Supreme Share Discussion Threads

[actscap] 03/2/2023 12:06

If we do have a mild recession later in the year / early 2024 I should imagine supreme will weather it v well. Lighting and batteries are largely recession proof, and now the whiplash effects on the lighting side are fading, we should expect to see a bounce back to the 170-190 range within the next 12-24 months. The story by end year will be strong. Good revenue growth driven by vaping, stable income from the well established cash generators (lighting and batteries), and hopefully all moved in to the new warehouse facility.

[actscap] 03/2/2023 11:38

Huge expansion of one of Supremes key customers -https://homeofdirectcommerce.com/news/the-range-commences-with-massive-dc-project/Healthy corporate customers = healthy continued demand for supremes products.

[peterjones2023] 31/1/2023 11:12

i think UPGS is an INCREDABLE Business run by the the nicest peaple
you ever meet ! they just go from strenth to strenth
and well deserved too!!!

being in the industary you meet all sorts of company leaders and the nicest ones are normally the best ones as they win over there team to do things over and beyond

[jatin724] 31/1/2023 08:32

Yes I agree Topvest - my family too has been using Sealions, it is excellent.

[topvest] 30/1/2023 19:35

Yes, I have used Sealions vitamins for over a year now. Very good and very cheap.

[actscap] 30/1/2023 17:48

Gummies seem to be a good way to increase sales. Smaller amounts (30 to 60 day pouches) at the same price point (5 pound) should help drive further growth through more regular purchases.These gummies are branded and manufactured in-house. Solid growth here expected.

[actscap] 30/1/2023 17:42

New range of Ashwagandha Gummies now available. 30 day supply, 2x per day. 5 pound offering. Nice packaging design.

[topvest] 30/1/2023 14:40

Agreed. UPGS is possibly a better company in my view, although they had a post-IPO warning themselves and took a while to recover. Anyway, I really like both companies as they both have unique business models run by an intelligent fanatic founder.

UPGS are a brand owner and rejuvenator, often buying heritage brands for close to zero and relaunching them.
SUP have a vertically integrated distribution platform model for fast moving consumer goods.

On balance I prefer UPGS, but its close.

Founder led companies with at least a decade or two of growth to come!
I have doubled up my Supreme position as the share price is close to a golden cross. Always a tad dangerous going early, but I am confident long-term in Sandy Chadha.

[johndoe23] 30/1/2023 09:38

I see a valuation anamoly with UPGS here. Different sectors yes, and UPGS did not announce a profit warning, but strange how SUP is not joining the bounce. Thoughts anyone?

[actscap] 26/1/2023 20:58

LUCE having a really good run. Hopefully bodes well for SUP when we get the end of year update.

[danb45] 22/1/2023 16:10

and I'm already a holder and bullish on SUP

[danb45] 21/1/2023 22:00

can't access unless you're a paid subscriber

[elrico] 21/1/2023 20:10

SUP recovery feature for a growth income portfolio. https://smallcompanychampion.substack.com/

[danb45] 19/1/2023 21:18

got another delivery of red Astaire today - have vaped it exclusively for the past 8 years or so - they come with a tiny pack of tic-tacs (4) since SUP took over - nice touch - and there's a T-Juice reward system now :-)

[danb45] 19/1/2023 21:12

got to bode well the price didn't drop today on a red day - you'd think ?

[danb45] 19/1/2023 21:11

don't eat too many at once - haha - I got some CBD gummies a while back and they were very moorish - dangerous

[danb45] 19/1/2023 21:10

I'm gonna make my first order with Sealions :-) I spend a fortune on supplements as it is :-(

[actscap] 19/1/2023 20:26

They're a cool pineapple shape. Very optimistic about Sealions as a long term growing offering

[actscap] 19/1/2023 20:24

Received some of the new charge up gummies today. Very tasty.

[actscap] 19/1/2023 19:42

They had a spectacular update. Hopefully some read across

[danb45] 19/1/2023 19:35

I haven't looked into the details so might be completely off track but Luceco - positive update earlier - might bode well for SUP lighting figures

[danb45] 18/1/2023 20:33

I hardly see any smokers anymore but very telling and evident when you go to a working class area - smoking is still quite high

[actscap] 18/1/2023 19:13

Working from the office today and noticing a lot more vapers than smokers.

[danb45] 17/1/2023 20:12

this is quite an interesting article if the claims aren't biased of coursehttps://colinmendelsohn.com.au/ama/