Hands down best analysis on BAT on youtube (and I have watched an awful lot plus done more research on this stock and the industry than any other of my holdings) You literally have mentioned every important fact I can think of plus some adds and twists that I have neglected/ forgotten about due to being a relative beginner to investing. So I am massively impressed! Also so glad you have a new video out! Found you during my BAT research phase due to the huge Reynolds write-down and as much as I liked the quality of your videos as much was I disappointed there were only so few of them with years in between postings. Glad I subscribed back then cuz this is what got my attention to your video today. Keep it up!
Very good video, I liked it. Only I would include in the analysis the comparison with the competitors. If you go to EPS normalized Philip Morris ie is crunching BATS. Explaining why and so on, it can give more light about BATS position in the world compared to their competitors. Thanks!! Very good one. I am already suscribing to your channel!
Thanks, for the analysis. I learned a couple of new things despite being familiar with the company. I think an important point that could have been touched upon in more detail could be corporate governance and management in BTI, specifically with regard to capital allocation outside of the Reynolds acquisition and the recent personnel changes. That being said you did a stellar job overall!
And btw here in Norway nobody smokes. we have 5.5m people and still 1.1m still uses nicotine dayly. why. well next gen has taken over in the form of nicotine pouches. so yes i believe in nicotine. more war in the world means more stress, and then possible more need for nicotine. and economical downturns people also stress more, and tend to use more nicotine and other substanses (alcohol).
I want to know what you say about BTI stock . Because I have bti shares(BATS)。but my English is bad. I can not understand your video content. So should i sell my bti shares?
@@ratedaco thank you for your answer. I buy BTI shares because my many friends have a smoke . But I don’t understand why BTI price is down recently 4 years
Humans have been smoking for a million years. Most smokers still live until basically life expectancy. I think comments like this are just pointless, you could say the same about alcohol (arguably more poisonous than smoking), a lot of our food (obesity/related issues kill more than smoking), a lot of pharma, and yet these are still all trillion dollar industries not going away any time soon unless humans wake up tomorrow as a different species with completely different behavior. (No I dont own BTI nor smoke) People cite the decline of Cigs, which is true. And yet everyone from the age of like 15 and up even in the West are still using Chews, zyn, cigars, vapes, etc.
@@jsedge2473 its in decline, its a shit investigate in the long term. Simple as. Like I said they will most likely get regulated out of existence, barely anyone smokes anymore.
@@LawrenceTimme BTI/Bats operate in China CN BAT 257 Million smoke second largest in China, ITC India biggest 220 million smoke, vapes reached profitability 2 years ahead, BATS has in the past Diversify into others areas food, hotels, etc look it up. Presently undervalued profit last year £12 Billion impairment added reduced down to a loss. That is why the share price is down. Long-term cash Generative companies can switch quickly if you know your Investments. Your viewpoint is floored and lacks research (BAT world equity if it sold all its interests around the world is around £120 Billion). I feel sorry for you for your silly comments. Happy Investing
That's an amazing analysis
Ty for this analysis, very usefull!
Thank you!
You did an absolutely incredible job with this!
Appreciate the kind words
Hands down best analysis on BAT on youtube (and I have watched an awful lot plus done more research on this stock and the industry than any other of my holdings) You literally have mentioned every important fact I can think of plus some adds and twists that I have neglected/ forgotten about due to being a relative beginner to investing. So I am massively impressed!
Also so glad you have a new video out! Found you during my BAT research phase due to the huge Reynolds write-down and as much as I liked the quality of your videos as much was I disappointed there were only so few of them with years in between postings. Glad I subscribed back then cuz this is what got my attention to your video today.
Keep it up!
Glad you found it helpful!
Just want to say I think you did an excellent job with this video!
Thank you
Very good video, I liked it. Only I would include in the analysis the comparison with the competitors. If you go to EPS normalized Philip Morris ie is crunching BATS. Explaining why and so on, it can give more light about BATS position in the world compared to their competitors. Thanks!! Very good one. I am already suscribing to your channel!
Thanks for the suggestion
Thanks, for the analysis. I learned a couple of new things despite being familiar with the company. I think an important point that could have been touched upon in more detail could be corporate governance and management in BTI, specifically with regard to capital allocation outside of the Reynolds acquisition and the recent personnel changes. That being said you did a stellar job overall!
Thanks for the feedback!
Sitting with 7515 shares now. i will stick to em and reinvest all divs on these levels!
And btw here in Norway nobody smokes. we have 5.5m people and still 1.1m still uses nicotine dayly. why. well next gen has taken over in the form of nicotine pouches. so yes i believe in nicotine. more war in the world means more stress, and then possible more need for nicotine. and economical downturns people also stress more, and tend to use more nicotine and other substanses (alcohol).
Thanks for sharing!
Nice video! Do you have BAT shares yourself?
Yes I should have mentioned, I own BAT in my personal portfolio
I want to know what you say about BTI stock . Because I have bti shares(BATS)。but my English is bad. I can not understand your video content. So should i sell my bti shares?
Can't answer that question for you, it's all about your personal risk and reward preference. Why did you buy the shares?
@@ratedaco thank you for your answer. I buy BTI shares because my many friends have a smoke . But I don’t understand why BTI price is down recently 4 years
Message me on Twitter @RatedAco
Look at borr drilling
Literally kills its customer base slowly, while getting regulated out of existence. Might as well smoke your money.
Humans have been smoking for a million years. Most smokers still live until basically life expectancy. I think comments like this are just pointless, you could say the same about alcohol (arguably more poisonous than smoking), a lot of our food (obesity/related issues kill more than smoking), a lot of pharma, and yet these are still all trillion dollar industries not going away any time soon unless humans wake up tomorrow as a different species with completely different behavior. (No I dont own BTI nor smoke)
People cite the decline of Cigs, which is true. And yet everyone from the age of like 15 and up even in the West are still using Chews, zyn, cigars, vapes, etc.
@@jsedge2473 its in decline, its a shit investigate in the long term. Simple as. Like I said they will most likely get regulated out of existence, barely anyone smokes anymore.
@@LawrenceTimme Even a company in decline can be a good investment at the right price.
@@LawrenceTimmewhy do you even care lmao
@@LawrenceTimme BTI/Bats operate in China CN BAT 257 Million smoke second largest in China, ITC India biggest 220 million smoke, vapes reached profitability 2 years ahead, BATS has in the past Diversify into others areas food, hotels, etc look it up. Presently undervalued profit last year £12 Billion impairment added reduced down to a loss. That is why the share price is down. Long-term cash Generative companies can switch quickly if you know your Investments. Your viewpoint is floored and lacks research (BAT world equity if it sold all its interests around the world is around £120 Billion). I feel sorry for you for your silly comments. Happy Investing