Supremex Inc T.SXP

Buzz on the Bullboards: Bombardier, world woes, a smart fridge, and top shelf weed

[Jonathon Brown]

A highlight of the week was Bombardier (TSX:BBD), which reported impressive growth in its Q3 2024 results. read article.

[DanielDarden]

IMO, as the details are disclosed except for the closing date, the date itself is not likely to move the sp therefore would not be regarded as “material”. Furthermore, the tax implications should be

[mrmoribund]

I'm sure you're right but I think we already know the news that's coming--the completion of the sale-leaseback. It sounds now like a new NCIB will likely be announced before long. And the

[DanielDarden]

The fact that the NCIB could not be renewed in Sept. speaks volumes IMO. The rules prevent NCIBs before “material” disclosure which likely indicates that more news is coming and that it is material to

[Jambalaya54]

I remember that and could not understand why they didn't take advantage of the real estate values at that time? What do you think it is? 

[DanielDarden]

This was proposed by GC when he initially bought his 10% position. In the interim, the Board refused to adopt his plan but obviously has come around to it now. So what has changed is a logical

[Jambalaya54]

My grandfather always told me that investing in equities was not for the weak of heart. Movements in equities are often volitile and effected by political an economical influences. If you believe in

[birder]

Forgot that there will be an increase in lease liability. 

[birder]

It should be if they do sale a $9M asset for $57M. There will surely be some taxes on that sell however.

[birder]

Envelop EBITDA margins are down because of mix. The margins are better in Canada as they run a quasi-monopoly, but it's more competitive in the USA. Canadian volume isn't increasing as they

[birder]

They generated $7.5M operating cashflows. $1M went to dividends $1.2M went to share buybacks. As the sale-leaseback is a material change, they can't renew shares buybacks at the moment so

[siwashrock]

When all the dust settles (writedown and real estate) does the book value end higher than previous?

[screamer99]

With the sale-leaseback transaction, it qualifies as a material event so the company couldn't renew the NCIB (management's words). So they're directing the money that would have gone to

[Tslayer]

Revenue down + cash flow decrease + larger loss = 25 % increase in dividend. Makes perfect business sense. 

[siwashrock]

He was selling loonies for 95 cents each and trying to make it up on volume. Sounds kinda like Supremex envelope division these days. I'm keeping my eye on adjusted ebitda and found this

[siwashrock]

* dividend increase * asset impairment/writedown * real estate sale could reduce debt to zero * 14 cents per share profit improvement in 2025 (2 optimization plans) I'm curious what the