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LON:SUP

Supreme PLC

BUY 2026-08-11 Data 32 days old 141.00p Industrials - Electrical Equipment & PartsAWAIT ENTRY
ACTIONABLEMethodology gates passed
65

Position levels

Currenttoday
141.00p
Buy <=wait / entry
133.67p
Trim >=take some off
165.00p
Thesis breakThe thesis would be invalidated by a sustained period of negative reported earni...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case33%100 / 10033.0
Base case48%62 / 10029.8
Bear case19%10 / 1001.9
Weighted conviction65 / 100 - BUY

Top risks

  • M&A activity with SlimFast (GBP 20.6m) and 1001 (GBP 1.7m) acquisitions, both immediately earnings-enhancing
  • Strategic licensing deals signed with Carabao and Lamborghini
  • Record revenue of GBP 270.2m, up 17% YoY with GBP 19.1m organic vaping growth and GBP 27.1m from acquisitions
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.