Supreme Share Discussion Threads

[faz] 07/1/2025 21:54

Stockopedia QM ranking 100 "Hunting for shares with strong combined exposure to Quality and Momentum is a strategy favoured by investors looking for well-respected, fast-moving shares that can produce long periods of outperformance".

[hericsaba] 07/1/2025 00:12

Quality: 99Value: 67Momentum: 96Stockrank: 99

[scubadiverr] 06/1/2025 18:18

What's are Stocko's ranks for SUP?

[scubadiverr] 06/1/2025 18:17

I presume that's NakedTrader

[kevph] 06/1/2025 17:50

NT has also bought in.

[adamb1978] 03/1/2025 12:18

Thanks. Always helpful to bring a bit more publicity

[johndoe23] 03/1/2025 12:10

Sticko nap pick for 2025

[gb904150] 03/1/2025 11:22

Some real strength going on here. Up 15% or so in the last few days.

I'm not aware that it's been tipped so perhaps it's an ii starting to buy in?

[boonboon] 31/12/2024 07:53

I'm not sure that an advertising ban would be bad for us.It makes it more likely that people will stick with brands they know. It would make it difficult for new entrants to enter the space or for lesser known brands to grow. 88vape has a 30% market share by volume and elfbar and lost Mary are also some of the best known brands.I think adv ban could potentially reduce our costs, but enable us to keep a relatively stable market share.

[stonks394] 30/12/2024 11:08

Well if we were being moral and mighty, we'd say that we should be hoping for the demise of the vaping industry and unfortunately Supremes historically great revenue growth and profitability from this vertical

Smokers to vaping feels like a small part now of a broad UK problem of people taking up vaping for the first time to get a nicotine hit

Labour have been useless but I see them repeatedly stamping on this issue as it fits their moral code. There is no surprise to me to see Sandy aggressively diversifying the business before Labour really get their hands on a big vaping crackdown that shrinks the total pie

[gb904150] 30/12/2024 09:24

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.

[determined] 30/12/2024 00:29

A ban on advertising won't make any difference IMO.

If they ban sweet vape flavours kids will move over to alternatives.

[stonks394] 27/12/2024 12:26

If this happens then Vaping is in real trouble

and sure as hell it should happen as there are young uns getting hooked on sweet flavours

"The new Tobacco and Vapes bill passed its first Commons hurdle comfortably by 415 votes to 47 on 26 November. Measures being proposed include a total ban on vape advertising and sponsorship, with a possible ban on the sale of sweet vape flavours, subject to consultation"

[scubadiverr] 17/12/2024 22:48

John Brooks?

[boonboon] 17/12/2024 21:50

Good interview here. https://youtu.be/GXDIs5Fkecw?si=Q9oBE0JM7aetqxyPSounds like some exciting developments in soft drinks next year.

[basem1] 11/12/2024 09:46

Been going on for a few days now

[basem1] 11/12/2024 09:46

Has anyone any idea what these mid price chunky trades are ? You would think buys as sells would be causing the shareprice to fall.

[edmonda] 04/12/2024 09:18

Acquisition of Typhoo Tea for £10.2m - new note accessible here:

Supreme PLC has acquired the trade and selected assets of Typhoo Tea out of administration for a total cash consideration of £10.2m, including Typhoo’s stock and trade debtors with a book value of £7.5m.

For the year to 30th September 2024 Typhoo generated revenue of c.£20.0m, and a pre-tax loss of c.£4.6m. Supreme estimates that the acquisition will boost the annualised contribution from non-vape revenue to c.50% of total, and with full integration into Supreme’s cap-ex-light out-sourced manufacturing and distribution model, should contribute a 30% gross margin, which is in line with the Group’s recent Interim 29.6% margin. In August 2023 Typhoo had suffered from what it called “a group of organised trespassers” at its Merseyside factory which caused extensive damage and loss of stock resulting in £24.1m of exceptional costs. Typhoo entered administration on 28th November; Supreme has acted quickly to assess and act upon the opportunity created for its operations.

Supreme recently reported H1 25 results (ED report, ‘H1 25: margin improvement and FY25 outlook raised’) with revenue +8%YoY and a 22%YoY increase in (adj.) EBITDA reflecting cost control and gross margin improvement. As further details of the acquisition of Typhoo Tea emerge we will update our earnings outlook accordingly.

[actscap] 02/12/2024 16:25

I have to say this is a v exciting acquisition. Takes revenues to 50 50 split. And has a lot of untapped potential. Hope Sandy can stabilise and integrate as smoothly as past acquisitions

[actscap] 02/12/2024 16:20

Thanks appreciated

[boonboon] 02/12/2024 15:48

Vox markets 3.50m in.I think the previous owner was an Indian conglomerate who own tea plantations, so probably didn't want to license the brand in India. We could potentially do that. The Indian tea market is massive.

[actscap] 02/12/2024 15:31

Was this on the sky news interview? I didn't spot this in the vox market update?

[scubadiverr] 02/12/2024 15:08

Some say Sandy can sell snow to Eskimos. Can he sell tea back to India? ...Then maybe China

[boonboon] 02/12/2024 14:56

Sandy also said he had enquiries about licensing in India. That's potentially a massive market.