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Supreme PLC (AIM: SUP), a heavyweight in the fast-moving consumer goods arena, has triumphantly announced a stellar trading update for the fiscal year ending 31 March 2024. This sets the stage for a highly anticipated audited financial results reveal scheduled for 2 July 2024.

Supreme has reported an eye-popping performance for FY24, doubling its Adjusted EBITDA to a minimum of £38 million from the previous year’s £19.4 million and propelling revenues from £155.6 million in FY23 to around £225 million. This notable ascent in profitability is complemented by Supreme’s ability to conclude the fiscal year debt-free while generating unprecedented cash levels.

https://smallcompanychampion.substack.com/p/surpeme-plc-fb3

PG, I think it's World Products. It's not global, but UK, Europe and USA via Amazon.

I think you are referring to the consumer study for Acne. It is due at any time, but it needs to be written. I am more interested in Dermatonocs sales, UMG forecasts, and Croda launch/forward sales circa June, from memory. These news items are directly related to money now, not months later. These will drive a massive re-rate.

CB resolution would also drive a re-rate for obvious reasons, but I think most of us are aware of why.

Leepfroggy, I suspect there will be a coming together of minds to work out the best strategy in the future with the Dermatonics staff, who have had some success with their own sales/marketing team. This must be one synergy that some people have overlooked.

Apre, try reading before making a tool of yourself.

"Unsubstantiated Opinion" sounds like every social media platform's motto, doesn't it? It's not so much an oxymoron or poor grammar; it's more like the bread and butter of the internet's comment sections. An opinion is personal, sure, but when you slap "unsubstantiated" in front of it, it's like admitting, "I have no idea what I'm talking about, but I'm going to say it loud and proud!" Take a bow, Sir! It's the verbal equivalent of walking into a room, declaring the earth is flat, and then plugging your ears and singing whenever someone brings a globe in. Take another bow, Sir!

What I posted was educational, and by God, you need it.

The following deep dive into London's financial games carries risks for the private investor some may not appreciate.

https://twitter.com/LEMMINGINVESTOR/status/1778500935188189320

It is not specific to SBTX, but it provides details of the board's predicament. Some people may not appreciate it, but they will!

OPEN SOURCE

https://open.substack.com/pub/smallcompanychampion/p/londons-capital-conundrum?r=398wvs&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

A special thanks to SOH for this opportunity.

https://x.com/LEMMINGINVESTOR/status/1778035747511042312

Al, you're wrong again! I explained it to you yesterday. These are the shares bought by Tyndall at a premium to what Macquarie converted at. Nice gig if you can get it. Apply logic, my friend.

Mad, There is a case to argue that SBTX has retained Cath for longer than she desired. I had a conversation with SOH years ago; we discussed her role as a CEO, and SOH said she would be stepping down when he finds a suitable replacement with commercial savvy. He declared her desire to return to academia because that's her passion. He said he would like to keep her in a similar position because of its importance.

The fact that SBTX has retained access and her passion for the lab coat and not the expense of a fur coat speak volumes, and of course, it saves SBTX a bundle of cash. Of course, some of the projects mentioned are drawing to a conclusion. Therefore, the timing makes perfect sense, but don't expect everyone without an agenda to see this for what it is.

I'd guess so if they are utilising all 1200 sales clients, which suggests they are not aiming for a progressive launch.

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Thanks for the encouragement, Al.

In some ways, I can argue we already had "game-changing news" when a Sederma rep confirmed that they were launching this year. Moreover, it was also confirmed that the first royalties will be by the end of the year. The CB overhang has killed the sentiment on this front.

We don't know the scale of the launch; all we know is that the VIPs have had early access and account for about 80% of Matrxyl's revenues. I think it's likely there will be a progressive launch. So, a firm date for the launch would certainly nail it as far as transformative, especially if it arrived with Croda's forecast that quashed the foolish notion some BBM have that there's a 70% chance of SBTX going belly up! But wait, there's another game changer. Do you know who told us that the UMG launch is worthless and will not yield accretive value?

I expect a forecast that blows that assumption out of the water. When I have no idea how quickly SBTX will be given the data, I give them the confidence to announce it. They don't want a repeat of the AxisBiotix forecast, so I expect caution. I am not concerned about what the share price does in the short term; I firmly believe the upside far outweighs the downside, but I understand why some people will wait for firm evidence of what I expect.

However, let's assume I am correct about the UMG sales being highly accretive, and we get a forecast confirming this; there's a good chance the shares will move higher than the fear of the downside figure. If I were SA, I'd announce the forecast ASAP because it would reduce the dilution on the remaining CB conversion.

Toying has already provided links to early Once Heel balm launches. That alone is encouraging given the size of the estate and market potential. Remember, these are all revenues we did not expect this year.

And of course, as soon as we get confirmation that all of the CBs have been converted and reside in safe hands and not flipped, we will very likely see positive sentiment return-we have seen how quickly SBTX shares recover when the dark cloud has lifted.

Al, You seem to be confusing the Macquarie conversion with the price of an existing institution that has no history of flipping its shares. I would assume that Tyndall acquired them at around the 10p mark. The share recently hit 14p, so it could have been higher or lower. However, this is irrelevant because Tyndall is clearly in it for the long haul, as are Seneca and Unicorn. Hopefully, they will consider investing more. As I have said before, the downside is limited; the upside is multibag territory. The only question for the investor sitting on the side is, do they think they can get the shares at a much lower price while risking a recovery on the CBs being handed over to diamond hands. IMHO, I would not risk 5p for 30p >> it really is that simple.

Just ordered three. It's a tad expensive for cup soup. https://optibiotix.online/products/snacksmart-soups

Hi Bazzaman, I appreciate your feedback and have endeavoured to maintain an impartial tone, minimizing emotional expression as it is not characteristic of my approach; it's not who I am. I do my best to respect the readers' perspective, which is essential, upholding a duty to remain objective. I believe I do this for the most part. Regarding the CB funding issue, I expressed my concerns about its perceived high cost and the implications of the conversion price, aiming for a balanced critique. I cannot see how you could not draw this conclusion, even with a respectful tone.

I must clarify that adopting a confrontational stance towards the board contradicts my principles; I find this type of conduct leaves readers open to alleging I am allowing my ego to play a role. I believe it to others, as it does not align with my professional ethos.

Regarding TW's comments, if you are referring to the twin bearcasts released today, I chose not to listen to either. My decision to disengage from TW's commentary on SBTX is final, out of respect for his expressed desire to cease mutual criticisms.

While my attempts at humour may occasionally be misconstrued as contentious, it has not been my intention. I hold TW in high regard and respect his perspectives, yet I feel his critique of SBTX may have exceeded reasonable bounds. This is not to dismiss some of his valid points, with which I concur to an extent. However, the persistent and intense scrutiny has become overwhelming, impacting my well-being and leading me to conclude my involvement in this discourse, which had become heated at times by both parties. Furthermore, I feel TW integrity is questioned when it should not. I believe him to be honest in terms that he does not use his influence to pickpocket investors. I could go into great detail regarding what bothers me. Hellfire; I could write a book. I might!

Regarding the remaining CB, I must exercise caution, as any speculation on this topic could be misreported to the NOMAD again. Speculating on a significant subject with limited information and permutations could lead to unintended consequences. I previously issued a warning due to a speculative remark, which was misunderstood as a double bluff. Therefore, I choose not to provide further speculation on the remaining CB at this time. Speculating serves no purpose.

I'd prefer you email me in future, or ask awkward questions via the Substack portal.

Toyin, The increase in annual turnover from about £335m should provide investors with insight into the effectiveness of their sales team throughout the organisation. Impressive!

Veteran private investors concur that the allure of the Alternative Investment Market (AIM) is waning. Emerging enterprises and startups encounter heightened challenges in securing operational funds, often resorting to less favourable financial instruments like death spiral convertible bonds. Furthermore, the escalating regulatory framework within the European Union dissuades investors from engaging with the life sciences sector, posing a potential threat to innovation across Europe, including Ireland. This sentiment was echoed by Michael Lohan, the Chief Executive of IDA Ireland, the agency responsible for attracting foreign direct investments. In his conversation with the Financial Times, Lohan highlighted concerns that recent legislative proposals from Brussels targeting the pharmaceutical industry could exacerbate the technological divide between the United States and the European Union. This regulatory environment contributes to my belief that companies such as @PoolbegPharma, #POLB Pharma, & @hVIVO_UK #HVO must be contemplating listings in the U.S. market where valuation and conditions are much more favourable. The latter, in particular, seems increasingly probable as the company continues to expand its revenue base, enhance profitability, and solidify its position as a leading Contract Research Organization (CRO).

https://twitter.com/LEMMINGINVESTOR/status/1775632413571359033

https://www.irishtimes.com/business/2024/04/03/eu-rules-drive-pharma-backers-to-the-us-says-ida-ireland-chief/#:~:text=Michael%20Lohan%2C%20chief%20executive%20of,comes%20to%20cutting%2Dedge%20technologies

Veteran private investors concur that the allure of the Alternative Investment Market (AIM) is waning. Emerging enterprises and startups encounter heightened challenges in securing operational funds, often resorting to less favourable financial instruments like death spiral convertible bonds. Furthermore, the escalating regulatory framework within the European Union dissuades investors from engaging with the life sciences sector, posing a potential threat to innovation across Europe, including Ireland. This sentiment was echoed by Michael Lohan, the Chief Executive of IDA Ireland, the agency responsible for attracting foreign direct investments. In his conversation with the Financial Times, Lohan highlighted concerns that recent legislative proposals from Brussels targeting the pharmaceutical industry could exacerbate the technological divide between the United States and the European Union. This regulatory environment contributes to my belief that companies such as @PoolbegPharma, #POLB Pharma, & @hVIVO_UK #HVO must be contemplating listings in the U.S. market where valuation and conditions are much more favourable. The latter, in particular, seems increasingly probable as the company continues to expand its revenue base, enhance profitability, and solidify its position as a leading Contract Research Organization (CRO).

https://twitter.com/LEMMINGINVESTOR/status/1775632413571359033

https://www.irishtimes.com/business/2024/04/03/eu-rules-drive-pharma-backers-to-the-us-says-ida-ireland-chief/#:~:text=Michael%20Lohan%2C%20chief%20executive%20of,comes%20to%20cutting%2Dedge%20technologies

PG, You seem to imply that the Company should withhold information to prevent or limit firesale events, as discussed this week. This information would have to be sensitive to prices to have the desired effect, which is, of course, illegal. Regarding the timing of the news, like the upcoming M&A that Aquae hinted at, the board has taken a different approach and is exploring an alternative means to fund the next move. Investors should appreciate this as a clear indication that they are heeding and responding to the concerns expressed by investors and the market. My extensive experience spanning over three decades suggests that such actions are uncommon, and it requires courage from the board to change course, so to speak.

I know it is deeply unnerving to see the SP become so volatile; also frustrating if you do not have the funds to take advantage of the opportunity at hand if you have a 12-month plus horizon. The CBs have created a fabulous opportunity for those unconcerned about the short term and who have faith in the long term, which I guess many of us have.

Ref the trades question; sorry I forgot to answer. I believe there was a pattern with some of the larger trades. They appeared to be match buy/sell sides, which suggested an organised swap. If I am correct, there could be more of the CBs washing through than we know of thus far. Either way, it will be short-lived, especially if SA/MR deliver on their master plan. IMHO, some of the most vicious sceptics will eat large portions of humble pie. The Dermatonics/UMG combo will demonstrate the fiscal nonsense some people argue to be wholly wrong, and the vehicle to acquire was a necessary gamble to secure both. The CB looks bad now, but I genuinely believe SA/MR will be vindicated. I hope they have the option to claw back their pay cut.

Spectra Systems #SPSY showcases robust financials with a 4% dividend, underpinned by a clear growth roadmap. Short-term prospects (2024-2026) span sensor contracts to security materials, while long-term (2027-2030) eyes global passport security and high-value holograms. tinyurl.com/2rsxcyh2

https://x.com/lemminginvestor/status/1774070217263460476?s=46