[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](/creator/twitter/nicotinecap) "Do you know how I know that $PM $BTI $BATS $MO $IMB $IMBBY still have plenty of collective upside going forward Jim Cramer hasn't recommended ANY of them. Good 🤞"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1940049013862281294) 2025-07-01 14:05:03 UTC XXX followers, 1000 engagements "A view of the poor guy whose job it is to buy back $BTI $BATS stock every day"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1945501832031179240) 2025-07-16 15:12:37 UTC XXX followers, 1335 engagements "63% of young people in the UK believe vaping is as or more harmful than smoking. 🤦♂"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1946284671987220623) 2025-07-18 19:03:20 UTC XXX followers, XXX engagements "🚨 EU commissioner for health thinks "new tobacco and nicotine products carry health risks comparable to traditional products" 🤦♂ Why do we have such uninformed politicians cc @tobaccoinsider"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1945919171860042061) 2025-07-17 18:50:58 UTC XXX followers, XXX engagements "I reckon a "dream team" of fintwit investors would beat most professional fund managers over the long-term. The quality and value of people here on X can be unbelievably good. Best social network for investors by far"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1944343508388602063) 2025-07-13 10:29:51 UTC XXX followers, XXX engagements "@J_Plotnik @Jason I'm afraid I can't tell even when I zoom in slow down and squint. 🤣"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1940450921923620982) 2025-07-02 16:42:06 UTC XXX followers, XX engagements "$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, 2049 engagements "Searches for "geek bar ban" are suddenly increasing on Google $BTI $BATS"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1939966437956669670) 2025-07-01 08:36:56 UTC XXX followers, 2717 engagements "@tobaccoinsider While $BTI $BATS are in court over Vuse menthol"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1945877776340267190) 2025-07-17 16:06:29 UTC XXX followers, XXX engagements "$BTI $BATS Geek Bars are disappearing fast now"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1939964874961940833) 2025-07-01 08:30:43 UTC XXX followers, XXX engagements "So the FDA has approved Njoy menthol and now Juul menthol. But it denied Vuse menthol $BTI $BATS"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1945863947178963257) 2025-07-17 15:11:32 UTC XXX followers, 1651 engagements "$BTI $BATS Regarding the flood of flavored Chinese vapes in the US FDA commissioner Makary said just now: "This is a major major focus of this FDA right now." Watch the video 👇"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1943732847920963843) 2025-07-11 18:03:18 UTC XXX followers, 1055 engagements "$BTI $BATS A very insightful and detailed review of Glo Hilo. 👇"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1946782212722164160) 2025-07-20 04:00:23 UTC XXX followers, XXX engagements "$BTI $BATS on the first day of this XX day period the company repurchases 155147 shares at GBP34.3535 for a total of GBP5.33m. That's a +37.8% larger buyback vs the day before. Keep going 😎"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1940407763248775567) 2025-07-02 13:50:36 UTC XXX followers, 1332 engagements "$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 $BATS I'm conservatively estimating ETOER to be XXXX% to XXXX% at current prices: ETOER = XXX% OEY + 4-6% OEG = 13.5-15.5% --- Definitions: - Owner earnings (OE) represent the"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1942456791192817742) 2025-07-08 05:32:42 UTC XXX followers, 4060 engagements "$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 "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 $BATS The average UK nicotine pouch user consumes around X cans per week. That's X pouch for every X hours of being awake"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1943594414393205182) 2025-07-11 08:53:13 UTC XXX followers, 8182 engagements "Skip to min 36:37 to listen to the Q&A on illicit Chinese vapes. 👇"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1943902046643794363) 2025-07-12 05:15:38 UTC XXX followers, 1195 engagements "$BTI $BATS Barclays raises target price to 4500p from 4100p. They had previously raised their target price from 3750p to 4100p last month"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1945053667637252217) 2025-07-15 09:31:46 UTC XXX followers, 2958 engagements "$BTI $BATS $MO $PM $IMBBY $IMB FDA answers question on what they are doing and going to do about the flood of illicit Chinese flavored vapes in America. Skip to minute 36:37 in the video below"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1943731198460649899) 2025-07-11 17:56:45 UTC XXX followers, 2614 engagements "Fun fact: When $BTI $BATS did their first half update on June 3rd "Velo" searches on Google in the US were XX% less than today. That implies a XX% (100 over 75) search interest growth in just X month. Since November 2024 search interest is up 300%"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1942188008075080111) 2025-07-07 11:44:39 UTC XXX followers, 1848 engagements "$BTI $BATS fair value is around GBP XXXXX / USD XXXXX if you apply a historic "pre-Reynolds-Acquisition" average P/E multiple of 15.2x and average dividend yield of 4.2%. Current price GBP XXXXX / USD XXXXX leaving XX% upside. As the company grows over the next years those fair value numbers only increase every single quarter. Check out the chart for data between 2011 and 2025 👇👇👇"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1941866134212374924) 2025-07-06 14:25:39 UTC XXX followers, 5543 engagements "$BTI $BATS ITC Hotels Ltd says "bye bye" 👋"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1946166760790438057) 2025-07-18 11:14:48 UTC XXX followers, 1422 engagements "My mood today 😎 Link to the song below 👇"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1943561920188924372) 2025-07-11 06:44:06 UTC XXX followers, 1793 engagements "$BTI $BATS Episode X of the Smokeless Word podcast is out:"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1943229136371093798) 2025-07-10 08:41:44 UTC XXX followers, 1226 engagements "@seanfgates I recognize the shape of that chart 😅 did you trim your $BTI"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1946416223748489324) 2025-07-19 03:46:05 UTC XXX followers, XXX engagements "32 followers for this guy He's writing great in-depth articles from time to time on his substack. Give him a follow 👇"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1944320909579604361) 2025-07-13 09:00:03 UTC XXX followers, 1170 engagements "If you are a person who held $BTI $BATS for a long time through the lean years"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1943384245831110774) 2025-07-10 18:58:05 UTC XXX followers, 2738 engagements "My comedic (yet serious) take People are going to need a whole lot more nicotine to compete with AI. 😅"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1946285775882010925) 2025-07-18 19:07:43 UTC XXX followers, XXX engagements "@OliverVarhelyi To claim that novel nicotine products carry harm comparable to traditional products is an outright LIE and reveals your incompetence proving you are unqualified to represent the European people"  [@nicotinecap](/creator/x/nicotinecap) on [X](/post/tweet/1945921708302409892) 2025-07-17 19:01:03 UTC XXX followers, XXX engagements "$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, 5245 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, XXX 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
[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
"Do you know how I know that $PM $BTI $BATS $MO $IMB $IMBBY still have plenty of collective upside going forward Jim Cramer hasn't recommended ANY of them. Good 🤞"
@nicotinecap on X 2025-07-01 14:05:03 UTC XXX followers, 1000 engagements
"A view of the poor guy whose job it is to buy back $BTI $BATS stock every day" @nicotinecap on X 2025-07-16 15:12:37 UTC XXX followers, 1335 engagements
"63% of young people in the UK believe vaping is as or more harmful than smoking. 🤦♂" @nicotinecap on X 2025-07-18 19:03:20 UTC XXX followers, XXX engagements
"🚨 EU commissioner for health thinks "new tobacco and nicotine products carry health risks comparable to traditional products" 🤦♂ Why do we have such uninformed politicians cc @tobaccoinsider" @nicotinecap on X 2025-07-17 18:50:58 UTC XXX followers, XXX engagements
"I reckon a "dream team" of fintwit investors would beat most professional fund managers over the long-term. The quality and value of people here on X can be unbelievably good. Best social network for investors by far" @nicotinecap on X 2025-07-13 10:29:51 UTC XXX followers, XXX engagements
"@J_Plotnik @Jason I'm afraid I can't tell even when I zoom in slow down and squint. 🤣" @nicotinecap on X 2025-07-02 16:42:06 UTC XXX followers, XX engagements
"$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, 2049 engagements
"Searches for "geek bar ban" are suddenly increasing on Google $BTI $BATS" @nicotinecap on X 2025-07-01 08:36:56 UTC XXX followers, 2717 engagements
"@tobaccoinsider While $BTI $BATS are in court over Vuse menthol" @nicotinecap on X 2025-07-17 16:06:29 UTC XXX followers, XXX engagements
"$BTI $BATS Geek Bars are disappearing fast now" @nicotinecap on X 2025-07-01 08:30:43 UTC XXX followers, XXX engagements
"So the FDA has approved Njoy menthol and now Juul menthol. But it denied Vuse menthol $BTI $BATS" @nicotinecap on X 2025-07-17 15:11:32 UTC XXX followers, 1651 engagements
"$BTI $BATS Regarding the flood of flavored Chinese vapes in the US FDA commissioner Makary said just now: "This is a major major focus of this FDA right now." Watch the video 👇" @nicotinecap on X 2025-07-11 18:03:18 UTC XXX followers, 1055 engagements
"$BTI $BATS A very insightful and detailed review of Glo Hilo. 👇" @nicotinecap on X 2025-07-20 04:00:23 UTC XXX followers, XXX engagements
"$BTI $BATS on the first day of this XX day period the company repurchases 155147 shares at GBP34.3535 for a total of GBP5.33m. That's a +37.8% larger buyback vs the day before. Keep going 😎" @nicotinecap on X 2025-07-02 13:50:36 UTC XXX followers, 1332 engagements
"$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 $BATS I'm conservatively estimating ETOER to be XXXX% to XXXX% at current prices: ETOER = XXX% OEY + 4-6% OEG = 13.5-15.5% --- Definitions: - Owner earnings (OE) represent the" @nicotinecap on X 2025-07-08 05:32:42 UTC XXX followers, 4060 engagements
"$BTI $BATS Vuse Ultra is now available in the UK:" @nicotinecap on X 2025-07-13 16:58:38 UTC XXX followers, XXX engagements
"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 $BATS The average UK nicotine pouch user consumes around X cans per week. That's X pouch for every X hours of being awake" @nicotinecap on X 2025-07-11 08:53:13 UTC XXX followers, 8182 engagements
"Skip to min 36:37 to listen to the Q&A on illicit Chinese vapes. 👇" @nicotinecap on X 2025-07-12 05:15:38 UTC XXX followers, 1195 engagements
"$BTI $BATS Barclays raises target price to 4500p from 4100p. They had previously raised their target price from 3750p to 4100p last month" @nicotinecap on X 2025-07-15 09:31:46 UTC XXX followers, 2958 engagements
"$BTI $BATS $MO $PM $IMBBY $IMB FDA answers question on what they are doing and going to do about the flood of illicit Chinese flavored vapes in America. Skip to minute 36:37 in the video below" @nicotinecap on X 2025-07-11 17:56:45 UTC XXX followers, 2614 engagements
"Fun fact: When $BTI $BATS did their first half update on June 3rd "Velo" searches on Google in the US were XX% less than today. That implies a XX% (100 over 75) search interest growth in just X month. Since November 2024 search interest is up 300%" @nicotinecap on X 2025-07-07 11:44:39 UTC XXX followers, 1848 engagements
"$BTI $BATS fair value is around GBP XXXXX / USD XXXXX if you apply a historic "pre-Reynolds-Acquisition" average P/E multiple of 15.2x and average dividend yield of 4.2%. Current price GBP XXXXX / USD XXXXX leaving XX% upside. As the company grows over the next years those fair value numbers only increase every single quarter. Check out the chart for data between 2011 and 2025 👇👇👇" @nicotinecap on X 2025-07-06 14:25:39 UTC XXX followers, 5543 engagements
"$BTI $BATS ITC Hotels Ltd says "bye bye" 👋" @nicotinecap on X 2025-07-18 11:14:48 UTC XXX followers, 1422 engagements
"My mood today 😎 Link to the song below 👇" @nicotinecap on X 2025-07-11 06:44:06 UTC XXX followers, 1793 engagements
"$BTI $BATS Episode X of the Smokeless Word podcast is out:" @nicotinecap on X 2025-07-10 08:41:44 UTC XXX followers, 1226 engagements
"@seanfgates I recognize the shape of that chart 😅 did you trim your $BTI" @nicotinecap on X 2025-07-19 03:46:05 UTC XXX followers, XXX engagements
"32 followers for this guy He's writing great in-depth articles from time to time on his substack. Give him a follow 👇" @nicotinecap on X 2025-07-13 09:00:03 UTC XXX followers, 1170 engagements
"If you are a person who held $BTI $BATS for a long time through the lean years" @nicotinecap on X 2025-07-10 18:58:05 UTC XXX followers, 2738 engagements
"My comedic (yet serious) take People are going to need a whole lot more nicotine to compete with AI. 😅" @nicotinecap on X 2025-07-18 19:07:43 UTC XXX followers, XXX engagements
"@OliverVarhelyi To claim that novel nicotine products carry harm comparable to traditional products is an outright LIE and reveals your incompetence proving you are unqualified to represent the European people" @nicotinecap on X 2025-07-17 19:01:03 UTC XXX followers, XXX engagements
"$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, 5245 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, XXX 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