[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.] #  @CatholicGOP2016 CorvetteKid1969 CorvetteKid1969 posts on X about $pm, $mo, $bti, zyn the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::796234937603125249/interactions)  - X Week XXXXX +544% - X Month XXXXXX -XXXX% - X Months XXXXXX +1,970% - X Year XXXXXX +3,704% ### Mentions: XX [#](/creator/twitter::796234937603125249/posts_active)  ### Followers: XXX [#](/creator/twitter::796234937603125249/followers)  - X Week XXX +4.30% - X Month XXX +9.80% - X Months XXX +314% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::796234937603125249/influencer_rank)  ### Social Influence [#](/creator/twitter::796234937603125249/influence) --- **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [countries](/list/countries) [travel destinations](/list/travel-destinations) [technology brands](/list/technology-brands) [celebrities](/list/celebrities) [cryptocurrencies](/list/cryptocurrencies) [social networks](/list/social-networks) **Social topic influence** [$pm](/topic/$pm), [$mo](/topic/$mo), [$bti](/topic/$bti), [zyn](/topic/zyn), [gdp growth](/topic/gdp-growth), [gdp](/topic/gdp), [$pms](/topic/$pms), [$imbby](/topic/$imbby), [nicotine](/topic/nicotine), [marlboro](/topic/marlboro) **Top assets mentioned** [Philip Morris International Inc. (PM)](/topic/$pm) [Altria Group Inc (MO)](/topic/$mo) [British American Tobacco (BTI)](/topic/$bti) [Mosaic Co (MOS)](/topic/$mos) [Morgan Stanley (MS)](/topic/morgan-stanley) [Colgate-Palmolive Company (CL)](/topic/$cl) [Procter & Gamble (PG)](/topic/$pg) [Coca-Cola Co (KO)](/topic/$ko) [SAP SE (SAP)](/topic/$sap) [Novo-Nordisk (NVO)](/topic/$nvo) [Cronos (CRO)](/topic/cronos) ### Top Social Posts [#](/creator/twitter::796234937603125249/posts) --- Top posts by engagements in the last XX hours "@antonykh1218 But is that disposable income in the aggregate.or for lower-income and middle-income consumers which is where most smoker are When I first covered Philip Morris (early-1980's) they had lots of wealthy and upper-middle class income smokers. Today not so much"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945146587409215813) 2025-07-15 15:41:00 UTC XXX followers, XX engagements "@antonykh1218 @JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater I miss the Old Days when you used to have veteran analysts covering the sector. They never left. Morgan Stanley has had X analysts in X years. 😮 Wish I had saved some of my old Bernstein Black Books 😃"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945368171390660839) 2025-07-16 06:21:29 UTC XXX followers, XX engagements "@p000dl3 @antonykh1218 Yes what brands for NPs does TPB make Pikabu What's their current market share Buying them out size-wise isn't a problem it's just a question of what they have to offer right now and the growth potential down the line"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945147064536441253) 2025-07-15 15:42:53 UTC XXX followers, XX engagements "@antonykh1218 @JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater I think you are right Anthony.but confused as to how $PM could have more POS than $MO when all they have is the SM purchase. I don't believe the split-off in 2008 from Altria got them lifetime access in the U.S. for non-cigs"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945709673836929491) 2025-07-17 04:58:30 UTC XXX followers, XX engagements "@77WABCradio @CGasparino You should have ME on the radio show Charlie and John and Rita. I was warning about this -- along with Eric Breindel of The NY Post -- over XX years ago. The Democratic Party was looking the other way at political and racial extremists and we were the only ones in NY noting it"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945698884447084823) 2025-07-17 04:15:38 UTC XXX followers, XX engagements "Notice what The Times says about the DOJ CRD: staffed with left-wing ideologues doing the bidding of the NAACP Black LIES Matter and race pimps like Al Charlatan. Sorry folks it's a New Day and a New Dawn in American race relations. GOP now rules"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1946250575193964740) 2025-07-18 16:47:51 UTC XXX followers, XX engagements "@Cronikeys Yeah Richard Deacon.Whit Bissell. at the end when you think the guy is nuts it turns out he was RIGHT😮 SCARY Ditto the 1978 re-make with Donald Sutherland yelling into a frozen frame 😃 I like the endings where the good guys win. 😃 Like "The Thing" (1951).👍"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1944823757865988380) 2025-07-14 18:18:11 UTC XXX followers, XX engagements "@antonykh1218 Better numbers than I thought.but they bought SM to get scaled in NPs I keep wondering if having avoided the vaping bloodbath they are in position to buy cheap (Juul ). Or maybe they are OK going super-slow in vapes organically because of good results from comb/HNB/NPs 🤔"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1944791838117794191) 2025-07-14 16:11:21 UTC XXX followers, XX engagements "@tobaccoinsider Ah-ha.now THIS is the one I mused about last year and recently. 😃 I don't know anything about the capital structure at privately held Juul. There also may still be lawsuits flying around accusing the 2-deep pocketed insiders of unethical dealings. $X billion for Juul 🙄"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1946060587911262264) 2025-07-18 04:12:54 UTC XXX followers, XX engagements "@NickTimiraos Nick who is telling Trump that short rates can fall XXX bp Does he understand rates are low in Europe because nominal GDP growth SUCKS 😆 Who is feeding Trump nonsense about Powell and the bond market -- is it Navarro Does he understand that if the Fed cuts XXX bp"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945866137813516425) 2025-07-17 15:20:14 UTC XXX followers, XX engagements "@JessamyRoyalH @RealJamesWoods The Democratic Party actively embraces and promotes ACTUAL rapists not guys who MAY have pinched some woman's ass in an elevator. Yusuf Salam who attacked and assaulted the woman known as The Central Park Jogger is a NYC Democratic Councilman. You and others should shut up"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945911732062306573) 2025-07-17 18:21:24 UTC XXX followers, X engagements "@richard_ersted @antonykh1218 @TobaccoMistro An industry with zero barriers to entry and DIY ability is not one that can generate accretive values to stock"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1946016805098566055) 2025-07-18 01:18:56 UTC XXX followers, XX engagements "@antonykh1218 @richard_ersted Yeah it all goes back to American Tobacco Company and James Duke (Duke University ).😃 B&W Lorrillard RJR -- all spun out after the anti-trust DOJ suits. Philip Morris was a 2nd-rate company for DECADES until the 1960's and that Marlboro commercial.👍"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1944822980086767865) 2025-07-14 18:15:06 UTC XXX followers, XX engagements "@antonykh1218 Global shares for tobacco. Interesting to see where $PM and $BTI are equally matched and where one has an overwhelming market share lead. Hopefully China gets added to that chart in the next few years.😃 Interesting that BAT is everywhere but PM is missing from X markets"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945110563245178985) 2025-07-15 13:17:51 UTC XXX followers, XX engagements "@antonykh1218 Anthony not sure if $PM breaks out VEEV's metrics because it is so small but I recall seeing something that said it was about X% of $PM's revenues. Obviously they have chosen to focus on HNB/IQOS and Zyn/NPs. One reason why I suggested looking at privately-held Juul.😮"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1944777694161355016) 2025-07-14 15:15:09 UTC XXX followers, XX engagements "@antonykh1218 A nice chart from Jefferies recent initiation on the sector. If you want to make a case for $PM's premium valuation then you have to look to the megacap CPH sector ( $KO $PG $CL etc.). What I like here is they include some European names. $BTI $IMBBY and $MO included"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1944768770104263109) 2025-07-14 14:39:41 UTC XXX followers, XXX engagements "@tobaccoinsider This is interesting and addresses $MO's lack of global scale. But I see traditional Japanese reluctance to unwind cross-holdings applying here too. You also have JT's discount brands in the U.S. as an anti-trust concern with premium Marlboro cigarettes Altria's staple"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1946057381114163635) 2025-07-18 04:00:10 UTC XXX followers, XX engagements "@JessMAngel88 Hey clown.the Central Park X are GUILTY"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1946013898517155881) 2025-07-18 01:07:23 UTC XXX followers, X engagements "@tobaccoinsider It won't have NJOY that belongs to Juul. On is #3 in U.S.minimal global presence.SWIC and Ploom look like they will bring up the rear to IQOS.so you have nice global cigarette exposure but a lower % on RRPs/NGPs combined than $MO solo"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1946058191831208433) 2025-07-18 04:03:23 UTC XXX followers, XX engagements "@NickTimiraos Nick G. William Miller had LOST the confidence of the financial markets: the DJIA was sinking bond yields soaring inflation rising. None of those are happening now the opposite is happening. If Trump picks a lackey THAT person is G. William Miller not Paul Volcker. 😮"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945866935788360015) 2025-07-17 15:23:24 UTC XXX followers, XXX engagements "@GardinerIsland Low yields there reflect low nominal GDP growth. Right now default is not a concern in the EU. It will again and when it happens if these Clown Countries haven't used the time-out to strengthen their finances and solve their budget problems they're going to have X% yields"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945539419122925901) 2025-07-16 17:41:58 UTC XXX followers, XX engagements "@antonykh1218 @JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater This must be global points of sale; the global distribution network that Philip Morris International built from 1970-2000 gives them a big advantage over $MO and even $BTI. I believe this is a bottleneck that BAT and even analysts will cap Velo and BTI NPs at XX% thru 2026"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945494353738088785) 2025-07-16 14:42:54 UTC XXX followers, XXX engagements "@qualityb4price Yeah $BTI / $BATS overpromised and underdelivered. (1) Vaping.cut into combustibles esp. in U.S. (2) Discount Cigs.cut into combustibles in U.S. (3) HNB product mediocre (4) Slow rollout of Velo"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1937762838136893487) 2025-06-25 06:40:37 UTC XXX followers, XXX engagements "@AmeliaSmith1210 BTW the tobacco and consumer stables groups are the proper peer group for $PM. I think the focus on luxury and pharma was there just to show us how big Philip Morris has gotten"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945197257336197369) 2025-07-15 19:02:20 UTC XXX followers, XX engagements "@caseythehost @SenWarren Casey never forget that CBS fired one of their tennis analysts who used a hominem "guerilla" in a Venus Williams match and was fired because their low-IQ viewers thought it was "gorilla." They also fired Don Imus when he ran afoul of Al Charlatan. Spinless and gutless. 😡"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1946442659620422066) 2025-07-19 05:31:07 UTC XXX followers, XX engagements "@tobaccoinsider Juul was bailed out for a song by the guys who control it. I'm not sure what the capital structure is today but I can't believe that the ownerswant to fight $PM $BTI and dozens of illegal/disposable Chinese vapes. Even if the Chinese vaping threat fades competition looms"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945920980360008041) 2025-07-17 18:58:09 UTC XXX followers, XXX engagements ""It is actually bigger than other European stalwarts such as $NVO ($320 bb) $ASML ($310 bb) and $ROG.SW ($290bn). Only $SAP at $380bn is bigger than $PM." By the mid-$2030's $PM could be within striking distance of a trillion-dollar market cap. 😃"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945174874755916215) 2025-07-15 17:33:24 UTC XXX followers, XXX engagements "@NYNJHarper Why is MLB allowing players to leave early John That's an abomination"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1946564268683334138) 2025-07-19 13:34:21 UTC XXX followers, X engagements "@antonykh1218 I am re-reading some parts again. You have a good writing style Anthony. 👍 Interesting thoughts on FCF conversion CAPX intensity and debt servicing/credit ratings. $PM's higher credit rating may also reflect a weaker dollar plus ability to sell shares to deleverage"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1944980183003402297) 2025-07-15 04:39:46 UTC XXX followers, XX engagements "@tobaccoinsider Hopefully they approve IQOS's PMTA ASAP. They should also announce no menthol studies and no nicotine reduction experiements. The FDA needs to stick to food and drugs and alcohol and stop wasting time on cigarettes and nicotine"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945912861584154768) 2025-07-17 18:25:54 UTC XXX followers, XX engagements "@antonykh1218 Yes or No Anthony: Do we still have X large publicly-traded tobacco companies by 2030 2027 $PM $BTI $MO $JTI $IMBBY -- or do a few of them get together I guess they ALL could bulk up by buying smaller publicly-tradeds or privately-helds.you never know"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1944653654310449326) 2025-07-14 07:02:15 UTC XXX followers, XXX engagements "@richard_ersted @antonykh1218 The sell-side and $BTI see their share plateauing at high teens. So no Zyn along should be OK and I would think more flavors more nicotine strengths and a "wet" product should keep the market share XX% even as it doubles () by 2030 in the U.S. and triples in the EU"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1946018461911527512) 2025-07-18 01:25:31 UTC XXX followers, XX engagements "@ScottyWitte @SenJohnKennedy The Epstein files aren't costing us billions"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945853851283693938) 2025-07-17 14:31:25 UTC XXX followers, XX engagements "@JosieStratman Tier X is UNDERFUNDED as are all the other Tiers. And that's not counting OPEB retirement benefits which last I looked were XXX% unfunded. In other words.NYC and NYS workers are relying on Bernie Madoff Pension Accounting for their retirements. This is gonna work out yeah"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945188461746548831) 2025-07-15 18:27:23 UTC XXX followers, XX engagements "@antonykh1218 @JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater Agreed.that's what the reports I have read lately are trying to drill home.these items are doing OK but they are not at the critical scale that they can move the needle on revenue EBIT or cash flows. I didn't know $BTI was into snus.the Velo analyses focus on combust"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945710123315245159) 2025-07-17 05:00:17 UTC XXX followers, XXX engagements "@Porter_and_Co $PM's cost of capital is NOT 1.5%. Last I checked their bond yields were just under 5%"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945902940788490538) 2025-07-17 17:46:28 UTC XXX followers, XX engagements "@CGasparino @FT Charlie can NYC/NYS sell muni debt without disclosing their collapsing tax base and rising NYC/NYS pension/retirement obligations that are not being paid for by those replacing the tax base OPEBs are largely unfunded. I believe NYC+NYS have $XXX billion in unfunded debt. 😮"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945865233760673959) 2025-07-17 15:16:38 UTC XXX followers, XXX engagements "@Next100Baggers @fiscal_ai $PM needs to accelerate growth in the EU and Scandanavia. Zyn ex-U.S. should triple by 2030 but not enough -- need it to quintuple. Need to plant Zyn seeds in more countries as I think Velo-plus is doing well though both BAT and the sell-side community expect growth to slow"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945353884794237062) 2025-07-16 05:24:43 UTC XXX followers, XX engagements "@crudegusher Paul why do you think HES was worth $XXX a share That might have been the price in the past with multiple bidders and no regard for shareholder value.and both XOM and CVX are too smart to overpay for even a great asset like HES after seeing what XOM had to endure with XTO"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1946278569165906152) 2025-07-18 18:39:05 UTC XXX followers, XX engagements "@AmeliaSmith1210 NGPs and RRPs Amy. I do want them to get more traction with Zyn/NP's ex-U.S.Velo/BATS is really doing well there. $PM supposed to triple non-U.S. Zyn by 2030 I'd like it to quintuple. 😡 Maybe $PM knows something on HNB (IQOS). Combustible decline @ X% a year; not bad"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945196913080344932) 2025-07-15 19:00:58 UTC XXX followers, XX engagements "@antonykh1218 @JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater I would think they'd take both calls.but no doubt $PM carries more clout probably from the days before the spin-off in 2008. I always wondered why Altria calling it's U.S. business Philip Morris wouldn't confuse people with PMI. 😃"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945495604081107423) 2025-07-16 14:47:52 UTC XXX followers, XX engagements "@tobaccoinsider Does $PM want in the U.S. vaping market VEEV appears to be doing OK though it lacks scale. To me it's a question of price. I am seeing estimates that the company lost XX% of it's value from the $MO buy-in. If it was worth $X billion 12-18 months ago maybe $X bb today"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1946066961500156082) 2025-07-18 04:38:14 UTC XXX followers, XX engagements "@JohnDoeKnowsGuy @antonykh1218 @p000dl3 @richard_ersted @lazereater JD the problems with Skoal/Copenhagen are well-known. $MO has time.same with combustibles. I do believe they need to address the issue; it was important enough for them to blow nearly $XX bb in bad deals pre-Covid. $MO finally has a tailwind EPS will NOT be tanking soon"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945327915337470437) 2025-07-16 03:41:32 UTC XXX followers, XX engagements "@antonykh1218 Anthony I don't think any vaping-only company could do an IPO. And definitely not Juul. Too much "disclosure" would be at best unseemly and maybe have to wink-wink at illegal stuff (i.e. underage vaping) that you wouldn't want that disclosed in filings or quarterly CC's"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1946253440889336245) 2025-07-18 16:59:14 UTC XXX followers, XX engagements "@antonykh1218 Anthony I think this was why $PM got slammed the most today: the market now fears Juul might be "in play" and $PM makes the most sense even though Juul is a bigger threat to $MO and $BTI. WSJ said Juul was worth $X BB (down 98%) in Fall 2023. Maybe worth $X BB today"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1946078892411760936) 2025-07-18 05:25:39 UTC XXX followers, XXX engagements "@tobaccoinsider This could be why $PM was down more than the others even thought it is certainly the least effected. Today's drop might be implying that with the FDA issue behind it that Juul might be for sale and $PM is looking under the hood. Clearly the market doesn't seem to want a deal"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1946065876131656191) 2025-07-18 04:33:55 UTC XXX followers, XX engagements "@farzyness $PM is not responsible for ANY of those deaths as it doesn't sell any cigarettes in the United States. $MO sells cigarettes in the U.S"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1946447725945405450) 2025-07-19 05:51:15 UTC XXX followers, X engagements "@richard_ersted @drewfallon12 Richard the market and the analysts are believers in the NGP/RRP flywheel.but wary about how long it will take to get to critical mass. Only $PM is at a critical level where they have the EBIT to create enough revenue and cash flow to offset traditional product declines"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945708567228526712) 2025-07-17 04:54:06 UTC XXX followers, XX engagements "@tobaccoinsider $PM $MO $BTI and others all getting slammed on the non-existent news that the FDA is letting Juul sell their products which had been the case since the bogus "ban" was not enforced previously. Also it's not the legal Juul products causing lost sales it's illegal vapes"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945901781206049073) 2025-07-17 17:41:52 UTC XXX followers, XXX engagements "@antonykh1218 I'm wondering if that ability to sell shares might also be in the form of M&A.use their (rich) stock to buy/bootstrap some earnings from a publicly-traded or privately-held vehicle. I still think Juul might be worthwhile for one of The Big Four (let's assume $MO is out 😆)"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1944980679403422118) 2025-07-15 04:41:44 UTC XXX followers, XX engagements "@JohnDoeKnowsGuy @p000dl3 @richard_ersted @antonykh1218 @lazereater Seems like a good deal. $MO can certainly afford them would be way less than Juul even Cronos. Problem is the investor base -- like with $BTI -- is so opposed to deals that mgmt. probably knows it and is gun-shy"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945710558629482603) 2025-07-17 05:02:01 UTC XXX followers, XX engagements "This is BIG news. 😮 All of a sudden our debt is no longer appealling except if yields go up 100-150 bp. 😱 A rise in yields -- ignored for X months from January 1987 -- is what led to the 1987 Crash. 😮"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945235876016951559) 2025-07-15 21:35:48 UTC XXX followers, XXX engagements "When Stephen Colbert had MSNBC DEI hire Nicole Wallace on his show.that's when THE LATE SHOW was finished.😃"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1946366121390506425) 2025-07-19 00:26:59 UTC XXX followers, XXX engagements "@antonykh1218 @JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater Presumably "snyergies" from $MO's distribution network let them scale a tiny deal like this very quickly. I could see it working out. But if the products don't take off $TPB could burn cash as $MO just carries non-selling product all over the country. Like SM can it scale"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945719247713325513) 2025-07-17 05:36:33 UTC XXX followers, XX engagements "@ScholtzFJ @SenWarren @SquawkCNBC CNBC treats her with kid gloves. I've asked for equal time but the DEI hire-ups at NBC and CNBC don't want a liberal female being embarassed by a white Republican male. They know I'd destroy her so they keep me off the channel. 😡"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1946438242263245077) 2025-07-19 05:13:34 UTC XXX followers, X engagements "I'm seeing this more-and-more. 😡 DUI/DWI.speeding.no DL.no insurance (and jacking up the rates the rest of us pay).these people have NO REGARD for the law whether it's immigration or traffic. Something must be done.NOW 😡"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945538515468472357) 2025-07-16 17:38:23 UTC XXX followers, XX engagements "Heated tobacco still the largest NGP/RRP market with $PM in the lead. $JTI and $BTI have new products that are a bit in the slow lane. Vaping resuming growth in the legal channel; good for $BTI and $IMBBY. Nicotine pouches could catch heated tobacco by 2030. $PM $BTI $MO"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1943550592993096084) 2025-07-11 05:59:05 UTC XXX followers, XXX engagements "@drkellyhenning @BloombergDotOrg Oh spare us Doc. You and others said NOTHING while the Chinese flooded the country with disposable illegal flavored vapes. Elf Bar ring a bell This was a win for American consumers AND producers"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1946422064279060805) 2025-07-19 04:09:17 UTC XXX followers, XX engagements "@antonykh1218 @JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater Yup.unless you think $MO's combustibles are going to be cannibalized by others anyway so best to do it NOW and grab the revenue yourself. It's a tricky situation no doubt"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945850854726115814) 2025-07-17 14:19:30 UTC XXX followers, XX engagements "@deerpointmacro $PM sells cigarettes in countries where price elasticities are not critical. X% declines forecasted through 2030.very manageable. $PM is best-of-breed and has generated positive EBIT in virtually all of her nicotine/tobacco ventures. Stifel Margin Analysis:"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1946056299877154895) 2025-07-18 03:55:52 UTC XXX followers, XX engagements "@antonykh1218 $PM had DECADES of growth and experience bulking up distribution sales marketing outside of the U.S. They lost U.S. exposure but that was X big market whereas $MO has to start from scratch in dozens of key markets. And when $PM bought SM voila U.S. distribution solved"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1944775837233889673) 2025-07-14 15:07:46 UTC XXX followers, XX engagements "@BreannaMorello A political vendetta against anything American tied to tobacco or nicotine by the Biden ideologues. You wonder how much $$$ they got from the flavored disposable illegal Chinese vapers who got XX% of the U.S. market when Juul was being tied down"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1946425678695375195) 2025-07-19 04:23:39 UTC XXX followers, XX engagements "@RebelACole @TheoDavis330520 @SenWarren She voted to give $XX billion to the Ponzi Scheme known as the Teamsters Pension Plan. She's a brazen corrupt fraudulent liar"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1946438929021817063) 2025-07-19 05:16:18 UTC XXX followers, XX engagements "@GuntherEagleman This liberal bimbo gave $36000000000 (that's BILLION) to the Teamsters Ponzi Pension Scam which would have been better off managed by Bernie Madoff. Neither her Biden or the liberal media told the American people about this pension fund used as a Democratic slush fund. 😡"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1946423603173429746) 2025-07-19 04:15:24 UTC XXX followers, XX engagements "@jimdelisle @NickTimiraos @BeckyQuick I am not sure Trump understands it (and I voted for him).but I think someone (Navarro ) is in his ear telling him bull**** nonsense that if the EU can have short rates at sub-2% we can too. Their economies SUCK No nominal GDP growth = low rates. Fed cuts 10-year @ 6%"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1946043276152197354) 2025-07-18 03:04:07 UTC XXX followers, X engagements "@antonykh1218 @JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater Still suprised they have more than $MO . Altria/Philip Morris USA spent DECADES building it up. Very impressive that SM could match/exceed it. NPs were non-existent before $PM bought SM so what was SM building up their distribution network for"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945853401012519414) 2025-07-17 14:29:37 UTC XXX followers, XX engagements "@antonykh1218 $JTI has some time given that they appear to have a long runway with discounts in the U.S. $IMBBY also seems to have a decent global strategy after the 2020's reset. But I think the transformation to NGPs/RRPs mandates bulking up. And clearly $MO can NOT be U.S.-only"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1944757595484434530) 2025-07-14 13:55:17 UTC XXX followers, XX engagements "@p000dl3 Rates are lower in the EU because their economies SUCK Their nominal GDP growth has stunk since 2000"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945978127471071255) 2025-07-17 22:45:14 UTC XXX followers, XX engagements "Barclays looking for $PM to hit $XXX by 2028. They note that ".as a European company $PM is the largest European consumer company by enterprise value $XXX bb.bigger than $NSRGY $LVMUY (each $315bn) $RMS.PA ($290bn) or $LRLCF ($240bb).""  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945172443766682010) 2025-07-15 17:23:44 UTC XXX followers, XXX engagements "@antonykh1218 I wonder if either $PM or $MO might release a Marlboro NP in the future"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945147581480280367) 2025-07-15 15:44:57 UTC XXX followers, XX engagements "@JohnDoeKnowsGuy @antonykh1218 @p000dl3 @richard_ersted @lazereater The re-stocking and inventory build are a positive for $PM in 2025. Whether it is still there past Q1 '26. I'm not sure. Ultimately you need sales follow-through to the public not inventory. I'm not worried about On for Zyn but (wet) Velo-plus and Velo X are threats"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945495133996146941) 2025-07-16 14:46:00 UTC XXX followers, XX engagements "@SnubieDotCom @whycherrywhy Snubie any thoughts on why Zyn kicked-ass in the U.S. but lags other products in the EU and even in Scandanavia their home turf 🤔"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1946018954213826607) 2025-07-18 01:27:28 UTC XXX followers, XX engagements "@somsai @EmilyForCO Tax "breaks" means tax cuts. Hard to cut taxes on Democratic parasites and illegals who pay no federal income taxes. FTC and CFPB are both anti-consumer for those of us who pay on time and don't default and pass costs on to the rest of the public"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945506427906265290) 2025-07-16 15:30:52 UTC XXX followers, XX engagements "@PruenRichard @drkellyhenning @BloombergDotOrg Richard these FRAUDS said NOTHING while China was dumping flavored illegal disposable vapes and promoting them on Tik-Tok. Not a peep.😮 Just more attacks on Juul $PM $MO and $BTI. You wonder how much the Chinese vapers paid these shills. 😮"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1946422473483817031) 2025-07-19 04:10:55 UTC XXX followers, XX engagements "@antonykh1218 @JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater Oh sorry Anthony.Barclays Capital (sell-side report). Here's the key graph from the report with some commentary. Feel free to ping me if you ever want to see something I reference (assuming I have it)"  [@CatholicGOP2016](/creator/x/CatholicGOP2016) on [X](/post/tweet/1945344864155062317) 2025-07-16 04:48:53 UTC XXX followers, XX 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.]
@CatholicGOP2016 CorvetteKid1969
CorvetteKid1969 posts on X about $pm, $mo, $bti, zyn the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +544%
- X Month XXXXXX -XXXX%
- X Months XXXXXX +1,970%
- X Year XXXXXX +3,704%
Mentions: XX #
Followers: XXX #
- X Week XXX +4.30%
- X Month XXX +9.80%
- X Months XXX +314%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks finance countries travel destinations technology brands celebrities cryptocurrencies social networks
Social topic influence $pm, $mo, $bti, zyn, gdp growth, gdp, $pms, $imbby, nicotine, marlboro
Top assets mentioned Philip Morris International Inc. (PM) Altria Group Inc (MO) British American Tobacco (BTI) Mosaic Co (MOS) Morgan Stanley (MS) Colgate-Palmolive Company (CL) Procter & Gamble (PG) Coca-Cola Co (KO) SAP SE (SAP) Novo-Nordisk (NVO) Cronos (CRO)
Top Social Posts #
Top posts by engagements in the last XX hours
"@antonykh1218 But is that disposable income in the aggregate.or for lower-income and middle-income consumers which is where most smoker are When I first covered Philip Morris (early-1980's) they had lots of wealthy and upper-middle class income smokers. Today not so much"
@CatholicGOP2016 on X 2025-07-15 15:41:00 UTC XXX followers, XX engagements
"@antonykh1218 @JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater I miss the Old Days when you used to have veteran analysts covering the sector. They never left. Morgan Stanley has had X analysts in X years. 😮 Wish I had saved some of my old Bernstein Black Books 😃" @CatholicGOP2016 on X 2025-07-16 06:21:29 UTC XXX followers, XX engagements
"@p000dl3 @antonykh1218 Yes what brands for NPs does TPB make Pikabu What's their current market share Buying them out size-wise isn't a problem it's just a question of what they have to offer right now and the growth potential down the line" @CatholicGOP2016 on X 2025-07-15 15:42:53 UTC XXX followers, XX engagements
"@antonykh1218 @JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater I think you are right Anthony.but confused as to how $PM could have more POS than $MO when all they have is the SM purchase. I don't believe the split-off in 2008 from Altria got them lifetime access in the U.S. for non-cigs" @CatholicGOP2016 on X 2025-07-17 04:58:30 UTC XXX followers, XX engagements
"@77WABCradio @CGasparino You should have ME on the radio show Charlie and John and Rita. I was warning about this -- along with Eric Breindel of The NY Post -- over XX years ago. The Democratic Party was looking the other way at political and racial extremists and we were the only ones in NY noting it" @CatholicGOP2016 on X 2025-07-17 04:15:38 UTC XXX followers, XX engagements
"Notice what The Times says about the DOJ CRD: staffed with left-wing ideologues doing the bidding of the NAACP Black LIES Matter and race pimps like Al Charlatan. Sorry folks it's a New Day and a New Dawn in American race relations. GOP now rules" @CatholicGOP2016 on X 2025-07-18 16:47:51 UTC XXX followers, XX engagements
"@Cronikeys Yeah Richard Deacon.Whit Bissell. at the end when you think the guy is nuts it turns out he was RIGHT😮 SCARY Ditto the 1978 re-make with Donald Sutherland yelling into a frozen frame 😃 I like the endings where the good guys win. 😃 Like "The Thing" (1951).👍" @CatholicGOP2016 on X 2025-07-14 18:18:11 UTC XXX followers, XX engagements
"@antonykh1218 Better numbers than I thought.but they bought SM to get scaled in NPs I keep wondering if having avoided the vaping bloodbath they are in position to buy cheap (Juul ). Or maybe they are OK going super-slow in vapes organically because of good results from comb/HNB/NPs 🤔" @CatholicGOP2016 on X 2025-07-14 16:11:21 UTC XXX followers, XX engagements
"@tobaccoinsider Ah-ha.now THIS is the one I mused about last year and recently. 😃 I don't know anything about the capital structure at privately held Juul. There also may still be lawsuits flying around accusing the 2-deep pocketed insiders of unethical dealings. $X billion for Juul 🙄" @CatholicGOP2016 on X 2025-07-18 04:12:54 UTC XXX followers, XX engagements
"@NickTimiraos Nick who is telling Trump that short rates can fall XXX bp Does he understand rates are low in Europe because nominal GDP growth SUCKS 😆 Who is feeding Trump nonsense about Powell and the bond market -- is it Navarro Does he understand that if the Fed cuts XXX bp" @CatholicGOP2016 on X 2025-07-17 15:20:14 UTC XXX followers, XX engagements
"@JessamyRoyalH @RealJamesWoods The Democratic Party actively embraces and promotes ACTUAL rapists not guys who MAY have pinched some woman's ass in an elevator. Yusuf Salam who attacked and assaulted the woman known as The Central Park Jogger is a NYC Democratic Councilman. You and others should shut up" @CatholicGOP2016 on X 2025-07-17 18:21:24 UTC XXX followers, X engagements
"@richard_ersted @antonykh1218 @TobaccoMistro An industry with zero barriers to entry and DIY ability is not one that can generate accretive values to stock" @CatholicGOP2016 on X 2025-07-18 01:18:56 UTC XXX followers, XX engagements
"@antonykh1218 @richard_ersted Yeah it all goes back to American Tobacco Company and James Duke (Duke University ).😃 B&W Lorrillard RJR -- all spun out after the anti-trust DOJ suits. Philip Morris was a 2nd-rate company for DECADES until the 1960's and that Marlboro commercial.👍" @CatholicGOP2016 on X 2025-07-14 18:15:06 UTC XXX followers, XX engagements
"@antonykh1218 Global shares for tobacco. Interesting to see where $PM and $BTI are equally matched and where one has an overwhelming market share lead. Hopefully China gets added to that chart in the next few years.😃 Interesting that BAT is everywhere but PM is missing from X markets" @CatholicGOP2016 on X 2025-07-15 13:17:51 UTC XXX followers, XX engagements
"@antonykh1218 Anthony not sure if $PM breaks out VEEV's metrics because it is so small but I recall seeing something that said it was about X% of $PM's revenues. Obviously they have chosen to focus on HNB/IQOS and Zyn/NPs. One reason why I suggested looking at privately-held Juul.😮" @CatholicGOP2016 on X 2025-07-14 15:15:09 UTC XXX followers, XX engagements
"@antonykh1218 A nice chart from Jefferies recent initiation on the sector. If you want to make a case for $PM's premium valuation then you have to look to the megacap CPH sector ( $KO $PG $CL etc.). What I like here is they include some European names. $BTI $IMBBY and $MO included" @CatholicGOP2016 on X 2025-07-14 14:39:41 UTC XXX followers, XXX engagements
"@tobaccoinsider This is interesting and addresses $MO's lack of global scale. But I see traditional Japanese reluctance to unwind cross-holdings applying here too. You also have JT's discount brands in the U.S. as an anti-trust concern with premium Marlboro cigarettes Altria's staple" @CatholicGOP2016 on X 2025-07-18 04:00:10 UTC XXX followers, XX engagements
"@JessMAngel88 Hey clown.the Central Park X are GUILTY" @CatholicGOP2016 on X 2025-07-18 01:07:23 UTC XXX followers, X engagements
"@tobaccoinsider It won't have NJOY that belongs to Juul. On is #3 in U.S.minimal global presence.SWIC and Ploom look like they will bring up the rear to IQOS.so you have nice global cigarette exposure but a lower % on RRPs/NGPs combined than $MO solo" @CatholicGOP2016 on X 2025-07-18 04:03:23 UTC XXX followers, XX engagements
"@NickTimiraos Nick G. William Miller had LOST the confidence of the financial markets: the DJIA was sinking bond yields soaring inflation rising. None of those are happening now the opposite is happening. If Trump picks a lackey THAT person is G. William Miller not Paul Volcker. 😮" @CatholicGOP2016 on X 2025-07-17 15:23:24 UTC XXX followers, XXX engagements
"@GardinerIsland Low yields there reflect low nominal GDP growth. Right now default is not a concern in the EU. It will again and when it happens if these Clown Countries haven't used the time-out to strengthen their finances and solve their budget problems they're going to have X% yields" @CatholicGOP2016 on X 2025-07-16 17:41:58 UTC XXX followers, XX engagements
"@antonykh1218 @JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater This must be global points of sale; the global distribution network that Philip Morris International built from 1970-2000 gives them a big advantage over $MO and even $BTI. I believe this is a bottleneck that BAT and even analysts will cap Velo and BTI NPs at XX% thru 2026" @CatholicGOP2016 on X 2025-07-16 14:42:54 UTC XXX followers, XXX engagements
"@qualityb4price Yeah $BTI / $BATS overpromised and underdelivered. (1) Vaping.cut into combustibles esp. in U.S. (2) Discount Cigs.cut into combustibles in U.S. (3) HNB product mediocre (4) Slow rollout of Velo" @CatholicGOP2016 on X 2025-06-25 06:40:37 UTC XXX followers, XXX engagements
"@AmeliaSmith1210 BTW the tobacco and consumer stables groups are the proper peer group for $PM. I think the focus on luxury and pharma was there just to show us how big Philip Morris has gotten" @CatholicGOP2016 on X 2025-07-15 19:02:20 UTC XXX followers, XX engagements
"@caseythehost @SenWarren Casey never forget that CBS fired one of their tennis analysts who used a hominem "guerilla" in a Venus Williams match and was fired because their low-IQ viewers thought it was "gorilla." They also fired Don Imus when he ran afoul of Al Charlatan. Spinless and gutless. 😡" @CatholicGOP2016 on X 2025-07-19 05:31:07 UTC XXX followers, XX engagements
"@tobaccoinsider Juul was bailed out for a song by the guys who control it. I'm not sure what the capital structure is today but I can't believe that the ownerswant to fight $PM $BTI and dozens of illegal/disposable Chinese vapes. Even if the Chinese vaping threat fades competition looms" @CatholicGOP2016 on X 2025-07-17 18:58:09 UTC XXX followers, XXX engagements
""It is actually bigger than other European stalwarts such as $NVO ($320 bb) $ASML ($310 bb) and $ROG.SW ($290bn). Only $SAP at $380bn is bigger than $PM." By the mid-$2030's $PM could be within striking distance of a trillion-dollar market cap. 😃" @CatholicGOP2016 on X 2025-07-15 17:33:24 UTC XXX followers, XXX engagements
"@NYNJHarper Why is MLB allowing players to leave early John That's an abomination" @CatholicGOP2016 on X 2025-07-19 13:34:21 UTC XXX followers, X engagements
"@antonykh1218 I am re-reading some parts again. You have a good writing style Anthony. 👍 Interesting thoughts on FCF conversion CAPX intensity and debt servicing/credit ratings. $PM's higher credit rating may also reflect a weaker dollar plus ability to sell shares to deleverage" @CatholicGOP2016 on X 2025-07-15 04:39:46 UTC XXX followers, XX engagements
"@tobaccoinsider Hopefully they approve IQOS's PMTA ASAP. They should also announce no menthol studies and no nicotine reduction experiements. The FDA needs to stick to food and drugs and alcohol and stop wasting time on cigarettes and nicotine" @CatholicGOP2016 on X 2025-07-17 18:25:54 UTC XXX followers, XX engagements
"@antonykh1218 Yes or No Anthony: Do we still have X large publicly-traded tobacco companies by 2030 2027 $PM $BTI $MO $JTI $IMBBY -- or do a few of them get together I guess they ALL could bulk up by buying smaller publicly-tradeds or privately-helds.you never know" @CatholicGOP2016 on X 2025-07-14 07:02:15 UTC XXX followers, XXX engagements
"@richard_ersted @antonykh1218 The sell-side and $BTI see their share plateauing at high teens. So no Zyn along should be OK and I would think more flavors more nicotine strengths and a "wet" product should keep the market share XX% even as it doubles () by 2030 in the U.S. and triples in the EU" @CatholicGOP2016 on X 2025-07-18 01:25:31 UTC XXX followers, XX engagements
"@ScottyWitte @SenJohnKennedy The Epstein files aren't costing us billions" @CatholicGOP2016 on X 2025-07-17 14:31:25 UTC XXX followers, XX engagements
"@JosieStratman Tier X is UNDERFUNDED as are all the other Tiers. And that's not counting OPEB retirement benefits which last I looked were XXX% unfunded. In other words.NYC and NYS workers are relying on Bernie Madoff Pension Accounting for their retirements. This is gonna work out yeah" @CatholicGOP2016 on X 2025-07-15 18:27:23 UTC XXX followers, XX engagements
"@antonykh1218 @JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater Agreed.that's what the reports I have read lately are trying to drill home.these items are doing OK but they are not at the critical scale that they can move the needle on revenue EBIT or cash flows. I didn't know $BTI was into snus.the Velo analyses focus on combust" @CatholicGOP2016 on X 2025-07-17 05:00:17 UTC XXX followers, XXX engagements
"@Porter_and_Co $PM's cost of capital is NOT 1.5%. Last I checked their bond yields were just under 5%" @CatholicGOP2016 on X 2025-07-17 17:46:28 UTC XXX followers, XX engagements
"@CGasparino @FT Charlie can NYC/NYS sell muni debt without disclosing their collapsing tax base and rising NYC/NYS pension/retirement obligations that are not being paid for by those replacing the tax base OPEBs are largely unfunded. I believe NYC+NYS have $XXX billion in unfunded debt. 😮" @CatholicGOP2016 on X 2025-07-17 15:16:38 UTC XXX followers, XXX engagements
"@Next100Baggers @fiscal_ai $PM needs to accelerate growth in the EU and Scandanavia. Zyn ex-U.S. should triple by 2030 but not enough -- need it to quintuple. Need to plant Zyn seeds in more countries as I think Velo-plus is doing well though both BAT and the sell-side community expect growth to slow" @CatholicGOP2016 on X 2025-07-16 05:24:43 UTC XXX followers, XX engagements
"@crudegusher Paul why do you think HES was worth $XXX a share That might have been the price in the past with multiple bidders and no regard for shareholder value.and both XOM and CVX are too smart to overpay for even a great asset like HES after seeing what XOM had to endure with XTO" @CatholicGOP2016 on X 2025-07-18 18:39:05 UTC XXX followers, XX engagements
"@AmeliaSmith1210 NGPs and RRPs Amy. I do want them to get more traction with Zyn/NP's ex-U.S.Velo/BATS is really doing well there. $PM supposed to triple non-U.S. Zyn by 2030 I'd like it to quintuple. 😡 Maybe $PM knows something on HNB (IQOS). Combustible decline @ X% a year; not bad" @CatholicGOP2016 on X 2025-07-15 19:00:58 UTC XXX followers, XX engagements
"@antonykh1218 @JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater I would think they'd take both calls.but no doubt $PM carries more clout probably from the days before the spin-off in 2008. I always wondered why Altria calling it's U.S. business Philip Morris wouldn't confuse people with PMI. 😃" @CatholicGOP2016 on X 2025-07-16 14:47:52 UTC XXX followers, XX engagements
"@tobaccoinsider Does $PM want in the U.S. vaping market VEEV appears to be doing OK though it lacks scale. To me it's a question of price. I am seeing estimates that the company lost XX% of it's value from the $MO buy-in. If it was worth $X billion 12-18 months ago maybe $X bb today" @CatholicGOP2016 on X 2025-07-18 04:38:14 UTC XXX followers, XX engagements
"@JohnDoeKnowsGuy @antonykh1218 @p000dl3 @richard_ersted @lazereater JD the problems with Skoal/Copenhagen are well-known. $MO has time.same with combustibles. I do believe they need to address the issue; it was important enough for them to blow nearly $XX bb in bad deals pre-Covid. $MO finally has a tailwind EPS will NOT be tanking soon" @CatholicGOP2016 on X 2025-07-16 03:41:32 UTC XXX followers, XX engagements
"@antonykh1218 Anthony I don't think any vaping-only company could do an IPO. And definitely not Juul. Too much "disclosure" would be at best unseemly and maybe have to wink-wink at illegal stuff (i.e. underage vaping) that you wouldn't want that disclosed in filings or quarterly CC's" @CatholicGOP2016 on X 2025-07-18 16:59:14 UTC XXX followers, XX engagements
"@antonykh1218 Anthony I think this was why $PM got slammed the most today: the market now fears Juul might be "in play" and $PM makes the most sense even though Juul is a bigger threat to $MO and $BTI. WSJ said Juul was worth $X BB (down 98%) in Fall 2023. Maybe worth $X BB today" @CatholicGOP2016 on X 2025-07-18 05:25:39 UTC XXX followers, XXX engagements
"@tobaccoinsider This could be why $PM was down more than the others even thought it is certainly the least effected. Today's drop might be implying that with the FDA issue behind it that Juul might be for sale and $PM is looking under the hood. Clearly the market doesn't seem to want a deal" @CatholicGOP2016 on X 2025-07-18 04:33:55 UTC XXX followers, XX engagements
"@farzyness $PM is not responsible for ANY of those deaths as it doesn't sell any cigarettes in the United States. $MO sells cigarettes in the U.S" @CatholicGOP2016 on X 2025-07-19 05:51:15 UTC XXX followers, X engagements
"@richard_ersted @drewfallon12 Richard the market and the analysts are believers in the NGP/RRP flywheel.but wary about how long it will take to get to critical mass. Only $PM is at a critical level where they have the EBIT to create enough revenue and cash flow to offset traditional product declines" @CatholicGOP2016 on X 2025-07-17 04:54:06 UTC XXX followers, XX engagements
"@tobaccoinsider $PM $MO $BTI and others all getting slammed on the non-existent news that the FDA is letting Juul sell their products which had been the case since the bogus "ban" was not enforced previously. Also it's not the legal Juul products causing lost sales it's illegal vapes" @CatholicGOP2016 on X 2025-07-17 17:41:52 UTC XXX followers, XXX engagements
"@antonykh1218 I'm wondering if that ability to sell shares might also be in the form of M&A.use their (rich) stock to buy/bootstrap some earnings from a publicly-traded or privately-held vehicle. I still think Juul might be worthwhile for one of The Big Four (let's assume $MO is out 😆)" @CatholicGOP2016 on X 2025-07-15 04:41:44 UTC XXX followers, XX engagements
"@JohnDoeKnowsGuy @p000dl3 @richard_ersted @antonykh1218 @lazereater Seems like a good deal. $MO can certainly afford them would be way less than Juul even Cronos. Problem is the investor base -- like with $BTI -- is so opposed to deals that mgmt. probably knows it and is gun-shy" @CatholicGOP2016 on X 2025-07-17 05:02:01 UTC XXX followers, XX engagements
"This is BIG news. 😮 All of a sudden our debt is no longer appealling except if yields go up 100-150 bp. 😱 A rise in yields -- ignored for X months from January 1987 -- is what led to the 1987 Crash. 😮" @CatholicGOP2016 on X 2025-07-15 21:35:48 UTC XXX followers, XXX engagements
"When Stephen Colbert had MSNBC DEI hire Nicole Wallace on his show.that's when THE LATE SHOW was finished.😃" @CatholicGOP2016 on X 2025-07-19 00:26:59 UTC XXX followers, XXX engagements
"@antonykh1218 @JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater Presumably "snyergies" from $MO's distribution network let them scale a tiny deal like this very quickly. I could see it working out. But if the products don't take off $TPB could burn cash as $MO just carries non-selling product all over the country. Like SM can it scale" @CatholicGOP2016 on X 2025-07-17 05:36:33 UTC XXX followers, XX engagements
"@ScholtzFJ @SenWarren @SquawkCNBC CNBC treats her with kid gloves. I've asked for equal time but the DEI hire-ups at NBC and CNBC don't want a liberal female being embarassed by a white Republican male. They know I'd destroy her so they keep me off the channel. 😡" @CatholicGOP2016 on X 2025-07-19 05:13:34 UTC XXX followers, X engagements
"I'm seeing this more-and-more. 😡 DUI/DWI.speeding.no DL.no insurance (and jacking up the rates the rest of us pay).these people have NO REGARD for the law whether it's immigration or traffic. Something must be done.NOW 😡" @CatholicGOP2016 on X 2025-07-16 17:38:23 UTC XXX followers, XX engagements
"Heated tobacco still the largest NGP/RRP market with $PM in the lead. $JTI and $BTI have new products that are a bit in the slow lane. Vaping resuming growth in the legal channel; good for $BTI and $IMBBY. Nicotine pouches could catch heated tobacco by 2030. $PM $BTI $MO" @CatholicGOP2016 on X 2025-07-11 05:59:05 UTC XXX followers, XXX engagements
"@drkellyhenning @BloombergDotOrg Oh spare us Doc. You and others said NOTHING while the Chinese flooded the country with disposable illegal flavored vapes. Elf Bar ring a bell This was a win for American consumers AND producers" @CatholicGOP2016 on X 2025-07-19 04:09:17 UTC XXX followers, XX engagements
"@antonykh1218 @JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater Yup.unless you think $MO's combustibles are going to be cannibalized by others anyway so best to do it NOW and grab the revenue yourself. It's a tricky situation no doubt" @CatholicGOP2016 on X 2025-07-17 14:19:30 UTC XXX followers, XX engagements
"@deerpointmacro $PM sells cigarettes in countries where price elasticities are not critical. X% declines forecasted through 2030.very manageable. $PM is best-of-breed and has generated positive EBIT in virtually all of her nicotine/tobacco ventures. Stifel Margin Analysis:" @CatholicGOP2016 on X 2025-07-18 03:55:52 UTC XXX followers, XX engagements
"@antonykh1218 $PM had DECADES of growth and experience bulking up distribution sales marketing outside of the U.S. They lost U.S. exposure but that was X big market whereas $MO has to start from scratch in dozens of key markets. And when $PM bought SM voila U.S. distribution solved" @CatholicGOP2016 on X 2025-07-14 15:07:46 UTC XXX followers, XX engagements
"@BreannaMorello A political vendetta against anything American tied to tobacco or nicotine by the Biden ideologues. You wonder how much $$$ they got from the flavored disposable illegal Chinese vapers who got XX% of the U.S. market when Juul was being tied down" @CatholicGOP2016 on X 2025-07-19 04:23:39 UTC XXX followers, XX engagements
"@RebelACole @TheoDavis330520 @SenWarren She voted to give $XX billion to the Ponzi Scheme known as the Teamsters Pension Plan. She's a brazen corrupt fraudulent liar" @CatholicGOP2016 on X 2025-07-19 05:16:18 UTC XXX followers, XX engagements
"@GuntherEagleman This liberal bimbo gave $36000000000 (that's BILLION) to the Teamsters Ponzi Pension Scam which would have been better off managed by Bernie Madoff. Neither her Biden or the liberal media told the American people about this pension fund used as a Democratic slush fund. 😡" @CatholicGOP2016 on X 2025-07-19 04:15:24 UTC XXX followers, XX engagements
"@jimdelisle @NickTimiraos @BeckyQuick I am not sure Trump understands it (and I voted for him).but I think someone (Navarro ) is in his ear telling him bull**** nonsense that if the EU can have short rates at sub-2% we can too. Their economies SUCK No nominal GDP growth = low rates. Fed cuts 10-year @ 6%" @CatholicGOP2016 on X 2025-07-18 03:04:07 UTC XXX followers, X engagements
"@antonykh1218 @JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater Still suprised they have more than $MO . Altria/Philip Morris USA spent DECADES building it up. Very impressive that SM could match/exceed it. NPs were non-existent before $PM bought SM so what was SM building up their distribution network for" @CatholicGOP2016 on X 2025-07-17 14:29:37 UTC XXX followers, XX engagements
"@antonykh1218 $JTI has some time given that they appear to have a long runway with discounts in the U.S. $IMBBY also seems to have a decent global strategy after the 2020's reset. But I think the transformation to NGPs/RRPs mandates bulking up. And clearly $MO can NOT be U.S.-only" @CatholicGOP2016 on X 2025-07-14 13:55:17 UTC XXX followers, XX engagements
"@p000dl3 Rates are lower in the EU because their economies SUCK Their nominal GDP growth has stunk since 2000" @CatholicGOP2016 on X 2025-07-17 22:45:14 UTC XXX followers, XX engagements
"Barclays looking for $PM to hit $XXX by 2028. They note that ".as a European company $PM is the largest European consumer company by enterprise value $XXX bb.bigger than $NSRGY $LVMUY (each $315bn) $RMS.PA ($290bn) or $LRLCF ($240bb)."" @CatholicGOP2016 on X 2025-07-15 17:23:44 UTC XXX followers, XXX engagements
"@antonykh1218 I wonder if either $PM or $MO might release a Marlboro NP in the future" @CatholicGOP2016 on X 2025-07-15 15:44:57 UTC XXX followers, XX engagements
"@JohnDoeKnowsGuy @antonykh1218 @p000dl3 @richard_ersted @lazereater The re-stocking and inventory build are a positive for $PM in 2025. Whether it is still there past Q1 '26. I'm not sure. Ultimately you need sales follow-through to the public not inventory. I'm not worried about On for Zyn but (wet) Velo-plus and Velo X are threats" @CatholicGOP2016 on X 2025-07-16 14:46:00 UTC XXX followers, XX engagements
"@SnubieDotCom @whycherrywhy Snubie any thoughts on why Zyn kicked-ass in the U.S. but lags other products in the EU and even in Scandanavia their home turf 🤔" @CatholicGOP2016 on X 2025-07-18 01:27:28 UTC XXX followers, XX engagements
"@somsai @EmilyForCO Tax "breaks" means tax cuts. Hard to cut taxes on Democratic parasites and illegals who pay no federal income taxes. FTC and CFPB are both anti-consumer for those of us who pay on time and don't default and pass costs on to the rest of the public" @CatholicGOP2016 on X 2025-07-16 15:30:52 UTC XXX followers, XX engagements
"@PruenRichard @drkellyhenning @BloombergDotOrg Richard these FRAUDS said NOTHING while China was dumping flavored illegal disposable vapes and promoting them on Tik-Tok. Not a peep.😮 Just more attacks on Juul $PM $MO and $BTI. You wonder how much the Chinese vapers paid these shills. 😮" @CatholicGOP2016 on X 2025-07-19 04:10:55 UTC XXX followers, XX engagements
"@antonykh1218 @JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater Oh sorry Anthony.Barclays Capital (sell-side report). Here's the key graph from the report with some commentary. Feel free to ping me if you ever want to see something I reference (assuming I have it)" @CatholicGOP2016 on X 2025-07-16 04:48:53 UTC XXX followers, XX engagements