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SUP Supreme Plc

198.00
0.00 (0.00%)
Share Name Share Symbol Market Stock Type
Supreme Plc SUP London Ordinary Share
  Price Change Price Change % Share Price Last Trade
0.00 0.00% 198.00 08:00:06
Open Price Low Price High Price Close Price Previous Close
198.00 198.00 199.50 198.00 198.00
more quote information »
Industry Sector
SUPPORT SERVICES

Supreme SUP Dividends History

Announcement Date Type Currency Dividend Amount Ex Date Record Date Payment Date
26/11/2024InterimGBP0.01805/12/202406/12/202410/01/2025
02/07/2024FinalGBP0.03222/08/202423/08/202424/09/2024
28/11/2023InterimGBP0.01507/12/202308/12/202312/01/2024
05/07/2023FinalGBP0.02231/08/202301/09/202329/09/2023
29/11/2022InterimGBP0.00815/12/202216/12/202213/01/2023
05/07/2022FinalGBP0.03801/09/202202/09/202230/09/2022
07/12/2021InterimGBP0.02216/12/202117/12/202114/01/2022

Top Dividend Posts

Top Posts
Posted at 23/4/2025 13:13 by martinmc123
wealthoracle.co.uk/detailed-result-full/SUP/1373
Posted at 23/4/2025 11:15 by adamb1978
Yes, the market forecasts are low as they always are with SUP. Its frustrating but these small cap brokers do their clients no favours - they'd be better off not having any forecasts in the market.
Posted at 05/3/2025 15:10 by sphere25
This move down looks like one seller in size who has given the order to Berenberg.

They are sat at 151p on the offer with the other market makers sat at 155p. Similar thing happened at ASTO and it had a pop when the seller (Griffiths) was done. There are currently five market makers sat on the bid at 150p.

Had a go at 151p to see if it can bounce here. If it falls under 150p, I will exit and try again.

I think this move ties in with the trade attempt I had here a short while back when the price was around 177p. There were aload of 500k prints hitting the book making it look like someone was coming in to buy big, but they then turned out to be false prints and were corrected.

The cynic in me wonders whether some were keyed on purpose to make it look like a big buyer was coming in to attract buyers, because it is very evident now that somebody wants out. Nonetheless, it looks worth a watch for a bounce when this seller is cleared.

It could be a forced seller, as per most of the market, unless someone has news? There are alot of these downward moves out there, which are now exacerbated by Trump's tariffs. SUP were trading strongly with that natural divisive stance on Vaping.

I wrote on the BEG board yesterday that the selling in the US could test Trump's pain threshold (he clearly likes to be judged by the market moves) and later on in the day, they have already blinked abit with Lutnick almost being forced by the market selling to make a comment and now some compromise type statements coming out.

It is hard to know how companies are being affected by these tariffs when they keep yo-yo'ing about like this...this country, that country....this amount....oh now...a a pause...oh no pause now....oh now abit more on China.....oh now maybe a compromise and meet in the middle.

Negotiating tactic for some, outright stupidity for others, but that is what we are all dealing with.

Can SUP bounce here?

How much gloom is in the price here. It looks oversold, but hard to call bottoms...especially in this market.

Let's see.

All imo
DYOR
Posted at 17/2/2025 09:31 by gb904150
ACTSCap - nice analysis.

Yes, SUP is a high quality growth business led by an enterprising founder and majority shareholder.

They will adapt and pivot to the best opportunities available to them.

Meanwhile, big tobacco need to pivot to NGP's (smokeless).

In BATS most recent results their target is to be >50% revs from NGP's by 2035.

Currently £26bn revs. Smokeless is 17.5% of that.

- £20.685bn combustibles
- £4.5bn smokeless

New categories:
- Vapour - £1.7bn
- Heated products - £0.9bn
- Modern oral (pouches) - £0.8bn
- Traditional oral (gum) - £1bn

In short, they need vapour category to increase significantly.

To do so they will need to add millions of new users.

That will not come organically, it will come through acquisitions.

SUP have no need to sell. The segment is very profitable and the overall SUP business is very profitable, cash generative and unleveraged.

SUP just need to keep converting smokers to vapers. The more customers they have, the more attractive that segment is for big tobacco.

When the price is right I've no doubt they will sell it.

Meanwhile the acquirers are very cash rich and have KPI's that require them to grow the NGP's segment.

People's bonuses at big tobacco will depend on that KPI of growing NGP's. So you can be sure that in time, they will acquire to ensure those KPI's get hit!

No idea how long that will take however. But in the meantime there's a growing, profitable business, paying divi's.

Maybe big tobacco think the point of maximum opportunity is when UK regulations kick in that require all the extra compliance and taxes. But that means another year or two of not hitting their targets.

SUP would do well to acquire more low budget vape companies like Liberty flights in the meantime as they integrate them very efficiently. Or perhaps expand into Europe where they could no doubt expand market share.

Shame their brand name of 88Vape translates to quatre-vingt-huit in French.

Does exactly roll of the tongue. Quick rename to 8-vape and all is good though if you ask me. Huit-vape rolls of the tongue a bit like vite-fait. Has a 'Quick vape' kind of ring to it. Perhaps I'll suggest it to Sandy!
Posted at 06/1/2025 18:18 by scubadiverr
What's are Stocko's ranks for SUP?
Posted at 30/12/2024 09:24 by gb904150
The important point is that SUP have the resources to navigate and adhere to new regulation. The tiny vape co's that pop up from time to time don't have those resources.

More regulation will mean more consolidation. Liberty flights was a perfect example and there are loads more out there.

SUP can integrate them into their distribution platform with ease and gain several thousand new customers.

A wider ban on all vape advertising is possible but that doesn't stop existing vapers.

Amongst young people the advertising is word of mouth via other vapers. An ad ban would have limited effect.

So in summary I'd say an ad ban is pretty unlikely to happen, even if it did happen it would take a while to come in, if it came in it would have limited effect.
Posted at 07/11/2024 10:40 by actscap
SUP have a diverse range of revenue streams and these streams are pretty consistent. I'd be surprised if there are many other players with such a range of consistent cash generative revenues. Further entrenching Supremes ability to respond to all the changes esp relative to new entrants and smaller players
Posted at 25/10/2024 09:33 by gb904150
The thing is, the disposable ban has been signalled for a long time.

SUP have prepared for it.

The likely outcome imo is that the 'disposable' companies (e.g. lost mary) will adapt products so that they are no longer considered disposable.

They will continue to be sold but there will be a loophole. Once the rules are explicit they'll adapt within months.

SUP's exposure to that is merely as a reseller.

Their core 88vape brand is already non disposable. It could see some vapers switch across.

I don't think the disposable 'ban' will result in any less vaping. Just a bit of a market shift across to different products.

Non-disposables are cheaper.

Disposables are more convenient but wasteful.

There will be hybrids of the two.

I wonder if SUP will modify 88vape to target the younger crowd that have to switch from disposables? It's a difficult line to tread if they choose to target younger vapers though.
Posted at 03/7/2024 16:04 by edmonda
Supreme plc - video recording - Investor Presentation (FY Results)- 2 July 2024

Link to full video:

Sandy Chadha (CEO) and Suzanne Smith (CFO) of Supreme plc hosted an Investor Presentation covering details of their results for the year ended 31 March 2024. These included strong trading across FY24 in all divisions, and almost doubling of profitability overall.

Management highlighted record levels of cash generated from operations, and ending the year bank debt-free. The team discussed the recently-announced acquisition of Clearly Drinks, which provides product diversification and is immediately earnings enhancing. Finally, Supreme touched on the continued positive trading momentum into the first quarter of FY25, and answered a range of questions submitted from viewers.

The full video is dividend into chapters as below:
0:00:03 Introduction to Supreme and key investment highlights
0:05:39 Financial & Operation highlights
0:09:01 Vaping
0:16:43 Sports Nutrition & Wellness
0:17:56 Lighting
0:19:09 Batteries
0:20:05 Ark, Trafford Park
0:21:51 Clearly Drinks acquisition
0:26:53 Financial Summary
0:31:44 Outlook
0:32:51 Questions & Answers
Posted at 02/7/2024 07:48 by edmonda
"FY24 results generate doubled profit, record cash"

New research report (free & accessible) here:


For the year to 31 March 2024 Supreme reported revenue of £221.2m, +42%YoY, (adj.) EBITDA of £38.1m, +97%YoY and (rptd). PBT of £30.1m, +109%YoY.

Net cash from operations grew 40%YoY to £27.1m, with year-end net cash1 of £11.6m (FY23: £3.2m). (adj.) diluted EPS was 18.19p/share (ED estimate, 20.2p). We see strong performance at gross level, +55%YoY with margin improvement from 26.3% to 28.7%.

The Group has made timely preparation for the transition to traditional refillable, rechargeable e-cigarettes, allowing it to further scale its c.60 m bottle annual production volumes, or to newer pod devices. Supported by strong cash generation Supreme has maintained its strategy of acquisition in a new product area – Soft Drinks, where we expect a full year of contribution in FY26.

Supreme trades on a FY25E (adj.) EV/EBITDA 5.5x and PE of 9.1x, offers a dividend yielding 2.6% and remains highly cash-generative, as evident in the recent cash-based acquisition of Clearly Drinks for £15.0m.

Our Fair Value remains at 225p/share, still well above current levels despite recent strength.

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