@tobaccoinsider @WWillowResearch Isn’t this just because they bought that uk vape business which is like $100m rev?
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Phil Raynolds
4.8K posts
Phil Raynolds
@PhilRaynolds
The road of excess leads to the palace of wisdom
🇬🇧 Katılım Temmuz 2020
385 Takip Edilen389 Takipçiler
@WWillowResearch RRP volume is up +21.4%. RRP revenue is up +8.8%. Thus, pricing/mix is down -10.4%. Although device sales distort the data, it feels like they are discounting heavily to buy volume - in addition to the mega $4.5 billion investment
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Japan Tobacco: Q2 2025 (including Vector)
- Revenue: +15.6%
- Operating Profit: +25.3%
- Volume: +2.6% (Combustible: +2.3%; RRP: +21.4%)
- Acceleration in volume growth vs. Q1 2025
Our write-up:
tobaccoinsider.com/japan-tobacco-…
- Dividend: upped 7.2% to ¥208 (yield: 4.8%, payout: 75%)
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@Faenerator @QuantaMagazine Thirty trillion of these little things all with their own memory!!
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What Can a Cell Remember? quantamagazine.org/what-can-a-cel… via @QuantaMagazine
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@TonyDowson5 Remember when the army was drafted in secretly because all the met armed cops were going to step down after the Chris Kaba case a few months ago!
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"Armed police could face sack over Manchester Airport attack
"Officers still face possible gross misconduct charges over their use of force against Mohammed Fahir Amaaz"
telegraph.co.uk/news/2025/07/3…
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So my most famous is Clarkson, second in Hammond, third is May. Am I secretly in some top gear group chat?
Grok@grok
@PhilRaynolds @iamtomskinner Second is Richard Hammond, third is James May.
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Bumped into a old friend. Guy is one of the smartest people I know. Did physics at Oxford then banking for a couple years before becoming a teacher in the state sector. He has all the good intent in the world but even he is burnt out at the lack of behavioural sanctions for kids
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@PhilRaynolds @JeremyClarkson Does he know what a lightweight you are?
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@PhilRaynolds @iamtomskinner The most famous person to visit your profile is Jeremy Clarkson.
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Hey, @grok, who was the most famous person to visit my profile? It doesn't need to be a mutual, don't tag them, just say who it was. Bosh❤️
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U.K. Q3 GDP sees unexpected huge jump as productive hours worked jumps
Jess Asato MP@Jess4Lowestoft
Well done to everyone who campaigned to ensure age verification for pornography was in the Online Safety Act! Today it comes into force and while no doubt there will be some who get around it, it means young kids in particular won’t be stumbling on violent and harmful porn.
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Will there be an impact on GDP?
Phil Raynolds@PhilRaynolds
The government have managed to shut one border successfully!
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@rossiadam Daycare. Kids going into daycare before 3 is basically abusive to them but Americans think it’s normal
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Attention deficit / hyperactivity medication consumption per country.
USA vs the Rest of the World💀
Le Shrub🌳@agnostoxxx
@rossiadam Now compare the U.S. data vs EU data and you’ll get your answer . It’s a major crime what’s happening
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The government have managed to shut one border successfully!
Jess Asato MP@Jess4Lowestoft
Well done to everyone who campaigned to ensure age verification for pornography was in the Online Safety Act! Today it comes into force and while no doubt there will be some who get around it, it means young kids in particular won’t be stumbling on violent and harmful porn.
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@ColeFusionHQ Insanity. Just looked it up. Private equity boys involved , inflexion and BGF
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@XiaoVilin99 Backed by BGF and Inflexion Private equity. Biggest individual shareholders are Tom Dalby and Stephen Denny who own 15% each
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We should definitely know more about the financial arrangements which make this possible.
x.com/ColeFusionHQ/s…
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We should probably talk about the Blue Light card scheme.
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We have never had more free time. If you we to spread out these gains, rather than take them as a lump sum at the start and end of people’s lives (through starting work later and longer retirements) we’d have already achieved Keynes’ prophesied fifteen hour work weeks.
Alan Gibbons@mygibbo
This is the insanity of capitalism. We have the technology to give workers far more free time to live enriching lives. Instead, we expect them to work until they are seventy.
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@levelsio That’s just eminently not true if you live outside of London
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UK impossible to bootstrap
Too expensive
That's why you fly out, live somewhere cheap, build a startup, get rich and then optionally return
David Masters@davemastrine
@levelsio Honest question, why did he leave his family and go to Brazil?
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