Investing in the future of nicotine via $BTI $BATS. Not investment advice. Not registered & not an investment advisor. Do your own research.

Joined January 2025
515 Photos and videos
Nicotine Capital retweeted
Newest out. Maker of Men "Buck Duke, American Tobacco, and an enduring legacy." $BTI $IMBBY $LOG $PM $MO $STG $HAYPP
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Nicotine Capital retweeted
How can we tackle misconceptions about nicotine? It starts with how we think about policy. On The @SmokelessWord: Live from the Lab, Dr James Murphy and @jgitchell explore the role of policies in reducing smoking prevalence and misconceptions about nicotine. Watch: youtube.com/watch?v=x8PRlcn9…
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Nicotine Capital retweeted
"It’s an and, not an or." - Couldn't have put it better myself. That's the key message from this week's episode, where @jgitchell joins Dr James Murphy to discuss tobacco harm reduction, nicotine misperceptions and lessons from around the world. Catch a sneak peek below ⬇️
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MAGA? US consumers need to climb that ladder.
damn, iceland 8 cans of nicotine pouches *per month* per user
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$BTI $BATS imagine selling this stock when the CEO just personally bought shares for the first time in a long time. tools.eurolandir.com/tools/P…

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$BTI $BATS exciting!
The conversation continues. I'm delighted to see Dr James Murphy take audiences inside the science with The Smokeless World: Live from the Lab, exploring the evidence, innovation and research behind building a smokeless world. Take a look at what’s coming ⬇️
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$BTI $BATS back from the dead ☠️
Market is in shambles. Yet tobacco is up and strong, demonstrating its defensive qualities once again 🚬
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$BTI $BATS now trades at an 11.1% expected yield (excluding any future multiple changes, excluding any benefit from flavored vapes in the US) Dividend yield: 5.7% Buyback yield: 1.4% APFO growth: 4.0% That's 11.1%. Now add some growth benefit from flavored vapes...
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Nicotine Capital retweeted
The Albanese government is facing renewed pressure to adjust its approach to tackling the illicit tobacco market as new data shows a shocking drop in excise revenue and a huge uptake in illegal products. skynews.com.au/australia-new…
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$BTI $BATS crazy moves. I've crossed 81k shares now, looking forward to a $66k dividend next month followed by Velo Max and flavored Vuse launches in the US. 🫠
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Nicotine Capital retweeted
America’s strategy to beat China in the AI race is going to eventually devolve into bringing back cigarette vending machines, office stimulants, and 20-hour non stop work sessions fueled entirely by nicotine and caffeine.
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Nicotine Capital retweeted
I’ve written at the @washexaminer about @MikeBloomberg’s recent fact free article about the @US_FDA authorising flavoured vapes. He must be frustrated at how his billions have failed to prevent a valid alternative for smokers. washingtonexaminer.com/op-ed…
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$BTI $BATS $PM $MO This 5d chart is better than standup comedy.
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Nicotine Capital retweeted
❗ 🇸🇪 Three days after being declared by the European Parliament as the EU's first official smoke-free nation, Sweden has blocked the EU's proposed tobacco tax directive, rejecting what was going to be a massive excise hike on safer nicotine products. Dr Delon Human, Smoke Free Sweden: "Sweden has stuck to its guns, and it is right to." Read more 👇 smokefreesweden.org/2026/06/…
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Nicotine Capital retweeted
EU Tobacco Tax Directive: European Parliament ECON Committee backs lower tobacco tax increases and longer phase-ins than the EU Commission proposal tobaccoinsider.com/tobacco-r… Next: plenary vote on 17 June, then Council negotiations
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Nicotine Capital retweeted
A keeper offers his monkeys 3 chestnuts in the morning, 4 at night. They rage. He reverses it — 4, then 3. They're delighted. The total, 7, never changed. Zhuangzi, ~2,300 years ago. Also: $PM vs $BTI so far year to date. 🧵
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