tag:blogger.com,1999:blog-1527840491496268397.post3890378144333770561..comments2024-03-08T11:20:30.095-07:00Comments on Credit Bubble Stocks: Young Vapers Like "Watermelon Ice"Unknownnoreply@blogger.comBlogger8125tag:blogger.com,1999:blog-1527840491496268397.post-75686272928565590752023-06-22T10:48:07.614-07:002023-06-22T10:48:07.614-07:00Sweet and Fruity E-Cigarettes Thrive Despite Teen-...<i><b>Sweet and Fruity E-Cigarettes Thrive Despite Teen-Vaping Crackdown</b><br />Disposable e-cigarettes, which have escaped FDA restrictions, make up more than half of the vaping market</i><br />https://www.wsj.com/articles/sweet-and-fruity-e-cigarettes-thrive-despite-teen-vaping-crackdown-f2da676fCPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-36735397801904114982023-05-25T10:15:37.152-07:002023-05-25T10:15:37.152-07:00On May 25, FDA issued warning letters to firms res...<i>On May 25, FDA issued warning letters to firms responsible for two popular flavored, disposable e-cigarette products—Shenzen Innokin Technology Co. Ltd. who make Esco Bars products and Breeze Smoke, LLC who import and distribute Breeze products. These firms have been manufacturing, distributing, and/or importing unauthorized tobacco products in the United States.</i><br />https://www.fda.gov/tobacco-products/ctp-newsroom/fda-puts-firms-responsible-esco-bars-and-breeze-two-popular-disposable-e-cigarette-brands-noticeCPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-25459447264632494792023-05-25T07:31:36.749-07:002023-05-25T07:31:36.749-07:00The social contract in America has been broken.
N...The social contract in America has been broken.<br /><br />No reason to still believe the Feds and MO are in "cahoots" all bets are off on how the Feds will "rescue" MO from the vapes.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-11646716548021180242023-05-23T10:34:42.753-07:002023-05-23T10:34:42.753-07:00If MO and BTI are a bet on HTPs selling well in th...If MO and BTI are a bet on HTPs selling well in the U.S., we'd rather be short than long.CPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-71372271738464590022023-05-23T08:22:30.539-07:002023-05-23T08:22:30.539-07:00Thanks for the comment.
Funny that so many diffe...Thanks for the comment. <br /><br />Funny that so many different Chinese entities are importing the Elfbar. (Guangdong Qisitech, Haiqiang Logistics, Heaven Gifts, Imiracle Shenzhen...) What will stop more of them from springing up?<br /><br />We don't think that IQOS will sell well in the U.S. - as you can see above, people here don't like the taste of tobacco. We got our hands on a unit and gave it to our focus group and... everyone hated it.<br /><br />We would agree that if we had to own a big tobacco company, it would be PM. (But we don't have to own a big tobacco company.)CPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-66894692687324506022023-05-22T23:48:15.042-07:002023-05-22T23:48:15.042-07:00Sure, vaping may be very competitive, but in the U...Sure, vaping may be very competitive, but in the US the FDA is there to rescue Big Tobacco.<br /><br />(Import ban on Chinese ElfBar is here)<br />https://www.accessdata.fda.gov/cms_ia/importalert_1163.html<br /><br />While I think vaping and pouches may have different (more competitive) market dynamics than cigarettes, HTPs are going to be a turbocharged version of cigarettes, with better margins and growing volumes. <br />I also think IQOS and GLO are going to be much bigger than Vapes, i see how consumer preference works in Europe (where I'm located) where the market is totally open to competition, and consumers prefer HTP - ultimately they are more convenient I guess. I see no reason why the US would be any different. Just give PM some time. <br />Pouches grow fast, but are still very small, and will be insignificant for next 4-6 years. <br />In the next 5 years cancer sticks being replaced by higher margin HTP will be the most important factor for tobacco companies.<br /><br />(disc: long BTI and PM) JJFnoreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-17816272885053813892023-05-22T23:47:36.326-07:002023-05-22T23:47:36.326-07:00Sure, vaping may be very competitive, but in the U...Sure, vaping may be very competitive, but in the US the FDA is there to rescue Big Tobacco.<br /><br />(Import ban on Chinese ElfBar is here)<br />https://www.accessdata.fda.gov/cms_ia/importalert_1163.html<br /><br />While I think vaping and pouches may have different (more competitive) market dynamics than cigarettes, HTPs are going to be a turbocharged version of cigarettes, with better margins and growing volumes. <br />I also think IQOS and GLO are going to be much bigger than Vapes, i see how consumer preference works in Europe (where I'm located) where the market is totally open to competition, and consumers prefer HTP - ultimately they are more convenient I guess. I see no reason why the US would be any different. Just give PM some time. <br />Pouches grow fast, but are still very small, and will be insignificant for next 4-6 years. <br />In the next 5 years cancer sticks being replaced by higher margin HTP will be the most important factor for tobacco companies.<br /><br />(disc: long BTI and PM) Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-21790155573938683182023-05-22T23:46:59.789-07:002023-05-22T23:46:59.789-07:00Sure, vaping may be very competitive, but in the U...Sure, vaping may be very competitive, but in the US the FDA is there to rescue Big Tobacco.<br /><br />(Import ban on Chinese ElfBar is here)<br />https://www.accessdata.fda.gov/cms_ia/importalert_1163.html<br /><br />While I think vaping and pouches may have different (more competitive) market dynamics than cigarettes, HTPs are going to be a turbocharged version of cigarettes, with better margins and growing volumes. <br />I also think IQOS and GLO are going to be much bigger than Vapes, i see how consumer preference works in Europe (where I'm located) where the market is totally open to competition, and consumers prefer HTP - ultimately they are more convenient I guess. I see no reason why the US would be any different. Just give PM some time. <br />Pouches grow fast, but are still very small, and will be insignificant for next 4-6 years. <br />In the next 5 years cancer sticks being replaced by higher margin HTP will be the most important factor for tobacco companies.<br /><br />(disc: long BTI and PM) Anonymousnoreply@blogger.com