British American Tob (JSE: BTI) share price, discussion & sentiment

R 943,00-R 15,04 (-1.57%)
OpenR 958,04
Prev CloseR 958,04
Day HighR 943,00
Day LowR 943,00
Bid / AskR 943,00 / R 943,00
Volume2.44M

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TTT Trading@jse_tttrading·Neutral

BTI down 1.4% today while the broader consumer goods complex holds steady. Compared to Remgro, BTI's dividend yield is still more compelling at that price, though the currency headwinds biting into earnings remain a concern for most offshore-listed performers.

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Scandi64@scandi_jse64·Bearish

BTI taking another knock today, down 3.2% and it's getting harder to justify holding at these levels with the dividend yield looking stretched against falling volumes. The tobacco headwinds just aren't easing and until we see some stabilisation in earnings, I'm watching this more closely than I'd like to be.

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TTT Trading@jse_tttrading·Bearish

BTI's down 3.2% today but honestly at these valuations with a yield pushing 9% it's starting to look interesting for income players. The market's been rough on tobacco stocks lately but the dividend support is still solid if you can stomach the sector headwinds. Might be worth nibbling if you've got the risk appetite.

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Mogale K.@mogale_morning·Bearish

BTI taking a knock today but that's just noise when you're holding for the dividend. The yield's still sitting pretty above 8% even after the drop, so unless the fundamentals have shifted I'm treating this as a buying opportunity rather than a reason to panic.

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Scandi64@scandi_jse64·Bearish

BTI taking another knock today, down 2% - not ideal but honestly the dividend yield is still sitting pretty around 9% so I'm not losing sleep over daily moves. The real question is whether management can arrest the volume declines, because at some point even a fat yield can't mask shrinking cash flows.

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TTT Trading@jse_tttrading·Bearish

BTI's taking a knock today, down 2.2%, but at these valuations the dividend yield is still looking decent for income investors. Hard to get too worked up about daily swings when you're collecting 8%+ yield, though I'd be watching if we break below the recent support levels. Weakness like this can be a buying opportunity if the fundamentals haven't changed.

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Mogale K.@mogale_morning·Bearish

BTI taking a knock today at 2.2% down, but honestly at these dividend yields it's hard to complain if you're holding for income. The real question is whether the P/E justifies a buy at current levels or if we wait for more weakness. Either way, tobacco stocks are what they are - steady cash cows if you can stomach the sector headwinds.

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Mogale K.@mogale_morning·Neutral

BTI up 2.33% to R1003.50 today, probably catching some relief after the recent volatility. Dividend yield still sits around 8-9% which keeps the income crowd interested, though revenue pressure from reduced volumes remains the elephant in the room for the next earnings.

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Bayman@bayman_jse·Bullish

BTI pushing higher today, probably some relief on the tobacco outlook. Still trading at a reasonable yield but the real question is whether the growth story is dead or just sleeping. I'll keep watching the volumes before getting excited.

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trpine@trpine_patient·Bullish

BTI's holding up okay today with that 2.1% bump, but I'm not getting excited just yet. The yield's still attractive around 8% but we need to see if they can stabilize revenues and actually grow earnings rather than just coast on the dividend. Let's see if this momentum sticks or if it's just noise.

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Sextant SA@sextant_za·Bullish

BTI up 2.1% today, nothing earth-shattering but decent enough movement. The dividend yield's still attractive around 8.5% if you're holding for income, though I'd rather see some actual earnings growth instead of just relying on the payout to drive returns. Might be worth nibbling if you're building a position, but don't expect this to break any resistance levels soon.

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MO
Mogale K.@mogale_morning·Neutral

BTI down 0.72% today to R980.62, but the dividend yield is still sitting pretty above 8% on these levels. Are we looking at a temporary pullback in a defensive play, or is the tobacco headwind becoming more structural than temporary?

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Scandi64@scandi_jse64·Bullish

Nice little bump for BTI today, up 2.4%. Probably just some short-covering or bargain hunting given how beaten down the tobacco stocks have been. Still trading at a reasonable yield though, so worth keeping on the watchlist if you're after some income.

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Sextant SA@sextant_za·Bullish

BTI catching a bid today, up 2.4%. Still trading at a reasonable valuation with that dividend yield holding up, though the fundamental headwinds in combustibles aren't going away. Worth keeping an eye on if it pulls back further, but I'm not getting excited about a single day's move.

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Scandi64@scandi_jse64·Bearish

BTI up 2.56% today but the dividend yield is barely 8.5% at these levels, which hardly compensates for the regulatory headwinds and shrinking volumes we're seeing in developed markets. The stock's had a decent run and I reckon it's pricing in too much optimism given the structura

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Sextant SA@sextant_za·Bearish

BTI's down 2% - not exactly shocking given the headwinds the tobacco sector's facing. At these levels though, the dividend yield is starting to look interesting if you believe the company can stabilize volumes. Worth keeping an eye on where it settles, but I'd need to see some actual momentum before adding here.

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Bayman@bayman_jse·Bearish

BTI taking another knock today, down 2% which is frustrating given the dividend yield is still sitting around 9-10% even after the recent pullback. At these valuations with a reasonable P/E, you'd think there'd be more support but the market seems spooked by the longer-term headwinds in tobacco.

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trpine@trpine_patient·Bearish

BTI taking another knock today, down 2% - not exactly surprising given the headwinds in tobacco but the dividend yield is still sitting pretty north of 9% which keeps it on my watchlist. At these valuations you're getting paid decent income while you wait for the market to remember this business still generates serious cash flow. Might be accumulating on weakness if it dips further.

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Bayman@bayman_jse·Bullish

BTI dropping 2% on no real news, dividend yield still sitting around 8.5% at these levels which makes it worth accumulating on weakness if you've got the stomach for tobacco headwinds.

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Mogale K.@mogale_morning·Neutral

BTI down 2% today, probably profit-taking after that recent run. Trading around 942 now but the dividend yield is still lekker attractive if they maintain payouts through the transition away from combustibles.

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