[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @nicotinecap Nicotine Capital Nicotine Capital posts on X about $bti, $bats, bti, $pm the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1876978507773018113/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +11% - X Months XXXXXXX +143,916% ### Mentions: XX [#](/creator/twitter::1876978507773018113/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX +24,800% ### Followers: XXX [#](/creator/twitter::1876978507773018113/followers)  - X Week XXX +1.30% - X Month XXX +13% - X Months XXX +2,628% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1876978507773018113/influencer_rank)  ### Social Influence [#](/creator/twitter::1876978507773018113/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [currencies](/list/currencies) XXXX% [countries](/list/countries) XXXX% [automotive brands](/list/automotive-brands) XXXX% [technology brands](/list/technology-brands) XXXX% [travel destinations](/list/travel-destinations) XXXX% [luxury brands](/list/luxury-brands) XXXX% **Social topic influence** [$bti](/topic/$bti) #2, [$bats](/topic/$bats) #2, [bti](/topic/bti) #2, [$pm](/topic/$pm) #4, [$mo](/topic/$mo) #9, [searches](/topic/searches) 4.55%, [hedge](/topic/hedge) 3.41%, [$googl](/topic/$googl) 3.41%, [tesla](/topic/tesla) 2.27%, [japan](/topic/japan) XXXX% **Top accounts mentioned or mentioned by** [@richard_ersted](/creator/undefined) [@davidkilli99638](/creator/undefined) [@tobaccoinsider](/creator/undefined) [@antonykh1218](/creator/undefined) [@canadianvapet](/creator/undefined) [@leveragevaluep](/creator/undefined) [@richardersted](/creator/undefined) [@fdatobacco](/creator/undefined) [@arkalos77](/creator/undefined) [@unltdinvestor](/creator/undefined) [@marksyny](/creator/undefined) [@itchotels](/creator/undefined) [@adopegift](/creator/undefined) [@srobo1_](/creator/undefined) [@siriusfund](/creator/undefined) [@vonderleyen](/creator/undefined) [@jgitchell](/creator/undefined) [@investorsobserv](/creator/undefined) [@srobo1](/creator/undefined) [@tobaccovanguard](/creator/undefined) **Top assets mentioned** [British American Tobacco (BTI)](/topic/$bti) [Philip Morris International Inc. (PM)](/topic/$pm) [Altria Group Inc (MO)](/topic/$mo) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Tesla, Inc. (TSLA)](/topic/tesla) ### Top Social Posts [#](/creator/twitter::1876978507773018113/posts) --- Top posts by engagements in the last XX hours "63% of young people in the UK believe vaping is as or more harmful than smoking. 🤦♂"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1946284671987220623) 2025-07-18 19:03:20 UTC XXX followers, XXX engagements "A view of the poor guy whose job it is to buy back $BTI $BATS stock every day"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1945501832031179240) 2025-07-16 15:12:37 UTC XXX followers, 1454 engagements "@siriusfund Agreed. I like that they are customizing the sticks for different markets to suit their preferences"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1947003795457867908) 2025-07-20 18:40:53 UTC XXX followers, XX engagements "Reminder: we saw X billionaires sell ENOURMOUS chunks of $BTI $BATS in the first half. Both sold way too low and way too early and they know it (now). When they sold I said they were making a big mistake"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1943537311318446480) 2025-07-11 05:06:18 UTC XXX followers, 1626 engagements "I made two investments in October 2022: X. Converted USD into PLN in late 2022 and then put the cash into a X% HYSA. This returned XX% per year measured in USD. X. Bought $BATS stock. This returned XX% per year measured in USD. I often felt guilty about the cash holdings ($500k) - on X people often tell you that you only need X months or XX months rainy day cash - but turns out it was a great choice to make"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1943931892543143961) 2025-07-12 07:14:14 UTC XXX followers, 1813 engagements "$BTI $BATS Glo Hilo PLUS coming to Japan in September. Note this device was not launched in Miyagi province but has been available in Serbia"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1943592345259126867) 2025-07-11 08:44:59 UTC XXX followers, 1139 engagements "Ytd performance of tobacco majors in USD: $BTI: +48.76% $PM: +39.58% $MO: +17.73%"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1947908004583469398) 2025-07-23 06:33:53 UTC XXX followers, 1026 engagements "@jgitchell @FDATobacco Related question: weeks ago you mentioned a potential executive order on vapes in the US. Any update on this"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1947912017559359782) 2025-07-23 06:49:50 UTC XXX followers, XX engagements "Reminder: What's the biggest strength/asset of $PM Marlboro Iqos Zyn Answer: Weak competition. They had it too easy But that may be about to change with $BTI $BATS gunning for market share with Velo Plus and Glo Hilo. Let's see if they can make it happen and become more formidable competitors"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1947915985870008737) 2025-07-23 07:05:36 UTC XXX followers, 2663 engagements "$BTI $BATS In light of the strong move up in a very short time and my enourmous exposure (95% of my portfolio is now $BATS) I've hedged XXX% of my shares at XXXXX equivalent. If this keeps going up I'll likely double the hedge. Not because I think it's fundamentally expensive obviously. It's a trade and a mini hedge of what I own. I remain ultra bullish long-term"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1945760960343642236) 2025-07-17 08:22:18 UTC XXX followers, 3292 engagements "@tobaccoinsider @InvestorsObserv The fact that $BTI $BATS was worth less than $MO for such a long period was wrong and has finally been corrected"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1943991267924312372) 2025-07-12 11:10:10 UTC XXX followers, XXX engagements "@tobaccoinsider While $BTI $BATS are in court over Vuse menthol"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1945877776340267190) 2025-07-17 16:06:29 UTC XXX followers, XXX engagements "@antonykh1218 @DavidKilli99638 This coincides with the beginnings of the US wide illicit vape crackdown. Could be a coincidence but it could be driving demand into pouches overall. Still doesn't explain why Velo would take so much market share vs Zyn though"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1949003676837728643) 2025-07-26 07:07:41 UTC XXX followers, XXX engagements "$BTI $BATS Regarding the flood of flavored Chinese vapes in the US FDA commissioner Makary said just now: "This is a major major focus of this FDA right now." Watch the video 👇"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1943732847920963843) 2025-07-11 18:03:18 UTC XXX followers, 1060 engagements "@unltdinvestor I'm thinking getting Tesla robots hooked on digital nicotine"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1948686157635879010) 2025-07-25 10:05:59 UTC XXX followers, XX engagements "$BTI $BATS A very insightful and detailed review of Glo Hilo. 👇"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1946782212722164160) 2025-07-20 04:00:23 UTC XXX followers, 1307 engagements "$BTI $BATS searches for "Velo" on Google are up XX% in the last X weeks - that's on top of the numbers from my last post on this topic"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1947545629288275990) 2025-07-22 06:33:56 UTC XXX followers, 3297 engagements "$BTI $BATS initiated as BUY at Jefferies their "Top Pick" with a price target of GBP XXXXX / USD 65.00"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1942859643249692752) 2025-07-09 08:13:30 UTC XXX followers, 4264 engagements "@CanadianvapeT @LeverageValueP $PM has helped millions quit cigarettes with Iqos and Zyn. $BTI has helped millions quit cigarettes with Glo Vuse and Velo"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1949093312474022324) 2025-07-26 13:03:52 UTC XXX followers, XXX engagements "$BTI $BATS on the first day of this XX day period the company repurchases 155147 shares at GBP34.3535 for a total of GBP5.33m. That's a +37.8% larger buyback vs the day before. Keep going 😎"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1940407763248775567) 2025-07-02 13:50:36 UTC XXX followers, 1341 engagements "$BTI $BATS Vuse Ultra is now available in the UK:"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1944441351489180109) 2025-07-13 16:58:38 UTC XXX followers, XXX engagements "$BTI $BATS new all-time highs for ITC Hotels stock"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1942997382410449207) 2025-07-09 17:20:49 UTC XXX followers, 2674 engagements "FYI I'm now X% hedged on $BTI $BATS going into $PM earnings tomorrow"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1947354446364622967) 2025-07-21 17:54:14 UTC XXX followers, 1188 engagements "$BTI $BATS has an estimated expected total return of XXXX% to XXXX% per year over the medium to long term at current prices. Why Let me explain: I start with Warren Buffett's concept of "owner earnings" (OE). I then calculate the "expected total owner earnings return" (ETOER) as follows: ETOER = OEY + OEG Expected total owner earnings return (ETOER) = owner earnings yield (OEY) + owner earnings growth (OEG) For $BTI $BATS I'm conservatively estimating ETOER to be XXXX% to XXXX% at current prices: ETOER = XXX% OEY + 4-6% OEG = 13.5-15.5% --- Definitions: - Owner earnings (OE) represent the"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1942456791192817742) 2025-07-08 05:32:42 UTC XXX followers, 4105 engagements "$MO $BTI $BATS $IMB $IMBBY $PM "People are now switching back to smoking in an attempt to cut out vaping for good. What's more they're convinced it's better for them." Article:"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1947909689305600508) 2025-07-23 06:40:34 UTC XXX followers, 1168 engagements "Buybacks are great when a company buys its own stock low in size and with conviction. Not quite as great when a company is forced to chase its own stock on a daily basis. $BTI $BATS"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1945040690347471285) 2025-07-15 08:40:12 UTC XXX followers, XXX engagements "$BTI $BATS A great harm reduction quote: "Banning the very products that are reducing smoking is like throwing away the fire extinguisher while the house is still burning." Some EU countries have banned or are trying to ban all nicotine pouches"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1947877999925178809) 2025-07-23 04:34:39 UTC XXX followers, XXX engagements "Comparison to Vuse and Lost Mary searches"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1949531800897819010) 2025-07-27 18:06:16 UTC XXX followers, XXX engagements "$BTI $BATS The average UK nicotine pouch user consumes around X cans per week. That's X pouch for every X hours of being awake"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1943594414393205182) 2025-07-11 08:53:13 UTC XXX followers, 8312 engagements "$BTI $BATS Barclays raises target price to 4500p from 4100p. They had previously raised their target price from 3750p to 4100p last month"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1945053667637252217) 2025-07-15 09:31:46 UTC XXX followers, 2969 engagements "$BTI $BATS ITC Hotels Ltd is on a tear again trading at XXX today 🚀"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1946096941114237305) 2025-07-18 06:37:22 UTC XXX followers, 1335 engagements "@LeverageValueP @AntiWokeMemes "You don't put a bumper sticker on a Ferrari.""  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1949434657629495349) 2025-07-27 11:40:15 UTC XXX followers, XX engagements "@richard_ersted @ITCHotels Yes. If not there will be some questions about this on the earnings call as to why not"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1948601283470131455) 2025-07-25 04:28:43 UTC XXX followers, XX engagements "$BTI $BATS ITC Hotels Ltd says "bye bye" 👋"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1946166760790438057) 2025-07-18 11:14:48 UTC XXX followers, 1477 engagements "@TobaccoMistro @richard_ersted @ITCHotels Still got the big shots trying to muscle in"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1949182236130976203) 2025-07-26 18:57:13 UTC XXX followers, XX engagements "$BTI $BATS it may be happening. crackdown on illicits is leading to increased searches for "vuse" on Google Early days but looks encouraging"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1948992703540203950) 2025-07-26 06:24:05 UTC XXX followers, 2662 engagements "$BTI $BATS The company's stake in ITC Hotels Ltd could generate net proceeds of around $XXX million at current prices. This will most likely be used to tender (buyback) existing long-dated debt at well below par (a discount). Looking at where the company's long dated bonds are trading at the estimated discount should be 25-30% of par depending on what mix of maturities they will choose to tender. So the company could retire $1.2-1.3 billion in debt with that $XXX million cash crystallizing a one-time gain of $300-400 million in the second half through this transaction"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1946978870592241807) 2025-07-20 17:01:50 UTC XXX followers, 3632 engagements "$BTI $BATS CEO Tadeu Marroco just gave an interview on BAT's strategy for Glo Hilo in Japan. Unfortunately it's behind a paywall on Nikkei and I don't have access. But I'll share it anyway in case anyone DOES have access to Nikkei:"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1946098781339947111) 2025-07-18 06:44:40 UTC XXX followers, 1321 engagements "If you are a person who held $BTI $BATS for a long time through the lean years"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1943384245831110774) 2025-07-10 18:58:05 UTC XXX followers, 3073 engagements "$BTI $BATS FDA gets $XXX million of fresh money to enforce the law of the land against illicit unapproved Chinese vapes. Recall: the illicit market is worth anywhere between $5-7 billion a year in revenue (depending on who you ask). Vuse has revenue of around $XXX billion in the US. This could double or better when the crackdown gets serious"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1945164980908605497) 2025-07-15 16:54:05 UTC XXX followers, 5372 engagements "$BTI $BATS $MO $PM Digiflavor by Geek Bar getting popular because Geek Bars are running low"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1949529819164606584) 2025-07-27 17:58:24 UTC XXX followers, 1427 engagements "Deleveraging by buying back debt at a discount is smart. $BTI $BATS"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1946574263302967618) 2025-07-19 14:14:04 UTC XXX followers, 1399 engagements "@ADopeGift I own $BATS in the UK and don't want to trigger capital gains taxes. So to hedge I'm simply shorting $BTI in the US and hedging out the FX"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1945904583944921112) 2025-07-17 17:53:00 UTC XXX followers, XXX engagements "Are you in support of BAT's $BTI $BATS "Beyond Nicotine" initiative investing in consumer products and technology such as cannabinoid products health drinks and shots caffeine chocolates energy bars retail technology etc"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1944649709538169274) 2025-07-14 06:46:35 UTC XXX followers, 1406 engagements
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@nicotinecap Nicotine Capital
Nicotine Capital posts on X about $bti, $bats, bti, $pm the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +11%
- X Months XXXXXXX +143,916%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +24,800%
Followers: XXX #
- X Week XXX +1.30%
- X Month XXX +13%
- X Months XXX +2,628%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXXX% finance XXXXX% currencies XXXX% countries XXXX% automotive brands XXXX% technology brands XXXX% travel destinations XXXX% luxury brands XXXX%
Social topic influence $bti #2, $bats #2, bti #2, $pm #4, $mo #9, searches 4.55%, hedge 3.41%, $googl 3.41%, tesla 2.27%, japan XXXX%
Top accounts mentioned or mentioned by @richard_ersted @davidkilli99638 @tobaccoinsider @antonykh1218 @canadianvapet @leveragevaluep @richardersted @fdatobacco @arkalos77 @unltdinvestor @marksyny @itchotels @adopegift @srobo1_ @siriusfund @vonderleyen @jgitchell @investorsobserv @srobo1 @tobaccovanguard
Top assets mentioned British American Tobacco (BTI) Philip Morris International Inc. (PM) Altria Group Inc (MO) Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA)
Top Social Posts #
Top posts by engagements in the last XX hours
"63% of young people in the UK believe vaping is as or more harmful than smoking. 🤦♂"
@nicotinecap on X 2025-07-18 19:03:20 UTC XXX followers, XXX engagements
"A view of the poor guy whose job it is to buy back $BTI $BATS stock every day" @nicotinecap on X 2025-07-16 15:12:37 UTC XXX followers, 1454 engagements
"@siriusfund Agreed. I like that they are customizing the sticks for different markets to suit their preferences" @nicotinecap on X 2025-07-20 18:40:53 UTC XXX followers, XX engagements
"Reminder: we saw X billionaires sell ENOURMOUS chunks of $BTI $BATS in the first half. Both sold way too low and way too early and they know it (now). When they sold I said they were making a big mistake" @nicotinecap on X 2025-07-11 05:06:18 UTC XXX followers, 1626 engagements
"I made two investments in October 2022: X. Converted USD into PLN in late 2022 and then put the cash into a X% HYSA. This returned XX% per year measured in USD. X. Bought $BATS stock. This returned XX% per year measured in USD. I often felt guilty about the cash holdings ($500k) - on X people often tell you that you only need X months or XX months rainy day cash - but turns out it was a great choice to make" @nicotinecap on X 2025-07-12 07:14:14 UTC XXX followers, 1813 engagements
"$BTI $BATS Glo Hilo PLUS coming to Japan in September. Note this device was not launched in Miyagi province but has been available in Serbia" @nicotinecap on X 2025-07-11 08:44:59 UTC XXX followers, 1139 engagements
"Ytd performance of tobacco majors in USD: $BTI: +48.76% $PM: +39.58% $MO: +17.73%" @nicotinecap on X 2025-07-23 06:33:53 UTC XXX followers, 1026 engagements
"@jgitchell @FDATobacco Related question: weeks ago you mentioned a potential executive order on vapes in the US. Any update on this" @nicotinecap on X 2025-07-23 06:49:50 UTC XXX followers, XX engagements
"Reminder: What's the biggest strength/asset of $PM Marlboro Iqos Zyn Answer: Weak competition. They had it too easy But that may be about to change with $BTI $BATS gunning for market share with Velo Plus and Glo Hilo. Let's see if they can make it happen and become more formidable competitors" @nicotinecap on X 2025-07-23 07:05:36 UTC XXX followers, 2663 engagements
"$BTI $BATS In light of the strong move up in a very short time and my enourmous exposure (95% of my portfolio is now $BATS) I've hedged XXX% of my shares at XXXXX equivalent. If this keeps going up I'll likely double the hedge. Not because I think it's fundamentally expensive obviously. It's a trade and a mini hedge of what I own. I remain ultra bullish long-term" @nicotinecap on X 2025-07-17 08:22:18 UTC XXX followers, 3292 engagements
"@tobaccoinsider @InvestorsObserv The fact that $BTI $BATS was worth less than $MO for such a long period was wrong and has finally been corrected" @nicotinecap on X 2025-07-12 11:10:10 UTC XXX followers, XXX engagements
"@tobaccoinsider While $BTI $BATS are in court over Vuse menthol" @nicotinecap on X 2025-07-17 16:06:29 UTC XXX followers, XXX engagements
"@antonykh1218 @DavidKilli99638 This coincides with the beginnings of the US wide illicit vape crackdown. Could be a coincidence but it could be driving demand into pouches overall. Still doesn't explain why Velo would take so much market share vs Zyn though" @nicotinecap on X 2025-07-26 07:07:41 UTC XXX followers, XXX engagements
"$BTI $BATS Regarding the flood of flavored Chinese vapes in the US FDA commissioner Makary said just now: "This is a major major focus of this FDA right now." Watch the video 👇" @nicotinecap on X 2025-07-11 18:03:18 UTC XXX followers, 1060 engagements
"@unltdinvestor I'm thinking getting Tesla robots hooked on digital nicotine" @nicotinecap on X 2025-07-25 10:05:59 UTC XXX followers, XX engagements
"$BTI $BATS A very insightful and detailed review of Glo Hilo. 👇" @nicotinecap on X 2025-07-20 04:00:23 UTC XXX followers, 1307 engagements
"$BTI $BATS searches for "Velo" on Google are up XX% in the last X weeks - that's on top of the numbers from my last post on this topic" @nicotinecap on X 2025-07-22 06:33:56 UTC XXX followers, 3297 engagements
"$BTI $BATS initiated as BUY at Jefferies their "Top Pick" with a price target of GBP XXXXX / USD 65.00" @nicotinecap on X 2025-07-09 08:13:30 UTC XXX followers, 4264 engagements
"@CanadianvapeT @LeverageValueP $PM has helped millions quit cigarettes with Iqos and Zyn. $BTI has helped millions quit cigarettes with Glo Vuse and Velo" @nicotinecap on X 2025-07-26 13:03:52 UTC XXX followers, XXX engagements
"$BTI $BATS on the first day of this XX day period the company repurchases 155147 shares at GBP34.3535 for a total of GBP5.33m. That's a +37.8% larger buyback vs the day before. Keep going 😎" @nicotinecap on X 2025-07-02 13:50:36 UTC XXX followers, 1341 engagements
"$BTI $BATS Vuse Ultra is now available in the UK:" @nicotinecap on X 2025-07-13 16:58:38 UTC XXX followers, XXX engagements
"$BTI $BATS new all-time highs for ITC Hotels stock" @nicotinecap on X 2025-07-09 17:20:49 UTC XXX followers, 2674 engagements
"FYI I'm now X% hedged on $BTI $BATS going into $PM earnings tomorrow" @nicotinecap on X 2025-07-21 17:54:14 UTC XXX followers, 1188 engagements
"$BTI $BATS has an estimated expected total return of XXXX% to XXXX% per year over the medium to long term at current prices. Why Let me explain: I start with Warren Buffett's concept of "owner earnings" (OE). I then calculate the "expected total owner earnings return" (ETOER) as follows: ETOER = OEY + OEG Expected total owner earnings return (ETOER) = owner earnings yield (OEY) + owner earnings growth (OEG) For $BTI $BATS I'm conservatively estimating ETOER to be XXXX% to XXXX% at current prices: ETOER = XXX% OEY + 4-6% OEG = 13.5-15.5% --- Definitions: - Owner earnings (OE) represent the" @nicotinecap on X 2025-07-08 05:32:42 UTC XXX followers, 4105 engagements
"$MO $BTI $BATS $IMB $IMBBY $PM "People are now switching back to smoking in an attempt to cut out vaping for good. What's more they're convinced it's better for them." Article:" @nicotinecap on X 2025-07-23 06:40:34 UTC XXX followers, 1168 engagements
"Buybacks are great when a company buys its own stock low in size and with conviction. Not quite as great when a company is forced to chase its own stock on a daily basis. $BTI $BATS" @nicotinecap on X 2025-07-15 08:40:12 UTC XXX followers, XXX engagements
"$BTI $BATS A great harm reduction quote: "Banning the very products that are reducing smoking is like throwing away the fire extinguisher while the house is still burning." Some EU countries have banned or are trying to ban all nicotine pouches" @nicotinecap on X 2025-07-23 04:34:39 UTC XXX followers, XXX engagements
"Comparison to Vuse and Lost Mary searches" @nicotinecap on X 2025-07-27 18:06:16 UTC XXX followers, XXX engagements
"$BTI $BATS The average UK nicotine pouch user consumes around X cans per week. That's X pouch for every X hours of being awake" @nicotinecap on X 2025-07-11 08:53:13 UTC XXX followers, 8312 engagements
"$BTI $BATS Barclays raises target price to 4500p from 4100p. They had previously raised their target price from 3750p to 4100p last month" @nicotinecap on X 2025-07-15 09:31:46 UTC XXX followers, 2969 engagements
"$BTI $BATS ITC Hotels Ltd is on a tear again trading at XXX today 🚀" @nicotinecap on X 2025-07-18 06:37:22 UTC XXX followers, 1335 engagements
"@LeverageValueP @AntiWokeMemes "You don't put a bumper sticker on a Ferrari."" @nicotinecap on X 2025-07-27 11:40:15 UTC XXX followers, XX engagements
"@richard_ersted @ITCHotels Yes. If not there will be some questions about this on the earnings call as to why not" @nicotinecap on X 2025-07-25 04:28:43 UTC XXX followers, XX engagements
"$BTI $BATS ITC Hotels Ltd says "bye bye" 👋" @nicotinecap on X 2025-07-18 11:14:48 UTC XXX followers, 1477 engagements
"@TobaccoMistro @richard_ersted @ITCHotels Still got the big shots trying to muscle in" @nicotinecap on X 2025-07-26 18:57:13 UTC XXX followers, XX engagements
"$BTI $BATS it may be happening. crackdown on illicits is leading to increased searches for "vuse" on Google Early days but looks encouraging" @nicotinecap on X 2025-07-26 06:24:05 UTC XXX followers, 2662 engagements
"$BTI $BATS The company's stake in ITC Hotels Ltd could generate net proceeds of around $XXX million at current prices. This will most likely be used to tender (buyback) existing long-dated debt at well below par (a discount). Looking at where the company's long dated bonds are trading at the estimated discount should be 25-30% of par depending on what mix of maturities they will choose to tender. So the company could retire $1.2-1.3 billion in debt with that $XXX million cash crystallizing a one-time gain of $300-400 million in the second half through this transaction" @nicotinecap on X 2025-07-20 17:01:50 UTC XXX followers, 3632 engagements
"$BTI $BATS CEO Tadeu Marroco just gave an interview on BAT's strategy for Glo Hilo in Japan. Unfortunately it's behind a paywall on Nikkei and I don't have access. But I'll share it anyway in case anyone DOES have access to Nikkei:" @nicotinecap on X 2025-07-18 06:44:40 UTC XXX followers, 1321 engagements
"If you are a person who held $BTI $BATS for a long time through the lean years" @nicotinecap on X 2025-07-10 18:58:05 UTC XXX followers, 3073 engagements
"$BTI $BATS FDA gets $XXX million of fresh money to enforce the law of the land against illicit unapproved Chinese vapes. Recall: the illicit market is worth anywhere between $5-7 billion a year in revenue (depending on who you ask). Vuse has revenue of around $XXX billion in the US. This could double or better when the crackdown gets serious" @nicotinecap on X 2025-07-15 16:54:05 UTC XXX followers, 5372 engagements
"$BTI $BATS $MO $PM Digiflavor by Geek Bar getting popular because Geek Bars are running low" @nicotinecap on X 2025-07-27 17:58:24 UTC XXX followers, 1427 engagements
"Deleveraging by buying back debt at a discount is smart. $BTI $BATS" @nicotinecap on X 2025-07-19 14:14:04 UTC XXX followers, 1399 engagements
"@ADopeGift I own $BATS in the UK and don't want to trigger capital gains taxes. So to hedge I'm simply shorting $BTI in the US and hedging out the FX" @nicotinecap on X 2025-07-17 17:53:00 UTC XXX followers, XXX engagements
"Are you in support of BAT's $BTI $BATS "Beyond Nicotine" initiative investing in consumer products and technology such as cannabinoid products health drinks and shots caffeine chocolates energy bars retail technology etc" @nicotinecap on X 2025-07-14 06:46:35 UTC XXX followers, 1406 engagements