [----] yet Altria still expanded adjusted operating margins above [--] %. Marlboro lost incremental share while discount brands grew a reminder that pricing power survives even as brand hierarchies slowly erode. #TobaccoVanguard #Cigarettes #Marlboro #PricingPower #USMarkets https://twitter.com/i/web/status/2016848093681987726 https://twitter.com/i/web/status/2016848093681987726" [X Link](https://x.com/TobaccoVanguard/status/2016848093681987726) 2026-01-29T12:17Z [---] followers, [---] engagements "Oral nicotine pouches now account for more than half of the US oral tobacco category but Altrias on brand lost share within the segment despite rising volumes. The long-term battleground has shifted decisively to pouches where scale and distribution now matter more than legacy smokeless dominance. #TobaccoVanguard #OralNicotine #NicotinePouches #On #Smokefree https://twitter.com/i/web/status/2016848155803795823 https://twitter.com/i/web/status/2016848155803795823" [X Link](https://x.com/TobaccoVanguard/status/2016848155803795823) 2026-01-29T12:17Z [---] followers, [---] engagements "For [----] Altria guides to adjusted EPS growth of [---] % to [---] % weighted to the second half supported by cost savings and disciplined capital returns. The dividend machine remains intact but the smoke-free transition continues to be slower and more contested than headline ambitions suggest. #TobaccoVanguard #Earnings #Dividends #IncomeInvesting #TobaccoStocks https://twitter.com/i/web/status/2016848252465758514 https://twitter.com/i/web/status/2016848252465758514" [X Link](https://x.com/TobaccoVanguard/status/2016848252465758514) 2026-01-29T12:17Z [---] followers, [---] engagements "Altria earnings fall short amid lower cigarette sales and competition for nicotine products https://www.independent.co.uk/news/altria-shares-washington-virginia-richmond-b2910318.html https://www.independent.co.uk/news/altria-shares-washington-virginia-richmond-b2910318.html" [X Link](https://x.com/TobaccoVanguard/status/2016928783106719888) 2026-01-29T17:37Z [---] followers, [---] engagements "@jesse_norwalt It is a case study in poor management detracting from the business" [X Link](https://x.com/TobaccoVanguard/status/2016984026934808892) 2026-01-29T21:17Z [---] followers, [--] engagements "Walgreens resumes e-cigarette sales. The retailer returns vaping products to store shelves signalling a shift in distribution strategy as regulatory clarity slowly emerges. #TobaccoVanguard #USA #Vaping #Retail" [X Link](https://x.com/TobaccoVanguard/status/2017210664331157921) 2026-01-30T12:17Z [---] followers, [---] engagements "BAT extends share buybacks and cancels stock. British American Tobacco authorises a further 1.3bn in buybacks for [----] and continues daily share cancellations tightening equity while managing leverage. #TobaccoVanguard #BATS #BTI #Buybacks #CapitalReturns" [X Link](https://x.com/TobaccoVanguard/status/2017368853462814938) 2026-01-30T22:46Z [---] followers, [---] engagements "BAT Japan raises prices on heated tobacco and pouches. Price increases on glo heated-tobacco sticks and VELO nicotine pouches take effect in Japan reflecting cost pressure and disciplined pricing in a mature market. #TobaccoVanguard #Japan #HeatedTobacco #NicotinePouches #Pricing https://twitter.com/i/web/status/2017368916436172935 https://twitter.com/i/web/status/2017368916436172935" [X Link](https://x.com/TobaccoVanguard/status/2017368916436172935) 2026-01-30T22:46Z [---] followers, [---] engagements "KT&G sales grow but cash flow tightens. Strong overseas growth lifts KT&G revenues but weaker operating cash flow and rising debt highlight balance-sheet strain beneath the headline numbers. #TobaccoVanguard #KTG #Korea #Earnings #CashFlow" [X Link](https://x.com/TobaccoVanguard/status/2017369709738406064) 2026-01-30T22:49Z [---] followers, [---] engagements "Massive Dump In Gold Silver: Why Rick Rule Is Selling Now via @YouTube https://youtu.be/Hajihuix6T0si=f2uYf7KcLKX4m4yB https://youtu.be/Hajihuix6T0si=f2uYf7KcLKX4m4yB" [X Link](https://x.com/TobaccoVanguard/status/2018306169626894349) 2026-02-02T12:51Z [---] followers, [---] engagements "France nudges cigarette prices higher in early [----] Modest price increases take effect for cigarettes and roll-your-own tobacco while heated-tobacco and shisha prices edge lower reflecting fiscal calibration rather than market disruption. #TobaccoVanguard #France #Cigarettes #Pricing #Europe https://twitter.com/i/web/status/2019362874947150275 https://twitter.com/i/web/status/2019362874947150275" [X Link](https://x.com/TobaccoVanguard/status/2019362874947150275) 2026-02-05T10:50Z [---] followers, [---] engagements "Altrias latest price action reflects an earnings story the market already understands. Pricing and tax mechanics remain supportive but declining cigarette volumes and pressure in modern nicotine limit enthusiasm. Stability is being defended not extended. #TobaccoVanguard #Altria #Earnings #Nicotine #Equities $MO https://twitter.com/i/web/status/2019685240793354401 https://twitter.com/i/web/status/2019685240793354401" [X Link](https://x.com/TobaccoVanguard/status/2019685240793354401) 2026-02-06T08:10Z [---] followers, [--] engagements "Philip Morris approaches its results with regulatory expectation priced firmly into the shares. Growth depends less on volumes than on authorisation classification and the terms under which reduced-risk products are permitted to speak. Regulation has become the growth channel. #TobaccoVanguard #PMI #ZYN #Regulation #TobaccoEquities $PMI https://twitter.com/i/web/status/2019685345202213226 https://twitter.com/i/web/status/2019685345202213226" [X Link](https://x.com/TobaccoVanguard/status/2019685345202213226) 2026-02-06T08:11Z [---] followers, [--] engagements "$IMB.L Imperial Brands (LSE) Tariff Bear Watch 🧨 Failed breakout [----] reversed hard Still above EMAs testing support at [----] MACD bullish crossover intact but flattening RSI [--] trending lower High-volume red candle = caution ⚠ Lose [----] and we might see 2700" [X Link](https://x.com/TobaccoVanguard/status/1908982584819712450) 2025-04-06T20:38Z [---] followers, [---] engagements "🧵$BATS.L British American Tobacco (LSE) ⚠Price rejected at upper Bollinger Band Below 14/21 EMA cluster = short-term trend shift MACD histogram turning red again 📉 RSI [--] = weak momentum Parabolic SAR flipped bearish 📍 Key level: [----] break could lead to 3000" [X Link](https://x.com/TobaccoVanguard/status/1908983865806651592) 2025-04-06T20:43Z [---] followers, [--] engagements "🧵 $IMB.L Imperial Brands (LSE) 🧨 Failed breakout above [----] reversed hard Still above EMAs but testing support at [----] MACD bullish crossover intact but flattening RSI [--] trending lower High-volume red candle = caution ⚠ Lose [----] and we might see 2700" [X Link](https://x.com/TobaccoVanguard/status/1908983997365113319) 2025-04-06T20:43Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@TobaccoVanguard Tobacco VanguardTobacco Vanguard posts on X about vanguard, british american tobacco, $pm, $mo the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence financial services #451 stocks 48.25% finance 45.61% countries 11.4% travel destinations 4.39% social networks 1.75% technology brands 1.75% cryptocurrencies 0.88% exchanges 0.88%
Social topic influence vanguard #112, british american tobacco #8, $pm #23, $mo #32, bat #1026, british american #8, products 13.16%, for all 10.53%, not for #791, cash flow 9.65%
Top accounts mentioned or mentioned by @davidkilli99638 @youtube @retozoellner @antonykh1218 @littichookha @danielacambone @addictionspmc @jessenorwalt @tschuster00
Top assets mentioned British American Tobacco (BTI) Philip Morris International Inc. (PM) Altria Group Inc (MO) Basic Attention (BAT) Picard Medical, Inc. (PMI)
Top posts by engagements in the last [--] hours
"Altrias position remains defensive. Dividend continuity and share repurchases support the equity case though cigarette volumes and competitive pressure in modern nicotine limit expansion. The shares are held for yield and predictability. #TobaccoVanguard #Altria #Dividends #Income #TobaccoStocks https://twitter.com/i/web/status/2022606722217414838 https://twitter.com/i/web/status/2022606722217414838"
X Link 2026-02-14T09:39Z [---] followers, [--] engagements
"US states advance broad tobacco policy changes. Legislatures move forward with higher excise taxes flavour restrictions and expanded oversight of vapour products and nicotine pouches tightening the fiscal and regulatory net. #TobaccoVanguard #USA #TobaccoPolicy #Vaping #NicotinePouches https://twitter.com/i/web/status/2022607378156322827 https://twitter.com/i/web/status/2022607378156322827"
X Link 2026-02-14T09:42Z [---] followers, [--] engagements
"Once the panic subsides. tobacco stocks bounce back faster than most. Why Predictable cash flows. High dividends. Recession-proof demand. Strong hands want yield. $MO $IMB $BTI $BAT $PM"
X Link 2025-04-07T13:22Z [---] followers, [---] engagements
"BAT trims its ITC stakejust 2.3%raising cash to deleverage and increase the buyback by 200m in [----]. Still holds 23.1% in Indias FMCG titan. This isnt an exitits war-chest management. #dividends #FMCG #tobacco $BATS $BTI"
X Link 2025-05-27T15:20Z [---] followers, [---] engagements
"VELO now in [------] U.S. outlets rising to [------] by year-end. Distribution still matters. #BAT #Velo #ModernOral #NicotinePouches #USRetail $BTI $BATS"
X Link 2025-06-03T08:10Z [---] followers, [---] engagements
"Defence is the best offence. Inflation Recession Boom Bust Tobacco Stocks: ➤ Always working. ➤ Always yielding. $MO $PM $BTI $IMB (See Investing 101.)"
X Link 2025-06-06T09:16Z [---] followers, [---] engagements
"British American Tobacco confirms falling volumes rising buybacks. Fewer smokers fatter margins. A modern paradox in plain packaging. #TobaccoStocks #BAT #Dividends"
X Link 2025-06-06T21:01Z [---] followers, [---] engagements
"TOBACCO VANGUARD est. [----] Not for all and sundry. THE DEAL THAT PAID FOR DISCIPLINE By M. Reuven In January [----] British American Tobacco purchased the remaining [----] per cent of Reynolds American for $49.4 billion. The press at the time called it expensive. Investors fretted over the debt. Analysts wondered aloud whether BAT had overplayed its hand. And yet eight years later it remains one of the only large-cap transactions in modern tobacco history that achieved what mergers are meant to achieve: control synergy and survival. This was not a speculative stake in the future. It was a"
X Link 2025-07-13T09:45Z [---] followers, [---] engagements
"Premium Cigarettes Under Pressure PREMIUM DOWN: U.S. cigarette sales fell 9% year-on-year. Marlboro Newport and Camel all declined while discount brands held share. The consumer continues to trade down. #cigarettes #marlboro #camel #newport #tobacco #pricing #usmarket $MO $BTI"
X Link 2025-07-21T07:37Z [---] followers, [---] engagements
"TOBACCO VANGUARD Tuesday [--] August [----] By Our Markets Correspondent THE RERATING OF BRITISH AMERICAN TOBACCO Order Book Confidence and the Case for Continuation The share price of British American Tobacco (BATS:LN) has risen by over 50% year to date opening this mornings London session at [-------]. This represents not only a recovery from last years lows but a fundamental reappraisal of the stock's value. While some observers have been quick to cry overbought a closer examination of the order book technical positioning and forward earnings profile reveals a case far more grounded than"
X Link 2025-08-05T08:11Z [---] followers, [---] engagements
"Altria reports pouch volumes rising more than 26% in the quarter. The On brand is gaining share offsetting weaker cigarette volumes. Cash flow from pouches is now central to group performance. #Altria #On #NicotinePouches #Tobacco #Earnings #Markets #Dividends"
X Link 2025-08-16T10:39Z [---] followers, [---] engagements
"Imperial enters UK pouch market. Imperial Brands launches ZONE nicotine pouches adding further competition to a fast-expanding category. #TobaccoVanguard #UK #IMB #NicotinePouches #ZONE #Launch #Market"
X Link 2025-12-05T08:52Z [---] followers, [--] engagements
"Imperial Brands expands ZONE in the UK. The launch of ZONE nicotine pouches marks a renewed push into oral nicotine as manufacturers rebalance portfolios away from vapour risk. #TobaccoVanguard #IMB #UK #NicotinePouches"
X Link 2026-01-02T09:29Z [---] followers, [---] engagements
"Altria guides to earnings growth despite volume decline. Altria reports modest [----] EPS growth and guides higher again for [----] relying on pricing and cost control as cigarette volumes continue to fall and NJOY remains sidelined. #TobaccoVanguard #MO #Altria #Earnings #Cigarettes https://twitter.com/i/web/status/2017368683966873843 https://twitter.com/i/web/status/2017368683966873843"
X Link 2026-01-30T22:45Z [---] followers, [---] engagements
"Altrias latest results underline the familiar pattern. Earnings were held up by pricing and tax mechanics while cigarette volumes and oral share continued to drift lower. The market reaction suggests resignation rather than alarm but the strategic gap in modern nicotine remains unresolved. #TobaccoVanguard #Altria #Nicotine #Equities #CashFlows $MO #MO https://twitter.com/i/web/status/2018280799108284621 https://twitter.com/i/web/status/2018280799108284621"
X Link 2026-02-02T11:10Z [---] followers, [---] engagements
"Philip Morris continues to trade on regulatory time rather than sales time. The prospect of modified-risk authorisation for ZYN in the United States carries real commercial weight yet it also draws the category deeper into fiscal and political scrutiny. Reduced harm is now fully inside the tax ledger. #TobaccoVanguard #PMI #ZYN #Regulation #NicotinePouches https://twitter.com/i/web/status/2018280883250180577 https://twitter.com/i/web/status/2018280883250180577"
X Link 2026-02-02T11:10Z [---] followers, [---] engagements
"British American Tobacco - diversification has reduced volatility but not uncertainty and non-combustible products are proving as politically exposed as cigarettes once were. Patience for now is the strategy. #TobaccoVanguard #BAT #Dividends #TobaccoStocks #Income"
X Link 2026-02-02T11:11Z [---] followers, [---] engagements
"Altrias latest earnings reaffirm the familiar trade-off. Pricing discipline and tax mechanics continue to support cash flow but cigarette volumes and oral nicotine share remain under pressure. The market response suggests acceptance rather than confidence. #TobaccoVanguard #Altria #TobaccoStocks #CashFlow #Nicotine https://twitter.com/i/web/status/2018646550088499411 https://twitter.com/i/web/status/2018646550088499411"
X Link 2026-02-03T11:23Z [---] followers, [---] engagements
"British American Tobacco continues to trade as an income instrument rather than a growth story. Diversification has limited volatility but newer nicotine categories have inherited the same political exposure as cigarettes. Stability is being earned not assumed. #TobaccoVanguard #BAT #Dividends #IncomeStocks #Tobacco https://twitter.com/i/web/status/2018646640446296456 https://twitter.com/i/web/status/2018646640446296456"
X Link 2026-02-03T11:23Z [---] followers, [---] engagements
"British American Tobacco share price: BAT stock near 1-year high as buyback ticks on before results https://ts2.tech/en/british-american-tobacco-share-price-bat-stock-near-1-year-high-as-buyback-ticks-on-before-results/ https://ts2.tech/en/british-american-tobacco-share-price-bat-stock-near-1-year-high-as-buyback-ticks-on-before-results/"
X Link 2026-02-04T10:01Z [---] followers, [---] engagements
"Philip Morris remains the clearest example of how regulation now substitutes for growth. Momentum rests less on sales than on the possibility of modified-risk authorisation for nicotine pouches in the United States. Reduced-harm products are no longer outside the fiscal imagination of the state. #TobaccoVanguard #PMI #ZYN #Regulation #NicotinePouches https://twitter.com/i/web/status/2019146641660354858 https://twitter.com/i/web/status/2019146641660354858"
X Link 2026-02-04T20:30Z [---] followers, [---] engagements
"British American Tobacco continues to trade as an income instrument rather than a growth story. Diversification has limited volatility but newer nicotine categories have inherited the same political exposure as cigarettes. Stability is being earned not assumed. #TobaccoVanguard #BAT #Dividends #IncomeStocks #Tobacco https://twitter.com/i/web/status/2019146696735772945 https://twitter.com/i/web/status/2019146696735772945"
X Link 2026-02-04T20:31Z [---] followers, [---] engagements
"Altrias latest earnings reaffirm the familiar trade-off. Pricing discipline and tax mechanics continue to support cash flow but cigarette volumes and oral nicotine share remain under pressure. The market response suggests acceptance rather than confidence. #TobaccoVanguard #Altria #TobaccoStocks #CashFlow #Nicotine https://twitter.com/i/web/status/2019146760325620208 https://twitter.com/i/web/status/2019146760325620208"
X Link 2026-02-04T20:31Z [---] followers, [---] engagements
"Imperial Brands names new chair designate. Imperial Brands appoints John Rishton as chair designate marking a significant governance transition for the UK-listed tobacco group. #TobaccoVanguard #IMB #ImperialBrands #Governance"
X Link 2026-02-05T10:50Z [---] followers, [--] engagements
"Philip Morris International reported full-year results showing steady pricing power and continued migration of revenues toward smoke-free products now accounting for roughly 41% of group sales. Earnings met expectations and guidance for [----] was nudged higher reinforcing the familiar pattern of managed decline in combustibles offset by disciplined capital returns and alternative nicotine growth. The market response has been measured reflecting credibility rather than surprise. #TobaccoVanguard #PhilipMorris #TobaccoStocks #IncomeInvesting #RegulatedIndustries $PM #PMI"
X Link 2026-02-06T19:12Z [---] followers, [---] engagements
"Philip Morris has reminded the market where growth now resides. Forward guidance rests less on cigarettes than on smoke-free products with earnings momentum tied to execution and regulatory tolerance rather than volume alone. The shares reflect that shift. #TobaccoVanguard #PMI #NicotinePouches #Earnings #TobaccoEquities https://twitter.com/i/web/status/2020807649533550812 https://twitter.com/i/web/status/2020807649533550812"
X Link 2026-02-09T10:31Z [---] followers, [---] engagements
"Altria continues to trade as a defensive cash instrument. Pricing dividends and buybacks remain intact but competitive pressure in modern nicotine limits any re-rating. The market is paying for durability not ambition. #TobaccoVanguard #Altria #Dividends #CashFlow #TobaccoStocks https://twitter.com/i/web/status/2020807715036004419 https://twitter.com/i/web/status/2020807715036004419"
X Link 2026-02-09T10:31Z [---] followers, [---] engagements
"Nigel Farage should mind his own business and allow individuals and employers decide what is best for their own circumstances. What we do not need is yet another meddling governement. #ReformUK Look at all the grey haired fossils in the background clapping like seals. Their entire ideology is wanting to make life as hard as possible for the younger people who pay their pensions whilst turning the country into a weird moribund shrine to their childhoods. Look at all the grey haired fossils in the background clapping like seals. Their entire ideology is wanting to make life as hard as possible"
X Link 2026-02-10T10:33Z [---] followers, [--] engagements
"Within BAT's transition narrative Modern Oral has moved from promise to proof. The segment is profitable scalable and structurally growing with U.S. distribution gains translating into operating contribution rather than mere volume. In a business defined by cash discipline that shift matters. #BAT #Transition #Velo #Equities #Income $BATS https://twitter.com/i/web/status/2021858317824405509 https://twitter.com/i/web/status/2021858317824405509"
X Link 2026-02-12T08:06Z [---] followers, [---] engagements
"British American Tobacco has delivered modest profit growth while signalling that [----] will sit toward the lower end of prior expectations. Modern oral remains the engine yet restructuring and litigation in the vape category remind investors that transition is never frictionless. Cash returns continue to anchor the equity case. #TobaccoVanguard #BAT #Earnings #ModernOral #CashReturns https://twitter.com/i/web/status/2022237107587076247 https://twitter.com/i/web/status/2022237107587076247"
X Link 2026-02-13T09:11Z [---] followers, [---] engagements
"Philip Morris continues to trade on confidence in its smoke-free portfolio. Growth in nicotine pouches offsets cigarette decline and the market has responded accordingly. Regulation now determines the pace of expansion as much as consumer demand. #TobaccoVanguard #PMI #ZYN #SmokeFree #TobaccoEquities https://twitter.com/i/web/status/2022237166034633020 https://twitter.com/i/web/status/2022237166034633020"
X Link 2026-02-13T09:11Z [---] followers, [---] engagements
"PMI expands heated tobacco range in the UK. Philip Morris introduces the IQOS ILUMA i device line in Britain reinforcing its strategic emphasis on heated tobacco within the smoke-free portfolio. #TobaccoVanguard #PM #HeatedTobacco #IQOS #UK"
X Link 2026-02-14T09:44Z [---] followers, [--] engagements
"Philip Morris trades on execution in smoke-free categories. Nicotine pouches and heated tobacco products underpin earnings guidance while regulatory permissions determine the pace at which those gains may be consolidated. Growth is conditional not assumed. #TobaccoVanguard #PMI #ZYN #SmokeFree #Regulation"
X Link 2026-02-14T09:39Z [---] followers, [---] engagements
"Upstream exposure has shown its sensitivity. Leaf suppliers have reacted sharply to earnings variance reminding investors that the raw material end of the chain is governed by volumes and discipline rather than narrative. Cash conversion still determines credibility. #TobaccoVanguard #TobaccoLeaf #Earnings #MarketDiscipline #Equities https://twitter.com/i/web/status/2022606862948982964 https://twitter.com/i/web/status/2022606862948982964"
X Link 2026-02-14T09:40Z [---] followers, [--] engagements
"RT @littichookha: Sharing a cigg"
X Link 2026-02-15T20:22Z [---] followers, [----] engagements
"British American Tobacco continues to benefit from its own balance sheet. Buybacks and cash discipline have pushed the shares toward recent highs even as investors remain cautious ahead of results. Income rather than narrative is doing the work. #TobaccoVanguard #BAT #Dividends #CashReturns #TobaccoStocks $BATS https://twitter.com/i/web/status/2019685147658833975 https://twitter.com/i/web/status/2019685147658833975"
X Link 2026-02-06T08:10Z [---] followers, [---] engagements
"British American Tobacco has chosen capital return over complexity. Asset trimming and buybacks reinforce income support at a time when regulatory and growth narratives remain unsettled. For investors certainty lies in cash not categories. #TobaccoVanguard #BAT #Buybacks #Income #TobaccoEquities https://twitter.com/i/web/status/2020807783436705880 https://twitter.com/i/web/status/2020807783436705880"
X Link 2026-02-09T10:31Z [---] followers, [---] engagements
"Smokeless now accounts for 18.2% of Group revenue at British American Tobacco up 70bps year on year with [---] million additional consumers. Velo has reached the number two position in U.S. Modern Oral by volume and value while vapour remains constrained by illicit disposables despite Vuse retaining category leadership. The transition continues but cash still comes from disciplined combustible pricing. #BAT #ModernOral #Velo #Vuse #TobaccoSector https://twitter.com/i/web/status/2021854519773040821 https://twitter.com/i/web/status/2021854519773040821"
X Link 2026-02-12T07:50Z [---] followers, [---] engagements
"Combustibles still fund the ledger yet Modern Oral now defines the direction of travel. With 48% constant-currency growth and triple-digit U.S. expansion Velo has become the clearest internal growth vector inside British American Tobacco. The transition is no longer rhetorical; it is appearing in contribution margins. #BAT #ModernOral #TobaccoSector #Markets #DividendGrowth https://twitter.com/i/web/status/2021858368608927864 https://twitter.com/i/web/status/2021858368608927864"
X Link 2026-02-12T08:06Z [---] followers, [---] engagements
"British American Tobacco has raised its full-year dividend by 2% to 245.04p and authorised a 1.3bn share buy-back for [----] an increase on last years programme. The uplift is modest reflecting continued deleveraging and Canadian settlement outflows yet the scale of the repurchase signals restored balance sheet confidence and sustained cash discipline. #BAT #Dividends #Buyback #IncomeInvesting #TobaccoVanguard https://twitter.com/i/web/status/2021884574008033309 https://twitter.com/i/web/status/2021884574008033309"
X Link 2026-02-12T09:50Z [---] followers, [----] engagements
"TOBACCO VANGUARD Not for all and sundry. BAT: Cash Realities By M. Reuven British American Tobacco has reported constant-currency revenue growth of 2.1% for the year to [--] December [----] with adjusted operating profit rising 2.3% once the distortions of the Canadian settlement are removed. Reported earnings flattered by accounting reversals are of little analytical use. The underlying figures are more modest and more instructive. They describe a business that continues to price its declining volumes with discipline that is slowly expanding its smokeless contribution and that remains governed"
X Link 2026-02-12T10:10Z [---] followers, [---] engagements
"TOBACCO VANGUARD Not for all and sundry. The Sticks and the Tory There are periods in the life of a company when the annual report serves as a quiet ledger of commercial progress and others when it becomes an instrument of explanation. The contrast between British American Tobaccos historic annual reports and its latest [----] report belongs to the latter category. Consider BATs annual report of [----] which reads as the account of a global cigarette manufacturer that had completed a programme of operational reform and was content to describe the outcome in managerial terms. The [----] annual"
X Link 2026-02-13T18:25Z [---] followers, [--] engagements
"British American Tobacco has reported profit growth with smokeless products now forming a material share of group revenue. Modern Oral continues to expand in the United States yet guidance remains measured and restructuring signals discipline rather than exuberance. Cash flow remains the decisive metric. #TobaccoVanguard #BAT #ModernOral #Earnings #CashFlow https://twitter.com/i/web/status/2022606578558419404 https://twitter.com/i/web/status/2022606578558419404"
X Link 2026-02-14T09:39Z [---] followers, [---] engagements
"RT @DanielaCambone: The great Taking"
X Link 2026-02-15T20:24Z [---] followers, [--] engagements
"Tobacco Vanguard is an independent publication unaffiliated with any firm manufacturer or commercial body. Views expressed are those of the Editor and contributors and do not represent any official position. Retweets are offered for interest only and do not constitute endorsement agreement or affiliation. No liability is accepted for interpretation or use of content. Accuracy is observed to the best of current knowledge. Published by BM Tobacco London WC1N 3XX. Not issued for promotional purposes"
X Link 2025-05-22T15:39Z [---] followers, [----] engagements
"Imperial Brands continues large-scale buyback programme. Imperial presses ahead with its 1.45bn buyback cancelling shares daily as part of its long-term capital return strategy. #TobaccoVanguard #IMB #ImperialBrands #Buybacks"
X Link 2026-01-30T22:48Z [---] followers, [---] engagements
"TOBACCO VANGUARD Not for all and sundry. $IMB vs $MO From the Markets Desk Both Imperial Brands and Altria Group enter February in technically constructive condition though by different routes and with different temperaments. Imperial Brands continues to trade as a disciplined compounder. The recent pullback resolved as a corrective pause rather than a structural failure with price re-establishing itself above its short-term moving averages and momentum rebuilding without excess. Volatility has normalised rather than expanded and the chart suggests a market content to grind higher so long as"
X Link 2026-02-03T22:35Z [---] followers, [---] engagements
"TOBACCO VANGUARD Not for all and sundry. The Measure of the Transition By M. Reuven Philip Morris International has signalled that it intends to improve the clarity of its financial reporting. The assurance was noted with interest because the company stands at the centre of the industrys most ambitious transition narrative. Investors have long asked for a clearer view of where the money is made and where it is merely promised. The gesture towards transparency is therefore welcome. The difficulty lies in what transparency would actually reveal. The latest figures from Philip Morris underline"
X Link 2026-02-09T16:21Z [---] followers, [---] engagements
"TOBACCO VANGUARD Not for all and sundry. The Price of Inexperience By M. Reuven Britains youth unemployment rate now stands above that of the European Union for the first time in a quarter of a century. The figure 15.3% is not catastrophic by historical standards yet it is symbolically grave. For decades Britain was accustomed to lecturing the Continent on the rigidity of its labour markets and the tragedy of idle youth. That posture is no longer available. The proximate explanation offered by a senior official of the Bank of England is clear enough. Substantial increases in the minimum wage"
X Link 2026-02-15T15:01Z [---] followers, [--] engagements
"RT @AddictionsPMC: Extending the vaping ban is not only a ban on the product it is a ban on commonsense"
X Link 2026-02-15T20:26Z [---] followers, [--] engagements
"Philip Morris USA will pay $66 million to the State of Washington closing one of the few remaining U.S. settlement cases. Regulatory cost remains integral to lawful profit. #TobaccoVanguard #PhilipMorris #Litigation #Tobacco #Regulation #LawfulProfit"
X Link 2025-11-05T09:21Z [---] followers, [--] engagements
"Altria narrows FY guidance JT raises on Q3 momentum and PMI prepares a new reporting structure for [----]. #TobaccoVanguard #Altria #MO #JapanTobacco #JT #PhilipMorris #PMI #Guidance #Earnings"
X Link 2025-11-06T09:02Z [---] followers, [--] engagements
"Altria narrows FY guidance JT raises on Q3 momentum and PMI prepares a new reporting structure for [----]. #TobaccoVanguard #Altria #MO #JapanTobacco #JT #PhilipMorris #PMI #Guidance #Earnings"
X Link 2025-11-07T08:06Z [---] followers, [--] engagements
"Imperial Brands (IMB) Pre-close in line. Full-year results due [--] November in London. #TobaccoVanguard #ImperialBrands #IMB #Earnings #IncomeInvesting"
X Link 2025-11-08T10:36Z [---] followers, [--] engagements
"Philip Morris (PMI) FY25 outlook raised on smoke-free growth. A new organisational model takes effect from January [----]. #TobaccoVanguard #PhilipMorris #PMI #IQOS #HeatedTobacco #SFB #Guidance"
X Link 2025-11-08T10:36Z [---] followers, [--] engagements
"Imperial Brands (IMB) Pre-close in line. Full-year results due [--] November in London. #TobaccoVanguard #ImperialBrands #IMB #Earnings #IncomeInvesting"
X Link 2025-11-09T08:27Z [---] followers, [--] engagements
"Imperial Brands (IMB) Analysis Is This the UKs Stable Dividend King via @YouTube https://youtu.be/_kQUpXcd9eAsi=lLouM-gZVcpaPHY- https://youtu.be/_kQUpXcd9eAsi=lLouM-gZVcpaPHY-"
X Link 2025-11-12T18:35Z [---] followers, [---] engagements
"Imperial Brands remains on track for guidance delivery and will report full-year results on [--] November in London. #TobaccoVanguard #ImperialBrands #IMB #Earnings #IncomeInvesting #Results"
X Link 2025-11-14T08:44Z [---] followers, [---] engagements
"Philip Morris raises full-year guidance to $7.46$7.56 as smoke-free revenue reaches [--] per cent of group turnover. #TobaccoVanguard #PhilipMorris #PMI #IQOS #HeatedTobacco #Guidance #Earnings"
X Link 2025-11-16T10:21Z [---] followers, [--] engagements
"Imperial Brands confirms it is on track for guidance delivery and adds a [----] billion share-buy-back for FY26. Results Tuesday #TobaccoVanguard #ImperialBrands #IMB #Earnings #Buybacks #IncomeInvesting"
X Link 2025-11-16T10:22Z [---] followers, [---] engagements
"Imperial Brands remains on track for guidance delivery and adds a [----] billion share buy-back for FY26. #TobaccoVanguard #ImperialBrands #IMB #Earnings #Buybacks #IncomeInvesting"
X Link 2025-11-17T09:28Z [---] followers, [--] engagements
"TOBACCO VANGUARD Not for all and sundry. Imperial Brands: Before the Reckoning By M. Reuven Imperial Brands enters its full year results with the steadiness that has come to define the companys recent phase of self-correction. The market has treated the shares with a mixture of caution and relief. Caution because tobacco remains boxed in by policy sentiment and the long shadow of regulation. Relief because the company has delivered what it said it would deliver. In a market unsettled by speculation this has become a decisive advantage. The trading record of the past twelve months shows a"
X Link 2025-11-17T11:02Z [---] followers, [---] engagements
"Imperial Brands reports steady full year results with Tobacco and NGP revenue up 4.1% in constant currency. The company keeps to its disciplined path of cash generation and controlled investment. #TobaccoVanguard #ImperialBrands #IMB #Results #Tobacco #Markets #FTSE #NGP"
X Link 2025-11-18T07:15Z [---] followers, [---] engagements
"Imperial Brands lifts the dividend to 160.32p for the year an increase of 4.5%. Cash flows remain firm with free cash flow of 2.7B. #TobaccoVanguard #IMB #Dividends #IncomeInvesting #FTSE #Tobacco"
X Link 2025-11-18T07:16Z [---] followers, [---] engagements
"TOBACCO VANGUARD Not for all and sundry. Imperial Brands: Results in an Uneasy Market By M. Reuven Imperial Brands has released its full year results and the figures show a business that has settled into a pattern of discipline. Revenue from Tobacco and NGP rose by 4.1% in constant currency a result that reflects the companys cautious progress. This has become the central fact of Imperials strategy. It delivers what it promises and maintains balance sheet discipline. In a market where confidence is strained by speculation this restraint has become a mark of clarity. The financial structure of"
X Link 2025-11-18T07:26Z [---] followers, [---] engagements
"Imperial Brands reports steady full year results with tobacco and NGP net revenue up 4.1% at constant currency. The core cash engine holds. $IMB #TobaccoVanguard #ImperialBrands #IMB #Tobacco #Markets #FTSE100 #Results"
X Link 2025-11-18T09:36Z [---] followers, [---] engagements
"Imperial Brands reports steady earnings with adjusted income near [--] billion and announces a [----] billion buy-back for FY26 maintaining its disciplined return policy. #TobaccoVanguard #ImperialBrands #IMB #Earnings #Buybacks #Dividends"
X Link 2025-11-19T07:57Z [---] followers, [--] engagements
"Philip Morris restructures operations from January [----] dividing into U.S. and International units with a wellness arm advancing its smoke-free transition. #TobaccoVanguard #PhilipMorris #PMI #IQOS #HeatedTobacco #CorporateStrategy"
X Link 2025-11-19T07:57Z [---] followers, [---] engagements
"Imperial Brands posts full-year results with profit lifted by demand for smoking alternatives and confirms further investment in next-generation products. #TobaccoVanguard #ImperialBrands #IMB #Earnings #NGP #Dividends #Buybacks"
X Link 2025-11-19T08:00Z [---] followers, [---] engagements
"Imperial Brands tells investors it expects further profit growth next year as pricing and cost discipline continue to support margins. #TobaccoVanguard #ImperialBrands #IMB #Earnings #Guidance #TobaccoIndustry"
X Link 2025-11-19T08:00Z [---] followers, [---] engagements
"Imperial Brands posts annual income near [--] billion and confirms a [----] billion buy-back for FY26 pointing to steady margins and disciplined cash returns. #TobaccoVanguard #ImperialBrands #IMB #Earnings #Buybacks #Dividends"
X Link 2025-11-20T09:01Z [---] followers, [--] engagements
"Imperial Brands forecasts 35% annual profit growth under its new leadership as pricing strength and smoking-alternative demand support its core markets. #TobaccoVanguard #ImperialBrands #IMB #Guidance #NGP #Strategy"
X Link 2025-11-20T09:02Z [---] followers, [--] engagements
"Imperial Brands releases full-year results https://www.tobaccojournal.com/news/imperial-brands-releases-full-year-results/ https://www.tobaccojournal.com/news/imperial-brands-releases-full-year-results/"
X Link 2025-11-20T18:54Z [---] followers, [--] engagements
"Imperial Brands reports annual operating income of nearly [--] billion and confirms buy-backs through [----] with next-generation products lifting revenue. #TobaccoVanguard #ImperialBrands #IMB #Earnings #Buybacks #NGP"
X Link 2025-11-22T10:00Z [---] followers, [--] engagements
"Philip Morris lifts full-year earnings expectations after smoke-free products reach more than [--] per cent of group revenue. #TobaccoVanguard #PhilipMorris #PMI #IQOS #HeatedTobacco #Earnings"
X Link 2025-11-22T10:01Z [---] followers, [---] engagements
"Tobacco stocks are having their best day in months. Philip Morris Altria and BAT (NYSE) are all firmer while BAT and Imperial Brands in London are now within 2% of a new 52-week high. The market is remembering what disciplined cash flow looks like. #TobaccoVanguard #tobacco #equities #dividends #cashflow #valueinvesting #incomeinvesting #BATS #IMB #MO #PM https://twitter.com/i/web/status/1993389485749408032 https://twitter.com/i/web/status/1993389485749408032"
X Link 2025-11-25T18:41Z [---] followers, [---] engagements
"Imperial Brands steadies earnings and extends buybacks to [----]. Quiet competence still pays a dividend. #TobaccoVanguard #tobacco #vapes #regulation #markets #sinstocks #dividends #UK #US #EU"
X Link 2025-12-02T09:07Z [---] followers, [---] engagements
"Imperial Brands urges retailers to respond to the government consultation. The shopkeeper becomes a lobbyist by necessity. #TobaccoVanguard #tobacco #vapes #regulation #markets #sinstocks #dividends #UK #US #EU"
X Link 2025-12-06T12:16Z [---] followers, [--] engagements
"Imperial Brands steadies its guidance and presses retailers to engage on the UK Bill. Survival now demands consultation. #TobaccoVanguard #tobacco #vapes #regulation #markets #sinstocks #dividends #UK #US #EU"
X Link 2025-12-07T11:19Z [---] followers, [--] engagements
"Imperial Brands steadies its footing in a flat market. Patience and cash flow now outperform every slogan of transformation. #TobaccoVanguard #tobacco #vapes #regulation #markets #sinstocks #dividends #UK #US #EU"
X Link 2025-12-11T09:32Z [---] followers, [--] engagements
"Imperial Brands Annual Report and AGM https://www.londonstockexchange.com/news-article/IMB/annual-financial-report/17370419 https://www.londonstockexchange.com/news-article/IMB/annual-financial-report/17370419"
X Link 2025-12-11T17:52Z [---] followers, [--] engagements
"TOBACCO VANGUARD Not for all and sundry. Imperials Ledger and Cash Discipline By M. Reuven A set of annual accounts is often treated as a neutral map of a companys year a tidy reconciliation of profit tax and borrowed sums. Yet in the case of Imperial Brands the numbers carry a deeper instruction. They show what remains possible when an industry accepts the limits of its trade rejects the fever for scale that gripped its peers and returns to the older virtues of cash order and restraint. The [----] report confirms that Imperial has become the most conservative and the most intelligible of the"
X Link 2025-12-11T18:34Z [---] followers, [---] engagements
"Imperial Brands continues its patient restoration of cash and credibility. Inertia properly managed is a competitive advantage. #TobaccoVanguard #tobacco #vapes #regulation #markets #sinstocks #dividends #UK #US #EU"
X Link 2025-12-15T11:01Z [---] followers, [--] engagements
"Imperial Brands posts higher profit and steady tobacco pricing. The quiet virtues of cash flow persist. #TobaccoVanguard #tobacco #vapes #regulation #markets #sinstocks #dividends #UK #US #EU"
X Link 2025-12-20T09:21Z [---] followers, [--] engagements
"Delaware court upholds BAT indemnification ruling. The Supreme Court confirms a 251-million-dollar indemnity award in a long-running dispute between British American Tobacco and Imperial Brands. Contract law prevails. #TobaccoVanguard #USA #BATS #IMB #Litigation"
X Link 2025-12-27T09:51Z [---] followers, [---] engagements
"TOBACCO VANGUARD Not for all and sundry. Imperial Brands: Holding the Line From the Markets Desk Imperial Brands has entered a corrective phase following a sustained advance with recent price action reflecting consolidation within an established structure rather than any loss of underlying confidence. The pullback has been orderly measured and contained consistent with a market absorbing prior gains. On the daily chart the shares have moved below the short-term moving averages. This development indicates a cooling of near-term momentum and is typical after a strong run. Volatility indicators"
X Link 2025-12-31T11:39Z [---] followers, [---] engagements
"Delaware court confirms BAT indemnification win. The Delaware Supreme Court upholds a 251-million-dollar indemnification ruling in a dispute between British American Tobacco and Imperial Brands. #TobaccoVanguard #USA #BATS #IMB #Litigation"
X Link 2026-01-07T08:23Z [---] followers, [---] engagements
"Imperial Brands share price today: IMB ticks up as buyback keeps running and dividend dates near https://ts2.tech/en/imperial-brands-share-price-today-imb-ticks-up-as-buyback-keeps-running-and-dividend-dates-near/ https://ts2.tech/en/imperial-brands-share-price-today-imb-ticks-up-as-buyback-keeps-running-and-dividend-dates-near/"
X Link 2026-01-12T10:16Z [---] followers, [--] engagements
"TOBACCO VANGUARD Not for all and sundry. METALS AND MEMORY By M. Reuven Gold and silver have moved decisively and in doing so have said something about the state of monetary excess that policy narratives have spent years trying to avoid. These prices constitute a loss of confidence in fiscal accommodation that has taken time to mature and has now reached a point of crisis. Golds advance has been steady. Post-Covid it drifted paused and corrected as though prepared to grant the benefit of the doubt to central banks and treasuries that insisted stability could be restored by resolve alone. That"
X Link 2026-01-13T16:10Z [---] followers, [---] engagements
"Imperial Brands names new chair. John Rishton is appointed Chair Designate joining the board in July [----] and set to succeed Therese Esperdy as Chair in December bringing extensive FTSE governance and consumer-sector experience. #TobaccoVanguard #ImperialBrands #IMB #CorporateGovernance #Boardroom https://twitter.com/i/web/status/2013552118867591669 https://twitter.com/i/web/status/2013552118867591669"
X Link 2026-01-20T10:00Z [---] followers, [--] engagements
"BAT shares slip at the open as buyback update lands heres the next key date for British American Tobacco stock https://ts2.tech/en/bat-shares-slip-at-the-open-as-buyback-update-lands-heres-the-next-key-date-for-british-american-tobacco-stock/ https://ts2.tech/en/bat-shares-slip-at-the-open-as-buyback-update-lands-heres-the-next-key-date-for-british-american-tobacco-stock/"
X Link 2026-01-20T11:32Z [---] followers, [--] engagements
"Luxembourg brings nicotine pouches under tobacco law. New legislation places nicotine pouches within the tobacco regulatory framework imposing strict limits on strength flavouring and additives. #TobaccoVanguard #Luxembourg #EU #NicotinePouches #Regulation"
X Link 2026-01-21T09:31Z [---] followers, [--] engagements
"US states widen tobacco and nicotine tax base. Several states expand excise taxes in [----] to cover e-cigarettes disposable vapes and nicotine pouches bringing newer products fully into tobacco-style fiscal treatment. #TobaccoVanguard #USA #NicotinePouches #Vaping #Excise #Tax"
X Link 2026-01-23T10:16Z [---] followers, [---] engagements
"Washington State enacts 95% excise on nicotine products. A new excise regime taxes nicotine pouches and disposable vapes at 95% of wholesale value extending cigarette-level fiscal treatment to newer formats. #TobaccoVanguard #USA #WashingtonState #NicotinePouches #Vaping #Tax"
X Link 2026-01-28T07:16Z [---] followers, [---] engagements
"TOBACCO VANGUARD Not for all and sundry. ALTRIA AHEAD OF THE FIGURES By M. Reuven Altria goes into its quarterly reckoning with the Street asking a modest question. Can management continue to turn a shrinking American cigarette franchise into growing earnings and a reliable cash coupon. The brokers who are paid to sound decisive have in effect answered that question already. They expect a little more profit a little less revenue and almost no change in valuation. That is another way of saying that Altria has become a high-yield bond in corporate form. The consensus tells its own story."
X Link 2026-01-28T23:16Z [---] followers, [---] engagements
"Altria closed [----] with adjusted EPS growth of [---] % despite falling cigarette volumes and continued market disruption from illicit e-vapor. The result again underlines the resilience of US combustible pricing and margins even as the industry contracts in physical terms. Cash not narrative remains the centre of gravity. #TobaccoVanguard #Altria #MO #TobaccoIndustry #CashFlow #Dividends https://twitter.com/i/web/status/2016847840765427731 https://twitter.com/i/web/status/2016847840765427731"
X Link 2026-01-29T12:16Z [---] followers, [---] engagements
"Reported earnings fell sharply at Altria after more than $2 bn of non-cash impairments tied to NJOY and the legal e-vapor business. Management now assumes NJOY ACE will not return to the US market in [----] leaving illicit disposable vapes to continue distorting both regulation and competition. #TobaccoVanguard #EVapor #NJOY #Regulation #IllicitTrade #Nicotine https://twitter.com/i/web/status/2016847932129939836 https://twitter.com/i/web/status/2016847932129939836"
X Link 2026-01-29T12:16Z [---] followers, [---] engagements
"US cigarette volumes fell close to [--] % in [----] yet Altria still expanded adjusted operating margins above [--] %. Marlboro lost incremental share while discount brands grew a reminder that pricing power survives even as brand hierarchies slowly erode. #TobaccoVanguard #Cigarettes #Marlboro #PricingPower #USMarkets https://twitter.com/i/web/status/2016848093681987726 https://twitter.com/i/web/status/2016848093681987726"
X Link 2026-01-29T12:17Z [---] followers, [---] engagements
"Oral nicotine pouches now account for more than half of the US oral tobacco category but Altrias on brand lost share within the segment despite rising volumes. The long-term battleground has shifted decisively to pouches where scale and distribution now matter more than legacy smokeless dominance. #TobaccoVanguard #OralNicotine #NicotinePouches #On #Smokefree https://twitter.com/i/web/status/2016848155803795823 https://twitter.com/i/web/status/2016848155803795823"
X Link 2026-01-29T12:17Z [---] followers, [---] engagements
"For [----] Altria guides to adjusted EPS growth of [---] % to [---] % weighted to the second half supported by cost savings and disciplined capital returns. The dividend machine remains intact but the smoke-free transition continues to be slower and more contested than headline ambitions suggest. #TobaccoVanguard #Earnings #Dividends #IncomeInvesting #TobaccoStocks https://twitter.com/i/web/status/2016848252465758514 https://twitter.com/i/web/status/2016848252465758514"
X Link 2026-01-29T12:17Z [---] followers, [---] engagements
"Altria earnings fall short amid lower cigarette sales and competition for nicotine products https://www.independent.co.uk/news/altria-shares-washington-virginia-richmond-b2910318.html https://www.independent.co.uk/news/altria-shares-washington-virginia-richmond-b2910318.html"
X Link 2026-01-29T17:37Z [---] followers, [---] engagements
"@jesse_norwalt It is a case study in poor management detracting from the business"
X Link 2026-01-29T21:17Z [---] followers, [--] engagements
"Walgreens resumes e-cigarette sales. The retailer returns vaping products to store shelves signalling a shift in distribution strategy as regulatory clarity slowly emerges. #TobaccoVanguard #USA #Vaping #Retail"
X Link 2026-01-30T12:17Z [---] followers, [---] engagements
"BAT extends share buybacks and cancels stock. British American Tobacco authorises a further 1.3bn in buybacks for [----] and continues daily share cancellations tightening equity while managing leverage. #TobaccoVanguard #BATS #BTI #Buybacks #CapitalReturns"
X Link 2026-01-30T22:46Z [---] followers, [---] engagements
"BAT Japan raises prices on heated tobacco and pouches. Price increases on glo heated-tobacco sticks and VELO nicotine pouches take effect in Japan reflecting cost pressure and disciplined pricing in a mature market. #TobaccoVanguard #Japan #HeatedTobacco #NicotinePouches #Pricing https://twitter.com/i/web/status/2017368916436172935 https://twitter.com/i/web/status/2017368916436172935"
X Link 2026-01-30T22:46Z [---] followers, [---] engagements
"KT&G sales grow but cash flow tightens. Strong overseas growth lifts KT&G revenues but weaker operating cash flow and rising debt highlight balance-sheet strain beneath the headline numbers. #TobaccoVanguard #KTG #Korea #Earnings #CashFlow"
X Link 2026-01-30T22:49Z [---] followers, [---] engagements
"Massive Dump In Gold Silver: Why Rick Rule Is Selling Now via @YouTube https://youtu.be/Hajihuix6T0si=f2uYf7KcLKX4m4yB https://youtu.be/Hajihuix6T0si=f2uYf7KcLKX4m4yB"
X Link 2026-02-02T12:51Z [---] followers, [---] engagements
"France nudges cigarette prices higher in early [----] Modest price increases take effect for cigarettes and roll-your-own tobacco while heated-tobacco and shisha prices edge lower reflecting fiscal calibration rather than market disruption. #TobaccoVanguard #France #Cigarettes #Pricing #Europe https://twitter.com/i/web/status/2019362874947150275 https://twitter.com/i/web/status/2019362874947150275"
X Link 2026-02-05T10:50Z [---] followers, [---] engagements
"Altrias latest price action reflects an earnings story the market already understands. Pricing and tax mechanics remain supportive but declining cigarette volumes and pressure in modern nicotine limit enthusiasm. Stability is being defended not extended. #TobaccoVanguard #Altria #Earnings #Nicotine #Equities $MO https://twitter.com/i/web/status/2019685240793354401 https://twitter.com/i/web/status/2019685240793354401"
X Link 2026-02-06T08:10Z [---] followers, [--] engagements
"Philip Morris approaches its results with regulatory expectation priced firmly into the shares. Growth depends less on volumes than on authorisation classification and the terms under which reduced-risk products are permitted to speak. Regulation has become the growth channel. #TobaccoVanguard #PMI #ZYN #Regulation #TobaccoEquities $PMI https://twitter.com/i/web/status/2019685345202213226 https://twitter.com/i/web/status/2019685345202213226"
X Link 2026-02-06T08:11Z [---] followers, [--] engagements
"$IMB.L Imperial Brands (LSE) Tariff Bear Watch 🧨 Failed breakout [----] reversed hard Still above EMAs testing support at [----] MACD bullish crossover intact but flattening RSI [--] trending lower High-volume red candle = caution ⚠ Lose [----] and we might see 2700"
X Link 2025-04-06T20:38Z [---] followers, [---] engagements
"🧵$BATS.L British American Tobacco (LSE) ⚠Price rejected at upper Bollinger Band Below 14/21 EMA cluster = short-term trend shift MACD histogram turning red again 📉 RSI [--] = weak momentum Parabolic SAR flipped bearish 📍 Key level: [----] break could lead to 3000"
X Link 2025-04-06T20:43Z [---] followers, [--] engagements
"🧵 $IMB.L Imperial Brands (LSE) 🧨 Failed breakout above [----] reversed hard Still above EMAs but testing support at [----] MACD bullish crossover intact but flattening RSI [--] trending lower High-volume red candle = caution ⚠ Lose [----] and we might see 2700"
X Link 2025-04-06T20:43Z [---] followers, [--] engagements
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