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Results: BATS

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British American Tobacco – full year numbers, a total return Buy

As I write the shares of British American Tobacco (BATS) are down below a 3000p share price today, meaning year-to-date the cigarette and more name is down over 10%. And yet, back in the COVID-19 peak crisis and then investment excitement bounceback moments in 2021, the stock was back at 2500p. And we have not even discussed the over 7% dividend yield. What is going on at the multinational tobacco and other nicotine forms company?

Keep on thinking (and investing), until you cannot

In the world of investing, one must know when to quit.  Whilst it is, I hope, many years before I no longer manage my money, one shouldn't expect to own their favourite stock today, forever.  After all, it is not just that the world changes (because obviously, it does), but any share can become fundamentally fully-valued; that is when to move on.


BATS continues its 'pivotal year' progress for its shareholders (even if you are a non-smoker)

For a non-smoker I undoubtedly do comment about the world’s leading tobacco names far too much.  As an investor though there have been opportunities in the names over recent years, initially in terms of dividends but more recently via total return levels.  It is certainly no disgrace to see Imperial Tobacco (IMB) shares up c. 10% year-to-date, whilst shares in British American Tobacco (BATS) are up nicely over 15%.  Smoking!  So where do us investors go from here on the names?


An excitable day for BATS (even for a non-smoker like myself)

It is an exciting day at many levels, even if ‘the prime minister said it was too early to draw conclusions on the characteristics of Omicron but early indications were that it is more transmissible than Delta’. I see the FTSE 100 is within about 1% of its 2021 high, whilst the CAC 40 in France is even closer – and I won’t bore you with the observation about how close the S&P 500 in the US is to its goodness knows how many new highs this year. It is certainly all good fun for a certain type of investor.


British American Tobacco shares continue to offer attractive total return hopes

Back in late April I wrote about the ‘US tobacco market shocker’ for companies such as Imperial Brands (IMB) and British American Tobacco (BATS), but argued that it was more of an opportunity than a threat HERE. British American Tobacco produced its first half numbers today and whilst there is plenty of difference between current rate and constant rate returns (thanks the rise of the pound against the dollar and related over the last year!), the company is still growing its underlying sales and profits. And whilst the US authorities were very grumpy concerning their desire to ‘ban menthol cigarettes, ban flavoured cigars build on previous flavour ban and mark significant steps to reduce addiction’, not only have the shares edged up since but sales and profits have continued to go up in both the US and around the world.

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