Author
@tobaccoinsider tobaccoinsider
grade Cx.com/tobaccoinsider ↗
Attributed real-time desk covering the entire global tobacco and nicotine complex
Aggregate and lightly analyze regulatory, earnings, analyst,
trader score
+0.04
hit rate
50%
mean α
+0.04%
signals 14d
13
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 8 scored bets: 50% hit rate, +0.04% mean alpha, trader score +0.04. Their last-14d mentions, direction-adjusted, have moved -1.2% since posting (mean over 7 mentions with price data).
Recent signals13receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | IMB | @tobaccoinsider | -0.20 | Kenneth Dart sold 8.7M Imperial Brands shares, stake fell below 3%. | · | tweet ↗ |
| 2026-07-01 | PM | @tobaccoinsider | -0.25 | PMI accused of using AI to generate consumer responses opposing EU nicotine rules; company denies wrongdoing. | +2.6% | tweet ↗ |
| 2026-06-30 | PM | @tobaccoinsider | +0.50 | 20 ZYN products received modified risk granted orders across two strengths and ten flavors. | +0.8% | tweet ↗ |
| 2026-06-30 | PM | @tobaccoinsider | +0.50 | FDA MRTP authorization allows 20 ZYN products to market lower-risk claim versus cigarettes. | +0.8% | tweet ↗ |
| 2026-06-30 | PM | @tobaccoinsider | +0.50 | FDA authorized 20 ZYN nicotine pouch products to market a specific modified-risk claim. | +0.8% | tweet ↗ |
| 2026-06-29 | BATS | @tobaccoinsider | -0.25 | BAT workforce changes affect a fifth of its 47,000 global employees. | · | tweet ↗ |
| 2026-06-29 | BTI | @tobaccoinsider | -0.25 | BAT workforce changes affect a fifth of its 47,000 global employees. | -1.5% | tweet ↗ |
| 2026-06-29 | BATS | @tobaccoinsider | -0.30 | BAT announces Fit2Win overhaul with 5,500 layoffs and 3,500 positions transferred to partners. | · | tweet ↗ |
| 2026-06-29 | BTI | @tobaccoinsider | -0.30 | BAT announces Fit2Win overhaul with 5,500 layoffs and 3,500 positions transferred to partners. | -1.5% | tweet ↗ |
| 2026-06-26 | · | @tobaccoinsider | · | FDA proposed rule requiring overseas vape manufacturers to register and list products to curb illegal vapes. | · | tweet ↗ |
| 2026-06-26 | · | @tobaccoinsider | · | PMI plans IQOS launch in Argentina by end-2026 after heated tobacco ban is lifted. | · | tweet ↗ |
| 2026-06-23 | · | @tobaccoinsider | · | Frames tobacco as a shelter in volatile markets. | · | tweet ↗ |
| 2026-06-23 | SHOP | @tobaccoinsider | -0.20 | Reports Shopify set to ban vape sales on U.S. platform after AG pressure. | +10.9% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.