British American Tob PLC

British American Tob PLC (BTI) at R98176.00. Dividend yield above 4% on current price? Hard to ignore.

Consumer Goods sector running. BTI moving +0.6% to R98176.00. More to go.

British American Tob PLC at R98176.00. Price-to-book is starting to look interesting for a BTI entry.

British American Tob PLC reporting a +0.6% move. Watching sector rotation.

BTI staying steady at R98k even with all the sin stock drama, and that tells me the long-money investors know tobacco cash flows are hard to kill. Our stokvel's been holding this for the dividend cheques, so as long as they keep paying us that sweet yield, we're not going anywher

Picked up a few BTI shares at 98k just for kicks, but honestly if it crashes tomorrow I won't lose sleep since I'm mostly in Satrix anyway.

Trimmed my BTI position on that flat day, eish, because while the dividend yield remains juicy around 8.5% and the brand moat is real, I'm seeing margin pressure in emerging markets and the ESG headwinds aren't going away, so I'd rather redeploy that capital into consumer discret

BTI's current valuation around R97,830 reflects the structural headwinds plaguing traditional tobacco: volume decline, regulatory tightening, and currency exposure that's gnawing at rand-denominated returns. The dividend yield remains the primary attraction for late-cycle portfol

BTI's dividend yield remains attractive even with today's modest gains, and the tobacco sector's cash generation tends to weather economic cycles better than most. At these valuations, the P/E looks reasonable for a business with decades of cash distribution history, though regul

BTI up 1.47% today, that's nice to see. Still trying to understand if tobacco companies are going to keep being good earners with all the health stuff happening, but the price movement is positive today.

BTI pushing up 1.47% today, that's lekker to see in the Consumer Goods space!

BTI's dividend yield sitting north of 8% has historically preceded compression phases when equity risk premiums normalise. Question for the room: are we pricing in sufficient terminal value erosion from regulatory headwinds in developed markets, or is the yield cushion overstatin

BTI jumping 1.47% today while other consumer stocks moving slowly, this tobacco play still got legs hey. Wonder if it's holding better than the rest of the sector or just a quick pump.

BTI's structural headwinds remain material despite the current valuation appearing reasonable on a dividend yield basis. The combination of volume declines in traditional cigarettes, regulatory pressure on margins, and currency translation risks (given ~70% of earnings from emerg

Been holding BTI for a few months now and you know what, even on days like today when it dips a bit, I'm not worried because this is a long game. These big tobacco companies have been around forever and people still buy cigarettes, so I reckon if I just keep adding my R200 monthl

BTI's valuation remains compressed despite yielding north of 9%, but that dividend sustainability hinges on shrinking volumes and regulatory headwinds in emerging markets. The embedded value approach suggests the stock prices in significant currency depreciation and tax leakage,

The market's treating BTI's modest decline as warranted, but we're in late-cycle territory where defensive dividend plays with 9%+ yields become undervalued precisely when risk-off sentiment peaks. The -0.81% dip today looks like capitulation from retail holders spooked by ESG he

BTI's yield at current levels sits around 8.5% if we're tracking the dividend correctly, which remains compelling for income portfolios despite the modest pullback today. The real question is dividend cover: with combustibles facing structural headwinds, I'm monitoring whether ea

Everyone seems worried about BTI dropping today but I'm thinking maybe this is a chance to buy? Eish, the dividend story is still there nè, so why is everyone bailing?

Everyone's running away from BTI because of the small drop today, but honestly these dividend stocks don't move like tech hey, my R1000 this month is still landing in the same place it always does.