Altria Has A Vape Problem. Could This Vape Penny Stock Solve It?

Altria Is Facing Challenges In The Vape Space. Here’s What They Should Consider

Altria has a problem.

One of America’s largest tobacco companies currently has no major vape product on the U.S. market, following the import ban affecting NJOY ACE.

Meanwhile, Reynolds’ Vuse remains a major player.

And according to industry sources, Reynolds is preparing to make an even more aggressive move.

A flavored Vuse pod could reportedly launch within weeks.

If that happens, it could signal an important shift in the U.S. vape market.

And it raises a much bigger question:

How Does Altria Get Back in the Game?

The FDA recently changed its enforcement approach toward certain vaping products with pending PMTAs.

Under the new framework, qualifying products with pending applications may not be enforcement priorities while those applications remain under review.

That does not mean they have FDA approval.

But commercially, it could create an entirely different landscape.

Reynolds may be preparing to test that landscape with flavored Vuse.

And a tiny publicly traded company called Charlie’s Holdings (OTCQB: CHUC) could be preparing to do something even more interesting.

CHUC Is Preparing an Age-Gated Flavored Vape

Charlie’s expects to launch what it describes as the first age-gated flavored disposable vape in the U.S.

That’s important because the FDA recently authorized the first non-menthol flavored vaping products in its history. Those products incorporated technology designed to restrict youth access.

Suddenly, the combination of flavor + age-gating + PMTA could become one of the most valuable strategies in the vaping industry.

And Charlie’s isn’t starting from scratch.

It is sitting on approximately:

678 Premarket Tobacco Product Applications PMTAs

That portfolio could be extremely difficult for another tobacco company to recreate quickly.

We Already Have a Clue What Those PMTAs Could Be Worth

Charlie’s has previously sold PMTA-related products and assets.

Its most recent disclosed transaction reached approximately:

$1 Million For JUST ONE CHUC PMTA

Multiply $1 million by 678, and you get $678 million.

Obviously, that doesn’t mean every Charlie’s PMTA is worth $1 million.

But it provides something investors rarely have:

A real transaction that establishes potential value.

Now add an age-gated flavored disposable, real-world consumer data, established brands, distribution, and the possibility that existing PMTAs could eventually incorporate age-gating technology.

The strategic value could become considerably larger than the PMTA math alone.

Why Would Altria Care?

Because Altria has already demonstrated what it will pay when it needs to enter an emerging tobacco category.

It invested $12.8 billion for just 35% of JUUL.

It invested approximately $1.8 billion in Cronos.

And it agreed to pay $2.75 billion for NJOY, plus as much as another $500 million based largely on regulatory milestones.

Here’s the particularly interesting part.

Some of those NJOY contingent payments were specifically tied to FDA authorization of flavored products incorporating access-restriction technology.

That’s remarkably similar to the opportunity Charlie’s is now pursuing.

Could CHUC Be Worth $1 Billion to $2 Billion to Big Tobacco?

Large Charlie’s shareholder Ryan Stump, whose family interests represent roughly 30% of the company’s shares, believes the company and its portfolio could potentially command a $1 billion to $2 billion valuation.

That would represent roughly 15X to 30X the company’s recent valuation.

It sounds enormous.

Until you look at what Altria has paid before.

And acquisitions aren’t valued solely on what the target company is worth today.

They’re valued on what the assets are worth to the buyer.

For Altria, Charlie’s could potentially offer something money alone can’t easily create:

Time.

Hundreds of existing PMTAs.

Age-gating technology.

A flavored disposable platform.

Years of regulatory work.

And potentially a much faster route back into the U.S. vape market.

Altria May Not Need to BUILD Another Vape. They Could Buy A PMTA Portfolio Instead

If industry reports prove correct and Reynolds launches a flavored Vuse product under the FDA’s evolving enforcement environment, the competitive pressure on Altria could increase dramatically.

Meanwhile, Charlie’s is preparing its own age-gated flavored launch and beginning to explore strategic alternatives for the company and its regulatory portfolio.

That creates an intriguing possibility.

Maybe Altria doesn’t need to spend years rebuilding its vaping business.

Maybe it could simply buy one….or a company with one of the largest PMTA portfolios.

And if Charlie’s age-gated strategy proves successful, the most important question may not be whether CHUC is worth $1 billion.

It may be:

What Would It Cost Altria NOT to Own CHUC?

The next few weeks could be VERY interesting and disruptive for the vape industry.

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Safe Harbor Statement: This interview contains “forward-looking statements” within the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995, including but not limited to statements regarding the Company’s overall business, existing and anticipated markets and expectations regarding future sales and expenses. Words such as “expect,” “anticipate,” “should,” “believe,” “target,” “project,” “goals,” “estimate,” “potential,” “predict,” “may,” “will,” “could,” “intend,” variations of these terms or the negative of these terms, and similar expressions, are intended to identify these forward-looking statements. Forward-looking statements are subject to a number of risks and uncertainties, many of which involve factors or circumstances that are beyond the Company’s control. The Company’s actual results could differ materially from those stated or implied in forward-looking statements due to a number of factors, including but not limited to: the Company’s ongoing ability to quote its shares on the OTCQB; whether the Company will meet the requirements to up-list to a national securities exchange in the future; the Company’s ability to successfully increase sales and enter new markets; whether the Company’s PMTA’s for its nicotine-containing products will be authorized by the FDA, and the FDA’s decisions with respect to the Company’s future PMTA’s for nicotine products; the Company’s ability to manufacture and produce products for its customers; the Company’s ability to formulate new products; the acceptance of existing and future products; the complexity, expense and time associated with compliance with government rules and regulations affecting nicotine, synthetic nicotine, and products containing nicotine substitutes; litigation risks from the use of the Company’s products; risks of government regulations; the impact of competitive products; and the Company’s ability to maintain and enhance its brands, as well as other risk factors included in the Company’s most recent quarterly report on Form 10-Q, annual report on Form 10-K, and other SEC filings. These forward-looking statements are made as of the date of this interview and are based on current expectations, estimates, forecasts and projections as well as the beliefs and assumptions of management. Except as required by law, the Company undertakes no duty or obligation to update any forward-looking statements contained in this interview as a result of new information, future events or changes in its expectations.

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