Primary Recommendations

Supreme - Multi-stage rocket in consumer staples

March 2021

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

It is second time lucky for Sandy Chadha, chief executive of Supreme, which debuted on AIM last month. The first time he tried to IPO his business was two years ago but poor market conditions saw the float pulled. But Chadha persevered and continued to grow the business whilst privately held; in fact, performance has been astonishing with sales up from £80.2m in 2019 to an expected £123m in the year ending March 2021. Pretax profit has gone from £12.7m to an expected £16.5m. He says there really hasn’t been a Covid ‘bump.’During the month I spoke to Chadha and finance director Suzanne Smith. As I am learning, Supreme is the owner and distributor of a number of consumer brands. It distributes for third parties, often on an exclusive ...

To access our archive of articles and to receive current issues you need to subscribe.

Subscribe now

Already a subscriber? Login

HeiQ - Making some interesting bets in the medical textile space

XLMedia - Seems past the worst

Supreme (February 2024)

Supreme - Upgrades expectations by £4m (3rd upgrade) (December 2023)

Supreme (November 2023)

Supreme - Upgrades guidance by 17% (October 2023)

Supreme - Accelerated trading in the first three months (August 2023)

Supreme - Second “profits ahead of” statement in four months (May 2023)

Supreme - Sells Red Astaire vape brand for €4.5m cash (April 2023)

Supreme - Disposable vapes grows strongly (March 2023)

Supreme - Upgrade cycle resuming (December 2022)

Supreme (September 2022)

Supreme (August 2022)

Supreme - Eps enhancing acquisition of Liberty Flights (July 2022)

Supreme (May 2022)

Supreme - Shares break into new highs (January 2022)

Supreme (November 2021)

Supreme - Launches digital vitamin brand (August 2021)

Supreme - Expands sports nutrition capacity (July 2021)

Supreme (June 2021)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

All material on this website is protected by copyright. You may use Information retrieved from the www.scsw.co.uk website for your own personal non-commercial use which means that you may not sell or copy this information to any third party without prior written consent. ISSN 1358-183X