Thank you for sharing your thoughts and insights, Supreme is an investment oportunity which you do not stumble over too often. Theirs is anFMCG business which is easy do understand ,and they participate in at least two categories which present attractive growth opportunities. I agree with you that the price target set by ED is too low , i even think they might exceed their latest increased guidance. The Cfo in the investor presentation sounded very confident that these number were achievable .The business is highly cash generative and the higher interest environment will reveal weaker competitors /brands as future takeover targets..whats not to like...
Cracking numbers. Vaping legislation is a cloud that will drift off in the medium term and company appears to be really well placed to capitalise on distribution opportunities
Thank you for sharing your thoughts and insights, Supreme is an investment oportunity which you do not stumble over too often. Theirs is anFMCG business which is easy do understand ,and they participate in at least two categories which present attractive growth opportunities. I agree with you that the price target set by ED is too low , i even think they might exceed their latest increased guidance. The Cfo in the investor presentation sounded very confident that these number were achievable .The business is highly cash generative and the higher interest environment will reveal weaker competitors /brands as future takeover targets..whats not to like...
Cracking numbers. Vaping legislation is a cloud that will drift off in the medium term and company appears to be really well placed to capitalise on distribution opportunities