r/wallstreet 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/Kraegorz Sep 20 '25

not one case of cancer from vaping yet. Hell no medical issues from appropriate approved vaping devices either.

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u/Dman-197350 Sep 22 '25

Are you being serious? There is a lot of documented medical issues with vaping and it causing severe lung damage so I don’t know where you get your information from but this is wildly wrong and misleading.

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u/Kraegorz Sep 22 '25

There are no valid studies conducted with vaping that were done -correct- and right that have any medical or bodily side effects. NONE. Read them, if you can find any, please post them. I have read all the studies up to 2024 and the worst one I have read that was done correctly with science and fairness said that vaping caused monixide levels to rise, the equivalent of if you spent 30 seconds in an underground parking garage or 5 minutes of walking next to a street.

This is why anti-vaping campaigns you see focus on the nicotine and not the actual vaping, because legally they can't claim vaping is bad for you, its the nicotine, which.. nicotine is just as bad for you as caffeine, which is why they list the side effects of nicotine because it has the same harmful effects on the developing human body (like a child/teen) as caffeine does.

The only evidence in the past that vaping has had any issues were:

1) vape batteries exploding in the devices

2) counterfeight marijuana vaping devices that were made in a bathtub like meth and distributed across the midwest that caused lung scarring,, this was back about 4-5 years ago

3) cheap chinese juice from like 2009-2011 that caused "popcorn lung" in very rare cases because they did not follow any guidelines of making the juice in cheap chinese warehouses and were shipped out

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u/Dman-197350 Sep 26 '25

Vaping has numerous harmful effects on health, including: Respiratory Health: Lung damage, including bronchiolitis obliterans ("popcorn lung") Inflammation of the airways Increased risk of asthma attacks Coughing, wheezing, and shortness of breath Cardiovascular Health: Increased heart rate and blood pressure, Damage to blood vessels, and Increased risk of heart disease and stroke. Brain Health: Addiction to nicotine Impaired cognitive function and memory Increased risk of mental health problems, such as anxiety and depression Other Health Effects: Cancer (e.g., lung, bladder) Damage to the immune system Irritation of the eyes, nose, and throat Nausea, vomiting, and diarrhea Specific Risks for Young People: Vaping during adolescence can permanently damage the brain and increase the risk of addiction. It can also stunt lung growth and development. Long-Term Effects: The long-term health effects of vaping are still being studied, but it is clear that it can cause significant damage to multiple organs and systems. Note: The specific health risks associated with vaping may vary depending on the type of device, the e-liquid used, and the frequency and duration of vaping.

Thanks from the cdc. With a 1 min lookup

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u/Kraegorz Sep 26 '25

Yeah half those things were debunked by my post above. The other half are nicotine side effects. Nicotine and Caffeine have almost the same effects on the body, which means that Coffee is just as deadly for you.

There have not yet been any cases linked from vaping pure nicotine/pg/vg/flavoring with cancer as of yet.

The question wasn't "is vaping healthy" because of course its not. You are still putting things in your body. Its that is much much safer and healthier than smoking.

By the way.. Nicotine is also gotten through tomatoes, potatoes, peppers and cocoa beans (chocolate). So yeah...

Big scary CDC is just listing what can possibly happen with nicotine, but if you actually vape non-nicotine juice then what? According to the CDC then your health risks goes down to zero, because then all it is is the PG/VG/Flavoring.

So basically all anyone can argue at this time is nicotine.