Nicotine Capital

This article is something 🤯 👇

Whut? 😂 so Juul bad, Chinese vapes good?

Imagine not being invested in legal nicotine companies while the FDA Commissioner is on a war path against illegal Chinese vapes.

$MO $BTI $BATS $IMB $IMBBY $PM "People are now switching back to smoking in an attempt to cut out vaping for good. What's more, they're convinced it's better for them." Article: refinery29.com/en-gb/vaping-a…

$BTI $BATS it may be happening.. crackdown on illicits is leading to increased searches for "vuse" on Google? Early days but looks encouraging.

TOBACCO VANGUARD, est. 1977 Not for all and sundry. Editorial THE VALUATION DIVIDE By M. Reuven Next week, British American Tobacco, Altria and Japan Tobacco will publish their quarterly accounts. Their announcements will not move markets. Their forecasts will not feature on…

$BTI $BATS Velo Plus 🔥

Haypp has released its report on the US nicotine pouch market nicokick.com/us/nicotine-po… with data on the market, consumers & drivers of consumer adoption. $HAYPP $BATS $BTI $PMI $MO $JTI $IMB $TPB

$BTI $BATS Velo Plus increased average sales price by ~10% according to the latest 2-week Nielsen data, while market share expansion ACCELERATED!! Does new customer demand drive it, or is it driven by existing customers loading up on pouches before the price increase?

Same for $BTI $BATS 🤪

What $BTI $BATS feels like nowadays

François Rochon runs Giveryn Capital which has returned 15.7% annually since 1993. During his talk at Google, he listed the stock selection process he uses.

VTA supports @FDAtobacco’s crackdown on illicit Chinese vapor products that target youth with video games and cartoon imagery, while encouraging @RealDonaldTrump to protect adult-oriented, responsible products sold by American small businesses.

This dude is committed! 😅

Organized crime has expanded set-up of illegal factories in Western Europe, moving nearer to higher-taxed and higher-priced EU member states. Over 15.3 billion counterfeit cigarettes were consumed in the EU, an increase of 20.2% vs 2023. Something has to change ➡️…

Like something you'd see on the @Thiss_Youu account, this flip-flop/turnaround by @ParentsvsVape was so fast even I got whiplash.

Not surprised by PMI results. With better products on the rise (such as Velo Plus), better options coming (On Plus), consumers are learning that a slim/moist nicotine pouch is the better format. They need to start selling Zyn Ultra stat.

Reminder: What's the biggest strength/asset of $PM? Marlboro? Iqos? Zyn? Answer: Weak competition. They had it too easy! But that may be about to change with $BTI $BATS gunning for market share with Velo Plus and Glo Hilo. Let's see if they can make it happen and become more…

Ytd performance of tobacco majors in USD: $BTI: +48.76% $PM: +39.58% $MO: +17.73%