# ![@nicoinvestor Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1876978507773018113.png) @nicoinvestor Nicotine Investor

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

### Engagements: [-----] [#](/creator/twitter::1876978507773018113/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1876978507773018113/c:line/m:interactions.svg)

- [--] Week [------] +754%
- [--] Month [------] +50%
- [--] Months [-------] -18%
- [--] Year [---------] +29,707%

### Mentions: [--] [#](/creator/twitter::1876978507773018113/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1876978507773018113/c:line/m:posts_active.svg)

- [--] Week [--] -30%
- [--] Month [--] -52%
- [--] Months [---] -22%
- [--] Year [---] +7,667%

### Followers: [-----] [#](/creator/twitter::1876978507773018113/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1876978507773018113/c:line/m:followers.svg)

- [--] Week [-----] +1.60%
- [--] Month [-----] +2.60%
- [--] Months [-----] +44%
- [--] Year [-----] +2,137%

### CreatorRank: [-------] [#](/creator/twitter::1876978507773018113/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1876978507773018113/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [automotive brands](/list/automotive-brands)  [travel destinations](/list/travel-destinations)  [luxury brands](/list/luxury-brands)  [social networks](/list/social-networks)  [formula 1](/list/formula-1) 

**Social topic influence**
[$bti](/topic/$bti) #2, [$bats](/topic/$bats) #3, [$pm](/topic/$pm) #7, [$mo](/topic/$mo) #13, [poland](/topic/poland), [$imb](/topic/$imb), [growth](/topic/growth), [bti](/topic/bti) #3, [$imbby](/topic/$imbby), [in the](/topic/in-the)

**Top accounts mentioned or mentioned by**
[@tobaccoinsider](/creator/undefined) [@leveragevaluep](/creator/undefined) [@davidkilli99638](/creator/undefined) [@richardersted](/creator/undefined) [@tobaccovanguard](/creator/undefined) [@ladivanicotiana](/creator/undefined) [@wwillowresearch](/creator/undefined) [@unltdinvestor](/creator/undefined) [@taxesaretheftgq](/creator/undefined) [@paulcerro](/creator/undefined) [@guytobacco](/creator/undefined) [@srobo1](/creator/undefined) [@drmakaryfda](/creator/undefined) [@antonykh1218](/creator/undefined) [@arkalos77](/creator/undefined) [@war0001](/creator/undefined) [@johndoeknowsguy](/creator/undefined) [@jamesforeman99](/creator/undefined) [@gacmacro](/creator/undefined) [@fdatobacco](/creator/undefined)

**Top assets mentioned**
[British American Tobacco (BTI)](/topic/$bti) [Philip Morris International Inc. (PM)](/topic/$pm) [Altria Group Inc (MO)](/topic/$mo) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [WW International, Inc. Common Stock (WW)](/topic/$ww) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Reynolds Consumer Products Inc. (REYN)](/topic/$reyn) [Hims & Hers Health, Inc. (HIMS)](/topic/hims-hers) [Evotec SE (EVO)](/topic/$evo) [Berkshire Hathaway Inc. (BRK.A)](/topic/$brka)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$BTI $BATS should purchase half of these shares as a buyback. Reinet Investments is offering to sell a roughly 2% stake in British American Tobacco https://t.co/xLM9XrNVpB Reinet Investments is offering to sell a roughly 2% stake in British American Tobacco https://t.co/xLM9XrNVpB"  
[X Link](https://x.com/nicoinvestor/status/1878870367839871204)  2025-01-13T18:22Z [--] followers, [---] engagements


"@StrategicSin @tobaccoinsider 40m shares sitting on an easy quick profit here for the new owners. Might see a test of [-----] again if they sell a little for a quick gain and I'll add if it breaks below that. Just holding until then"  
[X Link](https://x.com/nicoinvestor/status/1879096240019026204)  2025-01-14T09:20Z [--] followers, [--] engagements


"Another confirmation today why I own zero $MO shares"  
[X Link](https://x.com/nicotinecap/status/1885019876722360562)  2025-01-30T17:38Z [--] followers, [---] engagements


"$BTI $BATS $MO have made it into the Bond King's portfolio. As an addendum to my FT column an update on my portfolio of regional banks MLP pipelines and a little tobacco thrown in. Smoke em if you got em. https://t.co/yMk3WgHOvM As an addendum to my FT column an update on my portfolio of regional banks MLP pipelines and a little tobacco thrown in. Smoke em if you got em. https://t.co/yMk3WgHOvM"  
[X Link](https://x.com/nicotinecap/status/1885602721710915832)  2025-02-01T08:14Z [--] followers, [---] engagements


"How do you think Tobacco will fare in a trade war $PM $BTI $BATS $MO $IMB $IMBBY"  
[X Link](https://x.com/nicotinecap/status/1885959434028884098)  2025-02-02T07:52Z [--] followers, [---] engagements


"So now all of a sudden noone cares about ESG anymore right $BTI $BATS $PM"  
[X Link](https://x.com/nicotinecap/status/1889573490266644750)  2025-02-12T07:13Z [--] followers, [---] engagements


"Here's why selling $BTI $BATS after earnings is dumb: Mid single digit % growth of APFO is [--] months away. 7.8% div + 1.3% buyback + 4-6% growth = 13.1%-15.1% I expect the dividend yield to compress to 5-6% in response. At a [----] div of [----] that's a 41-49 share price"  
[X Link](https://x.com/anyuser/status/1890277033177215156)  2025-02-14T05:48Z [----] followers, [----] engagements


"$BTI $BATS [----] numbers are hiding the truth [----] starts in [--] months: Revenue growth of 3-5% APFO growth of 4-6% + Plus: Buybacks of 1.3% Dividends of 7.8% and growing at 2%+ Slide [--] of earnings deck 👇"  
[X Link](https://x.com/nicotinecap/status/1890333940105236572)  2025-02-14T09:35Z [---] followers, [----] engagements


"If you don't think $BTI $BATS Velo Plus will take market share in the US from Zyn. let me show you European market shares: Switzerland: 94.5% Velo Poland: 92.2% Velo Denmark: 88.5% Velo Norway: 63.2% Velo Sweden: 57.6% Velo UK: 55.0% Velo . US: 6.6% Velo and growing FAST"  
[X Link](https://x.com/anyuser/status/1891782460268027993)  2025-02-18T09:31Z [----] followers, 49K engagements


"@The_M_Agrippa I agree"  
[X Link](https://x.com/nicotinecap/status/1891936140204118357)  2025-02-18T19:41Z [---] followers, [---] engagements


"@TaxesAreTheftGQ @tobaccoinsider Counter argument is that a) they are being distracted from what they should be focussed on and b) it's very hard to be better than a core industry player when you do something on the side"  
[X Link](https://x.com/nicotinecap/status/1898734286607388715)  2025-03-09T13:55Z [---] followers, [--] engagements


"@LeverageValueP @alc2022 $BTI going to $1T next year when they put AI in Vuse"  
[X Link](https://x.com/nicotinecap/status/1898807103797551418)  2025-03-09T18:44Z [---] followers, [---] engagements


"This is what my [--] years of $BTI $BATS purchases look like"  
[X Link](https://x.com/nicotinecap/status/1899052218378039563)  2025-03-10T10:58Z [---] followers, [----] engagements


"@jaredhstocks Worse yet you sell the upside but retain all the downside. I.e. "fixed income" with equity risk. 🤮"  
[X Link](https://x.com/nicotinecap/status/1899154297897599134)  2025-03-10T17:44Z [---] followers, [--] engagements


"@ChrisPavese What about $BTI"  
[X Link](https://x.com/nicotinecap/status/1899431181130613133)  2025-03-11T12:04Z [---] followers, [---] engagements


"@tobaccoinsider Soon to be 20% 🔥"  
[X Link](https://x.com/nicotinecap/status/1900231271131041817)  2025-03-13T17:03Z [---] followers, [---] engagements


"@SnubieDotCom This chart is published every [--] weeks. But the subscription is incredibly expensive"  
[X Link](https://x.com/nicotinecap/status/1900533028293636592)  2025-03-14T13:02Z [---] followers, [--] engagements


"@SnubieDotCom It's custom priced for each customer. Thousands"  
[X Link](https://x.com/nicotinecap/status/1900535975144526044)  2025-03-14T13:14Z [---] followers, [--] engagements


"@Arkalos77 Valuations matter at some point"  
[X Link](https://x.com/nicotinecap/status/1900903794306617429)  2025-03-15T13:35Z [---] followers, [--] engagements


"Trump's not lying about Velo plus. $BATS $BTI $PM 😜"  
[X Link](https://x.com/anyuser/status/1901582350548386064)  2025-03-17T10:32Z [----] followers, [----] engagements


"@Arkalos77 Found it - listening. -9:45 from the end he says it https://www.acquired.fm/episodes/charlie-munger https://www.acquired.fm/episodes/charlie-munger"  
[X Link](https://x.com/nicotinecap/status/1902240022058680396)  2025-03-19T06:05Z [---] followers, [--] engagements


"I've received [--] quarterly dividends from $BTI $BATS so far. Looking forward to the next [--] 🤑"  
[X Link](https://x.com/anyuser/status/1902425745869230199)  2025-03-19T18:23Z [----] followers, [----] engagements


"@Zlack00 I look forward to that part too"  
[X Link](https://x.com/nicotinecap/status/1902430681709310371)  2025-03-19T18:43Z [---] followers, [--] engagements


"Excellent piece on Glo Hilo and Smoore $BTI $BATS https://recital.substack.com/p/smoore-and-glo-hilo-taking-10-years https://recital.substack.com/p/smoore-and-glo-hilo-taking-10-years"  
[X Link](https://x.com/nicotinecap/status/1902593456402202660)  2025-03-20T05:30Z [---] followers, [---] engagements


"@VanEck28880626 @Zlack00 Revenue and profits and EPS will grow nicely for a long time"  
[X Link](https://x.com/nicotinecap/status/1902605578587013573)  2025-03-20T06:18Z [---] followers, [--] engagements


"@MyNameIsntEffy Like a worse tasting Velo plus that costs double"  
[X Link](https://x.com/nicotinecap/status/1902624909215301801)  2025-03-20T07:35Z [---] followers, [--] engagements


"- APFO growth as planned = 4-6% per year - Buybacks are easily increased as debt is reduced - Dividends can easily be raised by APFO growth - A 10% yield for a delevered nicotine company in a lower rate environment is possible"  
[X Link](https://x.com/nicotinecap/status/1903493745196015667)  2025-03-22T17:07Z [---] followers, [---] engagements


"And yes [--] GBP = $117 USD"  
[X Link](https://x.com/nicotinecap/status/1903493993473651188)  2025-03-22T17:08Z [---] followers, [---] engagements


"@BluthCapital If you like $MO you should love $BTI. More diversified better next gen product portfolio half US / half overseas business low valuation huge divi growing buybacks earnings growing"  
[X Link](https://x.com/nicotinecap/status/1903524869238653263)  2025-03-22T19:11Z [---] followers, [---] engagements


"@Fighting_Buddha Because APFO growth of 6% plus dividend yield of 3% plus buyback yield of 1% is equal to a 10% annual return yield which should/could/would be enough under many scenarios"  
[X Link](https://x.com/nicotinecap/status/1903536256883286475)  2025-03-22T19:56Z [---] followers, [---] engagements


"@LeverageValueP I'm worried gambling is cyclical and we might just enter a downturn here"  
[X Link](https://x.com/nicotinecap/status/1903537227067457699)  2025-03-22T20:00Z [---] followers, [---] engagements


"@DvdndDiplomats @StrategicSin $BTI over $MO all day long tbh"  
[X Link](https://x.com/nicotinecap/status/1903537864471642460)  2025-03-22T20:02Z [---] followers, [---] engagements


"@LeverageValueP Yes not my base case. But even achieving half of this would deliver more than satisfactory returns to shareholders"  
[X Link](https://x.com/nicotinecap/status/1903692777872818639)  2025-03-23T06:18Z [---] followers, [---] engagements


"@Ross__Hendricks But eggs are down $1"  
[X Link](https://x.com/nicotinecap/status/1903880129090130022)  2025-03-23T18:42Z [---] followers, [---] engagements


"Has @realDonaldTrump saved vaping yet What's he waiting for $BTI $BATS $MO $PM $IMB $IMBBY"  
[X Link](https://x.com/nicotinecap/status/1903883848313614430)  2025-03-23T18:57Z [---] followers, [----] engagements


"@PhilRaynolds The algo is this broken: 440m views for this tweet from a nobody account https://x.com/__itzt3z/status/1900793157786255768t=ppaoKIjf0GEHL91cIWS1LQ&s=19 https://x.com/__itzt3z/status/1900793157786255768t=ppaoKIjf0GEHL91cIWS1LQ&s=19"  
[X Link](https://x.com/nicotinecap/status/1903901210916368560)  2025-03-23T20:06Z [---] followers, [---] engagements


"@tobaccoinsider Here's a crazy idea: why don't they just look at and copy Sweden"  
[X Link](https://x.com/nicotinecap/status/1904090832338129017)  2025-03-24T08:40Z [---] followers, [---] engagements


"Clearly describing the $BTI $BATS bull case. When the US states crack down traditional channel sales rise strongly. A little late to this but here's MUSA's Andrew Clyde earlier this month describing how nicotine is once again a growing category: h/t @buyandhomework https://t.co/Rgo5Z9EPva A little late to this but here's MUSA's Andrew Clyde earlier this month describing how nicotine is once again a growing category: h/t @buyandhomework https://t.co/Rgo5Z9EPva"  
[X Link](https://x.com/nicotinecap/status/1904979651677847705)  2025-03-26T19:31Z [---] followers, [----] engagements


"@richard_ersted @TobaccoVeggie No Cayman based investors (for example 😉) don't pay WHT on UK dividends. But on US dividends they pay 30% thanks to a lack of a DTA with the US. Same goes for UAE Singapore and many other tax havens"  
[X Link](https://x.com/nicotinecap/status/1904983391315054856)  2025-03-26T19:46Z [---] followers, [---] engagements


"Today is my 17th ex-dividend day with $BTI $BATS. 😎 $50000 dividend incoming 🤑 I think I'll start celebrating these as mini-birthdays. 🥳"  
[X Link](https://x.com/anyuser/status/1905177467129561209)  2025-03-27T08:37Z [----] followers, [----] engagements


"@tobaccoinsider Lol they never met ANY deadline anyway"  
[X Link](https://x.com/nicotinecap/status/1905548875139629369)  2025-03-28T09:13Z [---] followers, [---] engagements


"EU politicians are the dumbest of them all 🥴 $BTI $BATS $PM $MO Leaked #EU document shows proposed [---] % increased tax (+ VAT) on tobacco free #nicotinepouches. This is crazy and has to be stopped. Nicotine pouches have scientifically proven to be identical risk as nicotine replacement products such as nic gum etc. https://t.co/L90W2N34gk Leaked #EU document shows proposed [---] % increased tax (+ VAT) on tobacco free #nicotinepouches. This is crazy and has to be stopped. Nicotine pouches have scientifically proven to be identical risk as nicotine replacement products such as nic gum etc."  
[X Link](https://x.com/nicotinecap/status/1905720590574739550)  2025-03-28T20:36Z [---] followers, [----] engagements


"Apparently a "generational buying opportunity" comes around every week now. 🤣"  
[X Link](https://x.com/nicotinecap/status/1905870965604528161)  2025-03-29T06:33Z [---] followers, [---] engagements


"@BenyKay @LaDivaNicotiana Is this bullish because Hilo is sold out or bearish because Iqos dominates the market and has product everywhere"  
[X Link](https://x.com/nicotinecap/status/1905901869248958512)  2025-03-29T08:36Z [---] followers, [---] engagements


"@LaDivaNicotiana @BenyKay Nice source"  
[X Link](https://x.com/nicotinecap/status/1905951356315205874)  2025-03-29T11:53Z [---] followers, [---] engagements


"@Arkalos77 Not taking away from the fundamentals at all but. just from a technical point of view it looks to want to trade to the 600-700 range Maybe some short sellers pushing it there Many traders look at this kind of stuff - and fundamentals will only matter in the long run then"  
[X Link](https://x.com/nicotinecap/status/1906018907413971156)  2025-03-29T16:21Z [---] followers, [---] engagements


"@GuyTobacco 1000% yes"  
[X Link](https://x.com/nicotinecap/status/1906019105091502360)  2025-03-29T16:22Z [---] followers, [--] engagements


"Confession time: since [----] I've never had more than [--] names in my investment "portfolio" at any one point in time. And the vast majority of my net worth came from [--] investments in total since then. I dislike diversifying"  
[X Link](https://x.com/nicotinecap/status/1906020251906511173)  2025-03-29T16:26Z [---] followers, [----] engagements


"Narrator: he still pretends to diversify (even to himself) to feel normal"  
[X Link](https://x.com/nicotinecap/status/1906020522845941856)  2025-03-29T16:27Z [---] followers, [--] engagements


"@BichonRedux It seems to be the only correct conclusion. Now the question is: what happens next"  
[X Link](https://x.com/nicotinecap/status/1906024093159170464)  2025-03-29T16:42Z [---] followers, [---] engagements


"@rish_mister Starbucks Citizens Republic Bancorp General Motors British American Tobacco"  
[X Link](https://x.com/nicotinecap/status/1906067887581692001)  2025-03-29T19:36Z [---] followers, [---] engagements


"@ChrisPavese Wait till they are bullish longterm but selling because they have to"  
[X Link](https://x.com/nicotinecap/status/1906069530117341250)  2025-03-29T19:42Z [---] followers, [--] engagements


"@StrategicSin $BATS $BTI could do the same clear confidence inspiring statement. They will easily be able to maintain it and raise it. That said a company should leave the door open to reducing buybacks if prices go up too much. Then a special dividend makes more sense"  
[X Link](https://x.com/nicotinecap/status/1906632416107561151)  2025-03-31T08:59Z [---] followers, [---] engagements


"Oh yes $BTI $BATS Join Dr. Allen Griffiths @BATplc Dr. Mark Roberts & Dr. Andrew Vickers @Capgemini at @hannover_messe today Discover BATs data-driven R&D journey and Gen AI innovations. Livestream at 2:30-3:50 p.m. (CEST): https://t.co/2SKfPvu21d. #HM25 #GenAI #DataScience #SmokelessWorld Join Dr. Allen Griffiths @BATplc Dr. Mark Roberts & Dr. Andrew Vickers @Capgemini at @hannover_messe today Discover BATs data-driven R&D journey and Gen AI innovations. Livestream at 2:30-3:50 p.m. (CEST): https://t.co/2SKfPvu21d. #HM25 #GenAI #DataScience #SmokelessWorld"  
[X Link](https://x.com/nicotinecap/status/1906651100070961220)  2025-03-31T10:13Z [---] followers, [----] engagements


"@TaxesAreTheftGQ @_UhligNico $LB"  
[X Link](https://x.com/nicotinecap/status/1906795311730987161)  2025-03-31T19:46Z [---] followers, [--] engagements


"@LaDivaNicotiana Me too I bought a Bugatti instead. Much better"  
[X Link](https://x.com/nicotinecap/status/1907059236200173756)  2025-04-01T13:15Z [---] followers, [--] engagements


""We're the department responsible for enforcing tobacco regulations." "What did you get done this week/month/quarter/year/decade" - silence - $BTI $BATS $MO $PM FDAs top tobacco official Brian King is removed from post Dozens of staffers in CTP also received notices of dismissal including the entire office responsible for enforcing tobacco regulations Price to pay for illegal vapes flooding the US market. https://t.co/vh7tALRd2H FDAs top tobacco official Brian King is removed from post Dozens of staffers in CTP also received notices of dismissal including the entire office responsible for"  
[X Link](https://x.com/nicotinecap/status/1907065947413676333)  2025-04-01T13:42Z [---] followers, [----] engagements


"New way to get rich trading: Sell $MO before every bi-weekly Nielsen tobacco sales report and you'll do very well"  
[X Link](https://x.com/anyuser/status/1907320209947381885)  2025-04-02T06:32Z [----] followers, [----] engagements


"@TaxesAreTheftGQ $MO is just what American investors know. "British" sounds sus"  
[X Link](https://x.com/nicotinecap/status/1907334348161851859)  2025-04-02T07:28Z [---] followers, [---] engagements


"@TaxesAreTheftGQ Not sure if you watched the Capgemini fireside chat on Monday - but the German host introduced "B A T" as literally "bats" 🦇. That was funny"  
[X Link](https://x.com/nicotinecap/status/1907335523842068745)  2025-04-02T07:33Z [---] followers, [--] engagements


"Global recession incoming"  
[X Link](https://x.com/nicotinecap/status/1907683698717204511)  2025-04-03T06:36Z [---] followers, [---] engagements


"How is my portfolio green today Oh I remember. $BTI $BATS"  
[X Link](https://x.com/anyuser/status/1907808726058238372)  2025-04-03T14:53Z [----] followers, [----] engagements


"Why doesn't Europe have its own Google Microsoft Amazon Meta X etc #failed for [--] years"  
[X Link](https://x.com/nicotinecap/status/1908078713025032637)  2025-04-04T08:46Z [---] followers, [---] engagements


"So Buffett was wrong on $OXY and Wall Street was right"  
[X Link](https://x.com/nicotinecap/status/1908156460711751957)  2025-04-04T13:55Z [---] followers, [----] engagements


"Warren Buffett literally invented the solution to the US trade deficit 22() years ago He suggested using ICs ("Import Certificates") to balance trade without punishing specific countries or industries. Wonderful idea. Why was this never implemented https://www.berkshirehathaway.com/letters/growing.pdf https://www.berkshirehathaway.com/letters/growing.pdf"  
[X Link](https://x.com/nicotinecap/status/1908489808600609104)  2025-04-05T12:00Z [---] followers, [---] engagements


"@tobaccoinsider No one is immune. They just drop LESS"  
[X Link](https://x.com/nicotinecap/status/1908820974662807994)  2025-04-06T09:55Z [---] followers, [---] engagements


"@tobaccoinsider I'll be happy to be wrong - as the poll indicates"  
[X Link](https://x.com/nicotinecap/status/1908829119221051686)  2025-04-06T10:28Z [---] followers, [--] engagements


"@unusual_whales $BTI $PM $MO should fall less than the market therefore outperform. They will also recover quicker"  
[X Link](https://x.com/nicotinecap/status/1909129364979011663)  2025-04-07T06:21Z [---] followers, [---] engagements


"Ugly start as I suspected $BTI $BATS"  
[X Link](https://x.com/nicotinecap/status/1909141141670240379)  2025-04-07T07:08Z [---] followers, [----] engagements


"@TaxesAreTheftGQ @DeItaone Habeck is so embarrassing"  
[X Link](https://x.com/nicotinecap/status/1909199431108305323)  2025-04-07T10:59Z [---] followers, [--] engagements


"@LeverageValueP @DougKass @BillAckman I have this odd feeling Trump's sons are probably also somehow profiting off this crash"  
[X Link](https://x.com/nicotinecap/status/1909199987143061956)  2025-04-07T11:02Z [---] followers, [--] engagements


"This tweet is [--] days old and feels like it comes from a different universe. $BTI $BATS How is my portfolio green today Oh I remember. $BTI $BATS How is my portfolio green today Oh I remember. $BTI $BATS"  
[X Link](https://x.com/nicotinecap/status/1909239074239431149)  2025-04-07T13:37Z [---] followers, [----] engagements


"10y Tsy yields are rising. Back above 4% while stocks are dropping. Could this indicate China is selling Treasuries"  
[X Link](https://x.com/nicotinecap/status/1909243808316866842)  2025-04-07T13:56Z [---] followers, [---] engagements


"@LeverageValueP @zerohedge Is a China crash good for the global economy 🥹"  
[X Link](https://x.com/nicotinecap/status/1909273894449447193)  2025-04-07T15:55Z [---] followers, [--] engagements


"Glo Hilo looks ready to take some market share Coming soon. $BTI $BATS"  
[X Link](https://x.com/nicotinecap/status/1909554176339624279)  2025-04-08T10:29Z [---] followers, [----] engagements


"We're back $BTI $BATS This tweet is [--] days old and feels like it comes from a different universe. $BTI $BATS This tweet is [--] days old and feels like it comes from a different universe. $BTI $BATS"  
[X Link](https://x.com/nicotinecap/status/1909616948863778884)  2025-04-08T14:38Z [---] followers, [---] engagements


"Cigarettes are about to get real popular again $BTI $BATS $MO $IMB $IMBBY Trumps tariffs dont just raise prices they trigger a tax avalanche. 🧾 Tariff + 🧾 State excise + 🧾 Sales tax +🧾 Retail markup all stacked on top of each other. Vapes up to $63. Cigarettes Still $11. https://t.co/C7DW6fJ4Vu Trumps tariffs dont just raise prices they trigger a tax avalanche. 🧾 Tariff + 🧾 State excise + 🧾 Sales tax +🧾 Retail markup all stacked on top of each other. Vapes up to $63. Cigarettes Still $11. https://t.co/C7DW6fJ4Vu"  
[X Link](https://x.com/nicotinecap/status/1909633840869442024)  2025-04-08T15:46Z [---] followers, [----] engagements


"In a US where 104% tariffs on China are effective and. - Big/refillable vapes cost $40-60 - Disposable vapes cost $20+ - Cigarettes cost $11-12 a pack - Nicotine pouch cans cost $3-7 What category do you think grows"  
[X Link](https://x.com/nicotinecap/status/1909854803598967031)  2025-04-09T06:24Z [---] followers, [----] engagements


"@Fahrweid7 I think so. Also ironically $MO could be a winner too. And $PM with Zyn"  
[X Link](https://x.com/nicotinecap/status/1909859997674090711)  2025-04-09T06:44Z [---] followers, [---] engagements


"@TaxesAreTheftGQ @Fahrweid7 A huge chunk"  
[X Link](https://x.com/nicotinecap/status/1909916791058428226)  2025-04-09T10:30Z [---] followers, [--] engagements


"@whycherrywhy Thank you"  
[X Link](https://x.com/nicotinecap/status/1909916884842983687)  2025-04-09T10:30Z [---] followers, [--] engagements


"Where do I apply Whos gonna get the first bailout Whos gonna get the first bailout"  
[X Link](https://x.com/nicotinecap/status/1909989759549571161)  2025-04-09T15:20Z [---] followers, [---] engagements


"@TaxesAreTheftGQ @_UhligNico Got a response from BAT IR: "Vapour devices are sourced from Indonesia and liquids from within the US" "Velo manufacture is local within the US""  
[X Link](https://x.com/nicotinecap/status/1910368605100822971)  2025-04-10T16:25Z [---] followers, [--] engagements


"$BTI $BATS CONFIRMED: Reynolds does NOT source its Vuse devices from China. They are now manufactured in Indonesia"  
[X Link](https://x.com/anyuser/status/1910370541766402119)  2025-04-10T16:33Z [----] followers, [----] engagements


"BREAKING: US 10Y rises to 4.48% the largest single weekly increase since [----]. U.S. 30-year treasury yields rise to 4.95% weekly increase is biggest since [----]. https://t.co/D4qXhUhh4Q BREAKING: US 10Y rises to 4.48% the largest single weekly increase since [----]. U.S. 30-year treasury yields rise to 4.95% weekly increase is biggest since [----]. https://t.co/D4qXhUhh4Q"  
[X Link](https://x.com/nicotinecap/status/1910571496143020366)  2025-04-11T05:51Z [---] followers, [---] engagements


"@tobaccoinsider Wasn't that the price on day [--] I remember seeing it discounted on their website on launch day"  
[X Link](https://x.com/nicotinecap/status/1910682487480594524)  2025-04-11T13:12Z [---] followers, [---] engagements


"@war0001 @qualityb4price Possible. Or just cash raising "just in case". Or for $EVO. Who knows"  
[X Link](https://x.com/nicotinecap/status/1910705648800522708)  2025-04-11T14:45Z [---] followers, [---] engagements


"@richard_ersted @qualityb4price Possible"  
[X Link](https://x.com/nicotinecap/status/1910705701640380526)  2025-04-11T14:45Z [---] followers, [--] engagements


"@qualityb4price Maybe or he had leverage on that he wishes to reduce. Just speculating here"  
[X Link](https://x.com/nicotinecap/status/1910709908711874753)  2025-04-11T15:01Z [---] followers, [--] engagements


"@LeverageValueP @unusual_whales Guess who makes the rules though Politicians. 😛"  
[X Link](https://x.com/nicotinecap/status/1910761072723705930)  2025-04-11T18:25Z [---] followers, [--] engagements


"@MatthewMilby @RooodCanadian @vapelawguy @adult_vaping @vapemayor @VapeBizOwner BT vapes are not made in China "anymore". They switched to other countries during the pandemic. I confirmed with the BT companies [--] days ago"  
[X Link](https://x.com/nicotinecap/status/1910966290950369691)  2025-04-12T08:00Z [---] followers, [--] engagements


"@Vaping360 Time to switch to Velo Plus 😅 Nice and cheap"  
[X Link](https://x.com/nicotinecap/status/1911806383055306942)  2025-04-14T15:38Z [---] followers, [---] engagements


"🔥 $BTI $BATS nice Holy shit. Just had my first [--] mg velo plus and it's GOATed. Wayyyy better than Zyn and even the 4mg velo. $bti $pm Holy shit. Just had my first [--] mg velo plus and it's GOATed. Wayyyy better than Zyn and even the 4mg velo. $bti $pm"  
[X Link](https://x.com/nicotinecap/status/1912004540443873404)  2025-04-15T04:46Z [---] followers, [----] engagements


"@LeverageValueP When they deliver this the dividend yield will have to compress to compensate. Otherwise you earn 5.3-7.3% + 7.5% . seems a bit rich"  
[X Link](https://x.com/nicotinecap/status/1912231221892890941)  2025-04-15T19:47Z [---] followers, [---] engagements


"@zoomyzoomm Now you're on the right track"  
[X Link](https://x.com/nicotinecap/status/1912391294401249430)  2025-04-16T06:23Z [---] followers, [---] engagements


"@NickyColombo @TobaccoMistro 7.5% even - you also get buybacks of 1.3% of the total market cap"  
[X Link](https://x.com/nicotinecap/status/1913111238571151458)  2025-04-18T06:03Z [---] followers, [--] engagements


"@LeverageValueP @alifarhat79 I became an energy investor that week. 🤣"  
[X Link](https://x.com/nicotinecap/status/1913971638741201169)  2025-04-20T15:02Z [---] followers, [--] engagements


"@JohnDoeKnowsGuy Why are you not worried about the debt load Asking as someone who hasn't followed all the recent details/developments"  
[X Link](https://x.com/nicotinecap/status/1914363228198518794)  2025-04-21T16:58Z [---] followers, [--] engagements


"@whycherrywhy @ianfirth US Vuse products are made in Indonesia liquids made in US. Checked with the company via email - verified again at annual meeting"  
[X Link](https://x.com/nicotinecap/status/1914550660235767887)  2025-04-22T05:23Z [---] followers, [--] engagements


"@tobaccoinsider What's the logic here"  
[X Link](https://x.com/nicotinecap/status/1914690668238086195)  2025-04-22T14:40Z [---] followers, [---] engagements


"Soon I'll have more shares than Dart 🤪 Kenneth Dart speeds up BAT stake sale Read more: https://t.co/IeceJRAAs0 Two announcements in two days: [----] million BAT shares sold in total stake reduced to 8.9% (i.e. it was 10.4% in March) $bti $bats Kenneth Dart speeds up BAT stake sale Read more: https://t.co/IeceJRAAs0 Two announcements in two days: [----] million BAT shares sold in total stake reduced to 8.9% (i.e. it was 10.4% in March) $bti $bats"  
[X Link](https://x.com/nicotinecap/status/1915075549183058084)  2025-04-23T16:09Z [---] followers, [----] engagements


"@MacroPancakes I think it deserves the multiple"  
[X Link](https://x.com/nicotinecap/status/1915335174696378566)  2025-04-24T09:21Z [---] followers, [---] engagements


"Much needed color upgrade for Glo Hilo. $BTI $BATS"  
[X Link](https://x.com/nicotinecap/status/1915823257397117410)  2025-04-25T17:40Z [---] followers, [----] engagements


"@flyemigrates @tobaccoinsider Agree - same in Poland. Profits are in the consumables and they are the challenger so it kind of makes sense to offer juicy discounts on the unit itself to get people to try it / switch from Iqos A bit like the Velo plus discounts vs Zyn"  
[X Link](https://x.com/nicotinecap/status/1915830128816386443)  2025-04-25T18:07Z [---] followers, [--] engagements


"@CatholicGOP2016 Yes of course"  
[X Link](https://x.com/nicotinecap/status/1916023757572841720)  2025-04-26T06:57Z [---] followers, [--] engagements


"If you're holding $MO and not $BTI this is a good time to switch"  
[X Link](https://x.com/anyuser/status/1917205194128920993)  2025-04-29T13:11Z [----] followers, [----] engagements


"@TiagoDias_VC Nothing to do with impairment charges. You can swap an inferior business trading at a higher valuation $MO for a superior business at a lower valuation $BTI. You get more cashflow yield more dividends more future growth and all that with lower risk"  
[X Link](https://x.com/nicotinecap/status/1917210855885726158)  2025-04-29T13:34Z [---] followers, [---] engagements


"$BTI $BATS I thought we would defeat the evil insidious threat of disposables in a different way but tariffs are going to work here. Silver lining. https://t.co/bsvBsgGzqi I thought we would defeat the evil insidious threat of disposables in a different way but tariffs are going to work here. Silver lining. https://t.co/bsvBsgGzqi"  
[X Link](https://x.com/nicotinecap/status/1917215088890520040)  2025-04-29T13:51Z [---] followers, [---] engagements


"@HermannNov53337 They SHOULD instantly pull the same playbook as Imperial"  
[X Link](https://x.com/nicotinecap/status/1917283447107633403)  2025-04-29T18:22Z [---] followers, [---] engagements


"@WWillowResearch @LeverageValueP @tobaccoinsider Yes. Still a bigger decline than On In % terms right"  
[X Link](https://x.com/nicotinecap/status/1917497598384169141)  2025-04-30T08:33Z [---] followers, [--] engagements


"$BTI $BATS I saw @LaDivaNicotiana post on this today - I wanted to share a pic. It looks like Grizzly NP has adopted the Velo Plus formulation. Same can and pouch weight same quality and moisture amount. No longer the mini dry pouches; much better quality https://t.co/PigvU8SpBj I saw @LaDivaNicotiana post on this today - I wanted to share a pic. It looks like Grizzly NP has adopted the Velo Plus formulation. Same can and pouch weight same quality and moisture amount. No longer the mini dry pouches; much better quality https://t.co/PigvU8SpBj"  
[X Link](https://x.com/nicotinecap/status/1917572308161683725)  2025-04-30T13:30Z [---] followers, [----] engagements


"$BTI $BATS Velo vs Zyn test visit to a random US gas station"  
[X Link](https://x.com/anyuser/status/1917668144711114887)  2025-04-30T19:51Z [----] followers, [----] engagements


""I'd say we sell as much Velo as Zyn. It didn't use to be like that." $BTI $BATS $PM $BTI $BATS Velo vs Zyn test visit to a random US gas station. https://t.co/kILIoaQY8c $BTI $BATS Velo vs Zyn test visit to a random US gas station. https://t.co/kILIoaQY8c"  
[X Link](https://x.com/nicotinecap/status/1917668569992638698)  2025-04-30T19:53Z [---] followers, [----] engagements


"Executive order on Chinese Vapes imminent $BTI $BATS $MO"  
[X Link](https://x.com/anyuser/status/1918017843507155295)  2025-05-01T19:01Z [----] followers, 15.8K engagements


"@richard_ersted ITC data doesn't capture vast majority of smuggled vapes as they are mislabeled. Vast majority still comes from China"  
[X Link](https://x.com/nicotinecap/status/1918055723486875977)  2025-05-01T21:31Z [---] followers, [---] engagements


"@srobo1_ @InvestingwithG @Alice_MiaX Hero. Well done 🤝"  
[X Link](https://x.com/nicotinecap/status/1918636357422911518)  2025-05-03T11:58Z [---] followers, [--] engagements


""Trump should save vaping but not for China" https://www.washingtonexaminer.com/restoring-america/fairness-justice/3397821/trump-china-vaping-imports-fda/ https://www.washingtonexaminer.com/restoring-america/fairness-justice/3397821/trump-china-vaping-imports-fda/"  
[X Link](https://x.com/nicotinecap/status/1918675492074336506)  2025-05-03T14:34Z [---] followers, [---] engagements


"@srobo1_ Never say never but the path to it is invisible right now"  
[X Link](https://x.com/nicotinecap/status/1918692545107743028)  2025-05-03T15:42Z [---] followers, [---] engagements


"$BTI $BATS $MO $PM https://www.theatlantic.com/health/archive/2025/04/vapes-china-tariffs-trump/682647/ https://www.theatlantic.com/health/archive/2025/04/vapes-china-tariffs-trump/682647/"  
[X Link](https://x.com/nicotinecap/status/1919048101622358239)  2025-05-04T15:14Z [---] followers, [----] engagements


"@jamesforeman99 My bad - you're right I was doing some silly mental gymnastics that led me astray"  
[X Link](https://x.com/nicotinecap/status/1919303282209509539)  2025-05-05T08:08Z [---] followers, [---] engagements


"@jamesforeman99 It's certainly possible but I won't bank on it. For starters we don't know if they do end up selling the ITC hotels stake this year or perhaps next. But either way the leverage target will be hit within [--] to max [--] months. I prefer earlier but am ok with the latter"  
[X Link](https://x.com/nicotinecap/status/1919303868896203157)  2025-05-05T08:11Z [---] followers, [---] engagements


"James made me double check and realize I'm likely underestimating what $BTI $BATS will be able to do on buybacks from [----] onwards. The current $900m / 1.3% buyback could easily double pretty quickly. My bad. @nicotinecap curious where do you get 7.5-8 OCF seems more 10-11 with capex 5-750m @nicotinecap curious where do you get 7.5-8 OCF seems more 10-11 with capex 5-750m"  
[X Link](https://x.com/nicotinecap/status/1919306668183077077)  2025-05-05T08:22Z [---] followers, [----] engagements


"@jamesforeman99 I agree. I think patience will REALLY pay off here. The stock could double in a relatively short period of time if they deliver their targets"  
[X Link](https://x.com/nicotinecap/status/1919307507043909662)  2025-05-05T08:25Z [---] followers, [---] engagements


"No matter how much $BTI $BATS I own it's never enough. Restarting purchases before the executive order drops"  
[X Link](https://x.com/anyuser/status/1919314287283081443)  2025-05-05T08:52Z [----] followers, [----] engagements


"@TobaccoMistro @jamesforeman99 I held $RAI before the takeover and sold immediately after it happened as I was shocked by the price paid. Then restarted a $BATS position in early [----] due to extremely low valuation"  
[X Link](https://x.com/nicotinecap/status/1919357127455334596)  2025-05-05T11:42Z [---] followers, [---] engagements


"@srobo1_ @Vaping360 #fail"  
[X Link](https://x.com/nicotinecap/status/1919613465741697512)  2025-05-06T04:41Z [---] followers, [---] engagements


"@PhosphitesP @Tim_Denning I do both. Good businesses don't just invest and spend. They track account plan and win as a result"  
[X Link](https://x.com/nicotinecap/status/1919638250387312726)  2025-05-06T06:19Z [---] followers, [--] engagements


"$BTI $BATS Celebrity endorsements for Glo Hilo in Serbia"  
[X Link](https://x.com/nicotinecap/status/1919641599526441282)  2025-05-06T06:33Z [---] followers, [----] engagements


"$BTI $BATS stock when it heard that I want to buy more before the EO comes out 😑"  
[X Link](https://x.com/anyuser/status/1919710067009446292)  2025-05-06T11:05Z [----] followers, [----] engagements


"@LaDivaNicotiana I'll take 3"  
[X Link](https://x.com/nicotinecap/status/1919758717081313586)  2025-05-06T14:18Z [---] followers, [--] engagements


"Just buy Nicotine stocks and relax. $PM $MO $BTI $BATS $IMB $IMMBY Tariffs are the largest tax hike since the 1960s so you can probably take 2-3% off growth. And you will probably hit new lows. - Paul Tudor Jones I think PTJ is largely directionally correct here. https://t.co/OyJkdeFONg Tariffs are the largest tax hike since the 1960s so you can probably take 2-3% off growth. And you will probably hit new lows. - Paul Tudor Jones I think PTJ is largely directionally correct here. https://t.co/OyJkdeFONg"  
[X Link](https://x.com/nicotinecap/status/1919779010789163137)  2025-05-06T15:39Z [---] followers, [----] engagements


"@tobaccoinsider Huge volume growth + dreamy margins = happiness"  
[X Link](https://x.com/nicotinecap/status/1920186563192819945)  2025-05-07T18:38Z [---] followers, [---] engagements


"A poem about $BTI $BATS I bought before Mr Dart ever did Held firm while he ran or hid. I'll hold far longer - watch and see - My % gains will outpace his easily. 🫠"  
[X Link](https://x.com/anyuser/status/1920908992752095616)  2025-05-09T18:29Z [----] followers, [----] engagements


"@richard_ersted My point was that the narrative that he's selling tobacco to buy Evolution is not proven to be what's happening. So far it's just speculation. He may yet file something that shows further purchases of Evolution but even then he couldn't possibly buy another 20% just like that"  
[X Link](https://x.com/nicotinecap/status/1921433209297899887)  2025-05-11T05:12Z [---] followers, [---] engagements


"Inject this directly into my veins $BTI $BATS $PM $MO $IMB $IMMBY According to reports since April [--] U.S. Customs has been conducting large-scale inspections of e-cigarette-related products at the Port of Chicago with hundreds of tons of goods already seized. https://t.co/B5mA2Ileza According to reports since April [--] U.S. Customs has been conducting large-scale inspections of e-cigarette-related products at the Port of Chicago with hundreds of tons of goods already seized. https://t.co/B5mA2Ileza"  
[X Link](https://x.com/anyuser/status/1921622521431937276)  2025-05-11T17:44Z [----] followers, [----] engagements


"Illicit vapes are back baby $BTI $BATS $MO $PM $IMB $IMBBY 🤡 BREAKING: United States cuts tariffs on Chinese goods from 145% to 30% for [--] days. China lowers tariffs on US from 125% to 10% for [--] days. https://t.co/FaRJfZA1hu BREAKING: United States cuts tariffs on Chinese goods from 145% to 30% for [--] days. China lowers tariffs on US from 125% to 10% for [--] days. https://t.co/FaRJfZA1hu"  
[X Link](https://x.com/nicotinecap/status/1921890036246622373)  2025-05-12T11:27Z [---] followers, [----] engagements


"To all the traders in nicotine names $BTI $BATS $MO $PM $IMB $IMMBY: Bye bye. 👋 To all the investors: Nothing new. Just DRIP. 💪"  
[X Link](https://x.com/nicotinecap/status/1922197741490352135)  2025-05-13T07:50Z [---] followers, [----] engagements


"How many nicotine stocks do you own [--] [--] 3+ [--] [--] [--] 3+ 2"  
[X Link](https://x.com/nicotinecap/status/1922274995444568349)  2025-05-13T12:57Z [---] followers, [----] engagements


"At a traffic light today in Krakow Poland I see a guy in a red Renault Clio lining up next to me windows down puffing a ciggy. Next to us a black Ferrari [---] GTB. The light turns green. We race. The Clio wins All is well in this world $BTI $BATS $MO $PM $IMB $IMBBY"  
[X Link](https://x.com/nicotinecap/status/1922298569827975571)  2025-05-13T14:31Z [---] followers, [----] engagements


"@julius5207 You think they will trade back to big discounts again in 2025/6"  
[X Link](https://x.com/nicotinecap/status/1922298755585298472)  2025-05-13T14:31Z [---] followers, [---] engagements


"$BTI $BATS $MO $PM $IMB $IMBBY Wow. The FDA under Biden slow-walked the approval for US vaping companies making room for dangerous Chinese vapes to flood the US market targeting our kids. Secretary Kennedy promises to put a stop to it: We are gonna wipe them out. We are gonna get rid of all of them. https://t.co/FO92rmn1LJ Wow. The FDA under Biden slow-walked the approval for US vaping companies making room for dangerous Chinese vapes to flood the US market targeting our kids. Secretary Kennedy promises to put a stop to it: We are gonna wipe them out. We are gonna get rid of all of them."  
[X Link](https://x.com/nicotinecap/status/1922877767101661547)  2025-05-15T04:52Z [---] followers, [----] engagements


"@srobo1_ I've been DRIP'ing hard"  
[X Link](https://x.com/nicotinecap/status/1922968856739328060)  2025-05-15T10:54Z [---] followers, [---] engagements


"@kane Maybe try Velo Plus Costs half. Has [--] pouches. Tastes better. Has a better nicotine release profile. And it's less cringey. 🤪"  
[X Link](https://x.com/nicotinecap/status/1922972269090832699)  2025-05-15T11:08Z [---] followers, [---] engagements


"EXCLUSIVE: A behind the scenes look at "Mr Market" deciding to buy or sell $BTI $BATS after Kennedy Jr's comments on wanting to "wipe out" illicit Chinese vapes. You couldn't wish for a better entry point in $BTI $BATS after this panicky sell off while Kennedy Jr is telling you he will "wipe out" Chinese illicit vapes. I increased my position to [-----] shares still a buyer today and tomorrow. You couldn't wish for a better entry point in $BTI $BATS after this panicky sell off while Kennedy Jr is telling you he will "wipe out" Chinese illicit vapes. I increased my position to [-----] shares still"  
[X Link](https://x.com/nicotinecap/status/1923007126416335304)  2025-05-15T13:26Z [---] followers, [----] engagements


"Putting my money where my mouth is: I short-term borrowed $203750 to buy an additional [----] shares of $BTI at $40.75. That's in addition to my existing [-----] shares. You couldn't wish for a better entry point in $BTI $BATS after this panicky sell off while Kennedy Jr is telling you he will "wipe out" Chinese illicit vapes. I increased my position to [-----] shares still a buyer today and tomorrow. You couldn't wish for a better entry point in $BTI $BATS after this panicky sell off while Kennedy Jr is telling you he will "wipe out" Chinese illicit vapes. I increased my position to [-----] shares"  
[X Link](https://x.com/anyuser/status/1923012439353803088)  2025-05-15T13:47Z [----] followers, [----] engagements


"Go catch em $BTI $BATS"  
[X Link](https://x.com/nicotinecap/status/1923036885229736423)  2025-05-15T15:24Z [---] followers, [----] engagements


"Them: "The market is efficient." Me: "WTH was that" $BTI $BATS $MO $PM"  
[X Link](https://x.com/nicotinecap/status/1923257667683795367)  2025-05-16T06:02Z [---] followers, [----] engagements


"Even Google Finance can't get it right today. 😢🤣"  
[X Link](https://x.com/nicotinecap/status/1923275088331247932)  2025-05-16T07:11Z [---] followers, [---] engagements


"@LeverageValueP It's broken across all stocks for me. Odd"  
[X Link](https://x.com/nicotinecap/status/1923278658464022543)  2025-05-16T07:25Z [---] followers, [--] engagements


"@WWillowResearch But it's got "British" in its company name. So that justifies it all"  
[X Link](https://x.com/nicotinecap/status/1923310615797317878)  2025-05-16T09:32Z [---] followers, [---] engagements


"$PM for dogs"  
[X Link](https://x.com/nicotinecap/status/1923354952509841753)  2025-05-16T12:28Z [---] followers, [---] engagements


"Good trade 🤝"  
[X Link](https://x.com/anyuser/status/1923381480601931792)  2025-05-16T14:14Z [----] followers, [----] engagements


"@Hellmi96 @GuyTobacco The combination of Kennedy's words with $PM and $MO reacting but $BTI not made it a trade I simply had to make"  
[X Link](https://x.com/nicotinecap/status/1923397517552587035)  2025-05-16T15:17Z [---] followers, [---] engagements


"This price chart screams "inefficient" and "undecided" to me. It's all over the place based on short-term news stories billionaires selling or buying panics etc. $BTI $BATS"  
[X Link](https://x.com/nicotinecap/status/1923435326082617422)  2025-05-16T17:48Z [---] followers, [---] engagements


"It was a blip. anyone on here trade the summer of [----] I did. https://t.co/FZquSiRFPk anyone on here trade the summer of [----] I did. https://t.co/FZquSiRFPk"  
[X Link](https://x.com/nicotinecap/status/1924014698036437347)  2025-05-18T08:10Z [---] followers, [---] engagements


"@TobaccoVanguard Stop making me want to buy $MO 😅"  
[X Link](https://x.com/nicotinecap/status/1924048698482294875)  2025-05-18T10:25Z [---] followers, [---] engagements


"@srobo1_ @DevotedDividend Did/doing the same albeit with smaller numbers and a younger starting age (I started in [----] at 36). Now doing $240000 a year in dividends while our cost of living is $36000 a year here in Poland. Freedom"  
[X Link](https://x.com/nicotinecap/status/1924121471871324336)  2025-05-18T15:14Z [---] followers, [---] engagements


"@SecKennedy told us that he. [--]. thinks US vaping companies are acting responsibly [--]. will wipe out Chinese vapes If you're not long $BTI $BATS the #1 legal vape brand you must be asleep"  
[X Link](https://x.com/nicotinecap/status/1924141711225160009)  2025-05-18T16:35Z [---] followers, [----] engagements


"@LeverageValueP @TobaccoVanguard @SecKennedy Huge tailwind and current multiples price in none of it. Zero"  
[X Link](https://x.com/nicotinecap/status/1924144558478123321)  2025-05-18T16:46Z [---] followers, [---] engagements


"@HellsRavage @wolfofharcourt I listened to the last earnings call and the CEO came across as very evasive and borderline annoyed to me. Maybe honest but only on what he wants to share or be honest about. Other things he avoided answering"  
[X Link](https://x.com/nicotinecap/status/1924336321633366037)  2025-05-19T05:28Z [---] followers, [--] engagements


"Will be interesting to see the new owner of this stake $BTI $BATS Kenneth Dart further reduces his BAT stake selling [--] million shares just in one week $bti $bats https://t.co/IeceJRA2Cs Half of the total holding (115 million shares) sold over the last six weeks: stake down from 10.5% to 5.25% Kenneth Dart further reduces his BAT stake selling [--] million shares just in one week $bti $bats https://t.co/IeceJRA2Cs Half of the total holding (115 million shares) sold over the last six weeks: stake down from 10.5% to 5.25%"  
[X Link](https://x.com/nicotinecap/status/1924440327147995455)  2025-05-19T12:21Z [---] followers, [----] engagements


"I levered up $500k into Dart's $BTI $BATS sales. 😂😂😂 Kenneth Dart further reduces his BAT stake selling [--] million shares just in one week $bti $bats https://t.co/IeceJRA2Cs Half of the total holding (115 million shares) sold over the last six weeks: stake down from 10.5% to 5.25% Kenneth Dart further reduces his BAT stake selling [--] million shares just in one week $bti $bats https://t.co/IeceJRA2Cs Half of the total holding (115 million shares) sold over the last six weeks: stake down from 10.5% to 5.25%"  
[X Link](https://x.com/nicotinecap/status/1924443269594771916)  2025-05-19T12:33Z [---] followers, [----] engagements


"@LeverageValueP It's as if he's. a) not watching @SecKennedy or @DrMakaryFDA or b) is in distress or c) has the deal of the century on the other side"  
[X Link](https://x.com/nicotinecap/status/1924444030684876942)  2025-05-19T12:36Z [---] followers, [---] engagements


"@LeverageValueP @SecKennedy @DrMakaryFDA He hasn't bought a single new share though"  
[X Link](https://x.com/nicotinecap/status/1924447828824207624)  2025-05-19T12:51Z [---] followers, [---] engagements


"$BTI $BATS still rallying because of these words"  
[X Link](https://x.com/nicotinecap/status/1924827582270238808)  2025-05-20T14:00Z [---] followers, [----] engagements


"What now $50 soon $BTI $BATS"  
[X Link](https://x.com/nicotinecap/status/1924871674907783450)  2025-05-20T16:55Z [---] followers, [----] engagements


"@MichaelAArouet It's hilarious and tragic at the same time. Massive own goal"  
[X Link](https://x.com/nicotinecap/status/1925093215931138416)  2025-05-21T07:36Z [---] followers, [---] engagements


"$BTI $BATS UBS estimates +1.1% incremental EBIT growth just from Velo US assuming 15% volume share and 15% contribution EBIT margin. Could be more depending on market penetration (volume share) and contribution EBIT margin. Zyn's contribution EBIT margin is 60%"  
[X Link](https://x.com/anyuser/status/1925464772566302996)  2025-05-22T08:12Z [----] followers, [----] engagements


"@WWillowResearch Any idea when these will come This year right"  
[X Link](https://x.com/nicotinecap/status/1925529824577102258)  2025-05-22T12:30Z [---] followers, [--] engagements


"$BTI $BATS ITC: Q4 [----] & FY25 Results - Q4 2025: Revenue +9.2% and Operating Profit +2.5% - FY25: Revenue +10.2% and OP +2.3% (ex- Paper +4.4%) Pretty respectable results under difficult market conditions. Annual dividend up +4.4% from [-----] (yield: 3.4%) https://t.co/VMn9gDpvdA ITC: Q4 [----] & FY25 Results - Q4 2025: Revenue +9.2% and Operating Profit +2.5% - FY25: Revenue +10.2% and OP +2.3% (ex- Paper +4.4%) Pretty respectable results under difficult market conditions. Annual dividend up +4.4% from [-----] (yield: 3.4%) https://t.co/VMn9gDpvdA"  
[X Link](https://x.com/nicotinecap/status/1925541392555942284)  2025-05-22T13:16Z [---] followers, [---] engagements


"$BTI $BATS Today @US_FDA announced the seizures of nearly [--] million units of unauthorized e-cigarette products in Chicago with an estimated retail value of $33.8 million. https://t.co/AbsSFne2d3 https://t.co/kTg48wWsjE Today @US_FDA announced the seizures of nearly [--] million units of unauthorized e-cigarette products in Chicago with an estimated retail value of $33.8 million. https://t.co/AbsSFne2d3 https://t.co/kTg48wWsjE"  
[X Link](https://x.com/anyuser/status/1925544160381345945)  2025-05-22T13:27Z [----] followers, [----] engagements


"$BTI $BATS This illegal importation stops today. I personally have observed kids from good families who have become addicted to vaping. They know theyre addicted they want to stop and they cant stop. The FDA will continue to monitor and take necessary actions to prevent these illegal https://t.co/SsxZaMrWlB This illegal importation stops today. I personally have observed kids from good families who have become addicted to vaping. They know theyre addicted they want to stop and they cant stop. The FDA will continue to monitor and take necessary actions to prevent these illegal"  
[X Link](https://x.com/nicotinecap/status/1925553763709837757)  2025-05-22T14:06Z [---] followers, [---] engagements


"$BTI $BATS There are high schools in America now where kids are saying half of the kids are addicted to these vaping products. We cannot get burned again like we did on opioids. https://t.co/4lJa6NQTiO There are high schools in America now where kids are saying half of the kids are addicted to these vaping products. We cannot get burned again like we did on opioids. https://t.co/4lJa6NQTiO"  
[X Link](https://x.com/nicotinecap/status/1925623964149170310)  2025-05-22T18:45Z [---] followers, [----] engagements


"$BTI $BATS ITC Hotels shares are on a tear after strong quarterly results announced last week BAT's 15% direct stake is now worth [---] million. BAT may divest around [---] and announce the extension of [----] share re-purchase program from [---] million to [---] billion at the Pre-Close https://t.co/vZduIYFNng ITC Hotels shares are on a tear after strong quarterly results announced last week BAT's 15% direct stake is now worth [---] million. BAT may divest around [---] and announce the extension of [----] share re-purchase program from [---] million to [---] billion at the Pre-Close https://t.co/vZduIYFNng"  
[X Link](https://x.com/nicotinecap/status/1925825649463181487)  2025-05-23T08:06Z [---] followers, [---] engagements


"@tobaccoinsider I think they want to use the proceeds to pay down debt faster - not buybacks. But we shall see"  
[X Link](https://x.com/nicotinecap/status/1925826288658366552)  2025-05-23T08:09Z [---] followers, [----] engagements


"@Vapingit @DrMakaryFDA How does Zyn seller Philip Morris benefit from what Makary said They don't sell vapes in the US and they don't sell cigs in the US"  
[X Link](https://x.com/nicotinecap/status/1926143482445373457)  2025-05-24T05:09Z [---] followers, [---] engagements


""The United States nicotine pouches market accounted for around USD [----] billion in [----] and is expected to grow to around USD [-----] billion by [----] at a compound annual growth rate of 32.56% during the period from [----] to 2033." $PM $BTI $BATS"  
[X Link](https://x.com/anyuser/status/1926324328842350956)  2025-05-24T17:08Z [----] followers, 19.2K engagements


"Source: https://www.globenewswire.com/news-release/2025/04/21/3064762/28124/en/United-States-Nicotine-Pouches-Market-Forecast-Report-2025-2033-Featuring-Velo-On-ZYN-ZONE-Rogue-FRE-POUCH-Black-Buffalo-Sesh-Products-Cotton-Mouth-Nicotine-and-JUICE-HEAD.html https://www.globenewswire.com/news-release/2025/04/21/3064762/28124/en/United-States-Nicotine-Pouches-Market-Forecast-Report-2025-2033-Featuring-Velo-On-ZYN-ZONE-Rogue-FRE-POUCH-Black-Buffalo-Sesh-Products-Cotton-Mouth-Nicotine-and-JUICE-HEAD.html"  
[X Link](https://x.com/nicotinecap/status/1926324464137994696)  2025-05-24T17:08Z [---] followers, [----] engagements


"$BTI $BATS new categories profit contribution is about to inflect sharply upwards"  
[X Link](https://x.com/anyuser/status/1926611102554591705)  2025-05-25T12:07Z [----] followers, [----] engagements


"$BTI $BATS "a leopard can change its spots" $BTI https://t.co/qVIYb5pMIX "a leopard can change its spots" $BTI https://t.co/qVIYb5pMIX"  
[X Link](https://x.com/anyuser/status/1926689329767727326)  2025-05-25T17:18Z [----] followers, [----] engagements


"Are these the hot babes that keep liking my posts 😅 The bot farms are out of control. Here's a recent example of how sophisticated they are. Thousands of phones connected and controlled by automation routines. Commenting automatically promoting scams and spreading spam. https://t.co/SGjgaO4KLY The bot farms are out of control. Here's a recent example of how sophisticated they are. Thousands of phones connected and controlled by automation routines. Commenting automatically promoting scams and spreading spam. https://t.co/SGjgaO4KLY"  
[X Link](https://x.com/nicotinecap/status/1927015186176639118)  2025-05-26T14:53Z [---] followers, [----] engagements


"Possible future president of Poland pops a Velo during public election debate. $BTI $BATS The Polish President candidate @NawrockiKn sneaks in a #nicotinepouch in the live Presidential debate. Thank God he is human modern and a supporter of #tobaccoharmreduction like us in #Sweden where smoking is almost extinct thanks to pouches @EU4snus https://t.co/pWfkFsLMj8 The Polish President candidate @NawrockiKn sneaks in a #nicotinepouch in the live Presidential debate. Thank God he is human modern and a supporter of #tobaccoharmreduction like us in #Sweden where smoking is almost extinct thanks to"  
[X Link](https://x.com/nicotinecap/status/1927016077059334207)  2025-05-26T14:56Z [---] followers, [----] engagements


"@ZippixNicotine @tscpod Many many other brands"  
[X Link](https://x.com/nicotinecap/status/1927032117730345236)  2025-05-26T16:00Z [---] followers, [---] engagements


"🚨 If you only read ONE thing today THIS SHOULD BE IT Well done and thank you @GACmacro $PM $BATS $BTI Macro Data: $BATS $BTI $PM Tobacco Industry in Charts https://t.co/uF0wpA6c0Q Macro Data: $BATS $BTI $PM Tobacco Industry in Charts https://t.co/uF0wpA6c0Q"  
[X Link](https://x.com/nicotinecap/status/1927223196178129398)  2025-05-27T04:39Z [---] followers, [----] engagements


"Just in case anyone gets confused: When you pay down your mortgage you gain equity value in your house. When a business pays down debt shareholders gain equity value in the business. $BTI $BATS"  
[X Link](https://x.com/anyuser/status/1927400072490135954)  2025-05-27T16:22Z [----] followers, [----] engagements


"What's $BTI $BATS dividend yield right now (if you get this wrong I will weep for humanity) 6.6% 7.0% 8.4% 7.2% 6.6% 7.0% 8.4% 7.2%"  
[X Link](https://x.com/nicotinecap/status/1927592664674816446)  2025-05-28T05:07Z [---] followers, [----] engagements


"@SparkingFIRENC Yes me. 36"  
[X Link](https://x.com/nicotinecap/status/1927593057081520627)  2025-05-28T05:09Z [---] followers, [---] engagements


"@DvdndDiplomats It's a crime to leave out $BTI here 😅"  
[X Link](https://x.com/nicotinecap/status/1927593605327110342)  2025-05-28T05:11Z [---] followers, [---] engagements


"Academics: "The market is efficient." "People act rationally." Reality: People can't even agree on what's the correct dividend yield. What's $BTI $BATS dividend yield right now (if you get this wrong I will weep for humanity) What's $BTI $BATS dividend yield right now (if you get this wrong I will weep for humanity)"  
[X Link](https://x.com/nicotinecap/status/1927603784403874150)  2025-05-28T05:52Z [---] followers, [----] engagements


"@tobaccoinsider Decent. Same transaction this time next year please 🫠"  
[X Link](https://x.com/nicotinecap/status/1927645398379683960)  2025-05-28T08:37Z [---] followers, [----] engagements


"$BTI $BATS selling $ITC will likely create an accounting gain of around 1.0-1.2 billion. Why How [--]. ITC equity is marked at 16% of market value on BAT's balance sheet. Profit 900m. [--]. They will likely use 900m to repurchase [---] to [---] billion in debt. Profit 100-300m"  
[X Link](https://x.com/anyuser/status/1927735227352240399)  2025-05-28T14:34Z [----] followers, [----] engagements


"Data on popular financial websites is often just plain wrong but most people rely on it without verifying it. Result People disagree WILDLY on what the correct dividend yield of $BATS $BTI is. What's $BTI $BATS dividend yield right now (if you get this wrong I will weep for humanity) What's $BTI $BATS dividend yield right now (if you get this wrong I will weep for humanity)"  
[X Link](https://x.com/nicotinecap/status/1928335988297732229)  2025-05-30T06:21Z [---] followers, [----] engagements


"@Mitch_Martin22 @blondesnmoney Same here. Did it to keep [--] toe in and see what happens"  
[X Link](https://x.com/nicotinecap/status/1928384229441786037)  2025-05-30T09:33Z [---] followers, [--] engagements


"@MadisonLackey44 @blondesnmoney @CapitalValor Correct. Big discounts on those tenders. More stock buybacks would have been great but these non-owner managers care more about reputional damage to their careers than maximizing shareholder value. "If in doubt play it safe" is their mantra. Still ok just not ideal"  
[X Link](https://x.com/nicotinecap/status/1928384761711448383)  2025-05-30T09:35Z [---] followers, [---] engagements


"Flying back from Dubai today - A great trip funded by inefficient markets $BTI $BATS ✌ Ok I used $2k of this profit to book a short notice 9-day trip to Dubai. Here we come https://t.co/7RjNAthBsY Ok I used $2k of this profit to book a short notice 9-day trip to Dubai. Here we come https://t.co/7RjNAthBsY"  
[X Link](https://x.com/nicotinecap/status/1928388419647930812)  2025-05-30T09:50Z [---] followers, [----] engagements


"Update: $BTI $BATS sustainable 5.5%-7.5% EPS growth starts in T minus [--] months. 4-6% APFO growth + 1.5% buybacks. Buybacks will only get bigger from here. Reminder: $BTI $BATS sustainable 5.3-7.3% EPS growth starts in T minus [--] months and [--] days. 4-6% APFO growth + 1.3% buyback share reduction. https://t.co/H3OTWDkxQ7 Reminder: $BTI $BATS sustainable 5.3-7.3% EPS growth starts in T minus [--] months and [--] days. 4-6% APFO growth + 1.3% buyback share reduction. https://t.co/H3OTWDkxQ7"  
[X Link](https://x.com/anyuser/status/1928390953473098035)  2025-05-30T10:00Z [----] followers, [----] engagements


"I apologize for being on a flight and not leveraging up this time to close this gap. $BTI $BATS $PM $MO"  
[X Link](https://x.com/nicotinecap/status/1928683889217642760)  2025-05-31T05:24Z [---] followers, [----] engagements


"@TobaccoVeggie @LaDivaNicotiana What's your take"  
[X Link](https://x.com/nicotinecap/status/1928890409167585612)  2025-05-31T19:04Z [---] followers, [---] engagements


"$BTI $BATS H1 pre-close trading statement is due this Tuesday I don't believe H1 [----] data will offer much meaningful insight aside from Velo Plus performance (red hot). H2 [----] will be far more interesting because we will be able to see the new Vuse and Glo launch data"  
[X Link](https://x.com/anyuser/status/1929107261554651604)  2025-06-01T09:26Z [----] followers, [----] engagements

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