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
-0.06
hit rate
64%
mean α
-0.06%
signals 14d
7

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 11 scored bets: 64% hit rate, -0.06% mean alpha, trader score -0.06. Their last-14d mentions, direction-adjusted, have moved -0.2% since posting (mean over 3 mentions with price data).

Recent signals7receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-15PM@tobaccoinsider+0.45Lists PM's Oct. 20 earnings date, consensus estimates and bullish operating backdrop.-0.2%
2026-10-15PM@tobaccoinsider+0.65PM reached a $210.45 all-time high and is up more than 30% YTD.-0.2%
2026-10-15PM@tobaccoinsider+0.55Describes capital rotating from AI into tobacco and defensive yield, with PM near a record.-0.2%
2026-10-14·@tobaccoinsider·Japan Tobacco launched Perlz dissolvable nicotine pearls in the UK after PMI's ZYN Melts.·
2026-10-08IMB@tobaccoinsider+0.50Highlights share gains, an expanded FY27 buyback, controlled leverage and £320M-plus cost savings.·
2026-10-08IMB@tobaccoinsider+0.40Says pricing and renewed market-share gains support narrative stabilization after an 18% YTD decline.·
2026-10-08IMB@tobaccoinsider+0.60Imperial Brands reaffirmed FY26 guidance, reported growth and announced a new £1.5B FY27 buyback.·

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.