Tag: bats

A good performance by the entire team – How I beat the FTSE by over 10%
Comment

A good performance by the entire team – How I beat the FTSE by over 10%

Graham Neary- July 12, 2020

As promised, here is the complete analysis of how my holdings have performed in H1 2020. It has been a rough stock market for UK-focused ... Read More

Cube Midcap Report (3 May 2020) – Divis, no capital gains for tobacco
Midcap

Cube Midcap Report (3 May 2020) – Divis, no capital gains for tobacco

Graham Neary- May 3, 2020

Good morning! Graham here with a weekend edition of the Midcap Report. News flow was heavy during the week, so I want to catch up ... Read More

Cube Midcap Report (27 Feb 2020) – NMC unravels #NMC #BATS #AML #PTEC
Midcap

Cube Midcap Report (27 Feb 2020) – NMC unravels #NMC #BATS #AML #PTEC

Graham Neary- February 27, 2020

Good morning! Today I'm going to look at the absolute mess at NMC Health (NMC), whose horror announcement last night mysteriously didn't show on Investegate. ... Read More

Cube Midcap Report (3 Jan 2020) – Clarity on flavours #BATS #NXT
Midcap

Cube Midcap Report (3 Jan 2020) – Clarity on flavours #BATS #NXT

Graham Neary- January 3, 2020

Good afternoon! Today we have updates from two FTSE-100 constituents which I own in my personal portfolio: British American Tobacco (BATS) - Response to FDA ... Read More

Cube Midcap Report (27 Nov 2019) – #BVIC #BATS
Midcap

Cube Midcap Report (27 Nov 2019) – #BVIC #BATS

Graham Neary- November 27, 2019

Good morning! Finished at 2.15pm. Britvic (BVIC) - Final Results British American Tobacco (BATS) - H2 trading update Other news (not covered in detail here): ... Read More

Cube Midcap Report (12 Sep 2019) – BAT fires up workforce #MRW #BATS
Midcap

Cube Midcap Report (12 Sep 2019) – BAT fires up workforce #MRW #BATS

Graham Neary- September 12, 2019

Good morning! In today's midcap report, I'm planning to look at the interim results from Morrisons (MRW). There has also been a strategy update from ... Read More

Cube Midcap Report (Mon 17 June 2019) – BAB, SCIN, BATS
Midcap

Cube Midcap Report (Mon 17 June 2019) – BAB, SCIN, BATS

Graham Neary- June 17, 2019

Good morning folks, This is the Cube Midcap Report for Monday, 17th June. Some news for us today: Babcock International (BAB) - Statement regarding media ... Read More

British American Tobacco – Flickers of optimism #BATS
Midcap

British American Tobacco – Flickers of optimism #BATS

Graham Neary- March 6, 2019

It has been a torrid two years in which to be a BATS shareholder (latest share price £30.50, market cap £70 billion). From a personal ... Read More

Cube Podcast #7: Michael & Graham discuss CAKE, CRL, G4M, FLYB & more
Podcast, Small Cap

Cube Podcast #7: Michael & Graham discuss CAKE, CRL, G4M, FLYB & more

Cube.Investments- January 21, 2019

In our latest podcast, Michael Taylor and Graham Neary discuss a wide range of UK companies, including recent news at Patisserie Holdings (CAKE) and Flybe ... Read More

Tobacco Trends – A macro view suggests that demand will remain robust
Comment, Midcap

Tobacco Trends – A macro view suggests that demand will remain robust

Graham Neary- September 29, 2018

Shareholders in British American Tobacco (BATS) and Imperial Brands (IMB) have been experiencing something they may have grown unaccustomed to: protracted share price declines. Both ... Read More

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