Scandinavian Tobacco Group A/S to acquire Mac Baren Tobacco Company A/S

[jguss]

Maybe the seller is anticipating that being tobacco manufacturer in EU is not going to be easy in the future.
And the market for pipe tobacco is not growing.

For sure, but a lot of money can be made in declining businesses. From a discounted cash flow perspective what happens in twenty years is relatively unimportant. And for all the headwinds I believe the industry will be around in twenty years. And STG clearly does too. Remember this is all that STG does. They’re all-in on the future of the tobacco industry; unlike most of their peers they’re undiversified.

 

[danish]

Remember this is all that STG does

Yes, but since you are among the best history detectives, that I know of, I am sure you know that STG is only a part of a much larger and older Danish tobacco dynasty, with indeed diversified interests and huge yearly philanthropic donations

 

[buroak]

Reading through all of this, the most worrying thing to me is that Sutliff could cease to exist in all but name, with the smaller blenders who depend on their tobaccos ending up as collateral damage.

 

[condorlover1]

Thats why I buy Gawith products. I know we all bitch and moan about it not being like it was years ago but I'd rather buy there stuff than the tobacco worlds answer to 'Bud Light'!

 

[RookieGuy80]

Maybe it’s time for serious pipe smokers to stop buying STG products.

After all the smaller vendors have a hard enough time surviving in this small niche market.

Don’t we all believe maybe it’s time to really put our money in the small guy/gal?

KBV

KBV – Ken Byron Ventures

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L.J. Peretti

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L.J. Peretti, established in 1870 in Boston, carries a wide assortment of cigars, pipes, and imported and custom blended tobacco.

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The Country Squire

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Uhle’s

Uhle Tobacco Company

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Watch City Cigar

Watch City Cigar & Pipe - Pipe Tobacco, Cigars, & Pipes at Great Prices

Watch City Cigar & Pipe is more than an online pipe tobacco and cigar sales website. Our physical store has tens of thousands of pipes and tobaccos, as well as robust custom ordering for hard-to-get smoking items.

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Wilke Pipe Tobacco

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And all the other small B&M!

P.S. Here’s Gawith, because they’re not exactly STG sized.

HOME | Gawithhoggarth

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Doesn't Sutliff supply the components to most of these smaller blenders? I know WCC uses Sutliff leaf.

 

[simong]

Meet the new boss, same as the old boss! From one danish bean counter to another, with the blends that survive I doubt there’ll be much change. If St. Bruno survives there might even be an improvement!

 

[Terry Lennox]

STG is a public company and they have stated in the press release that Mac Baren's net income will be accretive to the STG bottom line, so I would not expect big changes right away. They will, over time, look to concentrate on the most popular blends. The value of the Capstan and St Bruno brands will now be embedded now in STG's balance sheet. They have every incentive to keep producing. The only question is how they manage the blending and the component ingredients. Pipe smokers will be able to tell by taste if any poor choices are made here. I think (hope?) they understand this.

 

[Piping Abe]

Just look to Australia if you want a snap shot of the future. Legislation was passed here the other day that roll your own tobacco would no longer be allowed to be sold by type or flavour, it’s just tobacco with no description at all. So heaven knows what is in RYO pouches going forward.

Why’d you guys vote for that?

 

[sardonicus87]

Why’d you guys vote for that?

Because tobacco is an easier boogyman to fight than the nanny-state governments, inflation, stagflation, skimpflation, the crumbling global supply chain, disgusting levels of growing economic disparity...

Most people need an enemy because they want to feel morally superior, so it's easy to pick something like this. People would also gladly sacrifice freedom for the illusion of security if it means they don't have to make any choices for themselves, they want to be told what to do and someone else to be responsible for them, they can't handle the anxiety of choice or the fear of freedom (Kierkegaard and Sartre are good insights to this, and Hobbes "Leviathan" is a good insight to use of governmental power to force homogeneity due to this fear).

 

[condorlover1]

@Piping Abe : Its called the "Condor Amendment' and its primary purpose is prevent tobacco products being compared or described as 'tasting like sucking farts out of a Swan/Squirrel/Three week old dead corpse' or describing the texture as closely resembling that of your Thai bar girl/girl/wife etc 'Pubic hairs or armchair stuffing'. By insisting on describing everything as simply tobacco you narrow the scope to insult people/get cancelled or generally behave like a red blooded Oliver Reed clone!

 

[brian64]

the nanny-state governments, inflation, stagflation, skimpflation, the crumbling global supply chain, disgusting levels of growing economic disparity...

But, other than that, things are generally ok, right?

 

[Servant King]

Because tobacco is an easier boogyman to fight than the nanny-state governments, inflation, stagflation, skimpflation, the crumbling global supply chain, disgusting levels of growing economic disparity...

You forgot shrinkflation.

 

[VDL_Piper]

Why’d you guys vote for that?

It actually doesn’t matter which of the major parties you vote for here, all have a no smoking agenda.

 

[geoffs]

Smokers are the only minority it's universally acceptable to discriminate against.

 

[jpberg]

It actually doesn’t matter which of the major parties you vote for here, all have a no smoking agenda.

Why’d you vote for that?

 

[Piping Abe]

Why’d you vote for that?

Elections are rigged, dontcha know

 

[VDL_Piper]

Why’d you vote for that?

Don’t worry, you will get the same, all of you

 

[LeafErikson]

This is some sad and surprising news for sure. I really love the suggestion of C&D acquiring the Mac Baren flake presses, although I’m not sure STG would be willing to help a direct competitor acquire tools that are otherwise essentially unobtainable.

 

[crashthegrey]

This is potentially sad news. Sutliff has made so many strides to humanize the brand, public outreach and such, blends for shows and podcasts. If this all goes away, the entire hobby and industry will feel the pain.

 

[smudgersmissingleg]

It actually doesn’t matter which of the major parties you vote for here, all have a no smoking agenda.

It's the same thing over here in the UK. Well, apart from the Reform party, that is lead by this guy. Nigel Farage is pro tobacco. Can't think why