Supreme Share Discussion Threads

[spann_703] 08/6/2022 18:14

I noticed recently that according to SharePad the forecast yield has mysteriously dropped to 3.4%.

I'm sure it was higher. Indeed with an interim dividend already paid of 2.2p, and dividends expected to be split in the ratio 1:2 between interim dividend and final dividend, all things being equal I'd expect a total dividend for the year to be roughly 6.6p - a yield of 5.2% on today's closing price.

Is this simply a SharePad data error, or is there something I'm missing?

[masurenguy] 08/6/2022 07:40

Revenue
Vaping: 35.5%
Batteries: 24.5%
Lighting: 21.6%
Spots/Wellness: 10.4%
Other HG: 8.0%

[purplepelmets] 08/6/2022 01:07

anyone know what the % of revenue/profit is derived from each division? I'd like to know how significant the vaping and supplement divisions are to SUP

[actscap] 07/6/2022 21:20

Not sure when the final report lands, but I can't see any drag on Supreme's vaping business. It should help boost vaping sales by government pushing it publicly as a less harmful alternative.

[dan_the_epic] 07/6/2022 21:18

From my selfish point of view, this is great news for Supreme and great news for the country in general if we can get smokers onto vapes from the more harmful cigarettes and their second hand fumes

[actscap] 07/6/2022 21:15

We need to do much more as a country to tackle smoking, which causes huge harm, including measures such as making vaping more accessible to help people get off cigarettes. We are looking forward to receiving the final reportThe money raised could then be spent on smoking-cessation services, advertising campaigns and providing e-cigarettes to smokers on the NHS, it will say.https://www.telegraph.co.uk/news/2022/05/20/smoking-age-could-rise-21-radical-review-sajid-javid/

[actscap] 07/6/2022 21:12

https://www.theguardian.com/society/2022/jun/07/plan-to-raise-smoking-age-to-21-to-be-unveiled-amid-uk-government-splits?CMP=Share_AndroidApp_Other

[dougmachin] 03/6/2022 09:13

But..... it's between about 0.5% to 3% difference in IIs.

Depending on whether Hargreaves are retail PIs, who may or may not have come in since the float.

They may not have been there at the float.

So, a 0.5% to 3% on balance sell of IIs and a 50% drop in share price

Point is, the difference in IIs selling is not comparable to the share price drop.

[chilltime] 03/6/2022 08:47

I rest my case.

As one points out Hargreaves will be retail PIs, common in many shares.

You dudes shouted big seller all I did was look, read and identify the seller.

Painted as a bad thing!!!! By those that don’t want to hear it🤷‍♂️

Showing your naivety there.

The drop looks too severe, the reason is obviously the fund sellers.

The information isn’t from me it’s from Supreme plc who kindly have kept their shareholder information up to date.

Supreme didn’t have enough buyers to soak up the millions of shares being sold by funds hence it has dropped.

Time will tell if they are sold out.

[dr biotech] 02/6/2022 14:14

Not sure. Think that would be HL nominees, HL also have their own managed funds.

[bull19] 02/6/2022 10:47

Not disagreeing with your wider point but isn't Hargreaves holding actually PIs shares in nominee accounts?

[dr biotech] 02/6/2022 10:20

Also he conveniently forgot to add Hargreaves Lansdown are now registered with 3%. So overall the amount of shares in institutional hands has barely changed.

Blackrock reduced well before 12 months. That’s probably a mix of funds too, given how many they hold. Shares dropped as inflation and other factors hit (particularly high whey costs). Hopefully the drops overdone.

Chilltime was also banging on about a capital raise last year etc.

[hydrus] 02/6/2022 10:15

Chilltime I think you are right it's been obvious for some time that one or more institutions were selling. They won't have access to any additional insight than you or I and in any case it is likely that they are selling small caps due to general market conditions. The reason we are at 120p is because they have been selling so if you believe in the future of the company then I guess you should thank them. At a PE of circa 8/9, a 6% dividend and a business that is likely to do quite well in a recession I see this as a very good opportunity. I expect them to find some bargain acquisitions over the next year or two. The share price may drop further I guess but this is a good price for a long term position.

[dan_the_epic] 02/6/2022 09:01

Nice drivel. Unless you work for them you have no idea that 3 funds are '''exiting''' or just reduced. Unlike private individuals, big funds don't take an all or nothing, i'm in or i'm out, musical chairs approach to investing. You don't extrapolate down to zero and they are not price insensitive

Road to 150p+ begins IMO as the holders already in can enjoy a fat 6% dividend yield as well as share price growth.

[chilltime] 02/6/2022 08:54

A bit more help as many dudes seem to struggle to read basic information

on float

Blackrock Investment Management 5,750,000 4.94%
Canaccord Genuity Wealth Management 5,700,000 4.89%
Slater Investments Limited – 5,600,000 4.81%
Premier Miton Group Plc 5,250,000 4.51%
Jupiter Fund Management Plc 4,800,000 4.12%


7th April 2022

Canaccord Genuity 8,885,735 7.62%
Slater Investments 5,600,000 4.80%
BlackRock 4,045,000 3.47%
Moneta SAS 3,700,000 3.17%


no sign of premier or Jupiter above 3%, Blackrock sold 1.7 million


So it's Miton, Jupiter and Blackrock selling, Moneta picked up some of them.

Blackrock 4 million to go as of 31st March.

And before some wise dude asks, that will be the Q1 2022 shareholder register data.

3 funds exiting with a combined 16 million shares between them.

[chilltime] 02/6/2022 08:27

It seems some dudes chucking £50k and £100k plus at this need a reminder of the basics.

Selling

12 months lock-in from float for some holders, 12 months came up share started to drop.

Blackrock sellers!!!!

Always odds on with those around, any whiff of a market issue and they exit relevant stocks by their sector.

TR1

Not all holders re subject to the 3% rule, it depends what the source of the fund is (UK/non UK) then it can become 5% and 10%. Blackrock holding was 4.94% staying nicely under the 5% rule for them.

[bladey] 01/6/2022 10:17

Tides are turning Hybasil... buys rolling in now and selling is easy with 10k blocks, which means there's a demand for shares

[hybrasil] 01/6/2022 10:02

I googled it. Midas tipped it as a buy in September 2021 at £1.87.

I'll buy if it drops much further. Anyone sell me 100k at £1 ( good for today)

[bladey] 01/6/2022 09:27

Looks like seller on fumes here now, better last 2 days

[dougmachin] 31/5/2022 10:52

Well done Dr. B... gotta be the bottom here !!

A couple of reasonably large trades of 81,100 went through today.

Same person? Or a buy-sell. Or just coincidence at 81,100.

Feel this one is seriously oversold now.

[dr biotech] 31/5/2022 10:46

I've added 2500 at 118 (essentially my dividends from this month). Think the value stuff should do OK in a recession, and whilst the nutritional side may struggle for a bit it should be decent longer term.

[bladey] 31/5/2022 10:26

Recently? .. or before the trading update?

[hybrasil] 31/5/2022 10:09

Wasn't this a Mail on Sunday tip?