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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 in two reporting segments: the manufacturing and sale of envelopes and the manufacturing and sale of paper-based packaging solutions and specialty products. It also manufactures and distributes a diverse range of packaging and specialty products, including folding carton packaging and e-Commerce fulfillment packaging solutions. Other packaging and specialty products include the Conformer Products, labels, record sleeves and jackets, polyethylene bags for courier applications, bubble mailers and Enviro-logiX. It operates over ten manufacturing facilities across four provinces in Canada and five manufacturing facilities in three states in the United States.


TSX:SXP - Post by User

Post by HermannHalleron Apr 07, 2022 5:17pm
271 Views
Post# 34585961

Hidden Value - do the math

Hidden Value - do the mathBefore anyone decides how to vote, they should do the math on these proposals. The value of these two buildings is enormous. Factoring in closing costs, and tax on the capital gain, they could still come away with over $50 million. And then what? They could buy back 10 million shares at $5! Now estimate the rent they have to pay on the buildings, take that off income (net of tax), then take your new lowered income divided by the much reduced share count...EPS goes up 44%.

Now they probably wouldn't use the entire amount to buy back shares, or maybe they pay out a special dividend, but however you slice it, there's a lot of hidden value here.

 
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