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Bullboard - Stock Discussion Forum Supremex Inc T.SXP

Alternate Symbol(s):  SUMXF

Supremex Inc. is a Canada-based company, which manufactures and markets envelopes and provides paper-based packaging solutions designed to the specifications of national and multinational corporations, direct mailers, resellers, government entities, small-medium enterprises (SMEs) and solutions providers. The Company operates through two segments: the manufacturing and sale of envelopes and the... see more

Bullboard (TSX:SXP)

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Comment by bucheroncapitalon Feb 08, 2023 9:37am

RE:RE:RE:RE:RE:RE:$8

Could live with 10X !
Comment by HermannHalleron Feb 08, 2023 9:32am

RE:RE:RE:RE:RE:$8

Yes, I fully agree. SXP is small, and there is no dispute that envelopes are in structural decline, so this is never going to trade at a blue chip type multple. However, growth has been fantastic, and ...more  
Comment by bucheroncapitalon Feb 08, 2023 9:25am

RE:RE:RE:RE:$8

Blue chip CCL.b is trading at 18,5X so a player like SXP could trade between 13~15X sustained earnings, to my knowledge actual earnings are pretty sustainable so from here the stock could double and ...more  
Comment by Jambalaya54on Feb 08, 2023 8:32am

RE:RE:RE:$8

Hermann, I assume you were being sarcastic with the lofty 6,3 x PE? What mutiple do you consider reasonable in this industry and where do you feel thie stock price is heading if this quarters results ...more  
Comment by HermannHalleron Feb 07, 2023 8:29pm

RE:RE:$8

Probably not this week. Last year they reported Q4 on Feb 24. Interesting day of trading, more than double the average daily volume, another new 52-wk high. National Bank was a big buyer today, which ...more  
Comment by Barrhaveniteon Feb 07, 2023 12:47pm

RE:$8

They should be reporting this week. Yes No??
Post by bucheroncapitalon Feb 07, 2023 10:16am

$8

Well well the $8 mark is near , all quiet no news ??!! 
Comment by Torontojayon Jan 31, 2023 7:46am

RE:RE:RE:RE:RE:RE:RE:RE:RE:New research from Cormark

Additional notes:  They are generating operating free cash flow annualized at just under $20m annually or about $18.8m to be precise.  This works out to about $4-5m per quarter of free ...more  
Comment by Torontojayon Jan 31, 2023 7:18am

RE:RE:RE:RE:RE:RE:RE:RE:New research from Cormark

The company has strong free cash flow generation. Let's look at the financials.  In the Q3 financials section 8, I get the following:    $939k due on Oct 15,2022 at 6.1 ...more  
Comment by mrmoribundon Jan 28, 2023 8:10pm

RE:RE:RE:RE:RE:RE:RE:New research from Cormark

Thanks for the thoughts on DCM. It is a very neat story and cheap by most metrics. BUT they have a lot of debt coming due soon. Take a look at note 8 of their Q3 report. Term loans (fixed rates ...more  
Post by DemDemon Jan 27, 2023 11:11am

sxp

Now that the stock has been above $7 for a few days, I hope that analysts will look at it and start making recommendations.
Comment by HermannHalleron Jan 27, 2023 10:28am

RE:RE:RE:RE:RE:RE:RE:RE:RE:New research from Cormark

I'm always open to new ideas. DCM looks cheap, and I guess has some similarities to SXP.  Recent results have been good, Q3 revenue was up 11%, but SXP had revenue up 24%. Balance sheet ...more  
Comment by Torontojayon Jan 27, 2023 8:05am

RE:RE:RE:RE:RE:RE:RE:RE:New research from Cormark

So talking about another company in the paper and packaging industry and comparing SupremeX to another is forebidden?  You are a clown.   
Comment by Jambalaya54on Jan 27, 2023 7:58am

RE:RE:RE:RE:RE:RE:RE:New research from Cormark

Go push it on the DCM bullboard, this bullboard is for discussions on SXP.
Comment by Torontojayon Jan 26, 2023 7:06pm

RE:RE:RE:RE:RE:RE:New research from Cormark

  Check out DCM. It is much cheaper than Supremex by almost any metric you look at. Both companies are transitioning to replace old business with new business. Dcm has traditionally been viewed ...more  
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