Added to YB: 2025-10-03
Pitch date: 2025-10-01
SUP.L [neutral]
Supreme Plc
-16.94%
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 168.9M
Pitch Price
GBP 1.70
Price Target
N/A
Dividend
3.47%
EV/EBITDA
4.79
P/E
7.96
EV/Sales
0.75
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)