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

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

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

- [--] Week [------] +422%
- [--] Month [------] +56%
- [--] Months [-------] -5%
- [--] Year [---------] +36,116%

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

- [--] Week [--] +383%
- [--] Month [--] +16%
- [--] Months [---] -13%
- [--] Year [-----] +7,086%

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

- [--] Week [-----] +1.70%
- [--] Month [-----] +2.60%
- [--] Months [-----] +44%
- [--] Year [-----] +1,819%

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

### Social Influence

**Social category influence**
[finance](/list/finance)  25.47% [stocks](/list/stocks)  16.98% [countries](/list/countries)  6.6% [travel destinations](/list/travel-destinations)  2.83% [technology brands](/list/technology-brands)  1.89% [currencies](/list/currencies)  0.94%

**Social topic influence**
[$bats](/topic/$bats) #3, [$bti](/topic/$bti) #3, [bti](/topic/bti) #8, [$mo](/topic/$mo) 8.49%, [$pm](/topic/$pm) 7.55%, [in the](/topic/in-the) 6.6%, [bat](/topic/bat) #955, [money](/topic/money) 5.66%, [growth](/topic/growth) 4.72%, [dividend](/topic/dividend) 4.72%

**Top accounts mentioned or mentioned by**
[@davidkilli99638](/creator/undefined) [@tobaccoinsider](/creator/undefined) [@paulcerro](/creator/undefined) [@jud_guy](/creator/undefined) [@snubiedotcom](/creator/undefined) [@devinlasarre](/creator/undefined) [@antonykh1218](/creator/undefined) [@agpambondi](/creator/undefined) [@phosphitesp](/creator/undefined) [@tobaccovanguard](/creator/undefined) [@aledade3](/creator/undefined) [@smokelessword](/creator/undefined) [@batplc](/creator/undefined) [@ntfabiano](/creator/undefined) [@tydillon](/creator/undefined) [@ajdingers](/creator/undefined) [@retozoellner](/creator/undefined) [@thathollowcow](/creator/undefined) [@doubleeagle1907](/creator/undefined) [@wwillowresearch](/creator/undefined)

**Top assets mentioned**
[British American Tobacco (BTI)](/topic/$bti) [Altria Group Inc (MO)](/topic/$mo) [Philip Morris International Inc. (PM)](/topic/$pm) [WW International, Inc. Common Stock (WW)](/topic/$ww) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@tobaccoinsider Quick sell all your shares. 😆"  
[X Link](https://x.com/nicotinecap/status/2021858999998853407)  2026-02-12T08:08Z [----] followers, [---] engagements


"$BTI $BATS Velo had a 24% market share as of EoY [----] while charging 86% of the price of Zyn across the board. That's up from a tiny 6.1% market share [--] months ago at MUCH MUCH lower prices. Back then some (idiots) criticized the discounting strategy. it clearly worked. Why When you have a BETTER product you just want as many people as possible to at least try it. The discount showed CONFIDENCE in the product's quality. Now 30% of all oral nicotine users in the US have at least tried it and 71% of those who try it make repeat purchases afterwards."  
[X Link](https://x.com/nicotinecap/status/2021859647716524074)  2026-02-12T08:11Z [----] followers, 10.4K engagements


"$BTI $BATS One of the KEY questions for an investor in 2026: What happens when BAT ends its debt reduction program in Dec [----] What will they do with the freed up extra cashflow I think I know the answer"  
[X Link](https://x.com/nicotinecap/status/2021860955622134164)  2026-02-12T08:16Z [----] followers, 14.6K engagements


"$BTI $BATS pouch consumption in the US has A TON of runway I thought this was the most interesting statement in the $BTI call today. It suggests that not only could we see signficanly more growth in terms of number of users but the consumption per user should continue to rise. I know I use like [--] a day. $TPB $PM $MO https://t.co/TGMrIPGods I thought this was the most interesting statement in the $BTI call today. It suggests that not only could we see signficanly more growth in terms of number of users but the consumption per user should continue to rise. I know I use like [--] a day. $TPB $PM"  
[X Link](https://x.com/nicotinecap/status/2022377757787803982)  2026-02-13T18:30Z [----] followers, [----] engagements


"If you are a person who held $BTI $BATS for a long time through the lean years"  
[X Link](https://x.com/nicotinecap/status/1943384245831110774)  2025-07-10T18:58Z [----] followers, [----] engagements


"Visiting Slovakia - all good here $BTI $BATS"  
[X Link](https://x.com/nicotinecap/status/1950592750077850051)  2025-07-30T16:22Z [----] followers, [----] engagements


"$BTI $BATS investors today"  
[X Link](https://x.com/nicotinecap/status/1950793751514824907)  2025-07-31T05:40Z [----] followers, [----] engagements


"It happened But it actually happened way faster than I thought. $BTI $BATS Here's why selling $BTI $BATS after earnings is dumb: Mid single digit % growth of APFO is [--] months away. 7.8% div + 1.3% buyback + 4-6% growth = 13.1%-15.1% I expect the dividend yield to compress to 5-6% in response. At a [----] div of [----] that's a 41-49 share price. https://t.co/aN1iCVf1Vb Here's why selling $BTI $BATS after earnings is dumb: Mid single digit % growth of APFO is [--] months away. 7.8% div + 1.3% buyback + 4-6% growth = 13.1%-15.1% I expect the dividend yield to compress to 5-6% in response. At a 2026"  
[X Link](https://x.com/nicotinecap/status/1951351270209671464)  2025-08-01T18:36Z [----] followers, [----] engagements


"$BTI $BATS if someone sells their shares because of this kind of analyst downgrade then they are exactly the kind of trading counterparty I want when I buy. RBC downgrades BAT from sector perform to underperform while raising its price target (30 - 34). BAT last close: [-----] $bats RBC's previous "30 price target & sector perform rating" proves that they have no clue whatsoever what is going on in the sector https://t.co/TZ9Y7H5AnK RBC downgrades BAT from sector perform to underperform while raising its price target (30 - 34). BAT last close: [-----] $bats RBC's previous "30 price target &"  
[X Link](https://x.com/nicotinecap/status/1962778724937416912)  2025-09-02T07:24Z [----] followers, [----] engagements


"$BTI $BATS a rough estimate of the impact of the Indian excise taxes on cigarette prices. The tax depends on the length of the stick so expect legal producers to shorten sticks and illicit players to offer "king size" cigs going forward"  
[X Link](https://x.com/nicotinecap/status/2006756675307581882)  2026-01-01T15:57Z [----] followers, [----] engagements


"$BTI $BATS Unhappy New Year for shareholders. The stock is starting deeply red (-2.5% right now) on the first day of trading in [----] on the back of the excise duty hikes on cigarettes in India"  
[X Link](https://x.com/nicotinecap/status/2007000471320633725)  2026-01-02T08:06Z [----] followers, [----] engagements


"$BTI $BATS "Best tasting pouch on the US market" Velo Plus Tropical Heat is undoubtedly the best tasting pouch on the US market. Great news to hear that BAT is bringing this one back full time. (I checked https://t.co/t95NuCELN6 it's in stock) #nicotinepouch #nicotinepouches https://t.co/T5AE82c7ma Velo Plus Tropical Heat is undoubtedly the best tasting pouch on the US market. Great news to hear that BAT is bringing this one back full time. (I checked https://t.co/t95NuCELN6 it's in stock) #nicotinepouch #nicotinepouches https://t.co/T5AE82c7ma"  
[X Link](https://x.com/nicotinecap/status/2008290158597075381)  2026-01-05T21:31Z [----] followers, [----] engagements


"Over the last [--] months $BTI $BATS has paid me 167.5k ($226k) in dividends. I invested all of that money in $WW $PYPL and $CMCSA. Dividends rule. ✌"  
[X Link](https://x.com/nicotinecap/status/2010781047139811342)  2026-01-12T18:28Z [----] followers, [----] engagements


"$BTI $BATS A fellow investor and avid Velo nicotine pouch user just ordered the new flex-tech On Plus pouches from $MO to run a true head-to-head against EU Velo and the new premium Velo Shift. His verdict: they are not even in the same category as EU Velo and nowhere near Velo Shift. 😅 In his view Velo Shift is a clear step up even from standard EU Velo while On Plus falls short on both flavor strength and variety. The flex-tech feature did not impress him either. To the anonymous investor thanks for sharing the DD with me. You know who you are."  
[X Link](https://x.com/nicotinecap/status/2012471831815749863)  2026-01-17T10:27Z [----] followers, [----] engagements


"$BTI $BATS $PM When the emperor hungers for distant conquest the wise merchant gathers the brown leaf. - Chinese proverb ✌"  
[X Link](https://x.com/nicotinecap/status/2012966015856939132)  2026-01-18T19:11Z [----] followers, [---] engagements


"$BTI $BATS A bit of history - continued R. J. REYNOLDS TOBACCO: [---] YEARS OF EVOLVING CULTURE CHAPTER III: NEW CHALLENGES NEW MANAGEMENT 1961-1985 https://t.co/ks7RMkVd3W R. J. REYNOLDS TOBACCO: [---] YEARS OF EVOLVING CULTURE CHAPTER III: NEW CHALLENGES NEW MANAGEMENT 1961-1985 https://t.co/ks7RMkVd3W"  
[X Link](https://x.com/nicotinecap/status/2013662037142839468)  2026-01-20T17:16Z [----] followers, [----] engagements


"$BTI $BATS for what it's worth these are my personal calculations for the next [--] months. The stock currently yields 11.02% based on current assumptions. If it will yield the same in [--] months from now the stock would need to rise to [-----] / $73.00 based on my current assumptions. https://twitter.com/i/web/status/2016504182438559992 https://twitter.com/i/web/status/2016504182438559992"  
[X Link](https://x.com/nicotinecap/status/2016504182438559992)  2026-01-28T13:30Z [----] followers, [----] engagements


"If the yield rises to 12% the stock could languish in the mid-40s for the entire year and produce a meagre 10.5% total return. Or. If the yield compresses to 10% the stock could rally hard as high mid-60s and produce a massive 50%+ total return"  
[X Link](https://x.com/nicotinecap/status/2016506146492731526)  2026-01-28T13:38Z [----] followers, [---] engagements


"In the battle of the week $BTI vs $BATS. $BTI wins"  
[X Link](https://x.com/nicotinecap/status/2017331162524340276)  2026-01-30T20:16Z [----] followers, [----] engagements


"$BTI $BATS $PM $JAPAY Japan Heated Tobacco 2026: IQOS Losing Share to glo & Ploom https://ecigator.com/htp/japan-heated-tobacco-market-share-2026/ https://ecigator.com/htp/japan-heated-tobacco-market-share-2026/"  
[X Link](https://x.com/nicotinecap/status/2019095973247517065)  2026-02-04T17:09Z [----] followers, [----] engagements


"$BTI $BATS Probably one of the best episodes yet 👇👇👇 C'mon New BAT https://youtu.be/RlC5nhe2SpMis=w2TwdVXn0CQmskyC https://youtu.be/RlC5nhe2SpMis=w2TwdVXn0CQmskyC"  
[X Link](https://x.com/nicotinecap/status/2019443242429751384)  2026-02-05T16:09Z [----] followers, [---] engagements


"$PM Whats next for Philip Morris International after the FY25 results 👇 https://t.co/TVnsv4MTrz Our subscriber memo unpacks the results management signals and the key drivers shaping PMIs outlook Whats next for Philip Morris International after the FY25 results 👇 https://t.co/TVnsv4MTrz Our subscriber memo unpacks the results management signals and the key drivers shaping PMIs outlook"  
[X Link](https://x.com/nicotinecap/status/2019841878133469487)  2026-02-06T18:33Z [----] followers, [---] engagements


"$BTI $BATS A deep dive into the product performance reveals why glo Hilo became a breakout hit in Japan. Launched in September [----] it captured 4.7% of the total market in just four months. The survey attributes this success to a single powerful differentiator: a smoking experience infinitely close to paper cigarettes. This finding validates a Hidden Trend: there is a massive underserved segment of taste purists who were previously unsatisfied with the distinct flavor profile of heated tobacco. By prioritizing taste fidelity over gadgetry BAT unlocked a new demographic of switchers. This"  
[X Link](https://x.com/nicotinecap/status/2020587420199297081)  2026-02-08T19:55Z [----] followers, [----] engagements


"$BTI $BATS Staircase up elevator down. So dumb yet so human"  
[X Link](https://x.com/nicotinecap/status/2021246339602853990)  2026-02-10T15:34Z [----] followers, [----] engagements


"$BTI $BATS 1000% worth the subscription money 👇 📝 A note to our subscribers: Our new memo on the impact of Indias excise tax hike on BAT is now live 👉 https://t.co/ZtaaVvgU5V Enjoy the read 😊 📝 A note to our subscribers: Our new memo on the impact of Indias excise tax hike on BAT is now live 👉 https://t.co/ZtaaVvgU5V Enjoy the read 😊"  
[X Link](https://x.com/nicotinecap/status/2007055273912144188)  2026-01-02T11:44Z [----] followers, [----] engagements


"$BTI $BATS wrong direction"  
[X Link](https://x.com/nicotinecap/status/2013556715678028121)  2026-01-20T10:18Z [----] followers, [----] engagements


"$BTI $BATS BAT ADR: New 52-week high $59.56 Highest since April [----]. BAT ADR now trades 19% below its all-time high ($73.4 from June 2017) $bti https://t.co/5VaLR9YQf1 BAT ADR: New 52-week high $59.56 Highest since April [----]. BAT ADR now trades 19% below its all-time high ($73.4 from June 2017) $bti https://t.co/5VaLR9YQf1"  
[X Link](https://x.com/nicotinecap/status/2015808039157104693)  2026-01-26T15:24Z [----] followers, [----] engagements


"$BTI $BATS $60.00 🙌"  
[X Link](https://x.com/nicotinecap/status/2016198317835780394)  2026-01-27T17:15Z [----] followers, [----] engagements


"$BTI $BATS hell yeah BAT goes big on NASCAR with Grizzly Nicotine Pouches https://t.co/Hihjaz2qr9 Grizzly becomes an official partner of NASCAR and all NASCAR-owned tracks and the primary sponsor for two Kaulig Racing cars https://t.co/yzG9XVzNLT BAT goes big on NASCAR with Grizzly Nicotine Pouches https://t.co/Hihjaz2qr9 Grizzly becomes an official partner of NASCAR and all NASCAR-owned tracks and the primary sponsor for two Kaulig Racing cars https://t.co/yzG9XVzNLT"  
[X Link](https://x.com/nicotinecap/status/2017281722476315080)  2026-01-30T17:00Z [----] followers, [---] engagements


"$BTI $BATS BAT shareholders this weekend 😜🎶"  
[X Link](https://x.com/nicotinecap/status/2020093103361974514)  2026-02-07T11:11Z [----] followers, [----] engagements


"$BTI $BATS CEO sounds upbeat about prospects in Italy and SE Europe. https://www.linkedin.com/mwlite/profile/in/tadeumarroco/recent-activity https://www.linkedin.com/mwlite/profile/in/tadeumarroco/recent-activity"  
[X Link](https://x.com/nicotinecap/status/2020564467864449500)  2026-02-08T18:24Z [----] followers, [---] engagements


"$BTI $BATS That'll teach me to keep my mouth shut. 🤣 $BTI $BATS BAT shareholders this weekend 😜🎶 https://t.co/Hov6q9Vchk $BTI $BATS BAT shareholders this weekend 😜🎶 https://t.co/Hov6q9Vchk"  
[X Link](https://x.com/nicotinecap/status/2021189691874119990)  2026-02-10T11:49Z [----] followers, [----] engagements


"$BTI $BATS BAT: FY25 Results Broadly in line with expectations Revenue: 25.61Bn (vs. 25.6Bn exp.) Adj. Operating Profit: 11.28Bn (vs. 12.29Bn exp.) Adj. EPS: [-----] (vs. [----] exp.) Follow our live coverage: https://t.co/rsomzWwIZx Contribution from New Categories: up +77.1% BAT: FY25 Results Broadly in line with expectations Revenue: 25.61Bn (vs. 25.6Bn exp.) Adj. Operating Profit: 11.28Bn (vs. 12.29Bn exp.) Adj. EPS: [-----] (vs. [----] exp.) Follow our live coverage: https://t.co/rsomzWwIZx Contribution from New Categories: up +77.1%"  
[X Link](https://x.com/nicotinecap/status/2021847989115826593)  2026-02-12T07:24Z [----] followers, [----] engagements


"$BTI $BATS Vuse grows 21.5% in states with effective enforcement against illicit vapes and +7.0% in states where there is little enforcement. Guess what happens when enforcement spreads further. $BTI $BATS A great slide to show what's going on with Vuse in the US. https://t.co/m2PGuAt1PC $BTI $BATS A great slide to show what's going on with Vuse in the US. https://t.co/m2PGuAt1PC"  
[X Link](https://x.com/nicotinecap/status/2021863199830692286)  2026-02-12T08:25Z [----] followers, [----] engagements


"$BTI $BATS today"  
[X Link](https://x.com/nicotinecap/status/2021958920324153414)  2026-02-12T14:45Z [----] followers, [---] engagements


"$BTI US investors once again prove they get it while $BATS EU investors really didn't get it today. 😅"  
[X Link](https://x.com/nicotinecap/status/2022036748868759732)  2026-02-12T19:55Z [----] followers, [----] engagements


"Will you likely use "X Money" (Payments using your X account) for online payments Yes No Not sure Yes No Not sure"  
[X Link](https://x.com/nicotinecap/status/2022039176213123092)  2026-02-12T20:04Z [----] followers, [---] engagements


"RT @SnubieDotCom: Ive been saying it for the past year Velo Plus is going to establish itself as a US industry leader. Its a standout p"  
[X Link](https://x.com/anyuser/status/2022058254646522038)  2026-02-12T21:20Z [----] followers, [--] engagements


"Big change China caps e-cigarette capacity and mandates export compliance proof. Industry consolidation and stricter cross-border oversight ahead. #E_Cigarettes #ChinaMarket #RegulatoryPolicy #STMA https://t.co/4mKAhoshIN China caps e-cigarette capacity and mandates export compliance proof. Industry consolidation and stricter cross-border oversight ahead. #E_Cigarettes #ChinaMarket #RegulatoryPolicy #STMA https://t.co/4mKAhoshIN"  
[X Link](https://x.com/nicotinecap/status/2022252050550071310)  2026-02-13T10:10Z [----] followers, [----] engagements


"RT @DevinLaSarre: Long runway for pouches. In August: "I believe the single most critical consideration for the potential of online pene"  
[X Link](https://x.com/anyuser/status/2022950351159099896)  2026-02-15T08:25Z [----] followers, [--] engagements


"$BTI $BATS A great slide to show what's going on with Vuse in the US"  
[X Link](https://x.com/nicotinecap/status/2021859890877063531)  2026-02-12T08:12Z [----] followers, [----] engagements


"$BTI $BATS U.S. Vape Block on Imports Could Cut Illicits by a Third: BAT - https://t.co/HVlKPSiAmo https://t.co/KvLMjhfa7K U.S. Vape Block on Imports Could Cut Illicits by a Third: BAT - https://t.co/HVlKPSiAmo https://t.co/KvLMjhfa7K"  
[X Link](https://x.com/nicotinecap/status/2022555347873943794)  2026-02-14T06:15Z [----] followers, [----] engagements


"Last time I was in Dubai (last month) everyone told me the Dutch are coming. I didn't understand why. Now I do"  
[X Link](https://x.com/nicotinecap/status/2022595828754293124)  2026-02-14T08:56Z [----] followers, [----] engagements


"@tobaccoinsider Mr Market being Mr Market. [----] results were solid. [----] outlook is solid. [----] is looking to shape up to be even better for many reasons. (But of course noone looks that far out.)"  
[X Link](https://x.com/nicotinecap/status/2022994950103990769)  2026-02-15T11:22Z [----] followers, [---] engagements


"When people criticize me for being a 90% tobacco investor I just tell them Im currently in my colonial phase of life"  
[X Link](https://x.com/nicotinecap/status/2023108388218196464)  2026-02-15T18:53Z [----] followers, [---] engagements


"Wow. a new low for politicians. The Rio De Janeiro government took out an anti vaping campaign. https://t.co/shfOlNmI3j The Rio De Janeiro government took out an anti vaping campaign. https://t.co/shfOlNmI3j"  
[X Link](https://x.com/nicotinecap/status/2023379708440895626)  2026-02-16T12:51Z [----] followers, [---] engagements


"$BTI $BATS management has been ULTRA conservative: - Bought back less stock than they could have at 6x P/E 10% dividend yield - Raised dividends by just 2% pa for [--] years in a row - Reduced leverage as fast as they could as a precaution In [----] and onwards it will be time to get more aggressive: - Leverage is coming down and interest rates are much lower = less need for deleveraging - Free cashflow growth is picking up = more cash available for business development and shareholders - The stock is up 80% from the lows = less need for massive buybacks balanced but aggressive buyback and"  
[X Link](https://x.com/nicotinecap/status/1968999346399289735)  2025-09-19T11:23Z [----] followers, [----] engagements


"$BTI $BATS The Glo Hilo device and its consumables are simply amazing IMHO. Cigarette smokers will like the reduced risk profile combined with the familiarity of the Virto tobacco sticks. Others will appreciate the Rivo tobacco free sticks with tasty flavors. 10/10 from me and my wife. If you're a $PM Iqos user this might also interest you. $BTI $BATS Glo Hilo has arrived Testing time https://t.co/WVNHvUbm1f $BTI $BATS Glo Hilo has arrived Testing time https://t.co/WVNHvUbm1f"  
[X Link](https://x.com/nicotinecap/status/1970473137176277479)  2025-09-23T12:59Z [----] followers, [----] engagements


"$BTI $BATS I put my money where my mouth is so I added [----] shares to my ever growing pile of shares. $BTI $BATS The Glo Hilo device and its consumables are simply amazing IMHO. Cigarette smokers will like the reduced risk profile combined with the familiarity of the Virto tobacco sticks. Others will appreciate the Rivo tobacco free sticks with tasty flavors. 10/10 from me and $BTI $BATS The Glo Hilo device and its consumables are simply amazing IMHO. Cigarette smokers will like the reduced risk profile combined with the familiarity of the Virto tobacco sticks. Others will appreciate the Rivo"  
[X Link](https://x.com/nicotinecap/status/1970756443294048621)  2025-09-24T07:45Z [----] followers, [----] engagements


"@DavidKilli99638 They are [--]. trying to switch people to Velo or Glo [--]. they own P1 vape liquid and Volish open device brands [--]. they might have something else up their sleeve in October [--]. lobbying"  
[X Link](https://x.com/nicotinecap/status/1971523282588561749)  2025-09-26T10:32Z [----] followers, [--] engagements


"$BTI $BATS ok hear me out"  
[X Link](https://x.com/anyuser/status/1971653666756350198)  2025-09-26T19:10Z [----] followers, [----] engagements


"Reminder: $BTI $BATS sustainable 5.3%-7.3% EPS growth starts in [--] months. 4-6% APFO growth + 1.3% buyback share reduction. Likely more since the buybacks will be increased. While you wait you get a 6.3% dividend yield. Reminder: $BTI $BATS sustainable 5.3-7.3% EPS growth starts in T minus [--] months and [--] days. 4-6% APFO growth + 1.3% buyback share reduction. https://t.co/H3OTWDkxQ7 Reminder: $BTI $BATS sustainable 5.3-7.3% EPS growth starts in T minus [--] months and [--] days. 4-6% APFO growth + 1.3% buyback share reduction. https://t.co/H3OTWDkxQ7"  
[X Link](https://x.com/nicotinecap/status/1973676767950123421)  2025-10-02T09:09Z [----] followers, [----] engagements


"People search SO HARD for a 10x stock. Or a 100x stock. Here's a historic 2294x stock: $MO (Yes two thousand two hundred and ninety four times) Since [----] it returned 24.16% pa returning a total of +229275% since then. $10000 invested has turned into $22.9 million"  
[X Link](https://x.com/nicotinecap/status/1975626640089899232)  2025-10-07T18:17Z [----] followers, 24.7K engagements


"2026 is so close I can taste it. At this point I would expect $BTI $BATS to end [----] closer to the upper end of those ranges. The company seems to be firing on all cylinders. Yet the engine is only just starting up for the race"  
[X Link](https://x.com/anyuser/status/1975797707232170495)  2025-10-08T05:37Z [----] followers, [----] engagements


"$BTI $BATS has increased its daily buybacks by 44% on the pull back in recent days. [------] shares are being retired each weekday. This used to be [------] shares a day. Buyback run rate here is 2% of shares"  
[X Link](https://x.com/nicotinecap/status/1976342758597308594)  2025-10-09T17:43Z [----] followers, [----] engagements


"$BTI $BATS back to 6.5% dividend yield 1.35% buyback yield"  
[X Link](https://x.com/nicotinecap/status/1978082188248731823)  2025-10-14T12:55Z [----] followers, [----] engagements


"$BTI $BATS $PM $MO Pouch sales data for Sep [--] - Oct [--] shows a price war in pouches. While volumes are up revenue is not so rosy. Zyn rev: -7.1% MoM On rev: -2.0% MoM Rogue rev: -3.2% MoM Velo rev: + 1.9% MoM Those are sharp slowdowns from the summer - let's see what happens next"  
[X Link](https://x.com/nicotinecap/status/1980510908032930059)  2025-10-21T05:46Z [----] followers, [----] engagements


"$BTI $BATS Vuse sales in the US have made a u-turn growing at a good clip now. Apr: -7% yoy May: -5%yoy Jun: -4% yoy Jul: -1% yoy Aug: +3% yoy Sep: +5% yoy Likely going towards +10% by year end"  
[X Link](https://x.com/anyuser/status/1980514159151444412)  2025-10-21T05:59Z [----] followers, [----] engagements


"Imagine selling $BTI $BATS because you didn't like $PM numbers because $BTI $BATS is competing better. 🤣"  
[X Link](https://x.com/anyuser/status/1981019746649653705)  2025-10-22T15:28Z [----] followers, [----] engagements


"This is what growing my $BATS dividends looks like"  
[X Link](https://x.com/nicotinecap/status/1983143664265179617)  2025-10-28T12:07Z [----] followers, [----] engagements


"I'm preparing a public Google sheet where everyone can track my $BATS purchases and dividends. I will update the sheet when I buy sell or get dividends (on ex-div day not payment day) Link below 👇"  
[X Link](https://x.com/nicotinecap/status/1983157386698469794)  2025-10-28T13:02Z [----] followers, [----] engagements


"$BTI $BATS $MO imagine listening to this and not aligning your investments with this new reality"  
[X Link](https://x.com/anyuser/status/1983795604334448876)  2025-10-30T07:18Z [----] followers, [----] engagements


"414000 in dividends from $BTI $BATS so far. This chart will never stop increasing"  
[X Link](https://x.com/nicotinecap/status/1985341751763337628)  2025-11-03T13:42Z [----] followers, [----] engagements


"$IMB $IMBBY Imperial Brands: FY25 Results "A Double Beat" - Revenue: +4.1% to 8.32Bn (vs. +3% exp.) - Operating Profit: +4.6% to 3.99Bn (vs. +4.3% exp.) - EPS: +9.1% to [----] (vs. [----] exp.) Follow our live coverage: https://t.co/PiPs3DEqAH - Volume: -1.7% to 186.9Bn (vs. 183.5Bn exp.) https://t.co/Y3CuNUKZEu Imperial Brands: FY25 Results "A Double Beat" - Revenue: +4.1% to 8.32Bn (vs. +3% exp.) - Operating Profit: +4.6% to 3.99Bn (vs. +4.3% exp.) - EPS: +9.1% to [----] (vs. [----] exp.) Follow our live coverage: https://t.co/PiPs3DEqAH - Volume: -1.7% to 186.9Bn (vs. 183.5Bn exp.)"  
[X Link](https://x.com/nicotinecap/status/1990681564640870831)  2025-11-18T07:20Z [----] followers, [---] engagements


"$IMB $IMBBY $IMB While Imperial Brand's tobacco volume surprised on the upside for FY25 almost no analyst questioned the underlying driver for this year or downside risk for next year during the earnings call. When share price momentum is positive analysts tend to ignore downside risk. $IMB While Imperial Brand's tobacco volume surprised on the upside for FY25 almost no analyst questioned the underlying driver for this year or downside risk for next year during the earnings call. When share price momentum is positive analysts tend to ignore downside risk"  
[X Link](https://x.com/nicotinecap/status/1993689353856381271)  2025-11-26T14:32Z [----] followers, [----] engagements


"$BTI $BATS $IMBBY $IMB Delaware Supreme Court upholds $251Mn indemnification ruling in BAT - Imperial Brands dispute Read more: https://t.co/IeceJRA2Cs Imperial will reimburse BAT for the payments to Florida settlement on account of the acquired brands (Winston Salem Kool and Maverick) $bti $bats Delaware Supreme Court upholds $251Mn indemnification ruling in BAT - Imperial Brands dispute Read more: https://t.co/IeceJRA2Cs Imperial will reimburse BAT for the payments to Florida settlement on account of the acquired brands (Winston Salem Kool and Maverick) $bti $bats"  
[X Link](https://x.com/nicotinecap/status/2000855572262822390)  2025-12-16T09:08Z [----] followers, [----] engagements


"@antonykh1218 FDA has a fresh $200m to enforce going forward but the Oct US government shutdown opened the door to a flood of illicit supply from China. The market NEEDS some flavor approvals or else"  
[X Link](https://x.com/nicotinecap/status/2005231679615480000)  2025-12-28T10:57Z [----] followers, [---] engagements


"$BTI $BATS shareholders: You probably didn't know that you own a stake in this product/business 👇 --- Say hello to your new favorite drinking buddy . and goodbye to rough mornings: Meet "Morning Recovery". Clinically proven to improve symptoms after drinking alcohol. 🍹🍺🍾 In a randomized double-blind placebo-controlled clinical study users of Morning Recovery felt up to 80% better than those without Morning Recovery across various symptoms including headache heart-pounding concentration problems and clumsiness. I'll paste a link below this post 👇"  
[X Link](https://x.com/nicotinecap/status/2005556293717622922)  2025-12-29T08:27Z [----] followers, [----] engagements


"Narrator: US imports of illicit Chinese vapes increased 50% MoM just [--] month after this PR stunt. $BTI $BATS $MO The Chinese are getting richer while our children get sicker. Were putting an end to that. We are targeting illegal Chinese vapes and we will stop them from poisoning our children. Just last week I stood with @AGPamBondi after law enforcement seized [--] truckloads of illegal https://t.co/jzx7heqkcA The Chinese are getting richer while our children get sicker. Were putting an end to that. We are targeting illegal Chinese vapes and we will stop them from poisoning our children. Just"  
[X Link](https://x.com/nicotinecap/status/2005896671549415578)  2025-12-30T07:00Z [----] followers, [----] engagements


"@tobaccoinsider "Our stake in ITC is strategic" . what strategy is that Losing money in INR and even more money in GBP $BTI $BATS"  
[X Link](https://x.com/nicotinecap/status/2006673923036033238)  2026-01-01T10:28Z [----] followers, [---] engagements


"@PhosphitesP @TobaccoVanguard @aledade3 @tobaccoinsider B from me. Here's why: they didn't buy at the bottom they *started* to buy at the bottom and bought all the way up to [--]. Should have just block traded at the bottom like Altria did"  
[X Link](https://x.com/nicotinecap/status/2007429512728883499)  2026-01-03T12:31Z [----] followers, [---] engagements


"$BTI $BATS $MO $PM $IMB $IMBBY one of those days"  
[X Link](https://x.com/nicotinecap/status/2008204836291203498)  2026-01-05T15:51Z [----] followers, [----] engagements


"$BTI $BATS If you're nervous about the price action this week let me assure you a little: The December US sales data for BAT for cigarettes vapes and pouches are ALL doing better than you'd think 🙏 Cigarette volume declines are moderating somewhat vape revenues are growing double digits and pouches are flying off the shelves https://twitter.com/i/web/status/2008786161947603167 https://twitter.com/i/web/status/2008786161947603167"  
[X Link](https://x.com/nicotinecap/status/2008786161947603167)  2026-01-07T06:21Z [----] followers, [----] engagements


"$BTI $BATS fundamental investors overruled by technical chartists. See you at [--] ish soon"  
[X Link](https://x.com/nicotinecap/status/2008912842049872349)  2026-01-07T14:45Z [----] followers, [----] engagements


"$BTI $BATS In the month of December US Velo's volumes grew +360% yoy - capturing nearly 70% of nicotine pouches category growth - while $ sales grew +428% yoy"  
[X Link](https://x.com/nicotinecap/status/2009164407742579107)  2026-01-08T07:24Z [----] followers, [----] engagements


"$BTI $BATS In tracked channels (US only) Vuse is the only growing game in town at the moment"  
[X Link](https://x.com/nicotinecap/status/2009168607595647438)  2026-01-08T07:41Z [----] followers, [----] engagements


"$BTI $BATS at $53.80 / 40.00: If you assume just a 2% dividend raise in February from [----] to [----] per share you now get: Dividend yield: 6.12% Buyback yield: 1.48% APFO growth: 4.00% Add those up and you get an 11.60% expected 12m return IF the valuation multiple remains the same. From [----] onwards all three metrics should see faster growth than in [----] thanks to operational improvements and the conclusion of deleveraging freeing up extra cashflow for shareholders. I expect: - Dividends to grow much faster than 2% per year - Buybacks to be incrementally increased - APFO growth to move"  
[X Link](https://x.com/nicotinecap/status/2009547186338480376)  2026-01-09T08:45Z [----] followers, [----] engagements


"$BTI $BATS $MO $IMB $IMBBY If cigarettes make some sort of cultural comeback in the US you can 1000% thank the FDA and WHO for that"  
[X Link](https://x.com/nicotinecap/status/2011107693336150057)  2026-01-13T16:06Z [----] followers, [----] engagements


"$BTI $BATS BAT seeks ITC action against Elf Bar & Geek Bar-owner Heaven Gifts over alleged vape regulatory compliance failures Read more: https://t.co/OUguJfpYXb BAT demands an exclusion order that would bar the importation of Heaven Gifts products into the U.S. $bti $bats BAT seeks ITC action against Elf Bar & Geek Bar-owner Heaven Gifts over alleged vape regulatory compliance failures Read more: https://t.co/OUguJfpYXb BAT demands an exclusion order that would bar the importation of Heaven Gifts products into the U.S. $bti $bats"  
[X Link](https://x.com/nicotinecap/status/2012103809963856000)  2026-01-16T10:05Z [----] followers, [----] engagements


"Weekend poll: How large is your $BTI $BATS position $20000 $20000 - $100000 $500000 + $100000 - $500000 $20000 $20000 - $100000 $500000 + $100000 - $500000"  
[X Link](https://x.com/nicotinecap/status/2012507520565473394)  2026-01-17T12:49Z [----] followers, [---] engagements


"$BTI $BATS @nicotinecap Of all the pouches ive tried nothing comes even close to Velo Shift. I hope that format will be the standard from now on these pouches are so much better than regular ones. @nicotinecap Of all the pouches ive tried nothing comes even close to Velo Shift. I hope that format will be the standard from now on these pouches are so much better than regular ones"  
[X Link](https://x.com/nicotinecap/status/2012575516730003694)  2026-01-17T17:19Z [----] followers, [----] engagements


"Will we get a tariff tantrum on Monday Yes Nah Show me Yes Nah Show me"  
[X Link](https://x.com/nicotinecap/status/2012596955155771886)  2026-01-17T18:44Z [----] followers, [---] engagements


"@DavidKilli99638 They key is to sustainably increase APFO growth as much as possible. If we push the envelope to 6% on that things will be extremely good for us shareholders"  
[X Link](https://x.com/nicotinecap/status/2016517135514681493)  2026-01-28T14:22Z [----] followers, [--] engagements


"Me seeing you selling at $59.99. $BTI $BATS 😅"  
[X Link](https://x.com/nicotinecap/status/2016601384875872751)  2026-01-28T19:56Z [----] followers, [---] engagements


"I wonder. @tobaccoinsider WHO are they losing share to https://t.co/1Jipj4tUct @tobaccoinsider WHO are they losing share to https://t.co/1Jipj4tUct"  
[X Link](https://x.com/nicotinecap/status/2016855635690758588)  2026-01-29T12:47Z [----] followers, [---] engagements


"@paulcerro Looks like Ro will try to steal a lot of potential Weight Watchers $ww clients with this ad"  
[X Link](https://x.com/nicotinecap/status/2016866094007361864)  2026-01-29T13:28Z [----] followers, [---] engagements


"$BTI $BATS Some more history 👇 R. J. REYNOLDS TOBACCO: [---] YEARS OF EVOLVING CULTURE CHAPTER IV A: THE BARBARIANS 1986-1988 https://t.co/xCtKpDBYXh R. J. REYNOLDS TOBACCO: [---] YEARS OF EVOLVING CULTURE CHAPTER IV A: THE BARBARIANS 1986-1988 https://t.co/xCtKpDBYXh"  
[X Link](https://x.com/nicotinecap/status/2018740241440600236)  2026-02-03T17:35Z [----] followers, [---] engagements


"Using Benjamin Graham's formula (8.5 + 2G)/(Y/4.4) we can estimate the implied EPS growth rate for $BTI $BATS at the current stock price of [-----]. For "Y" I used the yield of the company's recently issued 10y debt 5.625% which is fair and conservative. Chart below. 👇"  
[X Link](https://x.com/nicotinecap/status/1906416066848276531)  2025-03-30T18:39Z [----] followers, [----] engagements


"You couldn't wish for a better entry point in $BTI $BATS after this panicky sell off while Kennedy Jr is telling you he will "wipe out" Chinese illicit vapes. I increased my position to [-----] shares still a buyer today and tomorrow"  
[X Link](https://x.com/nicotinecap/status/1922896005495738474)  2025-05-15T06:05Z [----] followers, 10.3K engagements


"This was too small so I rounded it to half a million and let it ride for the day. Putting my money where my mouth is: I short-term borrowed $203750 to buy an additional [----] shares of $BTI at $40.75. That's in addition to my existing [-----] shares. Putting my money where my mouth is: I short-term borrowed $203750 to buy an additional [----] shares of $BTI at $40.75. That's in addition to my existing [-----] shares"  
[X Link](https://x.com/nicotinecap/status/1923078561985970357)  2025-05-15T18:10Z [----] followers, [----] engagements


"I exited my levered trade with a round 4%/$20k profit. $BTI $BATS This was too small so I rounded it to half a million and let it ride for the day. This was too small so I rounded it to half a million and let it ride for the day"  
[X Link](https://x.com/nicotinecap/status/1923383761024004102)  2025-05-16T14:23Z [----] followers, [----] engagements


"UBS raises price target to [-----] for $BTI $BATS: "Reaching an inflection point; we expect c+8% pa sterling EPS growth from [----]. We believe the headwinds . are now behind BAT and we expect sterling EPS growth to inflect to c+8% pa from next year.""  
[X Link](https://x.com/nicotinecap/status/1925153473428894029)  2025-05-21T11:35Z [----] followers, [----] engagements


"$BATS $BTI Our revenue performance in H1 is slightly ahead of our previous guidance driven by strengthening Combustibles delivery and an excellent Velo Plus performance.""  
[X Link](https://x.com/nicotinecap/status/1929781020720595207)  2025-06-03T06:03Z [----] followers, [----] engagements


""Velo by the end of this year will be very material for our numbers." - Tadeu Marroco CEO $BATS $BTI"  
[X Link](https://x.com/nicotinecap/status/1930490124585873749)  2025-06-05T05:01Z [----] followers, [----] engagements


"A question for @SmokelessWord : How can @BATplc capitalize on this study and extensive media coverage thereof 👇 while preventing the Vuse brand from getting painted with the same brush https://www.rollingstone.com/culture/culture-features/disposable-vapes-regular-cigarettes-uc-davis-study-1235374290/ https://www.rollingstone.com/culture/culture-features/disposable-vapes-regular-cigarettes-uc-davis-study-1235374290/"  
[X Link](https://x.com/anyuser/status/1938907715335606312)  2025-06-28T10:29Z [----] followers, [----] engagements


"$BTI $BATS Vuse revenue and profits are growing again in the US thanks to government enforcement against illicits. This fact is NOT included in the guidance at the top of the slide. [----] could bring 6% growth in profit from operations. EPS growth could be 7.3%"  
[X Link](https://x.com/nicotinecap/status/1980587388658414022)  2025-10-21T10:50Z [----] followers, [----] engagements


"@NTFabiano "MD" quotes study that uses a SINGLE participant 😂😂😂"  
[X Link](https://x.com/nicotinecap/status/1984526719034785975)  2025-11-01T07:43Z [----] followers, 27.9K engagements


"Valuations matter. consumer staples have traded at nosebleed valuations relative to their growth potential for quite some time because "it's safe". When growth (temporarily) disappears those high valuations make them particularly vulnerable (and NOT safe). Buying these much cheaper will likely yield satisfactory results over the next [--] years. Historically the safest part of the market were always the consumer staple stocks They pay great dividends and sell products that are considered necessities for the consumer This narrative has been blown up because the consumer has died The market is"  
[X Link](https://x.com/nicotinecap/status/1984661706048422288)  2025-11-01T16:39Z [----] followers, [----] engagements


""Diageo taps former Tesco chief Dave Lewis for CEO role" So where is Soraya going And why did she leave so suddenly $BTI $BATS https://www.reuters.com/sustainability/boards-policy-regulation/guinness-beer-maker-diageo-names-dave-lewis-ceo-2025-11-10/ https://www.reuters.com/sustainability/boards-policy-regulation/guinness-beer-maker-diageo-names-dave-lewis-ceo-2025-11-10/"  
[X Link](https://x.com/nicotinecap/status/1987808103828758929)  2025-11-10T09:02Z [----] followers, [----] engagements


"Not sure this is bullish for $DGE. Dave Lewis delivered close to zero stockholder returns during his [--] year tenure as CEO at Tesco"  
[X Link](https://x.com/nicotinecap/status/1987861528754671877)  2025-11-10T12:34Z [----] followers, [---] engagements


"$BTI $BATS $MO Trump Signs H.R.5371: FDA to Deploy $200 Million for ENDS Enforcement Nov.14 https://www.2firsts.com/news/congress-passes-hr-5371-funding-bill-allocating-2-billion-for-fda-e-cigarette-enforcement https://www.2firsts.com/news/congress-passes-hr-5371-funding-bill-allocating-2-billion-for-fda-e-cigarette-enforcement"  
[X Link](https://x.com/nicotinecap/status/1989571499871682620)  2025-11-15T05:49Z [----] followers, [----] engagements


"$BTI $BATS "The government rejects the argument that higher taxes automatically increase smuggling. Studies by the WHO and OECD show that illicit trade is driven primarily by weak enforcement and supply-chain gaps not tax rates alone." Sure sure. ITC Shares Fell 10% as the Government Levies New Tax on Cigarettes Read more: https://t.co/8uvajpHcUs Finance Ministry issued a new excise duty of [--------] per [----] sticks depending on cigarette length effective Feb [--]. Godfrey Phillips shares are down 17% https://t.co/T30NkdFgJD ITC Shares Fell 10% as the Government Levies New Tax on Cigarettes Read"  
[X Link](https://x.com/nicotinecap/status/2006688839117443342)  2026-01-01T11:27Z [----] followers, [----] engagements


"$WW Weight Watchers new app rollout is extremely slow. not a great look tbh. cc @paulcerro"  
[X Link](https://x.com/nicotinecap/status/2013555895246918137)  2026-01-20T10:15Z [----] followers, [----] engagements


"@DavidKilli99638 Mr Market deserves a special award for being extra retarded today. 😅"  
[X Link](https://x.com/nicotinecap/status/2013619918445404315)  2026-01-20T14:29Z [----] followers, [---] engagements


"$BTI $BATS The battle between non-US vs US investors continues. Back under $60 in London trade"  
[X Link](https://x.com/nicotinecap/status/2016795073204121751)  2026-01-29T08:46Z [----] followers, [----] engagements


"$BTI $BATS This season Grizzly Nicotine Pouches expands to [--] total primaries across @tydillon and @AJDinger's cars At the Clash both the [--] and the [--] will sport the their colors 🔴⚫🟢 https://t.co/nZJgEz94tl This season Grizzly Nicotine Pouches expands to [--] total primaries across @tydillon and @AJDinger's cars At the Clash both the [--] and the [--] will sport the their colors 🔴⚫🟢 https://t.co/nZJgEz94tl"  
[X Link](https://x.com/nicotinecap/status/2017282767831121985)  2026-01-30T17:04Z [----] followers, [---] engagements

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