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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 in two reporting segments: the manufacturing and sale of envelopes... see more

Bullboard (TSX:SXP)

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Post by Tslayeron Nov 07, 2024 7:09am

Financials

Revenue down + cash flow decrease + larger loss = 25 % increase in dividend. Makes perfect business sense. 
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  • siwashrockX
Post by siwashrockon Nov 06, 2024 10:46pm

a friend of mine had a scheme

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 ...more  
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  • siwashrockX
Post by siwashrockon Nov 06, 2024 10:16pm

A bunch of moving parts now

* 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 ...more  
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  • mrmoribundX
Comment by mrmoribundon Nov 06, 2024 10:15pm

RE:RE:Pure speculation!

So will the stock crater in the morning? Quite possibly. Not a good result. That said, people should remember there are two very positive things happening right now, as I may have said earlier ...more  
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  • mrmoribundX
Comment by mrmoribundon Nov 06, 2024 9:01pm

RE:Pure speculation!

It's not an important announcement. Rather, it's a not-good result. The big loss was entirely due to a non-cash writedown but even without that the numbers were weak. The NCIB not being ...more  
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  • siwashrockX
Post by siwashrockon Nov 05, 2024 10:14am

Pure speculation!

They changed the CC time because they have an important announcement and  don't want to make it during trading hours. Thoughts?
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  • mrmoribundX
Comment by mrmoribundon Nov 04, 2024 6:40pm

RE:RE:10%+ Holder Adding

Maybe. Actually, there's reason to be concerned Q3 will be weak. That's because at the end of August the company did NOT renew their NCIB. That was a bit weird given the emphasis they've ...more  
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  • Jambalaya54X
Comment by Jambalaya54on Nov 04, 2024 11:17am

RE:10%+ Holder Adding

If share action leading up to this Thursday's 3Q results announcement is any indicator, someone believes that the results are going to be favorable? 
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  • DanielDardenX
Post by DanielDardenon Oct 03, 2024 4:14pm

10%+ Holder Adding

GC added 20k shares recently to add to his position. With the issuer bid reducing the share count monthly, the % automatically rises too. He and the Zucker Trust obviously control the direction this ...more  
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  • siwashrockX
Post by siwashrockon Sep 10, 2024 4:14pm

Update to my last post...

Spoke with the company and they said the next Packaging acquisition  could come from Folding Carton or E-commerce. Sorry I misled you guys.
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  • siwashrockX
Post by siwashrockon Jul 11, 2024 6:09pm

Took another look at Investor Presentation...

... at supremex.com Pages 19, 25 and 30 in particular. 1.) E-commerce is over 50% of packaging volume. 2.) E-commerce is a growing category in U.S. 3.) E-commerce is where they intend to make ...more  
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  • siwashrockX
Post by siwashrockon Jun 06, 2024 3:05pm

Three things to like:

First, we got hit with dividends again today. Second, interest rates have  begun to decline in Canada. This should improve the Packaging division results over time. Recent packaging ...more  
Comment by emiltechon May 22, 2024 2:03pm

RE:Takeover at 9.00 $

Envelope segment: leading player in Canada and no. 2 in size in North America.
Post by emiltechon May 21, 2024 3:05pm

Takeover at 9.00 $

Well, may be... But, absolutely no worry to succumb for such a bargain price being tabled in from private equity firms.
Post by emiltechon May 21, 2024 11:18am

Envelope market

Like this market a lot. They could double their annual sales in the US market alone. They can also envisioned to access all other big envelopes market int tne world. Why not!