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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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Comment by DanielDardenon Nov 26, 2024 6:25pm

RE:Any thoughts on tariffs?

The fact that he is trying to curb importation of illegal drugs by imposing tariffs on imports is laughable. He must think that the foreign governments are drug traffickers and they are being forced ...more  
Comment by Jambalaya54on Nov 26, 2024 1:57pm

RE:Any thoughts on tariffs?

We'll see, it's the same old scare tactics Trump spouted 8 years ago and it's his administration that negotiated the current trade deal in the first place. I wonder if Trump Tower gets ...more  
Post by siwashrockon Nov 26, 2024 9:41am

Any thoughts on tariffs?

Trump news regarding Canada, Mexico, China.
Comment by DanielDardenon Nov 19, 2024 2:58pm

RE:RE:RE:Sale - Leaseback

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 ...more  
Comment by mrmoribundon Nov 19, 2024 10:27am

RE:RE:Sale - Leaseback

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 ...more  
Comment by DanielDardenon Nov 17, 2024 1:46pm

RE:Sale - Leaseback

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 ...more  
Comment by Jambalaya54on Nov 10, 2024 4:40pm

RE:Sale - Leaseback

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? 
Post by DanielDardenon Nov 09, 2024 10:39am

Sale - Leaseback

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 ...more  
Post by Jambalaya54on Nov 07, 2024 6:26pm

Patience is a virtue.

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 ...more  
Comment by birderon Nov 07, 2024 9:47am

RE:RE:RE:RE:Financials

Forgot that there will be an increase in lease liability. 
Comment by birderon Nov 07, 2024 9:23am

RE:RE:RE:Financials

It should be if they do sale a $9M asset for $57M. There will surely be some taxes on that sell however.
Comment by birderon Nov 07, 2024 9:17am

RE:a friend of mine had a scheme

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 ...more  
Comment by birderon Nov 07, 2024 9:09am

RE:Financials

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 ...more  
Comment by siwashrockon Nov 07, 2024 9:09am

RE:RE:Financials

When all the dust settles (writedown and real estate) does the book value end higher than previous?
Comment by screamer99on Nov 07, 2024 9:00am

RE:Financials

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 ...more  
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