RE:Supremex Q4 my company is a customer of supremex, and on last quarter, we were told that there was a risk of shortage... and pricing of course was adjusted several times last year. There is actually a capacity issue on the canadian market.
add on top of this acquisition in november... so yes i believe this will be a beat. Lots of headwinds for them right now.
that being said: this company is walking on a tight rope: they have to diversify from envelope market and so far, this is not obvious