Added to YB: 2025-10-03
Pitch date: 2025-10-01
SUP.L [neutral]
Supreme Plc
-11.64%
current return
Author Info
Trident Opportunities writes about deep value and special situation investment opportunities. Sign up for the newsletter.
Company Info
Supreme Plc owns, manufactures, and distributes fast-moving branded and discounted consumer goods in the United Kingdom, Ireland, the Netherlands, France, rest of Europe, and internationally.
Market Cap
GBP 204.1M
Pitch Price
GBP 1.70
Price Target
N/A
Dividend
2.99%
EV/EBITDA
5.67
P/E
8.92
EV/Sales
0.94
Sector
Distributors
Category
value
Trident Opportunities | Portfolioupdate Q3 - 2025 - +16.7% - Supreme Plc
SUP.L significantly reduced position: Despite cheap EV/EBITDA & EV/FCF valuation, concerns over lowered analyst expectations mid-FY, mgmt tone shift from 'positive' to 'solid' start, & reduced cash conversion due to less asset-light structure post-acquisitions. Waiting for formal guidance.
Read full article (2 min)