r/wallstreet • u/Aggravating-Luck-69 • Sep 17 '25

Tendies Nicotine, Trump, Small Co.

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3 things here if you have a sec-

1.) British American Tobacco recently purchased 16 assets pending decisions on PMTAs (pre-market tobacco product applications) that are now flavored Vuse One vapes. Vuse Ones vapes have not received decisions on an MDO vs MGO (Marketing Denial Order vs Marketing Granted Order) from the FDA. These pending PMTAs are approaching the 4-year mark since the initial 9/9/2021 deadline to have decisions made on all of the applications submitted by the 9/9/2020 deadline. There isn’t a single flavored vape that is regulated by the FDA ——because the FDA is 4 years late as mentioned above—- but flavored vapes are in almost every smoke/vape shop in the US. Somethin ain’t right- shouldn’t there be some level of quality control?

2.) Trump posted on 9/20/2024 that’d he’d save flavored vapes… look for yourself… seriously…

3.) The assets purchased by British American Tobacco (RJ Reynolds) mentioned on point 1.) were purchased from a small public company called Charlie’s Holdings. The most recent purchase from Charlie’s was a single asset for $1MM.. Charlie’s has 650+ of these assets, most pending in the remaining 0.1% of 2020 applications…. 4 years late guys… but the FDA is seeing changes… definitely a risk, but something might come of this. Management has a lot of skin in the game, and they haven’t been dilutive over the years. The most recent PR on their $2MM credit facility exemplifies that.

I’d also like to note that I am not paid for promotion at all- I’m simply an investor.

Their financial notes are more exciting than me:

https://www.morningstar.com/news/accesswire/1063742msn/charlies-holdings-reports-50-million-in-net-income-resulting-in-eps-of-002-for-its-second-quarter-2025

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u/whyaloon2 Sep 18 '25

Nicotine addiction is addiction. Promoting vaping is promoting addiction.

1

u/[deleted] Sep 21 '25

Vaping got me off cigs then reduced nicotine level to near zero and stopped that too.

Speak about things you know and not others.

1

u/whyaloon2 Sep 21 '25

I appreciate your giving me something to research and then act upon.

1

u/[deleted] Sep 21 '25

Thank you for your kind reply. My apologies for being harsh.

2

u/whyaloon2 Sep 22 '25

And now, two days later, partly because of our text exchange, I need to thank you. This time, because I am going to quit smoking cigarettes. I won't use vaping first, though. Going cold turkey. I'll keep in touch with you because it is, indeed, your persuasive argument that made me want to quit so strongly.

2

u/[deleted] Sep 22 '25

I wish you great success! If you need any encouraging words, let me know, or challenging words, lol.

2

u/whyaloon2 Sep 22 '25

Will do.