Supreme Share Discussion Threads

[boonboon] 12/6/2024 12:31

It's what's in Labours manifesto that will matter.

[basem1] 12/6/2024 12:31

I could believe it if the conservatives weren't 25/1 with the bookies But every bit of positive helps

[clanger66] 12/6/2024 12:24

Just reading that in the conservative manifesto the recent policy regarding the gradual ban on tobacco and a crackdown on vape sales which is linked to Sunak has been left out. Maybe the reason for today's move?

[basem1] 12/6/2024 12:21

Hopefully a nice increase in the dividend too as I have some in my ISA too

[cheaky monkey] 12/6/2024 12:20

Yes, thx for correction ?

[basem1] 12/6/2024 12:06

Full year results not a TU We have already had the TU

[cheaky monkey] 12/6/2024 12:05

Looking good here ahead of trading update

[adamb1978] 11/6/2024 16:41

Thanks for flagging that presentation

[actscap] 23/5/2024 22:06

Further update from UKVIA The UK Vaping Industry Association is pleased to see that common sense has prevailed and that the Tobacco and Vapes Bill will almost certainly not be rushed through the legislative process, prior to the Election.Since the Bill was announced, the UKVIA has maintained that the measures it contains could have such potentially grave impacts on the health of both smokers and vapers that it requires extremely careful consideration.The General Election gives everyone time to pause, take stock, and – should this Bill be reintroduced once a new government is formed after July 4 – we will continue to engage with whoever is in power.Whatever happens, the UKVIA remains committed to ensuring that adult smokers and vapers continue to have excellent access to the vaping products and flavours they require to keep them off cigarettes while protecting those underage from ever startinghttps://ukvia.co.uk/with-the-tobacco-and-vapes-bill-almost-certainly-on-hold-until-after-the-election-ukvia-welcomes-much-needed-breathing-space-to-properly-consider-future-vape-legislation/

[boonboon] 23/5/2024 18:23

I think we were in a better position to deal with the regulations than competitors so I don't think it's necessarily a positive.For example part of the legislation was spend money on dealing with illegal vapes so that's also going to be delayed.

[adamb1978] 23/5/2024 16:39

It would be helpful, but not transformative. Upside is the cashflow of that delay. Their disclosure is decent so should be able to calcluate it. Bit surprised that the share price wasnt up today

[actscap] 23/5/2024 15:23

I think, given they've already engaged with the business community, there shouldn't be any material changes to the bill once it's reintroduced in the next parliamentary. Reintroduction of the bill is a safe working assumption as it got wide cross party support in current parliament. So all else equal, a half year to one year delay to implementation would be a positive for supreme and other vape sellers.

[actscap] 23/5/2024 15:13

It has officially been ditched, surprised not more reaction in market. Means at the v least a significant delay to the introduction of the ban

[hammergaumet] 23/5/2024 06:21

Tories have neutered labour on vaping already by being proactiveThe only thing labour could do to differentiate on vaping is start talking up extremes like the banning route or extreme taxesWhen you look at data on vaping (ie how popular it is among voters), that would be unnecessary risk for the side who basically just need to avoid doing anything stupid to bring in the win

[actscap] 22/5/2024 20:56

So increased risk of uncertainty ahead, particularly given the significant labour majority that is expected. But every cloud....legislation is unlikely to receive royal assent until late 2024 or first half 2025. This will mean the anticipated ban on disposables could be pushed into 2026 esp allowing for transition periods.

[actscap] 22/5/2024 20:49

So, consequences.....Bill could be reintroduced: If there is a desire to pursue the legislation further, the bills must be reintroduced in the next session of Parliament. This can be done by the same or different sponsors. Reintroduction can happen as new bills, and they will have to go through all the legislative stages again.Pre-dissolution Arrangements: Occasionally, there are provisions made for certain bills to be carried over to the next session if an early dissolution was anticipated and arrangements were agreed upon before the dissolution. However, this is rare and usually specific to certain urgent or widely supported legislation.Changes Upon Reintroduction: The bills, when reintroduced, can be identical to the ones that fell, or they may be modified based on feedback, changes in government policy, or other considerations that have arisen in the interim.

[actscap] 22/5/2024 20:40

Some useful reading https://www.parallelparliament.co.uk/bills/government

[actscap] 22/5/2024 20:39

Given the bill has yet to make it through the lords first reading, I think it likely to fall

[actscap] 22/5/2024 20:35

This essentially means the bill has to pass by dissolution on May 30

[actscap] 22/5/2024 20:33

For context....Public bills cannot be carried over from one parliament to the next in the same way that they can be carried over from one session to the next within the lifetime of a parliament. The period of the last few days of a parliament, during which unfinished business must be agreed by both Houses or lost at dissolution, is known as 'wash-up'. During this period, because there is not enough time to complete parliamentary consideration in the usual way, the Government is reliant on the cooperation of the Opposition to secure its legislation.

[actscap] 22/5/2024 20:31

So the early election may create some uncertainty here, specifically for legislation of tobacco and vaping bill

[shiftingsharesdotcom] 20/5/2024 11:53

Supreme features in my newsletter here:

hxxps://newsletter.buythebullmarket.com/p/cheapest-stock-market

[actscap] 18/5/2024 20:57

I'm definitely seeing more shelf space dedicated to velo and Nordic in the UK. I can't remember if Sandy mentioned getting into pouches on the last update? Feels like it will be a v fast growing product line

[actscap] 18/5/2024 20:55

Interesting article re. Pouches in the US Zyn, a hit nicotine pouch made by Philip Morris International Inc., is out of stock with with multiple retailers who ship nationwide, and some wholesalers are also reporting they're having difficulty getting the producthttps://www.bloomberg.com/news/articles/2024-05-17/zyn-shortage-nicotine-pouches-out-of-stock-in-several-us-states?utm_source=website&utm_medium=share&utm_campaign=copy