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British American Tobacco Annoucement

Practical discussions about equity High-Yield Portfolios (HYP) for income
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idpickering
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British American Tobacco Annoucement

#146579

Postby idpickering » June 19th, 2018, 7:17 am

Branch Register: Dividend Finalisation Information

Quarterly Dividends for the year ended 31 December 2017:

Payment No. 2 - August 2018 (the "August 2018 Dividend")

South Africa Branch Register Finalisation Information

On 22 February 2018, the Company announced that the Board had declared an interim dividend of 195.2p per ordinary share of 25p, payable in four equal quarterly instalments of 48.8p per ordinary share in May 2018, August 2018, November 2018 and February 2019.

The August 2018 Dividend will be payable on 8 August 2018 to shareholders registered on either the UK main register or the South Africa branch register on 29 June 2018 (the record date).


https://www.investegate.co.uk/british-a ... 00127766R/

idpickering
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Re: British American Tobacco Annoucement

#146705

Postby idpickering » June 19th, 2018, 3:39 pm

Regulars to this board will be more than familiar with my fickleness (Pickering) when it comes to deciding my chosen share to top up/purchase. I did mention before that my chosen share for this month is British American Tobacco, and that is still the case. That will happen on this Thursday, and take my BATS holdings up to being about 3% in capital value of my HYP. BATS sits alongside Imperial Brands in my HYP, so my exposure to tobacco holdings will be about 6.6% in capital value terms, of my 32 share HYP. For those not in the know regarding my HYP, here's a link to show my holdings before this transaction. viewtopic.php?f=15&t=11247&start=20

Ian.

idpickering
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Re: British American Tobacco Annoucement

#146898

Postby idpickering » June 20th, 2018, 1:18 pm

Sod's law that the day before I top up my BATS holdings the SP, as of now, is up 3%, as are Imperial Brands too. :D

Ian.

OLTB
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Re: British American Tobacco Annoucement

#146913

Postby OLTB » June 20th, 2018, 1:58 pm

idpickering wrote:Sod's law that the day before I top up my BATS holdings the SP, as of now, is up 3%, as are Imperial Brands too. :D

Ian.


Oh dear... maybe some Pickering is in order? :D

I understand that this morning one of the analyst companies uprated the target price for IMB to £31 so BATS might be hanging on the coat tails of that news as well.

Cheers, OLTB.

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Re: British American Tobacco Annoucement

#146923

Postby monabri » June 20th, 2018, 2:28 pm

idpickering wrote:Sod's law that the day before I top up my BATS holdings the SP, as of now, is up 3%, as are Imperial Brands too. :D

Ian.


I can offer some consolation....20 June 2017....share price 5563p. Yes, 1 year ago today.

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Re: British American Tobacco Annoucement

#146924

Postby Dod101 » June 20th, 2018, 2:33 pm

I think the tobacco companies are very undervalued, almost by definition. The yield is high, particularly for Imperial, and the dividend is not I think under threat. Were I you Ian, I would go ahead and buy. You will never time the market except by luck. I am not buying but that is because I have enough already.

Dod

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Re: British American Tobacco Annoucement

#146927

Postby monabri » June 20th, 2018, 2:40 pm

Dod101 wrote:I think the tobacco companies are very undervalued, almost by definition. The yield is high, particularly for Imperial, and the dividend is not I think under threat. Were I you Ian, I would go ahead and buy. You will never time the market except by luck. I am not buying but that is because I have enough already.

Dod


And why not indeed. The yield has changed from 5.29% to 5.13%... in the scheme of things in a few years time it won't matter ( but it is darn annoying :lol: )

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Re: British American Tobacco Annoucement

#146934

Postby DiamondEcho » June 20th, 2018, 3:05 pm

OLTB wrote:I understand that this morning one of the analyst companies uprated the target price for IMB to £31 so BATS might be hanging on the coat tails of that news as well. Cheers, OLTB.


News item from Digitallook this morning: 'In broker note action, British American Tobacco and Imperial Brands were started at ‘buy’ by Liberum'

idpickering
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Re: British American Tobacco Annoucement

#146952

Postby idpickering » June 20th, 2018, 4:50 pm

Thank you very much for your input guys. I'm holding firm with my top up of my BATS holdings tomorrow. As Dod says, you can't time the market, and I agree, so I'm not going to waste any more of my time, or yours, worrying about it. To pick up BATS at over a 5% yield is a bonus in itself I think. BATS finished up 2.8% today, but that in itself is immaterial for us HYPers. It's all about the income after all. ;)

Cheers,

Ian.

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Re: British American Tobacco Annoucement

#146998

Postby tjh290633 » June 20th, 2018, 9:06 pm

I wonder if moves to make cannabis legal have had any effect.

"Players Please" and send you doolally. Actually I think that word relates to Calcutta airport, whose name I cannot remember accurately. Daolali perhaps?

TJH

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Re: British American Tobacco Annoucement

#147010

Postby Dod101 » June 20th, 2018, 9:56 pm

Dum Dum was the name of the airport at Calcutta, just like Kai Tak was at Hong Kong.

Happy memories.

Dod

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Re: British American Tobacco Annoucement

#147082

Postby tjh290633 » June 21st, 2018, 9:50 am

Dod101 wrote:Dum Dum was the name of the airport at Calcutta, just like Kai Tak was at Hong Kong.

Happy memories.

Dod

Of course you are right. I think the other place was the first village on the way into the city. It was before you got to the tannery.

TJH

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Re: British American Tobacco Annoucement

#147101

Postby Dod101 » June 21st, 2018, 11:10 am

I only passed through it in the old days, never actually been there.

Dod

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Re: British American Tobacco Annoucement

#147155

Postby DiamondEcho » June 21st, 2018, 4:52 pm

'early 20th century: originally doolally tap, Indian army slang, from Deolali (the name of a town with a military sanatorium and a transit camp) + Urdu tap ‘fever’.'

And I flew into HK's Kai Tak airport once. It felt rather like landing a jetliner on an Oxford Street where every building is a high-rise, so that right before touch-down it felt like you could see individual faces in buildings looking down at you as you descended below.


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