Richard C. Ersted
@richard_ersted
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Alumnus @stanfordeng '80 awarded @taubetapi & @uclaanderson '86 awarded @bgshonorsociety . Not investment advice; not registered & not an investment advisor
Palo Alto, California
Joined April 2008
$PM $BTI $BATS $MO $TPB
Some US pouch news this week. The FDA is looking to fast track some nicotine pouch PMTA applications from PMI (Zyn Ultra), Altria (On! Plus), BAT (Velo Mini), and Turning Point Brands (Fre/Alp). We'll see how this turns out!
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$BATS
In a Boulder CO gas station Sat. Bought one Velo+ and was given a Zyn for free as a BOGO. Zyn definitely getting more promotional. $PM $BTI
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They’re calling it the ‘worst example of bad policy in the world’. A deadly tax stalemate has sparked a health and crime crisis, featuring cheap cigarettes, violent turf wars, firebombings and a burgeoning black market. Read more: https://t.co/4WRCnm0b1w
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$BATS
$BTI - I see they didn't die, they thrived. Haven't looked at this one in a long time. Buy alert - Breakout - A LOT HIGHER! MM hit at $55 and now you just ride the WCB until it breaks down.
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'A table of wine & nicotine at Bar Part Time | Morgan Ellis/The Standard' "Don’t believe the hype..." $BTI $BATS $DEO $BF $STZ $RI.PA $RCO.PA https://t.co/eZSWS2NvAd
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$PM $BTI $BATS
iQOSイルマ i ワンのセレッティモデルもう買えないしiQOSコレクターを辞めようと思う (店員の｢ワンのセレッティは大丈夫です｣の言葉をうのみにした自分が本当にバカだった) てかglo hiloとglo hilo plusを買ったのでgloに戻るかもしれない
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$PM takes the lead on the front page of the September '25 edition of the UK's Talking Retail magazine https://t.co/yCLn89NVKX
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$PM
Haypp group shares responding well to the resumption of Zyn sales in the US. Also worth noting the partnership with Kustom providing a new checkout solution in Europe. They have developed a new age verification system. Also noting the ability to use Klarma and Vipps. $HAYPP
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Keep in mind now-former $BTI $BATS CFO, Soraya Benchikh, had a brief tenure at $DEO in her then-current role at the drinks firm
drinks-intel.com
Diageo's head of European operations, Soraya Benchikh, is set to leave the company having only assumed her current position at the start of this year.
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$BATS $BTI $PM
glo hilo、IQOS イルマi、ploom arua全機種持ってるけどglo hiloは後発だけあってUIやBluetoothでの接続に好感を持てる。ファーム更新もgloはスマホ単体で行けそう。IQOSは確かPC接続でないとファーム更新は出来なかったはず。スティックの種類も増えてくればIQOSの独占場を崩すかも。
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$BATS $BTI $PM
BATのglo hilo のplusだけど9秒でも加熱時間、偉く早く感じる。その後の感じも良い。スティックの脱着も引っ掛かる事なくスムーズ。IQOSは残すとして、他の古い機材は全部処分するか。未開封品も結構ストックしてるけど、技術進歩は早い。
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$BTI $BATS
Chinese-made vapes are now banned in Texas with the Senate Bill 2024 coming into effect on Monday Retailers can no longer sell any vaping products that were made in China, or any other nation "adversarial to the United States"
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$PM
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"Tobacco use in Florida schools spiked this decade. The culprit? Vaping" https://t.co/JlLv6shkOI
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"Store caught selling vapes to children ordered to pay more than £100,000" https://t.co/WNKGVqUohV $BTI $BATS
talkingretail.com
A shop which sold vapes to schoolchildren has been ordered to pay more than £100,000 following investigations by City of Wolverhampton Council. The owner of Honey Mini Market, trading as Warstones...
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Latest of 487 warning letters issued to date by the FDA regarding illegal vapes in the United States [source: https://t.co/G9toRvbz2v ]
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Regarding Soraya Benchikh, former CFO at $BTI $BAT, when will the details, those required under Section 430 of the Companies Act 2006, be released by the comparny? Screen-shots of applicable Act sections shown here; note 'as soon as reasonably practicable'. What's unknown to
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